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 |
Broadcom
AVGO
|
+$316M |
| 2 |
Apple
AAPL
|
+$191M |
| 3 |
Amazon
AMZN
|
+$190M |
| 4 |
AT&T
T
|
+$158M |
| 5 |
Microsoft
MSFT
|
+$138M |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
+$220M |
| 2 |
SPDR Gold Trust
GLD
|
+$159M |
| 3 |
MON
Monsanto Co
MON
|
+$155M |
| 4 |
Keurig Dr Pepper
KDP
|
+$68.9M |
| 5 |
Travel + Leisure Co
TNL
|
+$32.5M |
Sector Composition
| 1 | Technology | 17.57% |
| 2 | Financials | 16.57% |
| 3 | Healthcare | 11.92% |
| 4 | Consumer Discretionary | 11.02% |
| 5 | Communication Services | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Realty Income
O
$54.4B
| $67.8M | 0.08% |
1,300,184
+78,762
| +6% | +$4.11M |
|
277
Rockwell Automation
ROK
$38.6B
| $67.4M | 0.08% |
405,222
+22,039
| +6% | +$3.66M |
|
278
Microchip Technology
MCHP
$34.9B
| $66.9M | 0.08% |
1,471,764
+64,958
| +5% | +$2.95M |
|
279
International Paper
IP
$24.8B
| $66.7M | 0.08% |
1,353,390
+101,521
| +8% | +$5.01M |
|
280
Tyson Foods
TSN
$19.9B
| $66.7M | 0.08% |
968,389
-25,568
| -3% | -$1.76M |
|
281
Guidewire Software
GWRE
$21.6B
| $66.2M | 0.08% |
745,113
+64,736
| +10% | +$5.75M |
|
282
Waste Connections
WCN
$45.7B
| $65.8M | 0.08% |
874,656
+52,145
| +6% | +$3.93M |
|
283
Parker-Hannifin
PH
$95.7B
| $65.3M | 0.08% |
419,130
+25,797
| +7% | +$4.02M |
|
284
KeyCorp
KEY
$20.9B
| $65.2M | 0.08% |
3,337,785
+167,819
| +5% | +$3.28M |
|
285
Interactive Brokers
IBKR
$27.7B
| $65M | 0.08% |
4,036,808
+361,480
| +10% | +$5.82M |
|
286
L3Harris
LHX
$50.6B
| $64.2M | 0.07% |
444,071
+31,843
| +8% | +$4.6M |
|
|
CXO
287
DELISTED
CONCHO RESOURCES INC.
CXO
| $64.2M | 0.07% |
463,740
+28,411
| +7% | +$3.93M |
|
288
DTE Energy
DTE
$28B
| $63.9M | 0.07% |
724,435
+10,974
| +2% | +$968K |
|
289
Stanley Black & Decker
SWK
$11.9B
| $63M | 0.07% |
474,179
+25,124
| +6% | +$3.34M |
|
290
Edison International
EIX
$21.1B
| $62.8M | 0.07% |
992,820
+53,955
| +6% | +$3.41M |
|
291
Republic Services
RSG
$71.5B
| $62.8M | 0.07% |
918,735
+45,165
| +5% | +$3.09M |
|
292
Agilent Technologies
A
$35.8B
| $62.7M | 0.07% |
1,013,669
+109,475
| +12% | +$6.77M |
|
293
T-Mobile US
TMUS
$273B
| $62.5M | 0.07% |
1,046,072
+163,614
| +19% | +$9.78M |
|
294
Palo Alto Networks
PANW
$132B
| $62.5M | 0.07% |
1,824,168
+181,368
| +11% | +$6.21M |
|
295
Domino's
DPZ
$15.6B
| $62.4M | 0.07% |
221,225
+25,938
| +13% | +$7.32M |
|
|
HES
296
DELISTED
Hess
HES
| $62.4M | 0.07% |
933,184
+59,671
| +7% | +$3.99M |
|
297
Essex Property Trust
ESS
$17.3B
| $62.2M | 0.07% |
260,115
+8,558
| +3% | +$2.05M |
|
298
Rogers Communications
RCI
$19.2B
| $62.1M | 0.07% |
1,308,245
+31,421
| +2% | +$1.49M |
|
|
ANDV
299
DELISTED
Andeavor
ANDV
| $61.8M | 0.07% |
471,114
+12,444
| +3% | +$1.63M |
|
300
Nucor
NUE
$32.4B
| $61.8M | 0.07% |
988,704
+73,030
| +8% | +$4.56M |
|