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 |
Apple
AAPL
|
$450M |
| 2 |
Microsoft
MSFT
|
$436M |
| 3 |
Amazon
AMZN
|
$421M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$211M |
| 5 |
Johnson & Johnson
JNJ
|
$209M |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$214M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$176M |
| 3 |
PX
Praxair Inc
PX
|
$149M |
| 4 |
COL
Rockwell Collins
COL
|
$76.7M |
| 5 |
ANDV
Andeavor
ANDV
|
$73M |
Sector Composition
| 1 | Technology | 17.38% |
| 2 | Financials | 15.84% |
| 3 | Healthcare | 13.61% |
| 4 | Consumer Discretionary | 10.74% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Advanced Micro Devices
AMD
$245B
| $69.9M | 0.08% |
3,921,125
+1,010,476
| +35% | +$18M |
|
277
Magna International
MGA
$12.9B
| $68.8M | 0.07% |
1,509,864
+171,011
| +13% | +$7.79M |
|
278
VeriSign
VRSN
$26.2B
| $68.2M | 0.07% |
464,454
+64,633
| +16% | +$9.49M |
|
279
FirstEnergy
FE
$25.1B
| $67.7M | 0.07% |
1,817,182
+325,873
| +22% | +$12.1M |
|
280
Northern Trust
NTRS
$24.3B
| $67.5M | 0.07% |
815,462
+113,653
| +16% | +$9.41M |
|
281
Stanley Black & Decker
SWK
$12.1B
| $67.3M | 0.07% |
566,468
+86,509
| +18% | +$10.3M |
|
282
NetApp
NTAP
$23.7B
| $67.1M | 0.07% |
1,136,342
+121,931
| +12% | +$7.2M |
|
283
ResMed
RMD
$40.6B
| $66.5M | 0.07% |
593,973
+127,703
| +27% | +$14.3M |
|
284
TransUnion
TRU
$17.5B
| $66.3M | 0.07% |
1,185,854
+11,949
| +1% | +$668K |
|
285
Cintas
CTAS
$82.4B
| $65.4M | 0.07% |
1,568,384
+250,832
| +19% | +$10.5M |
|
286
L3Harris
LHX
$51B
| $65.4M | 0.07% |
498,257
+50,884
| +11% | +$6.67M |
|
|
B
287
Barrick Mining Corporation
B
$48.5B
| $65.3M | 0.07% |
5,050,203
+867,695
| +21% | +$11.2M |
|
288
TransDigm Group
TDG
$71.6B
| $64.7M | 0.07% |
192,933
+34,700
| +22% | +$11.6M |
|
289
Idexx Laboratories
IDXX
$51.4B
| $64.7M | 0.07% |
347,816
+78,731
| +29% | +$14.6M |
|
290
Fifth Third Bancorp
FITB
$30.2B
| $64.5M | 0.07% |
2,759,530
+288,872
| +12% | +$6.75M |
|
291
American Water Works
AWK
$28B
| $64.2M | 0.07% |
713,647
+101,665
| +17% | +$9.15M |
|
292
Regions Financial
RF
$24.1B
| $64.2M | 0.07% |
4,809,708
+479,040
| +11% | +$6.4M |
|
293
Align Technology
ALGN
$10.1B
| $64M | 0.07% |
307,140
+16,425
| +6% | +$3.42M |
|
294
Nucor
NUE
$33.8B
| $63.8M | 0.07% |
1,229,363
+193,758
| +19% | +$10.1M |
|
295
Global Payments
GPN
$21.3B
| $63.6M | 0.07% |
620,215
+118,845
| +24% | +$12.2M |
|
296
International Paper
IP
$25.7B
| $63.4M | 0.07% |
1,682,580
+223,961
| +15% | +$8.44M |
|
297
Ametek
AME
$43.3B
| $63.3M | 0.07% |
949,303
+109,549
| +13% | +$7.31M |
|
298
TSMC
TSM
$1.26T
| $63.2M | 0.07% |
1,701,266
-446,859
| -21% | -$16.6M |
|
299
Tyson Foods
TSN
$20B
| $62.9M | 0.07% |
1,202,699
+249,178
| +26% | +$13M |
|
300
Corpay
CPAY
$22.4B
| $62.9M | 0.07% |
342,677
+57,259
| +20% | +$10.5M |
|