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
$48.2B
AUM Growth
+$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1 +$22.6M
2 +$21.8M
3 +$21.4M
4
ICE icon
Intercontinental Exchange
ICE
+$20.8M
5
CPAY icon
Corpay
CPAY
+$19.9M

Top Sells

1 +$105M
2 +$63.4M
3 +$54.6M
4
GE icon
GE Aerospace
GE
+$47.3M
5
V icon
Visa
V
+$37.4M

Sector Composition

1 Financials 15.9%
2 Technology 12.91%
3 Healthcare 12.83%
4 Energy 10.83%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$64.6M 0.13%
1,834,577
-77,823
177
$64.3M 0.13%
856,873
-24,199
178
$63.8M 0.13%
1,171,924
+10,207
179
$63.3M 0.13%
1,702,455
-15,567
180
$62.7M 0.13%
935,506
-28,814
181
$62.7M 0.13%
799,007
-34,765
182
$62.5M 0.13%
931,179
-7,052
183
$62.4M 0.13%
343,243
-14,008
184
$62.1M 0.13%
3,168,468
-137,074
185
$61.7M 0.13%
1,349,300
-67,077
186
$61.7M 0.13%
842,852
+56,363
187
$60.1M 0.12%
1,708,877
-69,589
188
$59.8M 0.12%
1,282,473
-37,986
189
$59.7M 0.12%
1,044,163
-40,519
190
$59.6M 0.12%
1,143,970
-38,108
191
$59.5M 0.12%
571,208
-24,674
192
$58.2M 0.12%
775,564
-39,305
193
$57.7M 0.12%
6,371,548
-294,498
194
$57.5M 0.12%
750,770
-1,898
195
$57.3M 0.12%
1,277,733
+85,167
196
$57.2M 0.12%
10,917,900
+14,980
197
$56.7M 0.12%
680,561
-14,473
198
$56.6M 0.12%
1,380,663
+111,587
199
$56.3M 0.12%
521,787
-8,708
200
$55.7M 0.12%
2,615,457
-535,179