Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $170B
1-Year Est. Return 29.44%
 

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
+29.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122B
AUM Growth
-$8.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,260
New
Increased
Reduced
Closed

Top Buys

1 +$107M
2 +$102M
3 +$92.6M
4
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UiPath
PATH
+$90.7M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$61.5M

Top Sells

1 +$148M
2 +$122M
3 +$117M
4
TSLA icon
Tesla
TSLA
+$99.5M
5
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Coinbase
COIN
+$98M

Sector Composition

1 Technology 24.68%
2 Healthcare 15.04%
3 Financials 12.76%
4 Consumer Discretionary 10.59%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
-156,776
1202
-6,425
1203
-5,902
1204
-18,550
1205
-92,287
1206
-6,500
1207
-29,368
1208
-264,269
1209
-35,031
1210
-19,033
1211
-5,100
1212
-3,800
1213
-50,000
1214
-1,300
1215
-23,857
1216
-9,146
1217
-40,645
1218
-7,133
1219
-161,460
1220
-6,363,945
1221
-7
1222
-12,007
1223
-13,300
1224
-443,882
1225
-239,572