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
$47.5B
AUM Growth
-$647M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1 +$134M
2 +$35.4M
3 +$31M
4
ORCL icon
Oracle
ORCL
+$28.2M
5
GM icon
General Motors
GM
+$24.6M

Top Sells

1 +$819M
2 +$41.9M
3 +$38.2M
4
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$32.8M
5
XOM icon
Exxon Mobil
XOM
+$29.7M

Sector Composition

1 Financials 16.37%
2 Healthcare 13.42%
3 Technology 13.33%
4 Energy 10.81%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$112M 0.24%
1,324,145
-63,817
102
$110M 0.23%
3,311,207
-72,234
103
$109M 0.23%
2,739,108
-62,421
104
$109M 0.23%
1,413,571
-60,130
105
$109M 0.23%
1,625,539
-55,599
106
$108M 0.23%
343,160
+2,190
107
$108M 0.23%
816,817
-5,640
108
$106M 0.22%
4,446,892
+69,140
109
$106M 0.22%
1,252,056
-26,481
110
$106M 0.22%
599,836
-6,938
111
$105M 0.22%
1,472,203
-324,753
112
$102M 0.22%
1,232,332
+50,516
113
$102M 0.21%
2,321,783
+7,327
114
$99.5M 0.21%
1,169,304
+8,808
115
$98.9M 0.21%
721,261
-39,481
116
$98.2M 0.21%
1,447,923
-9,914
117
$98.2M 0.21%
5,084,204
+254,520
118
$95.4M 0.2%
728,228
-18,147
119
$95.1M 0.2%
1,177,316
-24,627
120
$94.6M 0.2%
2,079,713
-8,270
121
$94.6M 0.2%
3,460,862
-56,389
122
$94.5M 0.2%
1,235,993
-111,039
123
$94.2M 0.2%
1,679,341
-62,379
124
$94.1M 0.2%
952,933
-43,458
125
$92.8M 0.2%
367,130
-5,044