CharterBench

Sumitomo Mitsui Trust Bank (U.S.A.) Limited

BankStateHoboken, NJ·Est. 1987·FDIC #27054Compare ⇄
Total assets
$3.92B
-2.7% YoY
Deposits
$3.32B
-4.2% YoY
Loans
$437K
-21.8% YoY
Offices
1
SUMITOMO MITSUI TR GROUP INC
ROA (annualized)
1.93%
peers 1.26%
ROE (annualized)
13.68%
peers 12.17%

Peer comparison 887 banks with 1B-10B in assets

MetricThis bankPeer medianΔ
Asset growth (YoY)-2.7%+5.5%-8.2 pts
Deposit growth (YoY)-4.2%+5.1%-9.2 pts
Loan growth (YoY)-21.8%+5.9%-27.7 pts
ROA1.93%1.26%+0.7 pts
ROE13.7%12.2%+1.5 pts

ROA ranks in the 86th percentile of its peer group · Q2 2026

Profile

Established
1987
Charter
State
Primary regulator
FDIC
Holding company
SUMITOMO MITSUI TR GROUP INC
Specialization
All Other Over 1 Billion
Address
111 River St, Hoboken, NJ, 07030
County
Hudson
Metro area
New York-Newark-Jersey City, NY-NJ-PA
Offices
1
FDIC cert #
27054
RSSD ID
925411
Latest call report
Q2 2026

Total assets last 8 quarters

Q3 2024 → Q2 2026

Deposits last 8 quarters

Q3 2024 → Q2 2026

Quarterly financials FDIC call report

QuarterAssetsDepositsLoansEquityNet income YTDROANIMNonperforming
Q2 2026$3.92B$3.32B$437K$546.6M$37.0M1.93%2.38%0.00%
Q1 2026$3.81B$3.23B$67.7M$527.7M$18.1M1.91%2.34%0.00%
Q4 2025$3.77B$3.17B$376K$550.3M$74.0M1.94%2.45%0.00%
Q3 2025$4.35B$3.77B$1.0M$532.3M$56.1M1.96%2.50%0.00%
Q2 2025$4.03B$3.47B$559K$511.6M$35.4M1.94%2.56%0.00%
Q1 2025$3.83B$3.29B$51.6M$493.7M$17.4M2.02%2.74%0.00%
Q4 2024$3.08B$2.52B$1.4M$510.0M$75.0M2.20%2.90%0.00%
Q3 2024$3.88B$3.33B$2.1M$493.5M$58.5M2.23%2.96%0.00%

Ratio pack Q2 2026 · peer medians from 887 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.93%Q3 2024 → Q2 20261.26%
86th
Return on equity
Annualized net income ÷ equity or net worth
13.7%Q3 2024 → Q2 202612.2%
63th
Net interest margin
Interest income − interest expense, ÷ assets
2.38%Q3 2024 → Q2 20263.70%
4th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
51.7%Q3 2024 → Q2 202659.0%
27th
Non-interest income share
Fees and other income as a share of total revenue
00.0%
00.0%
Cost of funds
Annualized interest expense ÷ deposits
00.0%
00.0%
Balance sheet
RatioValueTrend (8q)Peer medianPeer percentile
Loan-to-deposit
Loans ÷ deposits (shares). Above ~90% needs funding; below ~60% needs loan demand
00.0%
00.0%
Loans-to-assets
How much of the balance sheet is lent out
00.0%
00.0%
Securities-to-assets
Investment portfolio as a share of assets
00.0%
00.0%
Cash-to-assets
On-balance-sheet liquidity
00.0%
00.0%
Capital
RatioValueTrend (8q)Peer medianPeer percentile
Capital ratio
Tier 1 capital (banks) or net worth (CUs) ÷ assets. NCUA well-capitalized line: 7%
00.0%
00.0%
Credit quality
RatioValueTrend (8q)Peer medianPeer percentile
Nonperforming / delinquency
Banks: nonperforming assets ÷ assets. CUs: 60+ day delinquent loans ÷ loans
00.0%
00.0%
Net charge-off rate
Annualized charge-offs net of recoveries ÷ loans
00.0%
00.0%
CRE concentration
Commercial real estate loans ÷ capital. Regulators flag banks above 300%
00.0%
00.0%
Franchise
RatioValueTrend (8q)Peer medianPeer percentile
Assets per office
Branch efficiency; high numbers usually mean digital-first
00.0%
00.0%
11 more ratios, with trends and peer percentiles.

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