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
$51.5B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1 +$110M
2 +$32.5M
3 +$31.6M
4
HBI icon
Hanesbrands
HBI
+$27.3M
5
INCY icon
Incyte
INCY
+$26.8M

Top Sells

1 +$179M
2 +$49.5M
3 +$37.7M
4
AAPL icon
Apple
AAPL
+$26.6M
5
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
+$25.5M

Sector Composition

1 Financials 15.63%
2 Technology 13.58%
3 Healthcare 13.35%
4 Energy 9.98%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$65M 0.13%
545,662
-6,991
202
$64.4M 0.13%
1,154,314
+2,029
203
$63.9M 0.12%
612,357
-22,886
204
$63.8M 0.12%
808,399
-13,769
205
$63.6M 0.12%
899,875
-16,704
206
$63.2M 0.12%
1,160,204
-18,286
207
$63M 0.12%
3,393,217
-91,209
208
$62.9M 0.12%
1,652,100
+155,932
209
$62.2M 0.12%
670,100
-14,751
210
$62.2M 0.12%
1,371,474
-46,714
211
$62.1M 0.12%
426,248
-13,567
212
$61.7M 0.12%
1,779,385
+137,901
213
$61.5M 0.12%
469,777
-6,347
214
$61.1M 0.12%
1,044,965
-31,983
215
$60.9M 0.12%
1,519,750
+26,904
216
$60.9M 0.12%
640,115
-114,803
217
$60.6M 0.12%
451,302
-20,931
218
$60.1M 0.12%
2,114,837
-13,514
219
$60.1M 0.12%
897,663
+13,783
220
$59.2M 0.11%
1,335,175
-76,975
221
$59M 0.11%
1,605,610
-7,914
222
$58.7M 0.11%
256,301
+21,023
223
$58.7M 0.11%
1,137,266
-4,969
224
$58.5M 0.11%
640,570
+19,151
225
$58.4M 0.11%
250,948
+7,262