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 |
Teva Pharmaceuticals
TEVA
|
$96.7M |
| 2 |
Fortis
FTS
|
$35.6M |
| 3 |
CSC
Computer Sciences
CSC
|
$25.9M |
| 4 |
Coty
COTY
|
$25.8M |
| 5 |
Targa Resources
TRGP
|
$25.8M |
Top Sells
Sector Composition
| 1 | Financials | 16.97% |
| 2 | Technology | 13.57% |
| 3 | Healthcare | 12.49% |
| 4 | Communication Services | 9.82% |
| 5 | Consumer Discretionary | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Omnicom Group
OMC
$15.4B
| $57.7M | 0.09% |
677,423
-3,506
| -0.5% | -$298K |
|
252
WEC Energy
WEC
$34.7B
| $57.6M | 0.09% |
982,515
-30,329
| -3% | -$1.78M |
|
253
Digital Realty Trust
DLR
$55.7B
| $57.6M | 0.09% |
586,064
+42,179
| +8% | +$4.14M |
|
254
Realty Income
O
$54.2B
| $57.2M | 0.09% |
1,027,416
+64,080
| +7% | +$3.57M |
|
255
Molson Coors Class B
TAP
$9.96B
| $57M | 0.09% |
585,583
-11,052
| -2% | -$1.08M |
|
256
Canadian Pacific Kansas City
CP
$70.3B
| $56.7M | 0.09% |
1,991,840
-48,700
| -2% | -$1.39M |
|
257
KeyCorp
KEY
$20.8B
| $56.1M | 0.09% |
3,071,185
-487,484
| -14% | -$8.91M |
|
258
Essex Property Trust
ESS
$17.3B
| $55.8M | 0.09% |
239,934
+12,579
| +6% | +$2.92M |
|
259
Keurig Dr Pepper
KDP
$38.9B
| $54.8M | 0.09% |
604,028
+17,326
| +3% | +$1.57M |
|
260
Dollar Tree
DLTR
$20.6B
| $54.7M | 0.09% |
708,120
+43,657
| +7% | +$3.37M |
|
261
Lam Research
LRCX
$130B
| $53.3M | 0.09% |
5,042,070
+360,430
| +8% | +$3.81M |
|
262
Ameriprise Financial
AMP
$46.1B
| $53.2M | 0.09% |
479,476
-11,807
| -2% | -$1.31M |
|
263
Western Digital
WDC
$31.9B
| $52.8M | 0.09% |
1,028,642
-13,939
| -1% | -$716K |
|
264
Conagra Brands
CAG
$9.23B
| $52.7M | 0.09% |
1,333,038
-208,431
| -14% | -$8.24M |
|
265
Roper Technologies
ROP
$55.8B
| $52.6M | 0.09% |
287,241
-1,100
| -0.4% | -$201K |
|
266
Northern Trust
NTRS
$24.3B
| $52.2M | 0.09% |
586,299
-9,043
| -2% | -$805K |
|
267
Illumina
ILMN
$15.7B
| $52.2M | 0.09% |
419,173
-5,071
| -1% | -$632K |
|
268
T Rowe Price
TROW
$23.8B
| $51.9M | 0.08% |
689,485
-107,500
| -13% | -$8.09M |
|
269
Clorox
CLX
$15.5B
| $51.5M | 0.08% |
429,420
-7,271
| -2% | -$873K |
|
270
DTE Energy
DTE
$28.4B
| $51.2M | 0.08% |
611,199
-10,865
| -2% | -$911K |
|
|
GGP
271
DELISTED
GGP Inc.
GGP
| $51.1M | 0.08% |
2,044,467
+144,043
| +8% | +$3.6M |
|
272
Healthpeak Properties
DOC
$12.8B
| $51M | 0.08% |
1,714,633
-65,985
| -4% | -$1.96M |
|
273
Ulta Beauty
ULTA
$23.1B
| $50.9M | 0.08% |
199,457
-2,533
| -1% | -$646K |
|
|
HES
274
DELISTED
Hess
HES
| $50.7M | 0.08% |
814,224
-125,639
| -13% | -$7.83M |
|
275
Regions Financial
RF
$24.1B
| $50.7M | 0.08% |
3,528,746
-76,926
| -2% | -$1.1M |
|