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
$148B
AUM Growth
+$6.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$176M
3 +$163M
4
TWLO icon
Twilio
TWLO
+$153M
5
TSM icon
TSMC
TSM
+$129M

Top Sells

1 +$701M
2 +$440M
3 +$325M
4
AMZN icon
Amazon
AMZN
+$316M
5
XYZ
Block Inc
XYZ
+$192M

Sector Composition

1 Technology 25.08%
2 Healthcare 13.42%
3 Consumer Discretionary 12.73%
4 Financials 11.42%
5 Communication Services 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$323M 0.22%
572,498
-40,922
102
$318M 0.21%
5,721,110
-325,186
103
$313M 0.21%
666,393
+196,847
104
$312M 0.21%
7,525,195
-3,442,027
105
$312M 0.21%
1,884,113
-218,598
106
$311M 0.21%
5,420,268
-344,509
107
$310M 0.21%
1,343,532
-342,626
108
$306M 0.21%
1,016,394
-167,057
109
$305M 0.21%
1,520,099
-130,469
110
$304M 0.21%
991,583
-249
111
$300M 0.2%
11,152,983
+6,069,014
112
$299M 0.2%
1,354,462
-24,108
113
$296M 0.2%
2,842,258
-528,252
114
$294M 0.2%
2,929,548
-810,483
115
$291M 0.2%
3,754,892
+517,133
116
$291M 0.2%
3,647,700
+141,641
117
$289M 0.19%
969,660
-47,752
118
$284M 0.19%
1,294,548
+912,854
119
$272M 0.18%
656,673
-27,180
120
$270M 0.18%
157,937
-9,439
121
$270M 0.18%
1,254,049
+40,231
122
$269M 0.18%
2,349,830
-139,264
123
$268M 0.18%
3,313,729
+182,706
124
$267M 0.18%
6,909,600
-1,161,781
125
$262M 0.18%
1,751,047
-106,436