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 |
Nutrien
NTR
|
$86.1M |
| 2 |
WP
Worldpay, Inc.
WP
|
$72.2M |
| 3 |
Interactive Brokers
IBKR
|
$52M |
| 4 |
Johnson & Johnson
JNJ
|
$49.1M |
| 5 |
iShares Gold Trust
IAU
|
$48.6M |
Top Sells
| 1 |
Alibaba
BABA
|
$58.9M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
$48.6M |
| 3 |
AGU
Agrium
AGU
|
$45.3M |
| 4 |
CME Group
CME
|
$37.4M |
| 5 |
Cisco
CSCO
|
$31.4M |
Sector Composition
| 1 | Financials | 17.44% |
| 2 | Technology | 16.68% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Communication Services | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Regeneron Pharmaceuticals
REGN
$60.8B
| $77M | 0.1% |
223,588
+3,812
| +2% | +$1.31M |
|
227
Welltower
WELL
$112B
| $76.6M | 0.1% |
1,407,476
+9,104
| +0.7% | +$496K |
|
228
Synchrony
SYF
$28.1B
| $76.6M | 0.1% |
2,284,497
+6,371
| +0.3% | +$214K |
|
229
Ameriprise Financial
AMP
$46.1B
| $76.1M | 0.1% |
514,647
+57,148
| +12% | +$8.45M |
|
230
Corning
GLW
$61B
| $75.9M | 0.1% |
2,722,587
-28,419
| -1% | -$792K |
|
231
Dollar General
DG
$24.1B
| $75.3M | 0.1% |
805,158
+7,890
| +1% | +$738K |
|
232
Newmont
NEM
$83.7B
| $75M | 0.1% |
1,920,798
+29,667
| +2% | +$1.16M |
|
233
Dollar Tree
DLTR
$20.6B
| $75M | 0.1% |
790,273
+52,070
| +7% | +$4.94M |
|
234
VF Corp
VFC
$5.86B
| $74.8M | 0.1% |
1,071,452
+28,947
| +3% | +$2.02M |
|
235
PACCAR
PCAR
$52B
| $74.2M | 0.1% |
1,681,209
+195,802
| +13% | +$8.64M |
|
236
Verisk Analytics
VRSK
$37.8B
| $74.1M | 0.1% |
712,564
+166,463
| +30% | +$17.3M |
|
237
Regions Financial
RF
$24.1B
| $73.6M | 0.09% |
3,961,944
-32,075
| -0.8% | -$596K |
|
238
Canadian Pacific Kansas City
CP
$70.3B
| $73M | 0.09% |
2,073,905
+13,195
| +0.6% | +$465K |
|
239
Archer Daniels Midland
ADM
$30.2B
| $72.9M | 0.09% |
1,680,550
+17,279
| +1% | +$749K |
|
240
Sun Life Financial
SLF
$32.4B
| $72.8M | 0.09% |
1,774,725
+16,480
| +0.9% | +$676K |
|
241
Tyson Foods
TSN
$20B
| $72.7M | 0.09% |
993,957
+21,389
| +2% | +$1.57M |
|
242
PG&E
PCG
$33.2B
| $72.6M | 0.09% |
1,652,156
+100,011
| +6% | +$4.39M |
|
243
M&T Bank
MTB
$31.2B
| $72.5M | 0.09% |
393,404
+1,733
| +0.4% | +$319K |
|
244
Fortive
FTV
$16.2B
| $72.5M | 0.09% |
1,117,595
+66,276
| +6% | +$4.3M |
|
245
Nasdaq
NDAQ
$53.6B
| $72.4M | 0.09% |
2,520,693
+14,247
| +0.6% | +$409K |
|
|
WP
246
DELISTED
Worldpay, Inc.
WP
| $72.2M | 0.09% |
+878,163
| New | +$72.2M |
|
|
ALXN
247
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $71.8M | 0.09% |
644,305
+7,994
| +1% | +$891K |
|
248
Fifth Third Bancorp
FITB
$30.2B
| $70.6M | 0.09% |
2,224,794
-275,385
| -11% | -$8.74M |
|
249
Citizens Financial Group
CFG
$22.3B
| $70.6M | 0.09% |
1,682,596
-28,625
| -2% | -$1.2M |
|
250
Keurig Dr Pepper
KDP
$38.9B
| $68.9M | 0.09% |
581,911
+2,272
| +0.4% | +$269K |
|