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
$51.5B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1 +$110M
2 +$32.5M
3 +$31.6M
4
HBI icon
Hanesbrands
HBI
+$27.3M
5
INCY icon
Incyte
INCY
+$26.8M

Top Sells

1 +$179M
2 +$49.5M
3 +$37.7M
4
AAPL icon
Apple
AAPL
+$26.6M
5
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
+$25.5M

Sector Composition

1 Financials 15.63%
2 Technology 13.58%
3 Healthcare 13.35%
4 Energy 9.98%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$97.6M 0.19%
912,810
-161,367
127
$95M 0.18%
2,364,039
-270,055
128
$94.5M 0.18%
3,476,052
+483,622
129
$94.3M 0.18%
678,599
-29,094
130
$94.3M 0.18%
1,836,772
-278,369
131
$92.8M 0.18%
492,082
-7,286
132
$89.6M 0.17%
681,974
-6,026
133
$89.5M 0.17%
1,408,030
-6,667
134
$88M 0.17%
475,983
-62,850
135
$88M 0.17%
7,245,942
-22,503
136
$88M 0.17%
1,630,828
+37,616
137
$87.1M 0.17%
2,701,004
-108,054
138
$86.7M 0.17%
1,709,955
+221,760
139
$86.5M 0.17%
1,759,614
-37,616
140
$85.9M 0.17%
786,204
-119,695
141
$85.4M 0.17%
1,172,119
-654
142
$84.9M 0.16%
1,707,681
-37,396
143
$84.8M 0.16%
1,991,585
-39,424
144
$84.6M 0.16%
880,210
-57,486
145
$83.6M 0.16%
4,352,117
-121,167
146
$83.3M 0.16%
3,591,201
-91,638
147
$83.1M 0.16%
2,737,181
-152,137
148
$81.8M 0.16%
1,324,917
+27,257
149
$81.4M 0.16%
734,929
-31,677
150
$81.1M 0.16%
1,109,852
+5,072