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
$130B
AUM Growth
-$20.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,287
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$660M
3 +$449M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$346M
5
GE icon
GE Aerospace
GE
+$242M

Top Sells

1 +$172M
2 +$159M
3 +$146M
4
CERN
Cerner Corp
CERN
+$122M
5
T icon
AT&T
T
+$112M

Sector Composition

1 Technology 24.91%
2 Healthcare 15.07%
3 Financials 12.68%
4 Consumer Discretionary 9.78%
5 Communication Services 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$200K ﹤0.01%
3,359
-210
1202
$200K ﹤0.01%
+5,100
1203
$198K ﹤0.01%
50,571
1204
$166K ﹤0.01%
+16,791
1205
$164K ﹤0.01%
6,629
1206
$151K ﹤0.01%
44,289
-15,183
1207
$139K ﹤0.01%
17,013
-3,000
1208
$130K ﹤0.01%
16,798
1209
$128K ﹤0.01%
+35,031
1210
$121K ﹤0.01%
+13,349
1211
$119K ﹤0.01%
68
1212
$37K ﹤0.01%
12,620
1213
$36K ﹤0.01%
15,274
1214
$7K ﹤0.01%
+50,000
1215
-21,992
1216
-3,870
1217
-20,685
1218
-123,093
1219
-13,130
1220
-14,960
1221
-65,298
1222
-206,585
1223
-9,949
1224
-58,809
1225
-3,233