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
$126B
AUM Growth
+$4.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,246
New
Increased
Reduced
Closed

Top Buys

1 +$118M
2 +$93.6M
3 +$90.7M
4
SLB icon
SLB Ltd
SLB
+$70.1M
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$54.5M

Top Sells

1 +$154M
2 +$141M
3 +$101M
4
MSFT icon
Microsoft
MSFT
+$86.2M
5
NVDA icon
NVIDIA
NVDA
+$60.7M

Sector Composition

1 Technology 24.05%
2 Healthcare 15.55%
3 Financials 13.2%
4 Consumer Discretionary 9.07%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
-77,282
1202
-5,334
1203
-41,657
1204
-13,186
1205
-207,184
1206
-202,041
1207
-3,128
1208
-6,400
1209
-4,000
1210
-20,000
1211
-1,387,006
1212
-330,246
1213
-91,000
1214
-22,100
1215
-50,682
1216
-90,764
1217
-4,687
1218
-1,092,186
1219
-229,932
1220
-5,982
1221
-5,966
1222
-31,612
1223
-6,440
1224
-35,604
1225
-17,013