Sumitomo Mitsui Trust Bank, Limited.
$32.4B reported client assets across 6 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 5 firms that reported Sumitomo Mitsui Trust Bank, Limited. in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021 are shown but partial — only FY2017: 2 cohort firms, FY2018: 3 cohort firms, FY2019: 3 cohort firms, FY2020: 3 cohort firms, FY2021: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Symetra Investment Management Company | $24.8B | $88.8B | 27.9% | 03/30/2026 |
| Amova Asset Management Uk Limited | $3.1B | $18.2B | 17.0% | 06/27/2025 |
| Amova Asset Management Co., Ltd. | $2.3B | $214B | 1.1% | 06/27/2025 |
| Massachusetts Financial Services Company | $1.2B | $514B | 0.2% | 03/31/2026 |
| Thornburg Investment Management Inc | $613M | $54.5B | 1.1% | 03/27/2026 |
| Lasalle Investment Management Securities, Llc | $318M | $3.3B | 9.6% | 03/31/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.