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
+$3.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,078
New
Increased
Reduced
Closed

Top Buys

1 +$331M
2 +$131M
3 +$116M
4
V icon
Visa
V
+$116M
5
TEL icon
TE Connectivity
TEL
+$103M

Top Sells

1 +$263M
2 +$231M
3 +$203M
4
SYK icon
Stryker
SYK
+$135M
5
AZPN
Aspen Technology Inc
AZPN
+$131M

Sector Composition

1 Technology 32.68%
2 Financials 12.51%
3 Consumer Discretionary 11.09%
4 Healthcare 10.49%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$290M 0.2%
647,460
+203,109
102
$288M 0.19%
1,008,209
+21,360
103
$284M 0.19%
1,562,722
+31,206
104
$280M 0.19%
3,034,060
+10,076
105
$279M 0.19%
815,452
-30,737
106
$278M 0.19%
1,611,895
+20,443
107
$277M 0.19%
769,759
-373,814
108
$276M 0.19%
918,388
-34,039
109
$273M 0.18%
989,382
-9,621
110
$270M 0.18%
3,166,748
-23,199
111
$269M 0.18%
553,535
-10,798
112
$269M 0.18%
2,433,425
+41,409
113
$267M 0.18%
1,300,431
-17,347
114
$267M 0.18%
2,153,085
+718,781
115
$266M 0.18%
659,533
-12,565
116
$265M 0.18%
4,681,038
+27,232
117
$265M 0.18%
895,131
+9,288
118
$262M 0.18%
3,541,413
+194,807
119
$261M 0.18%
1,470,790
-144,333
120
$255M 0.17%
1,478,206
-9,691
121
$251M 0.17%
1,183,396
+2,829
122
$245M 0.17%
4,589,456
+261,162
123
$243M 0.16%
3,038,346
+7,186
124
$243M 0.16%
2,658,091
+17,999
125
$235M 0.16%
1,283,519
+36,013