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 |
Mastercard
MA
|
$179M |
| 2 |
Verizon
VZ
|
$134M |
| 3 |
Toronto Dominion Bank
TD
|
$113M |
| 4 |
Cognizant
CTSH
|
$40.4M |
| 5 |
VRN
Veren
VRN
|
$35.4M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$819M |
| 2 |
Merck
MRK
|
$41.9M |
| 3 |
Apple
AAPL
|
$38.2M |
| 4 |
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
|
$32.8M |
| 5 |
Exxon Mobil
XOM
|
$29.7M |
Sector Composition
| 1 | Financials | 16.37% |
| 2 | Healthcare | 13.42% |
| 3 | Technology | 13.33% |
| 4 | Energy | 10.81% |
| 5 | Industrials | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
DTE Energy
DTE
$28.4B
| $36.4M | 0.08% |
489,476
-6,872
| -1% | -$511K |
|
302
W.W. Grainger
GWW
$48.5B
| $36.1M | 0.08% |
143,073
-3,612
| -2% | -$913K |
|
303
Eversource Energy
ES
$23.8B
| $36.1M | 0.08% |
794,461
+14,448
| +2% | +$657K |
|
|
GGP
304
DELISTED
GGP Inc.
GGP
| $36M | 0.08% |
1,636,469
+285,603
| +21% | +$6.28M |
|
305
EQT Corp
EQT
$32.4B
| $35.9M | 0.08% |
370,560
-8,119
| -2% | -$787K |
|
306
Amphenol
APH
$133B
| $35.8M | 0.08% |
390,257
-9,807
| -2% | -$899K |
|
307
Keurig Dr Pepper
KDP
$39.5B
| $35.7M | 0.08% |
656,357
+15,957
| +2% | +$869K |
|
308
Stanley Black & Decker
SWK
$11.5B
| $35.7M | 0.08% |
439,778
-14,255
| -3% | -$1.16M |
|
|
DISH
309
DELISTED
DISH Network Corp.
DISH
| $35.7M | 0.08% |
573,947
-30,613
| -5% | -$1.9M |
|
310
Zoetis
ZTS
$69.3B
| $35.6M | 0.07% |
1,229,885
-38,780
| -3% | -$1.12M |
|
311
Progressive
PGR
$145B
| $35.5M | 0.07% |
1,465,027
-21,067
| -1% | -$510K |
|
|
VRN
312
DELISTED
Veren
VRN
| $35.4M | 0.07% |
+968,684
| New | +$35.4M |
|
313
Eastman Chemical
EMN
$8.08B
| $35.4M | 0.07% |
410,510
+26,474
| +7% | +$2.28M |
|
314
SBA Communications
SBAC
$22B
| $35.3M | 0.07% |
388,480
+69,049
| +22% | +$6.28M |
|
315
Coterra Energy
CTRA
$18.7B
| $35.3M | 0.07% |
1,042,942
-32,094
| -3% | -$1.09M |
|
316
FirstEnergy
FE
$25.2B
| $35.1M | 0.07% |
1,031,209
-24,089
| -2% | -$820K |
|
317
Bath & Body Works
BBWI
$6.18B
| $35M | 0.07% |
617,372
-28,912
| -4% | -$1.64M |
|
318
Teck Resources
TECK
$16.7B
| $34.9M | 0.07% |
1,615,663
+14,001
| +0.9% | +$303K |
|
319
Dover
DOV
$24.5B
| $34.8M | 0.07% |
425,463
-16,705
| -4% | -$1.37M |
|
320
Gen Digital
GEN
$18.6B
| $34.6M | 0.07% |
1,730,838
-52,805
| -3% | -$1.05M |
|
321
Lincoln National
LNC
$8.14B
| $34.5M | 0.07% |
681,362
-50,765
| -7% | -$2.57M |
|
322
Tapestry
TPR
$21.2B
| $34.3M | 0.07% |
691,460
-19,288
| -3% | -$958K |
|
323
Whirlpool
WHR
$5.21B
| $34.2M | 0.07% |
228,847
-18,411
| -7% | -$2.75M |
|
324
Fluor
FLR
$6.63B
| $34.2M | 0.07% |
439,339
-22,527
| -5% | -$1.75M |
|
325
Electronic Arts
EA
$43B
| $34.1M | 0.07% |
1,176,059
+232,445
| +25% | +$6.74M |
|