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 | |
|---|---|---|---|---|---|---|
276
Liberty Media Series A
FWONA
$22.6B
| $40.9M | 0.08% |
1,573,556
-85,228
| -5% | -$2.21M |
|
277
Public Service Enterprise Group
PEG
$40.5B
| $40.8M | 0.08% |
1,272,787
-59,562
| -4% | -$1.91M |
|
278
Progressive
PGR
$143B
| $40.4M | 0.08% |
1,486,094
-63,797
| -4% | -$1.73M |
|
279
Moody's
MCO
$89.5B
| $40.2M | 0.08% |
513,740
-23,218
| -4% | -$1.82M |
|
280
Tapestry
TPR
$21.7B
| $40.1M | 0.08% |
710,748
-29,962
| -4% | -$1.69M |
|
281
Sherwin-Williams
SHW
$92.9B
| $40M | 0.08% |
659,211
-32,880
| -5% | -$2M |
|
282
Zimmer Biomet
ZBH
$20.9B
| $39.8M | 0.08% |
440,116
-22,084
| -5% | -$2M |
|
283
Fiserv
FI
$73.4B
| $39.7M | 0.08% |
1,351,984
-68,928
| -5% | -$2.02M |
|
284
Regions Financial
RF
$24.1B
| $39.5M | 0.08% |
4,013,446
-115,402
| -3% | -$1.14M |
|
285
Bath & Body Works
BBWI
$6.06B
| $39.5M | 0.08% |
799,453
-43,243
| -5% | -$2.14M |
|
|
PLL
286
DELISTED
PALL CORP
PLL
| $39.3M | 0.08% |
462,499
-11,017
| -2% | -$937K |
|
287
Wynn Resorts
WYNN
$12.6B
| $39.2M | 0.08% |
202,821
-9,478
| -4% | -$1.83M |
|
288
Loews
L
$20B
| $39.2M | 0.08% |
817,355
-40,405
| -5% | -$1.94M |
|
|
TFCF
289
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $39.1M | 0.08% |
1,136,138
-58,642
| -5% | -$2.02M |
|
290
Analog Devices
ADI
$122B
| $39.1M | 0.08% |
768,909
-31,842
| -4% | -$1.62M |
|
291
Harley-Davidson
HOG
$3.67B
| $38.9M | 0.08% |
563,986
-33,085
| -6% | -$2.28M |
|
|
HOT
292
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
| $38.9M | 0.08% |
491,064
-23,931
| -5% | -$1.9M |
|
293
Hershey
HSY
$37.6B
| $38.8M | 0.08% |
398,005
-13,220
| -3% | -$1.29M |
|
294
Whirlpool
WHR
$5.28B
| $38.8M | 0.08% |
247,258
-7,331
| -3% | -$1.15M |
|
295
HCA Healthcare
HCA
$98.5B
| $38.7M | 0.08% |
819,821
+59,290
| +8% | +$2.8M |
|
296
O'Reilly Automotive
ORLY
$89B
| $38.6M | 0.08% |
4,508,265
-696,975
| -13% | -$5.97M |
|
297
Intuitive Surgical
ISRG
$167B
| $38.3M | 0.08% |
898,983
-46,260
| -5% | -$1.97M |
|
298
Lincoln National
LNC
$7.98B
| $37.6M | 0.08% |
732,127
-39,989
| -5% | -$2.05M |
|
299
W.W. Grainger
GWW
$47.5B
| $37.5M | 0.08% |
146,685
-9,237
| -6% | -$2.36M |
|
|
QVCGA
300
QVC Group, Inc. Series A Common Stock
QVCGA
$73.3M
| $37.3M | 0.08% |
30,933
-2,040
| -6% | -$2.46M |
|