Sumitomo Mitsui Trust Group Portfolio holdings
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.
Top Buys
| 1 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$22.6M |
| 2 |
BEAV
B/E Aerospace Inc
BEAV
|
$21.8M |
| 3 |
General Motors
GM
|
$21.4M |
| 4 |
Intercontinental Exchange
ICE
|
$20.8M |
| 5 |
Corpay
CPAY
|
$19.9M |
Top Sells
| 1 |
Apple
AAPL
|
$105M |
| 2 |
Exxon Mobil
XOM
|
$63.4M |
| 3 |
DELL
DELL INC
DELL
|
$54.6M |
| 4 |
GE Aerospace
GE
|
$47.3M |
| 5 |
Visa
V
|
$37.4M |
Sector Composition
| 1 | Financials | 15.9% |
| 2 | Technology | 12.91% |
| 3 | Healthcare | 12.83% |
| 4 | Energy | 10.83% |
| 5 | Industrials | 10.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Omnicom Group
OMC
$15.4B
| $50M | 0.1% |
676,393
-37,717
| -5% | -$2.79M |
|
|
SNDK
227
DELISTED
SANDISK CORP
SNDK
| $49.7M | 0.1% |
709,141
-32,736
| -4% | -$2.29M |
|
228
Lumen
LUMN
$4.87B
| $49.7M | 0.1% |
1,553,543
-94,102
| -6% | -$3.01M |
|
229
BorgWarner
BWA
$9.53B
| $49.5M | 0.1% |
1,004,067
-17,495
| -2% | -$862K |
|
230
PG&E
PCG
$33.2B
| $48.7M | 0.1% |
1,210,002
-41,017
| -3% | -$1.65M |
|
231
Parker-Hannifin
PH
$96.1B
| $48.5M | 0.1% |
376,691
-13,152
| -3% | -$1.7M |
|
232
AvalonBay Communities
AVB
$27.8B
| $48.2M | 0.1% |
406,858
-17,125
| -4% | -$2.03M |
|
233
Boston Properties
BXP
$12.2B
| $48.1M | 0.1% |
475,851
-21,975
| -4% | -$2.22M |
|
234
Consolidated Edison
ED
$35.4B
| $47.6M | 0.1% |
861,041
+13,479
| +2% | +$744K |
|
235
PPL Corp
PPL
$26.6B
| $47.4M | 0.1% |
1,698,137
-176
| -0% | -$4.91K |
|
236
Fidelity National Information Services
FIS
$35.9B
| $47.3M | 0.1% |
886,781
-17,725
| -2% | -$945K |
|
|
RAI
237
DELISTED
Reynolds American Inc
RAI
| $46.9M | 0.1% |
1,883,366
-41,892
| -2% | -$1.04M |
|
238
Weyerhaeuser
WY
$18.9B
| $46.9M | 0.1% |
1,491,176
-53,483
| -3% | -$1.68M |
|
239
Carnival Corp
CCL
$42.8B
| $46.6M | 0.1% |
1,160,228
-46,754
| -4% | -$1.88M |
|
|
GG
240
DELISTED
Goldcorp Inc
GG
| $46.4M | 0.1% |
2,222,672
+31,323
| +1% | +$654K |
|
|
FRX
241
DELISTED
FOREST LABORATORIES INC
FRX
| $46.3M | 0.1% |
768,810
-26,348
| -3% | -$1.59M |
|
242
Fifth Third Bancorp
FITB
$30.2B
| $45.9M | 0.1% |
2,195,503
-126,965
| -5% | -$2.66M |
|
243
NetApp
NTAP
$23.7B
| $45.9M | 0.1% |
1,120,488
-219,705
| -16% | -$9M |
|
244
Hartford Financial Services
HIG
$37B
| $45.7M | 0.09% |
1,261,031
+140,137
| +13% | +$5.08M |
|
245
AutoZone
AZO
$70.6B
| $45.5M | 0.09% |
95,027
-3,147
| -3% | -$1.51M |
|
246
Boston Scientific
BSX
$159B
| $45.4M | 0.09% |
3,778,530
-379,021
| -9% | -$4.56M |
|
247
Cencora
COR
$56.7B
| $45.4M | 0.09% |
644,418
-14,786
| -2% | -$1.04M |
|
248
Host Hotels & Resorts
HST
$12B
| $45.2M | 0.09% |
2,340,826
-94,785
| -4% | -$1.83M |
|
|
BBBY
249
DELISTED
Bed Bath & Beyond Inc
BBBY
| $45.1M | 0.09% |
562,242
-28,629
| -5% | -$2.29M |
|
|
BRCM
250
DELISTED
BROADCOM CORP CL-A
BRCM
| $44.8M | 0.09% |
1,533,743
-53,318
| -3% | -$1.56M |
|