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
$48.7B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1 +$823M
2 +$30.9M
3 +$24.6M
4
GNW icon
Genworth Financial
GNW
+$21.9M
5
NAVI icon
Navient
NAVI
+$18.9M

Top Sells

1 +$70.9M
2 +$58.2M
3 +$43M
4
GE icon
GE Aerospace
GE
+$39.6M
5
CVX icon
Chevron
CVX
+$38.7M

Sector Composition

1 Financials 15.6%
2 Technology 13.2%
3 Healthcare 13.14%
4 Energy 11.33%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$116M 0.24%
1,398,630
-133,445
102
$115M 0.24%
1,427,191
+13,620
103
$114M 0.23%
1,283,031
-35,882
104
$113M 0.23%
1,273,643
-50,502
105
$113M 0.23%
4,242,102
-110,586
106
$113M 0.23%
1,120,204
-112,128
107
$110M 0.23%
1,662,184
-64,780
108
$109M 0.22%
4,235,072
-211,820
109
$106M 0.22%
662,070
-35,805
110
$105M 0.21%
562,112
-37,724
111
$104M 0.21%
1,110,133
-59,171
112
$104M 0.21%
2,847,951
-463,256
113
$103M 0.21%
2,627,472
-111,636
114
$103M 0.21%
2,267,869
-53,914
115
$102M 0.21%
320,625
-22,535
116
$102M 0.21%
1,425,450
-46,753
117
$100M 0.21%
680,783
-40,478
118
$99.8M 0.2%
1,173,813
-62,180
119
$99.2M 0.2%
784,161
-32,656
120
$97.9M 0.2%
1,405,861
-42,062
121
$97.8M 0.2%
2,060,457
-19,256
122
$96.9M 0.2%
1,617,141
-62,200
123
$95.1M 0.2%
4,780,071
-304,133
124
$94.6M 0.19%
1,625,786
-38,136
125
$92.8M 0.19%
698,380
-29,848