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 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$22.6M |
| 2 |
BEAV
B/E Aerospace Inc
BEAV
|
$21.8M |
| 3 |
General Motors
GM
|
$21.4M |
| 4 |
Intercontinental Exchange
ICE
|
$20.8M |
| 5 |
Corpay
CPAY
|
$19.9M |
Top Sells
| 1 |
Apple
AAPL
|
$105M |
| 2 |
Exxon Mobil
XOM
|
$63.4M |
| 3 |
DELL
DELL INC
DELL
|
$54.6M |
| 4 |
GE Aerospace
GE
|
$47.3M |
| 5 |
Visa
V
|
$37.4M |
Sector Composition
| 1 | Financials | 15.9% |
| 2 | Technology | 12.91% |
| 3 | Healthcare | 12.83% |
| 4 | Energy | 10.83% |
| 5 | Industrials | 10.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Principal Financial Group
PFG
$17.8B
| $37.2M | 0.08% |
756,510
-94,018
| -11% | -$4.62M |
|
302
Fluor
FLR
$6.72B
| $36.9M | 0.08% |
461,866
-62,352
| -12% | -$4.98M |
|
303
Stanley Black & Decker
SWK
$12.1B
| $36.9M | 0.08% |
454,033
+41,531
| +10% | +$3.37M |
|
|
CAM
304
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
| $36.8M | 0.08% |
621,621
-28,569
| -4% | -$1.69M |
|
305
Thomson Reuters
TRI
$78.7B
| $36.5M | 0.08% |
841,702
-17,194
| -2% | -$747K |
|
306
Murphy Oil
MUR
$3.56B
| $36.2M | 0.08% |
564,920
-23,519
| -4% | -$1.51M |
|
307
Xerox
XRX
$493M
| $36M | 0.07% |
1,125,012
-216,464
| -16% | -$6.93M |
|
308
iShares MSCI South Korea ETF
EWY
$5.22B
| $35.5M | 0.07% |
556,300
+71,900
| +15% | +$4.59M |
|
|
DISCA
309
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $35.5M | 0.07% |
768,101
-35,420
| -4% | -$1.64M |
|
310
Amphenol
APH
$135B
| $35.5M | 0.07% |
3,200,512
-158,728
| -5% | -$1.76M |
|
311
Xcel Energy
XEL
$43B
| $35.4M | 0.07% |
1,267,008
-27,487
| -2% | -$767K |
|
312
The Mosaic Company
MOS
$10.3B
| $35.3M | 0.07% |
751,466
-30,463
| -4% | -$1.43M |
|
|
AGU
313
DELISTED
Agrium
AGU
| $35.1M | 0.07% |
385,108
-8,690
| -2% | -$793K |
|
|
DISH
314
DELISTED
DISH Network Corp.
DISH
| $34.9M | 0.07% |
604,560
-24,632
| -4% | -$1.42M |
|
|
SWN
315
DELISTED
Southwestern Energy Company
SWN
| $34.8M | 0.07% |
882,999
-41,932
| -5% | -$1.65M |
|
316
Imperial Oil
IMO
$44.4B
| $34.6M | 0.07% |
784,610
-154,037
| -16% | -$6.79M |
|
317
FirstEnergy
FE
$25.1B
| $34.6M | 0.07% |
1,055,298
-55,145
| -5% | -$1.81M |
|
318
M&T Bank
MTB
$31.2B
| $34.5M | 0.07% |
296,857
-13,788
| -4% | -$1.6M |
|
319
Illumina
ILMN
$15.7B
| $34.5M | 0.07% |
321,930
-10,372
| -3% | -$1.11M |
|
320
Range Resources
RRC
$8.27B
| $34.2M | 0.07% |
408,963
-19,435
| -5% | -$1.63M |
|
321
Roper Technologies
ROP
$55.8B
| $34.1M | 0.07% |
245,842
-12,405
| -5% | -$1.72M |
|
322
EQT Corp
EQT
$32.2B
| $34M | 0.07% |
695,633
-28,845
| -4% | -$1.41M |
|
|
JNPR
323
DELISTED
Juniper Networks
JNPR
| $33.7M | 0.07% |
1,496,801
-55,727
| -4% | -$1.26M |
|
324
Fastenal
FAST
$55.1B
| $33.6M | 0.07% |
2,819,252
-136,972
| -5% | -$1.63M |
|
325
Alcoa
AA
$8.24B
| $33.2M | 0.07% |
1,312,107
-76,175
| -5% | -$1.93M |
|