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
|
$381M |
| 2 |
Intuitive Surgical
ISRG
|
$108M |
| 3 |
SPDR Gold Trust
GLD
|
$103M |
| 4 |
XYZ
Block, Inc.
XYZ
|
$64.2M |
| 5 |
Apple
AAPL
|
$58.6M |
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$67M |
| 2 |
LVLT
Level 3 Communications Inc
LVLT
|
$45.3M |
| 3 |
WP
Worldpay, Inc.
WP
|
$33M |
| 4 |
American International
AIG
|
$26.1M |
| 5 |
Charter Communications
CHTR
|
$21.4M |
Sector Composition
| 1 | Financials | 17.45% |
| 2 | Technology | 15.55% |
| 3 | Healthcare | 12.03% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Edwards Lifesciences
EW
$47.8B
| $67.9M | 0.09% |
602,335
+11,154
| +2% | +$1.26M |
|
252
Agilent Technologies
A
$35.7B
| $67.6M | 0.09% |
1,009,185
+10,960
| +1% | +$734K |
|
253
Microchip Technology
MCHP
$35.1B
| $67.6M | 0.09% |
769,010
+1,889
| +0.2% | +$166K |
|
254
M&T Bank
MTB
$31.5B
| $67M | 0.09% |
391,671
-10,245
| -3% | -$1.75M |
|
255
Clorox
CLX
$14.5B
| $67M | 0.09% |
450,167
+13,594
| +3% | +$2.02M |
|
256
Archer Daniels Midland
ADM
$30.1B
| $66.7M | 0.09% |
1,663,271
+19,866
| +1% | +$796K |
|
257
NetEase
NTES
$86.2B
| $66.3M | 0.09% |
192,220
-15,700
| -8% | -$5.42M |
|
258
Cboe Global Markets
CBOE
$24.7B
| $66.3M | 0.09% |
531,884
+161,901
| +44% | +$20.2M |
|
259
PPL Corp
PPL
$27B
| $66.2M | 0.09% |
2,139,192
+120,901
| +6% | +$3.74M |
|
260
Realty Income
O
$53.7B
| $66M | 0.09% |
1,157,929
+114,142
| +11% | +$6.51M |
|
|
PARA
261
DELISTED
Paramount Global Class B
PARA
| $65.7M | 0.08% |
1,113,866
-33,798
| -3% | -$1.99M |
|
262
International Paper
IP
$26.2B
| $65.5M | 0.08% |
1,130,069
+4,821
| +0.4% | +$279K |
|
263
Principal Financial Group
PFG
$17.9B
| $64.5M | 0.08% |
914,192
-47,182
| -5% | -$3.33M |
|
264
O'Reilly Automotive
ORLY
$88B
| $64.4M | 0.08% |
267,909
-1,072
| -0.4% | -$258K |
|
265
Hartford Financial Services
HIG
$37.2B
| $64.2M | 0.08% |
1,141,568
+20,261
| +2% | +$1.14M |
|
266
Nasdaq
NDAQ
$54.4B
| $64.2M | 0.08% |
835,482
+227,655
| +37% | +$17.5M |
|
267
Rogers Communications
RCI
$19.4B
| $64M | 0.08% |
1,251,670
+54,569
| +5% | +$2.79M |
|
268
KeyCorp
KEY
$21.2B
| $63.7M | 0.08% |
3,157,960
-94,960
| -3% | -$1.92M |
|
269
Fortive
FTV
$16.2B
| $63.7M | 0.08% |
879,765
+6,497
| +0.7% | +$470K |
|
270
Northern Trust
NTRS
$25B
| $63.2M | 0.08% |
632,894
+8,998
| +1% | +$899K |
|
|
COL
271
DELISTED
Rockwell Collins
COL
| $62.9M | 0.08% |
463,918
+449
| +0.1% | +$60.9K |
|
|
SPLK
272
DELISTED
Splunk Inc
SPLK
| $62.9M | 0.08% |
758,742
+163,762
| +28% | +$13.6M |
|
273
Devon Energy
DVN
$22.9B
| $62.6M | 0.08% |
1,511,226
+21,239
| +1% | +$879K |
|
274
ServiceNow
NOW
$190B
| $62.4M | 0.08% |
478,712
+7,852
| +2% | +$1.02M |
|
275
Autodesk
ADSK
$67.3B
| $61.2M | 0.08% |
583,798
+7,670
| +1% | +$804K |
|