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
$48.7B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1 +$823M
2 +$30.9M
3 +$24.6M
4
GNW icon
Genworth Financial
GNW
+$21.9M
5
NAVI icon
Navient
NAVI
+$18.9M

Top Sells

1 +$70.9M
2 +$58.2M
3 +$43M
4
GE icon
GE Aerospace
GE
+$39.6M
5
CVX icon
Chevron
CVX
+$38.7M

Sector Composition

1 Financials 15.6%
2 Technology 13.2%
3 Healthcare 13.14%
4 Energy 11.33%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$59.6M 0.12%
419,014
+17,614
202
$59.5M 0.12%
949,728
-3,024
203
$58.6M 0.12%
1,808,224
-33,879
204
$58.5M 0.12%
1,258,338
+130,973
205
$58.5M 0.12%
506,597
-8,166
206
$58.3M 0.12%
5,647,346
-180,201
207
$57.8M 0.12%
481,651
-25,067
208
$57.6M 0.12%
1,474,350
-43,456
209
$57.3M 0.12%
1,403,955
+166,186
210
$56.9M 0.12%
1,548,605
+44,185
211
$56.9M 0.12%
327,571
-815
212
$56.9M 0.12%
983,179
-29,601
213
$56.1M 0.12%
1,694,400
-52,548
214
$55.7M 0.11%
691,776
-16,704
215
$55.7M 0.11%
913,353
-140,598
216
$54.9M 0.11%
661,094
+1,438
217
$54.9M 0.11%
464,387
-10,117
218
$54.4M 0.11%
1,441,105
-79,860
219
$54.4M 0.11%
916,949
-62,627
220
$54.2M 0.11%
241,380
+15,586
221
$54.2M 0.11%
1,496,617
-81,184
222
$53.7M 0.11%
190,237
-5,915
223
$53.6M 0.11%
1,280,639
-49,618
224
$53.6M 0.11%
934,538
-35,037
225
$53.6M 0.11%
721,532
-28,138