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
$160B
AUM Growth
+$5.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1 +$311M
2 +$305M
3 +$284M
4
ZM icon
Zoom
ZM
+$259M
5
DKNG icon
DraftKings
DKNG
+$209M

Top Sells

1 +$291M
2 +$267M
3 +$210M
4
SPLK
Splunk Inc
SPLK
+$207M
5
MSFT icon
Microsoft
MSFT
+$207M

Sector Composition

1 Technology 24.57%
2 Healthcare 13.27%
3 Financials 12.46%
4 Consumer Discretionary 12.41%
5 Communication Services 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$353M 0.22%
2,676,187
+836,874
102
$349M 0.22%
1,460,586
-43,004
103
$349M 0.22%
2,465,520
-65,742
104
$336M 0.21%
4,543,824
-785,855
105
$331M 0.21%
5,198,398
+2,616,278
106
$328M 0.21%
3,926,622
+185,231
107
$324M 0.2%
1,331,349
-107,128
108
$324M 0.2%
524,512
-28,344
109
$324M 0.2%
3,226,057
+1,999,079
110
$317M 0.2%
136,039
-2,663
111
$317M 0.2%
1,142,982
+19,270
112
$316M 0.2%
855,288
-49,277
113
$314M 0.2%
1,273,491
+113,112
114
$311M 0.19%
4,816,803
-245,343
115
$310M 0.19%
2,199,536
-104,227
116
$306M 0.19%
3,293,572
+84,233
117
$306M 0.19%
5,364,751
+1,852,065
118
$298M 0.19%
1,920,994
-75,799
119
$296M 0.18%
1,223,881
+10,025
120
$296M 0.18%
2,103,577
-125,697
121
$296M 0.18%
3,967,727
+157,941
122
$295M 0.18%
4,958,920
+53,970
123
$293M 0.18%
1,554,733
-321,150
124
$291M 0.18%
1,175,597
+56,979
125
$290M 0.18%
2,166,905
+291,554