Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $160B
1-Year Est. Return 28.43%
 

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
+28.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.1B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1 +$1.14B
2 +$1.05B
3 +$760M
4
GE icon
GE Aerospace
GE
+$690M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.24%
2 Technology 12.71%
3 Healthcare 12.62%
4 Energy 11.02%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.14B 2.58%
+12,573,511
2
$1.05B 2.38%
+73,952,648
3
$760M 1.72%
+21,987,388
4
$690M 1.57%
+6,205,209
5
$672M 1.52%
+30,631,425
6
$669M 1.52%
+5,656,829
7
$656M 1.49%
+7,636,534
8
$595M 1.35%
+7,780,540
9
$576M 1.31%
+13,966,967
10
$560M 1.27%
+3,067,408
11
$553M 1.25%
+10,545,953
12
$550M 1.25%
+20,854,189
13
$542M 1.23%
+20,526,194
14
$431M 0.98%
+10,733,395
15
$417M 0.95%
+8,703,392
16
$411M 0.93%
+8,253,513
17
$406M 0.92%
+31,574,195
18
$397M 0.9%
+4,581,588
19
$395M 0.9%
+8,923,044
20
$379M 0.86%
+15,682,659
21
$353M 0.8%
+14,573,649
22
$349M 0.79%
+4,504,763
23
$347M 0.79%
+3,098,200
24
$342M 0.78%
+4,182,128
25
$340M 0.77%
+13,673,412