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
$85.8B
AUM Growth
+$8.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
935
New
Increased
Reduced
Closed

Top Buys

1 +$316M
2 +$191M
3 +$190M
4
T icon
AT&T
T
+$158M
5
MSFT icon
Microsoft
MSFT
+$138M

Top Sells

1 +$220M
2 +$159M
3 +$155M
4
KDP icon
Keurig Dr Pepper
KDP
+$68.9M
5
TNL icon
Travel + Leisure Co
TNL
+$32.5M

Sector Composition

1 Technology 17.57%
2 Financials 16.57%
3 Healthcare 11.92%
4 Consumer Discretionary 11.02%
5 Communication Services 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$97.3M 0.11%
570,453
+56,138
202
$96.8M 0.11%
834,003
+14,425
203
$96.2M 0.11%
1,983,072
+114,771
204
$95.5M 0.11%
1,764,530
+150,121
205
$94.5M 0.11%
1,534,476
+325,516
206
$93.8M 0.11%
5,427,160
-39,950
207
$93.6M 0.11%
1,199,897
+52,894
208
$93.4M 0.11%
1,489,267
+81,791
209
$92.9M 0.11%
1,296,627
+120,602
210
$92.1M 0.11%
897,543
+44,766
211
$91.3M 0.11%
1,993,162
+312,612
212
$91.3M 0.11%
1,189,060
+117,608
213
$90.6M 0.11%
328,414
+29,071
214
$90.4M 0.11%
677,838
+62,054
215
$89.9M 0.1%
1,969,081
+5,585
216
$89M 0.1%
4,084,916
+276,544
217
$88.9M 0.1%
1,273,667
+147,478
218
$88.4M 0.1%
1,543,337
+319,161
219
$88.3M 0.1%
791,303
+31,076
220
$88.1M 0.1%
672,391
+19,588
221
$87.5M 0.1%
1,507,856
+88,512
222
$85.3M 0.1%
247,155
+23,567
223
$85.1M 0.1%
863,491
+58,333
224
$84.7M 0.1%
681,884
+37,579
225
$83.6M 0.1%
1,037,300
-91,507