Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $174B
1-Year Est. Return 31.94%
 

Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.

This Quarter Est. Return
1 Year Est. Return
+31.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161B
AUM Growth
-$8.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1 +$425M
2 +$339M
3 +$252M
4
TDOC icon
Teladoc Health
TDOC
+$215M
5
HOOD icon
Robinhood
HOOD
+$193M

Top Sells

1 +$425M
2 +$311M
3 +$309M
4
SE icon
Sea Limited
SE
+$262M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$260M

Sector Composition

1 Technology 26.11%
2 Healthcare 13.37%
3 Financials 12.69%
4 Consumer Discretionary 11.99%
5 Communication Services 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
-15,822
1202
-67,000
1203
-15,215
1204
-32,600
1205
-1,700
1206
-15,000
1207
-4,000
1208
-1,499
1209
-1,977
1210
-138,223
1211
-4,011
1212
-7,900
1213
-2,135,577
1214
-16,500
1215
-163,623
1216
-4,734
1217
-1,900
1218
-15,100
1219
-54,096
1220
-22,000
1221
-208,000
1222
-9,900
1223
-21,000
1224
-44,875
1225
-7,218