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 |
Alphabet (Google) Class C
GOOG
|
$823M |
| 2 |
Essex Property Trust
ESS
|
$30.9M |
| 3 |
United Rentals
URI
|
$24.6M |
| 4 |
Genworth Financial
GNW
|
$21.9M |
| 5 |
Navient
NAVI
|
$18.9M |
Top Sells
| 1 |
Apple
AAPL
|
$70.9M |
| 2 |
Exxon Mobil
XOM
|
$58.2M |
| 3 |
Microsoft
MSFT
|
$43M |
| 4 |
GE Aerospace
GE
|
$39.6M |
| 5 |
Chevron
CVX
|
$38.7M |
Sector Composition
| 1 | Financials | 15.6% |
| 2 | Technology | 13.2% |
| 3 | Healthcare | 13.14% |
| 4 | Energy | 11.33% |
| 5 | Industrials | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
DTE Energy
DTE
$28.4B
| $40.5M | 0.08% |
611,220
+36,086
| +6% | +$2.39M |
|
277
Fidelity National Information Services
FIS
$35.9B
| $40.2M | 0.08% |
733,585
-104,736
| -12% | -$5.73M |
|
278
Xcel Energy
XEL
$43B
| $40.1M | 0.08% |
1,242,904
-36,309
| -3% | -$1.17M |
|
279
EQT Corp
EQT
$32.2B
| $40M | 0.08% |
687,157
+6,438
| +0.9% | +$375K |
|
|
SWN
280
DELISTED
Southwestern Energy Company
SWN
| $40M | 0.08% |
878,769
-10,613
| -1% | -$483K |
|
281
Cheniere Energy
LNG
$51.8B
| $39.9M | 0.08% |
556,144
+52,085
| +10% | +$3.73M |
|
282
O'Reilly Automotive
ORLY
$89B
| $39.8M | 0.08% |
3,962,145
-634,215
| -14% | -$6.37M |
|
283
Analog Devices
ADI
$122B
| $39.6M | 0.08% |
732,690
-29,205
| -4% | -$1.58M |
|
284
Hershey
HSY
$37.6B
| $39.3M | 0.08% |
403,501
+11,834
| +3% | +$1.15M |
|
285
Fiserv
FI
$73.4B
| $39.1M | 0.08% |
1,297,658
-125,616
| -9% | -$3.79M |
|
286
CF Industries
CF
$13.7B
| $38.8M | 0.08% |
806,275
-68,435
| -8% | -$3.29M |
|
|
CXO
287
DELISTED
CONCHO RESOURCES INC.
CXO
| $38.7M | 0.08% |
268,038
+9,825
| +4% | +$1.42M |
|
288
The Mosaic Company
MOS
$10.3B
| $38.6M | 0.08% |
780,942
+49,549
| +7% | +$2.45M |
|
|
GGP
289
DELISTED
GGP Inc.
GGP
| $38.3M | 0.08% |
1,627,111
-9,358
| -0.6% | -$220K |
|
|
KSU
290
DELISTED
Kansas City Southern
KSU
| $38.1M | 0.08% |
354,727
-12,200
| -3% | -$1.31M |
|
291
Zoetis
ZTS
$67.9B
| $38M | 0.08% |
1,176,375
-53,510
| -4% | -$1.73M |
|
292
Dover
DOV
$24.4B
| $37.9M | 0.08% |
515,667
-11,056
| -2% | -$812K |
|
293
Harley-Davidson
HOG
$3.67B
| $37.8M | 0.08% |
540,968
-7,368
| -1% | -$515K |
|
294
Intuitive Surgical
ISRG
$167B
| $37.8M | 0.08% |
825,543
-34,218
| -4% | -$1.57M |
|
295
Loews
L
$20B
| $37.6M | 0.08% |
854,845
+26,001
| +3% | +$1.14M |
|
|
GMCR
296
DELISTED
KEURIG GREEN MTN INC
GMCR
| $37.6M | 0.08% |
301,887
-13,653
| -4% | -$1.7M |
|
297
Hartford Financial Services
HIG
$37B
| $37.6M | 0.08% |
1,049,813
-175,144
| -14% | -$6.27M |
|
|
HOT
298
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
| $37.5M | 0.08% |
463,543
-14,000
| -3% | -$1.13M |
|
299
Marriott International Class A Common Stock
MAR
$71.9B
| $37.4M | 0.08% |
584,105
-18,866
| -3% | -$1.21M |
|
|
CERN
300
DELISTED
Cerner Corp
CERN
| $37.3M | 0.08% |
723,895
-26,520
| -4% | -$1.37M |
|