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
$150B
AUM Growth
-$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1 +$918M
2 +$504M
3 +$482M
4
CB icon
Chubb
CB
+$336M
5
SPOT icon
Spotify
SPOT
+$322M

Top Sells

1 +$1.17B
2 +$1.12B
3 +$760M
4
AAPL icon
Apple
AAPL
+$326M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$324M

Sector Composition

1 Technology 26.94%
2 Healthcare 14.07%
3 Financials 12.33%
4 Consumer Discretionary 11.27%
5 Communication Services 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
-184,573
1202
-11,692
1203
-4,155,038
1204
-4,145
1205
-204,156
1206
-103,465
1207
-23,154
1208
-8,439
1209
-1,904
1210
-55,844
1211
-788,468
1212
-1,155,148
1213
-4,332,774
1214
-18,945
1215
-118,036
1216
-627,910
1217
-15,700
1218
-4,426,480
1219
-4,000
1220
-173,648
1221
-282,675
1222
-3,800
1223
-12,000
1224
-3,600
1225
-6,327