Sumitomo Mitsui Trust Holdings PK (SUTNY)
Company Info
Highlights
$19.20B
$0.50
10.80
2.87
$1.09T
$1.39T
-$655.00M
$3.99 - $5.65
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Sumitomo Mitsui Trust Holdings PK (SUTNY) returned 16.17% year-to-date (YTD) and 18.95% over the past 12 months. Over the past 10 years, SUTNY returned 4.10% annually, underperforming the S&P 500 benchmark at 10.85%.
SUTNY
16.17%
11.20%
7.91%
18.95%
22.09%
13.73%
4.10%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of SUTNY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 9.15% | 0.39% | -1.94% | -2.77% | 11.20% | 16.17% | |||||||
| 2024 | 8.75% | -0.49% | 6.13% | -2.08% | 10.14% | -0.64% | 10.78% | -2.53% | -4.39% | -7.10% | 13.71% | -7.11% | 24.67% |
| 2023 | 2.91% | 3.11% | -6.30% | 4.09% | -1.97% | 0.29% | 10.00% | -3.64% | 0.27% | 0.81% | 0.27% | 0.27% | 9.59% |
| 2022 | 2.35% | 4.30% | -8.79% | -5.42% | -4.46% | 3.33% | 7.74% | -5.99% | -11.46% | 1.44% | 13.48% | 7.50% | 0.88% |
| 2021 | -0.64% | 8.71% | 5.93% | -4.20% | 3.51% | -11.86% | 7.69% | -1.19% | 6.33% | -6.80% | -6.38% | 10.71% | 9.29% |
| 2020 | -6.87% | -6.83% | -13.63% | 1.16% | -1.49% | -3.83% | -6.52% | 13.57% | -7.85% | -2.22% | 9.85% | 7.59% | -18.81% |
| 2019 | 6.63% | 0.40% | -3.31% | -4.59% | 8.45% | -1.07% | -5.71% | -7.20% | 13.29% | 1.40% | 6.06% | 2.08% | 15.32% |
| 2018 | 7.94% | -4.94% | 2.39% | 1.69% | -1.55% | -4.11% | 1.39% | -1.24% | 6.16% | -3.04% | 0.88% | -12.05% | -7.77% |
| 2017 | 7.08% | -4.90% | -2.43% | -2.32% | -0.59% | 6.87% | 4.19% | -6.17% | 6.66% | 8.74% | -4.99% | 7.47% | 19.35% |
| 2016 | -17.22% | -9.53% | 5.41% | 3.74% | 13.11% | -6.38% | 2.47% | 6.64% | -6.65% | 3.40% | 8.95% | -3.28% | -3.59% |
| 2015 | -7.42% | 19.19% | 1.60% | 6.58% | 2.70% | 0.44% | 1.31% | -10.32% | -11.23% | 4.10% | -0.47% | 0.61% | 3.62% |
| 2014 | -10.03% | -1.67% | -1.88% | -9.56% | -1.47% | 12.47% | -3.00% | -7.32% | 3.33% | -0.48% | 0.73% | -8.50% | -25.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SUTNY is 71, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Sumitomo Mitsui Trust Holdings PK (SUTNY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Sumitomo Mitsui Trust Holdings PK provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.15 | $0.14 | $0.14 | $0.14 | $0.14 | $0.12 | $0.12 | $0.12 | $0.11 | $0.10 |
Dividend yield | 0.00% | 0.00% | 4.02% | 4.10% | 4.05% | 4.53% | 3.51% | 3.25% | 2.87% | 3.39% | 2.76% | 2.53% |
Monthly Dividends
The table displays the monthly dividend distributions for Sumitomo Mitsui Trust Holdings PK. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.15 |
| 2022 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.14 |
| 2021 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.14 |
| 2020 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.14 |
| 2019 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.14 |
| 2018 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.12 |
| 2017 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.12 |
| 2016 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.12 |
| 2015 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.11 |
| 2014 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.10 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Sumitomo Mitsui Trust Holdings PK. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Sumitomo Mitsui Trust Holdings PK was 53.70%, occurring on Feb 11, 2016. Recovery took 2030 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.7% | May 14, 2013 | 693 | Feb 11, 2016 | 2030 | Mar 7, 2024 | 2723 |
| -35.69% | Aug 2, 2011 | 212 | Jun 4, 2012 | 139 | Dec 21, 2012 | 351 |
| -22.16% | Mar 26, 2025 | 9 | Apr 7, 2025 | 37 | May 30, 2025 | 46 |
| -17.57% | Apr 15, 2011 | 37 | Jun 8, 2011 | 20 | Jul 7, 2011 | 57 |
| -17.18% | Aug 26, 2024 | 43 | Oct 24, 2024 | 27 | Dec 3, 2024 | 70 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Sumitomo Mitsui Trust Holdings PK over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Sumitomo Mitsui Trust Holdings PK, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -137.1%.
Valuation
The Valuation section provides an overview of how Sumitomo Mitsui Trust Holdings PK is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SUTNY, comparing it with other companies in the Banks - Regional industry. Currently, SUTNY has a P/E ratio of 10.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SUTNY compared to other companies in the Banks - Regional industry. SUTNY currently has a PEG ratio of 2.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SUTNY relative to other companies in the Banks - Regional industry. Currently, SUTNY has a P/S ratio of 0.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SUTNY in comparison with other companies in the Banks - Regional industry. Currently, SUTNY has a P/B value of 0.9. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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