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 | |
|---|---|---|---|---|---|---|
251
Rogers Communications
RCI
$19.4B
| $44.5M | 0.09% |
991,763
-19,887
| -2% | -$892K |
|
|
STJ
252
DELISTED
St Jude Medical
STJ
| $44.3M | 0.09% |
715,730
-21,347
| -3% | -$1.32M |
|
|
KSU
253
DELISTED
Kansas City Southern
KSU
| $43.9M | 0.09% |
359,265
-53,461
| -13% | -$6.54M |
|
|
CERN
254
DELISTED
Cerner Corp
CERN
| $43.8M | 0.09% |
786,344
-39,958
| -5% | -$2.23M |
|
255
CF Industries
CF
$13.7B
| $43.7M | 0.09% |
942,190
-83,555
| -8% | -$3.87M |
|
|
CHK
256
DELISTED
Chesapeake Energy Corporation
CHK
| $43.4M | 0.09% |
8,471
-322
| -4% | -$1.65M |
|
257
Vertex Pharmaceuticals
VRTX
$102B
| $43M | 0.09% |
582,562
+2,699
| +0.5% | +$199K |
|
258
Edison International
EIX
$21B
| $42.8M | 0.09% |
925,148
+97,047
| +12% | +$4.49M |
|
259
Viatris
VTRS
$12.2B
| $42.8M | 0.09% |
997,490
-42,231
| -4% | -$1.81M |
|
260
Rockwell Automation
ROK
$38.2B
| $42.7M | 0.09% |
362,577
-15,998
| -4% | -$1.88M |
|
261
Dover
DOV
$24.4B
| $42.6M | 0.09% |
659,622
-34,770
| -5% | -$2.25M |
|
|
MJN
262
DELISTED
Mead Johnson Nutrition Company
MJN
| $42.5M | 0.09% |
510,957
-100,970
| -17% | -$8.39M |
|
263
Nucor
NUE
$33.8B
| $42.3M | 0.09% |
791,429
-40,190
| -5% | -$2.15M |
|
264
Motorola Solutions
MSI
$79.8B
| $42M | 0.09% |
624,213
-45,060
| -7% | -$3.03M |
|
265
Kellanova
K
$27.8B
| $41.9M | 0.09% |
729,228
+848
| +0.1% | +$48.8K |
|
266
Gen Digital
GEN
$18.2B
| $41.9M | 0.09% |
1,783,643
-371,657
| -17% | -$8.72M |
|
267
Ross Stores
ROST
$49.4B
| $41.8M | 0.09% |
1,124,348
-51,400
| -4% | -$1.91M |
|
268
Coterra Energy
CTRA
$18.3B
| $41.6M | 0.09% |
1,075,036
-41,702
| -4% | -$1.61M |
|
269
Zoetis
ZTS
$67.9B
| $41.4M | 0.09% |
1,268,665
-63,553
| -5% | -$2.08M |
|
270
Chipotle Mexican Grill
CMG
$55.1B
| $41.2M | 0.09% |
3,869,100
-175,450
| -4% | -$1.87M |
|
271
Paychex
PAYX
$48.7B
| $41.1M | 0.09% |
899,096
+17,975
| +2% | +$821K |
|
272
Teck Resources
TECK
$16.8B
| $41.1M | 0.09% |
1,601,662
+18,513
| +1% | +$475K |
|
273
Northern Trust
NTRS
$24.3B
| $41M | 0.09% |
664,471
-37,770
| -5% | -$2.33M |
|
274
Conagra Brands
CAG
$9.23B
| $41M | 0.09% |
1,563,363
-46,629
| -3% | -$1.22M |
|
275
Mattel
MAT
$6.06B
| $41M | 0.09% |
856,595
-44,417
| -5% | -$2.12M |
|