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
$144B
AUM Growth
+$8.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,117
New
Increased
Reduced
Closed

Top Buys

1 +$124M
2 +$108M
3 +$101M
4
NU icon
Nu Holdings
NU
+$86.2M
5
CDNS icon
Cadence Design Systems
CDNS
+$84.1M

Top Sells

1 +$218M
2 +$119M
3 +$108M
4
PH icon
Parker-Hannifin
PH
+$76.5M
5
NVDA icon
NVIDIA
NVDA
+$76.1M

Sector Composition

1 Technology 31.55%
2 Healthcare 11.95%
3 Financials 11.88%
4 Consumer Discretionary 10.25%
5 Communication Services 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$290M 0.2%
3,456,741
+30,636
102
$288M 0.2%
999,003
-25,288
103
$285M 0.2%
2,732,791
+28,723
104
$284M 0.2%
4,541,263
+365,094
105
$278M 0.19%
3,408,550
+280,890
106
$277M 0.19%
999,237
+13,545
107
$275M 0.19%
4,328,294
+78,562
108
$273M 0.19%
3,031,160
-50,038
109
$272M 0.19%
784,034
+13,814
110
$268M 0.19%
3,028,773
+34,563
111
$265M 0.18%
986,849
+41,605
112
$263M 0.18%
1,180,567
+18,202
113
$262M 0.18%
1,531,516
+25,648
114
$261M 0.18%
1,615,123
+40,491
115
$261M 0.18%
3,396,795
-26,790
116
$261M 0.18%
6,646,495
-113,092
117
$258M 0.18%
952,427
+310,250
118
$257M 0.18%
2,640,092
+41,389
119
$254M 0.18%
3,445,724
+50,094
120
$254M 0.18%
3,023,984
+55,841
121
$251M 0.17%
1,487,897
+25,519
122
$251M 0.17%
324,049
-573
123
$249M 0.17%
3,189,947
+364,851
124
$244M 0.17%
885,843
+38,288
125
$244M 0.17%
1,591,452
+24,199