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 |
Dow Inc
DOW
|
+$171M |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$102M |
| 3 |
Corteva
CTVA
|
+$101M |
| 4 |
NVTA
Invitae Corporation
NVTA
|
+$99.2M |
| 5 |
Alibaba
BABA
|
+$88.9M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
+$125M |
| 2 |
SPDR Gold Trust
GLD
|
+$116M |
| 3 |
LendingTree
TREE
|
+$104M |
| 4 |
MDSO
Medidata Solutions, Inc.
MDSO
|
+$91.6M |
| 5 |
L3Harris
LHX
|
+$78.5M |
Sector Composition
| 1 | Technology | 18.4% |
| 2 | Financials | 15.53% |
| 3 | Healthcare | 12.87% |
| 4 | Consumer Discretionary | 10.81% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Hewlett Packard
HPE
$31B
| $79.7M | 0.07% |
5,331,911
-551,204
| -9% | -$8.24M |
|
302
Clorox
CLX
$15.4B
| $79.6M | 0.07% |
519,726
-17,240
| -3% | -$2.64M |
|
303
Kraft Heinz
KHC
$31.6B
| $79.3M | 0.07% |
2,555,650
+241,985
| +10% | +$7.51M |
|
304
Hartford Financial Services
HIG
$36.7B
| $79.3M | 0.07% |
1,423,154
+19,334
| +1% | +$1.08M |
|
305
Ameriprise Financial
AMP
$46.4B
| $79.3M | 0.07% |
546,264
-15,537
| -3% | -$2.26M |
|
306
Microchip Technology
MCHP
$35.2B
| $77.7M | 0.07% |
1,791,284
+42,420
| +2% | +$1.84M |
|
307
Rockwell Automation
ROK
$38.8B
| $77.6M | 0.07% |
473,736
-7,988
| -2% | -$1.31M |
|
|
ANSS
308
DELISTED
Ansys
ANSS
| $77.6M | 0.07% |
378,652
-6,318
| -2% | -$1.29M |
|
309
Ameren
AEE
$27B
| $77.4M | 0.07% |
1,029,982
-124,939
| -11% | -$9.38M |
|
310
Palo Alto Networks
PANW
$132B
| $76.9M | 0.07% |
2,263,476
-57,036
| -2% | -$1.94M |
|
311
International Paper
IP
$25B
| $76.8M | 0.07% |
1,873,169
-192,225
| -9% | -$7.89M |
|
312
Incyte
INCY
$16.9B
| $76.8M | 0.07% |
904,309
+79,381
| +10% | +$6.74M |
|
313
CoStar Group
CSGP
$37.3B
| $76.4M | 0.07% |
1,378,930
+22,140
| +2% | +$1.23M |
|
314
Healthpeak Properties
DOC
$12.7B
| $76.3M | 0.07% |
2,386,985
+369,438
| +18% | +$11.8M |
|
315
KLA
KLAC
$120B
| $76.2M | 0.07% |
644,471
-661
| -0.1% | -$78.1K |
|
316
CGI
GIB
$21.5B
| $74.9M | 0.07% |
973,830
-42,394
| -4% | -$3.26M |
|
317
Nucor
NUE
$33.1B
| $74.7M | 0.07% |
1,356,145
-21,257
| -2% | -$1.17M |
|
318
Weyerhaeuser
WY
$18.7B
| $74.5M | 0.07% |
2,828,281
-45,321
| -2% | -$1.19M |
|
319
Entergy
ETR
$38.8B
| $74.5M | 0.07% |
1,447,232
+41,406
| +3% | +$2.13M |
|
320
Las Vegas Sands
LVS
$37.1B
| $74.4M | 0.07% |
1,258,244
-203,559
| -14% | -$12M |
|
321
Northern Trust
NTRS
$24.3B
| $73.5M | 0.07% |
816,713
-636
| -0.1% | -$57.2K |
|
|
LLL
322
DELISTED
L3 Technologies, Inc.
LLL
| $73.4M | 0.07% |
299,512
-3,473
| -1% | -$851K |
|
323
Alexandria Real Estate Equities
ARE
$14.6B
| $73.1M | 0.07% |
518,129
+77,463
| +18% | +$10.9M |
|
324
IAC Inc
IAC
$2.92B
| $73.1M | 0.07% |
1,880,107
+61,001
| +3% | +$2.37M |
|
325
Keysight
KEYS
$29.1B
| $73M | 0.07% |
812,536
-16,427
| -2% | -$1.48M |
|