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
$44.1B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1 +$1.14B
2 +$1.05B
3 +$760M
4
GE icon
GE Aerospace
GE
+$690M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.24%
2 Technology 12.71%
3 Healthcare 12.62%
4 Energy 11.02%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$83.4M 0.19%
+1,225,710
127
$82.8M 0.19%
+1,668,627
128
$82.6M 0.19%
+761,827
129
$82M 0.19%
+1,120,467
130
$81.2M 0.18%
+998,804
131
$81.1M 0.18%
+5,956,631
132
$80.4M 0.18%
+982,587
133
$79.8M 0.18%
+2,298,349
134
$79.4M 0.18%
+2,382,866
135
$78.6M 0.18%
+1,135,813
136
$78M 0.18%
+3,542,620
137
$77.9M 0.18%
+3,100,275
138
$77.8M 0.18%
+2,675,802
139
$77.7M 0.18%
+1,590,411
140
$76.1M 0.17%
+3,583,346
141
$75.3M 0.17%
+657,812
142
$74.8M 0.17%
+985,027
143
$73M 0.17%
+937,997
144
$70.8M 0.16%
+1,732,700
145
$70.2M 0.16%
+2,070,079
146
$69.9M 0.16%
+811,319
147
$69.6M 0.16%
+877,733
148
$68.8M 0.16%
+1,086,397
149
$68.5M 0.16%
+1,814,945
150
$68.3M 0.16%
+1,176,787