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 | |
|---|---|---|---|---|---|---|
301
Kellanova
K
$27.8B
| $62.2M | 0.07% |
1,156,299
+195,520
| +20% | +$10.5M |
|
302
SBA Communications
SBAC
$21.2B
| $62.2M | 0.07% |
382,509
+37,513
| +11% | +$6.1M |
|
303
Microchip Technology
MCHP
$35.6B
| $62M | 0.07% |
1,730,314
+233,676
| +16% | +$8.37M |
|
304
Evergy
EVRG
$16.5B
| $61.6M | 0.07% |
1,090,251
+198,183
| +22% | +$11.2M |
|
305
W.W. Grainger
GWW
$47.5B
| $61.6M | 0.07% |
218,715
+40,802
| +23% | +$11.5M |
|
306
CGI
GIB
$21.6B
| $61.5M | 0.07% |
1,023,398
+167,295
| +20% | +$10.1M |
|
307
Hershey
HSY
$37.6B
| $61.4M | 0.07% |
577,458
+103,720
| +22% | +$11M |
|
308
Omnicom Group
OMC
$15.4B
| $61.3M | 0.07% |
847,058
+126,374
| +18% | +$9.14M |
|
309
Hartford Financial Services
HIG
$37B
| $60.8M | 0.07% |
1,388,467
+102,045
| +8% | +$4.47M |
|
310
Healthpeak Properties
DOC
$12.8B
| $60.7M | 0.07% |
2,178,765
+327,807
| +18% | +$9.14M |
|
311
Best Buy
BBY
$16.1B
| $60.4M | 0.06% |
1,175,937
+215,875
| +22% | +$11.1M |
|
312
Markel Group
MKL
$24.2B
| $60.3M | 0.06% |
59,432
+5,591
| +10% | +$5.67M |
|
313
Fastenal
FAST
$55.1B
| $59.8M | 0.06% |
4,598,128
+398,304
| +9% | +$5.18M |
|
|
CTXS
314
DELISTED
Citrix Systems Inc
CTXS
| $59.5M | 0.06% |
584,321
+121,427
| +26% | +$12.4M |
|
315
KeyCorp
KEY
$20.8B
| $58.4M | 0.06% |
3,995,396
+621,570
| +18% | +$9.08M |
|
|
ABMD
316
DELISTED
Abiomed Inc
ABMD
| $58.3M | 0.06% |
183,300
+29,756
| +19% | +$9.47M |
|
317
Entergy
ETR
$39.2B
| $58.3M | 0.06% |
1,363,086
+250,502
| +23% | +$10.7M |
|
318
Host Hotels & Resorts
HST
$12B
| $58.3M | 0.06% |
3,493,104
+521,862
| +18% | +$8.7M |
|
319
IAC Inc
IAC
$2.98B
| $58.2M | 0.06% |
1,796,434
+138,297
| +8% | +$4.48M |
|
320
Citizens Financial Group
CFG
$22.3B
| $57.9M | 0.06% |
1,958,585
+259,275
| +15% | +$7.67M |
|
321
DXC Technology
DXC
$2.65B
| $57.7M | 0.06% |
1,090,013
+147,088
| +16% | +$7.79M |
|
322
CMS Energy
CMS
$21.4B
| $57.7M | 0.06% |
1,168,032
+130,037
| +13% | +$6.42M |
|
323
NetEase
NTES
$85B
| $57.6M | 0.06% |
1,216,135
+238,765
| +24% | +$11.3M |
|
324
Ameriprise Financial
AMP
$46.1B
| $57.6M | 0.06% |
558,483
+60,199
| +12% | +$6.21M |
|
325
Lumen
LUMN
$4.87B
| $57M | 0.06% |
3,730,302
+623,446
| +20% | +$9.52M |
|