Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $170B
1-Year Est. Return 29.42%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164B
AUM Growth
+$3.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1 +$320M
2 +$303M
3 +$302M
4
TWLO icon
Twilio
TWLO
+$186M
5
DOCU
DocuSign
DOCU
+$177M

Top Sells

1 +$758M
2 +$466M
3 +$408M
4
PYPL icon
PayPal
PYPL
+$370M
5
AAPL icon
Apple
AAPL
+$301M

Sector Composition

1 Technology 28.33%
2 Healthcare 13.67%
3 Financials 11.99%
4 Consumer Discretionary 11.74%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
-5,700
1202
-24,903
1203
-438,472
1204
-375
1205
-1,600
1206
-1,225
1207
-27,237
1208
-3,200
1209
-3,002
1210
-28,337
1211
-4,200
1212
-13,216
1213
-159,316
1214
-3,700
1215
-6,034
1216
-1,100,000
1217
-240,400
1218
-12,825
1219
-3,289
1220
-63,000
1221
-30,000
1222
-14,000
1223
-26,000
1224
-2,559,966
1225
-451,006