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
$61B
AUM Growth
+$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1 +$58.3M
2 +$43.9M
3 +$41.5M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$39.8M
5
MON
Monsanto Co
MON
+$38.8M

Sector Composition

1 Financials 14.7%
2 Technology 13.62%
3 Healthcare 12.99%
4 Communication Services 10.17%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$116M 0.19%
2,619,098
+25,860
127
$114M 0.19%
2,394,806
+247,413
128
$114M 0.19%
991,469
-173
129
$113M 0.19%
1,649,855
-27,983
130
$113M 0.18%
940,242
+9,518
131
$111M 0.18%
521,067
+637
132
$110M 0.18%
1,532,466
-188,555
133
$110M 0.18%
876,056
-19,691
134
$108M 0.18%
650,399
-553
135
$108M 0.18%
2,515,765
+12,507
136
$106M 0.17%
881,010
+93,885
137
$106M 0.17%
1,623,191
+6,419
138
$105M 0.17%
3,339,729
+3,986
139
$105M 0.17%
566,491
+109,932
140
$105M 0.17%
3,472,227
+210,034
141
$104M 0.17%
3,159,860
-27,540
142
$103M 0.17%
1,255,936
-3,516
143
$102M 0.17%
1,591,804
+1,430
144
$101M 0.17%
1,501,466
+3,147
145
$100M 0.16%
1,572,280
+186,031
146
$100M 0.16%
1,834,393
+10,769
147
$99.6M 0.16%
1,627,793
+120,426
148
$99.5M 0.16%
5,618,520
+1,611,082
149
$98.4M 0.16%
553,491
+21,515
150
$98.3M 0.16%
2,736,426
-960