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 |
Nutrien
NTR
|
+$86.1M |
| 2 |
WP
Worldpay, Inc.
WP
|
+$72.2M |
| 3 |
Interactive Brokers
IBKR
|
+$52M |
| 4 |
Johnson & Johnson
JNJ
|
+$49.1M |
| 5 |
iShares Gold Trust
IAU
|
+$48.6M |
Top Sells
| 1 |
Alibaba
BABA
|
+$58.9M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
+$48.6M |
| 3 |
AGU
Agrium
AGU
|
+$45.3M |
| 4 |
CME Group
CME
|
+$37.4M |
| 5 |
Cisco
CSCO
|
+$31.4M |
Sector Composition
| 1 | Financials | 17.44% |
| 2 | Technology | 16.68% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Communication Services | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
COL
276
DELISTED
Rockwell Collins
COL
| $62.8M | 0.08% |
465,634
+1,716
| +0.4% | +$231K |
|
277
KeyCorp
KEY
$20.9B
| $62M | 0.08% |
3,169,966
+12,006
| +0.4% | +$235K |
|
|
278
Interactive Brokers
IBKR
$27.7B
| $61.8M | 0.08% |
3,675,328
+3,090,928
| +529% | +$52M |
|
279
Realty Income
O
$54.4B
| $61.2M | 0.08% |
1,221,422
+26,439
| +2% | +$1.33M |
|
280
Essex Property Trust
ESS
$17.3B
| $60.5M | 0.08% |
251,557
+3,808
| +2% | +$917K |
|
281
Agilent Technologies
A
$35.8B
| $60.5M | 0.08% |
904,194
-104,991
| -10% | -$7.02M |
|
282
Best Buy
BBY
$16.2B
| $60.3M | 0.08% |
861,318
+33,731
| +4% | +$2.36M |
|
283
Clorox
CLX
$15.4B
| $59.9M | 0.08% |
450,329
+162
| +0% | +$21.6K |
|
284
Williams Companies
WMB
$70.3B
| $59.9M | 0.08% |
2,408,239
+12,367
| +0.5% | +$307K |
|
285
Edison International
EIX
$21.1B
| $59.8M | 0.08% |
938,865
-16,534
| -2% | -$1.05M |
|
286
PPL Corp
PPL
$26.4B
| $59.5M | 0.08% |
2,102,246
-36,946
| -2% | -$1.05M |
|
287
Shopify
SHOP
$186B
| $59.1M | 0.08% |
4,751,650
+510,160
| +12% | +$6.35M |
|
288
Waste Connections
WCN
$45.7B
| $59M | 0.08% |
822,511
+5,216
| +0.6% | +$374K |
|
289
Hartford Financial Services
HIG
$36.8B
| $58.8M | 0.08% |
1,141,859
+291
| +0% | +$15K |
|
290
Markel Group
MKL
$24.4B
| $58.8M | 0.08% |
50,263
+549
| +1% | +$642K |
|
291
Republic Services
RSG
$71.5B
| $57.9M | 0.07% |
873,570
-8,217
| -0.9% | -$544K |
|
292
Trip.com Group
TCOM
$47.3B
| $57.5M | 0.07% |
1,233,081
+28,030
| +2% | +$1.31M |
|
293
Cardinal Health
CAH
$36B
| $57.5M | 0.07% |
916,813
+677
| +0.1% | +$42.4K |
|
294
Eversource Energy
ES
$23.7B
| $57.3M | 0.07% |
973,110
+10,099
| +1% | +$595K |
|
295
Rogers Communications
RCI
$19.2B
| $56.9M | 0.07% |
1,276,824
+25,154
| +2% | +$1.12M |
|
296
D.R. Horton
DHI
$53B
| $56.6M | 0.07% |
1,290,699
+244,294
| +23% | +$10.7M |
|
297
SBA Communications
SBAC
$20.6B
| $56.5M | 0.07% |
330,408
-660
| -0.2% | -$113K |
|
298
Nucor
NUE
$32.4B
| $55.9M | 0.07% |
915,674
+8,677
| +1% | +$530K |
|
299
Comerica
CMA
$8.88B
| $55.4M | 0.07% |
577,510
+6,680
| +1% | +$641K |
|
300
AutoZone
AZO
$71.8B
| $55.1M | 0.07% |
84,960
+370
| +0.4% | +$240K |
|