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 | |
|---|---|---|---|---|---|---|
276
Gen Digital
GEN
$18.2B
| $50.4M | 0.08% |
2,111,623
+47,210
| +2% | +$1.13M |
|
277
Monster Beverage
MNST
$61B
| $50.4M | 0.08% |
2,274,926
-34,834
| -2% | -$772K |
|
278
Republic Services
RSG
$71.7B
| $50.3M | 0.08% |
881,958
-6,063
| -0.7% | -$346K |
|
279
Lincoln National
LNC
$7.98B
| $49.7M | 0.08% |
749,620
+65,901
| +10% | +$4.37M |
|
280
Vertex Pharmaceuticals
VRTX
$102B
| $49.6M | 0.08% |
673,879
-10,842
| -2% | -$799K |
|
281
VF Corp
VFC
$5.86B
| $49.6M | 0.08% |
988,137
-23,640
| -2% | -$1.19M |
|
282
Eversource Energy
ES
$23.6B
| $49.6M | 0.08% |
897,177
-36,026
| -4% | -$1.99M |
|
283
Trip.com Group
TCOM
$47.6B
| $49.5M | 0.08% |
1,236,953
+196,125
| +19% | +$7.84M |
|
284
Vulcan Materials
VMC
$39B
| $49M | 0.08% |
391,513
-11,959
| -3% | -$1.5M |
|
285
Stanley Black & Decker
SWK
$12.1B
| $48.9M | 0.08% |
426,477
-60,388
| -12% | -$6.93M |
|
286
Rockwell Automation
ROK
$38.2B
| $48.3M | 0.08% |
359,453
-4,454
| -1% | -$599K |
|
287
Magna International
MGA
$12.9B
| $47.8M | 0.08% |
1,103,427
-89,264
| -7% | -$3.87M |
|
288
Estee Lauder
EL
$32.1B
| $47.8M | 0.08% |
625,010
-13,691
| -2% | -$1.05M |
|
289
J.M. Smucker
SJM
$12B
| $47.8M | 0.08% |
373,059
-11,608
| -3% | -$1.49M |
|
290
T-Mobile US
TMUS
$284B
| $47.7M | 0.08% |
830,280
+1,661
| +0.2% | +$95.5K |
|
291
Host Hotels & Resorts
HST
$12B
| $47.7M | 0.08% |
2,530,823
+147,337
| +6% | +$2.78M |
|
|
LVLT
292
DELISTED
Level 3 Communications Inc
LVLT
| $47.6M | 0.08% |
844,656
-12,871
| -2% | -$725K |
|
|
FRC
293
DELISTED
First Republic Bank
FRC
| $47.4M | 0.08% |
514,920
-24,799
| -5% | -$2.28M |
|
294
Moody's
MCO
$89.5B
| $47M | 0.08% |
498,387
-2,665
| -0.5% | -$251K |
|
|
CTXS
295
DELISTED
Citrix Systems Inc
CTXS
| $46.7M | 0.08% |
657,125
+18,100
| +3% | +$1.29M |
|
296
Martin Marietta Materials
MLM
$37.5B
| $46.7M | 0.08% |
210,883
-48,489
| -19% | -$10.7M |
|
|
NBL
297
DELISTED
Noble Energy, Inc.
NBL
| $46.7M | 0.08% |
1,227,085
-534,774
| -30% | -$20.4M |
|
298
Principal Financial Group
PFG
$17.8B
| $46.6M | 0.08% |
805,988
-6,242
| -0.8% | -$361K |
|
299
Incyte
INCY
$16.9B
| $46.6M | 0.08% |
464,416
-1,805
| -0.4% | -$181K |
|
300
Fortive
FTV
$16.2B
| $46.4M | 0.08% |
1,034,084
+3,396
| +0.3% | +$152K |
|