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 |
iShares Gold Trust
IAU
|
$125M |
| 2 |
DXC Technology
DXC
|
$73.7M |
| 3 |
Amazon
AMZN
|
$50.9M |
| 4 |
PayPal
PYPL
|
$39.1M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$36.8M |
Top Sells
| 1 |
YHOO
Yahoo Inc
YHOO
|
$117M |
| 2 |
SPDR Gold Trust
GLD
|
$46.4M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
$45.8M |
| 4 |
Hewlett Packard
HPE
|
$38.2M |
| 5 |
CSC
Computer Sciences
CSC
|
$29.7M |
Sector Composition
| 1 | Financials | 17.01% |
| 2 | Technology | 14.58% |
| 3 | Healthcare | 12.95% |
| 4 | Consumer Discretionary | 10.07% |
| 5 | Communication Services | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Fifth Third Bancorp
FITB
$30.2B
| $61.5M | 0.09% |
2,368,675
+109,522
| +5% | +$2.84M |
|
252
Sun Life Financial
SLF
$32.4B
| $61.1M | 0.09% |
1,712,305
+7,524
| +0.4% | +$269K |
|
253
Northern Trust
NTRS
$24.3B
| $61M | 0.09% |
627,994
+22,435
| +4% | +$2.18M |
|
254
Estee Lauder
EL
$32.1B
| $60.9M | 0.09% |
634,751
+10,222
| +2% | +$981K |
|
255
O'Reilly Automotive
ORLY
$89B
| $60M | 0.09% |
4,112,400
+22,920
| +0.6% | +$334K |
|
256
Moody's
MCO
$89.5B
| $59.9M | 0.09% |
492,475
+8,981
| +2% | +$1.09M |
|
257
Republic Services
RSG
$71.7B
| $59.6M | 0.09% |
935,467
+67,480
| +8% | +$4.3M |
|
258
Newmont
NEM
$83.7B
| $59.3M | 0.09% |
1,830,368
-61,474
| -3% | -$1.99M |
|
259
Ameriprise Financial
AMP
$46.1B
| $59.2M | 0.09% |
465,109
-10,657
| -2% | -$1.36M |
|
260
Autodesk
ADSK
$69.5B
| $59.2M | 0.09% |
587,102
+13,947
| +2% | +$1.41M |
|
261
Nucor
NUE
$33.8B
| $59M | 0.09% |
1,018,720
+24,518
| +2% | +$1.42M |
|
262
Hartford Financial Services
HIG
$37B
| $58.8M | 0.09% |
1,118,080
-43,311
| -4% | -$2.28M |
|
263
Rockwell Automation
ROK
$38.2B
| $58.5M | 0.09% |
361,276
+7,913
| +2% | +$1.28M |
|
264
Waste Connections
WCN
$46.1B
| $58.4M | 0.09% |
906,666
+19,191
| +2% | +$1.24M |
|
265
Dollar General
DG
$24.1B
| $58.4M | 0.09% |
810,178
+12,559
| +2% | +$905K |
|
266
Tyson Foods
TSN
$20B
| $58.3M | 0.09% |
930,079
-109,056
| -10% | -$6.83M |
|
267
Monster Beverage
MNST
$61B
| $58M | 0.09% |
2,333,928
+63,746
| +3% | +$1.58M |
|
268
Regions Financial
RF
$24.1B
| $57.9M | 0.08% |
3,953,085
+280,546
| +8% | +$4.11M |
|
269
Clorox
CLX
$15.5B
| $57.8M | 0.08% |
434,038
+10,543
| +2% | +$1.4M |
|
|
CXO
270
DELISTED
CONCHO RESOURCES INC.
CXO
| $57M | 0.08% |
468,766
+3,152
| +0.7% | +$383K |
|
271
DTE Energy
DTE
$28.4B
| $56.7M | 0.08% |
629,819
+13,553
| +2% | +$1.22M |
|
272
Ulta Beauty
ULTA
$23.1B
| $56.7M | 0.08% |
197,196
-404
| -0.2% | -$116K |
|
273
VF Corp
VFC
$5.86B
| $56.6M | 0.08% |
1,043,551
+55,764
| +6% | +$3.02M |
|
274
Principal Financial Group
PFG
$17.8B
| $56.4M | 0.08% |
880,290
+51,350
| +6% | +$3.29M |
|
275
Microchip Technology
MCHP
$35.6B
| $56.3M | 0.08% |
1,458,856
+150,146
| +11% | +$5.79M |
|