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
$61.3B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1 +$96.7M
2 +$35.6M
3 +$25.9M
4
COTY icon
Coty
COTY
+$25.8M
5
TRGP icon
Targa Resources
TRGP
+$25.8M

Sector Composition

1 Financials 16.97%
2 Technology 13.57%
3 Healthcare 12.49%
4 Communication Services 9.82%
5 Consumer Discretionary 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$94.6M 0.15%
2,717,090
-19,336
152
$94.5M 0.15%
1,554,404
-73,389
153
$94M 0.15%
802,318
-78,692
154
$92.9M 0.15%
3,127,442
-32,418
155
$92.8M 0.15%
1,474,406
-117,398
156
$92.3M 0.15%
1,636,194
-19,111
157
$92M 0.15%
549,441
+46,891
158
$91.9M 0.15%
1,345,050
-165,340
159
$91.5M 0.15%
2,247,270
-48,936
160
$90.4M 0.15%
1,404,112
+54,123
161
$89.7M 0.15%
1,210,712
+68,593
162
$88.9M 0.15%
633,206
-17,193
163
$87.9M 0.14%
813,606
-19,050
164
$87.3M 0.14%
2,530,559
-188,535
165
$87.2M 0.14%
484,005
-82,486
166
$86.8M 0.14%
4,013,889
+7,247
167
$86.5M 0.14%
1,562,698
-35,049
168
$86.2M 0.14%
1,288,396
+19,112
169
$86.1M 0.14%
1,194,877
-92,273
170
$85.9M 0.14%
3,538,699
-52,722
171
$85.7M 0.14%
420,235
+1,601
172
$85.6M 0.14%
1,214,928
+93,942
173
$85.5M 0.14%
1,872,614
+24,030
174
$85.4M 0.14%
728,230
-6,584
175
$85.2M 0.14%
1,096,141
-24,229