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 |
iShares Gold Trust
IAU
|
+$282M |
| 2 |
Walt Disney
DIS
|
+$135M |
| 3 |
Microsoft
MSFT
|
+$89M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
+$66.6M |
| 5 |
SPDR Gold Trust
GLD
|
+$62.9M |
Top Sells
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$192M |
| 2 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
+$82.3M |
| 3 |
Oracle
ORCL
|
+$55M |
| 4 |
PG&E
PCG
|
+$46.6M |
| 5 |
XYZ
Block, Inc.
XYZ
|
+$42.2M |
Sector Composition
| 1 | Technology | 18.11% |
| 2 | Financials | 15.3% |
| 3 | Healthcare | 13.11% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
FirstEnergy
FE
$25B
| $83.3M | 0.08% |
2,000,962
+183,780
| +10% | +$7.65M |
|
277
Boston Properties
BXP
$12B
| $82.5M | 0.08% |
616,460
-59,657
| -9% | -$7.99M |
|
278
Essex Property Trust
ESS
$17.1B
| $82.1M | 0.08% |
283,818
-25,665
| -8% | -$7.42M |
|
279
Corpay
CPAY
$22B
| $82M | 0.08% |
332,407
-10,270
| -3% | -$2.53M |
|
280
Church & Dwight Co
CHD
$23.1B
| $81M | 0.07% |
1,137,101
+59,458
| +6% | +$4.24M |
|
281
SBA Communications
SBAC
$20.6B
| $80.8M | 0.07% |
404,437
+21,928
| +6% | +$4.38M |
|
282
ResMed
RMD
$40.9B
| $80.7M | 0.07% |
776,045
+182,072
| +31% | +$18.9M |
|
283
Kroger
KR
$44.7B
| $80.6M | 0.07% |
3,274,713
+92,596
| +3% | +$2.28M |
|
284
Nucor
NUE
$32.4B
| $80.4M | 0.07% |
1,377,402
+148,039
| +12% | +$8.64M |
|
285
Cintas
CTAS
$81.7B
| $78.7M | 0.07% |
1,557,064
-11,320
| -0.7% | -$572K |
|
286
L3Harris
LHX
$51.2B
| $78.5M | 0.07% |
491,379
-6,878
| -1% | -$1.1M |
|
287
Labcorp
LH
$23B
| $78.2M | 0.07% |
595,374
+130,773
| +28% | +$17.2M |
|
288
NetApp
NTAP
$24.2B
| $78.2M | 0.07% |
1,127,980
-8,362
| -0.7% | -$580K |
|
289
Cadence Design Systems
CDNS
$98.6B
| $78M | 0.07% |
1,227,818
+101,609
| +9% | +$6.45M |
|
290
Freeport-McMoran
FCX
$63B
| $77.4M | 0.07% |
6,001,967
+805,702
| +16% | +$10.4M |
|
291
Stanley Black & Decker
SWK
$12.1B
| $77.2M | 0.07% |
566,809
+341
| +0.1% | +$46.4K |
|
292
KLA
KLAC
$121B
| $77M | 0.07% |
645,132
+46,072
| +8% | +$5.5M |
|
293
Edison International
EIX
$20.5B
| $76.9M | 0.07% |
1,242,057
-77,030
| -6% | -$4.77M |
|
294
Fifth Third Bancorp
FITB
$30.1B
| $76.9M | 0.07% |
3,048,681
+289,151
| +10% | +$7.29M |
|
295
American Water Works
AWK
$27.3B
| $76M | 0.07% |
728,599
+14,952
| +2% | +$1.56M |
|
296
Tyson Foods
TSN
$19.9B
| $75.8M | 0.07% |
1,092,111
-110,588
| -9% | -$7.68M |
|
297
Weyerhaeuser
WY
$18.7B
| $75.7M | 0.07% |
2,873,602
+324,517
| +13% | +$8.55M |
|
298
JD.com
JD
$48B
| $75.6M | 0.07% |
2,507,952
-47,955
| -2% | -$1.45M |
|
299
Idexx Laboratories
IDXX
$52.2B
| $75.6M | 0.07% |
338,028
-9,788
| -3% | -$2.19M |
|
300
Kraft Heinz
KHC
$31.6B
| $75.5M | 0.07% |
2,313,665
-36,950
| -2% | -$1.21M |
|