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
$122B
AUM Growth
-$6.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1 +$90M
2 +$76.6M
3 +$71M
4
KVUE icon
Kenvue
KVUE
+$65.7M
5
RYAN icon
Ryan Specialty Holdings
RYAN
+$58.1M

Top Sells

1 +$153M
2 +$96.2M
3 +$94.4M
4
TSLA icon
Tesla
TSLA
+$92.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$69M

Sector Composition

1 Technology 28.78%
2 Healthcare 13.02%
3 Financials 12.11%
4 Consumer Discretionary 10.22%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$126M 0.1%
461,466
-9,356
202
$125M 0.1%
324,358
+28,305
203
$125M 0.1%
2,782,024
+306,967
204
$125M 0.1%
1,265,954
-5,037
205
$124M 0.1%
3,755,972
-130,708
206
$124M 0.1%
504,805
-8,563
207
$124M 0.1%
1,640,027
-33,426
208
$124M 0.1%
790,991
+34,364
209
$123M 0.1%
2,227,539
-65,048
210
$122M 0.1%
1,595,121
-32,356
211
$122M 0.1%
47,999
-1,421
212
$121M 0.1%
1,892,496
-6,512
213
$120M 0.1%
589,641
-16,325
214
$118M 0.1%
549,510
+2,331
215
$117M 0.1%
9,417,273
-173,299
216
$117M 0.1%
512,224
-11,017
217
$116M 0.1%
2,529,496
-46,264
218
$116M 0.1%
1,686,774
-47,021
219
$115M 0.09%
1,894,607
-74,664
220
$114M 0.09%
2,115,223
-23,304
221
$114M 0.09%
947,364
-11,240
222
$114M 0.09%
3,217,186
+110,195
223
$113M 0.09%
1,635,912
+37,250
224
$113M 0.09%
572,001
-12,938
225
$112M 0.09%
5,377,985
+960,489