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
$160B
AUM Growth
+$5.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1 +$311M
2 +$305M
3 +$284M
4
ZM icon
Zoom
ZM
+$259M
5
DKNG icon
DraftKings
DKNG
+$209M

Top Sells

1 +$291M
2 +$267M
3 +$210M
4
SPLK
Splunk Inc
SPLK
+$207M
5
MSFT icon
Microsoft
MSFT
+$207M

Sector Composition

1 Technology 24.57%
2 Healthcare 13.27%
3 Financials 12.46%
4 Consumer Discretionary 12.41%
5 Communication Services 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$182M 0.11%
3,936,239
+598,167
202
$179M 0.11%
834,735
-24,886
203
$177M 0.11%
4,222,802
-165,341
204
$177M 0.11%
4,574,844
-156,201
205
$176M 0.11%
5,336,572
-237,293
206
$175M 0.11%
3,259,522
-12,516
207
$173M 0.11%
5,203,313
+725,219
208
$173M 0.11%
2,706,790
-44,942
209
$173M 0.11%
1,940,122
+26,825
210
$173M 0.11%
3,146,442
+375,729
211
$172M 0.11%
14,013,719
-559,277
212
$171M 0.11%
4,267,944
-260,872
213
$171M 0.11%
527,131
-15,835
214
$171M 0.11%
614,610
+44,040
215
$169M 0.11%
551,052
+13,403
216
$169M 0.11%
769,804
-58,908
217
$168M 0.1%
5,302,733
+878,823
218
$167M 0.1%
1,113,076
-23,798
219
$167M 0.1%
4,115,209
-13,493
220
$167M 0.1%
506,295
-13,293
221
$166M 0.1%
1,850,216
+88,232
222
$164M 0.1%
809,108
-9,602
223
$162M 0.1%
1,013,449
-9,408
224
$162M 0.1%
2,545,713
+111,857
225
$161M 0.1%
540,512
-18,230