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
$141B
AUM Growth
-$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1 +$122M
2 +$118M
3 +$116M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$98.8M
5
AMZN icon
Amazon
AMZN
+$74.5M

Top Sells

1 +$202M
2 +$182M
3 +$145M
4
KO icon
Coca-Cola
KO
+$130M
5
TRU icon
TransUnion
TRU
+$65.2M

Sector Composition

1 Technology 30.03%
2 Financials 13.18%
3 Healthcare 11.38%
4 Consumer Discretionary 10.26%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$166M 0.12%
910,529
+110,834
177
$166M 0.12%
563,096
+1,655
178
$164M 0.12%
1,705,200
+154,467
179
$163M 0.12%
644,231
+1,225
180
$163M 0.12%
514,004
-11,561
181
$162M 0.11%
4,971,725
-185,587
182
$161M 0.11%
1,395,198
+5,307
183
$161M 0.11%
591,630
+732
184
$159M 0.11%
3,171,033
-1,350
185
$159M 0.11%
1,407,931
-67,892
186
$156M 0.11%
40,825
-561
187
$155M 0.11%
674,949
+1,278
188
$154M 0.11%
1,551,655
+7,447
189
$154M 0.11%
1,748,643
+185,681
190
$153M 0.11%
712,473
-8,234
191
$152M 0.11%
528,850
+113,752
192
$152M 0.11%
753,343
+8,562
193
$152M 0.11%
1,365,168
+6,372
194
$152M 0.11%
3,591,115
+97,444
195
$150M 0.11%
1,792,193
+64,592
196
$148M 0.1%
428,720
-4,092
197
$148M 0.1%
557,269
+12,968
198
$147M 0.1%
1,345,982
+23,778
199
$147M 0.1%
709,807
-48
200
$146M 0.1%
2,045,411
+34,043