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 | |
|---|---|---|---|---|---|---|
326
Ovintiv
OVV
$10.6B
| $33.2M | 0.07% |
368,167
-16,991
| -4% | -$1.53M |
|
327
Eversource Energy
ES
$23.6B
| $33.1M | 0.07% |
780,013
-173,344
| -18% | -$7.35M |
|
328
Oneok
OKE
$45.7B
| $33M | 0.07% |
615,053
+7,073
| +1% | +$380K |
|
329
JB Hunt Transport Services
JBHT
$13.9B
| $33M | 0.07% |
426,809
-29,819
| -7% | -$2.31M |
|
330
DTE Energy
DTE
$28.4B
| $32.9M | 0.07% |
583,209
-46,415
| -7% | -$2.62M |
|
|
LIFE
331
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
| $32.8M | 0.07% |
433,144
-17,840
| -4% | -$1.35M |
|
|
CPN
332
DELISTED
Calpine Corporation
CPN
| $32.7M | 0.07% |
1,678,686
-5,092
| -0.3% | -$99.1K |
|
333
Genuine Parts
GPC
$19.4B
| $32.4M | 0.07% |
389,886
-19,947
| -5% | -$1.66M |
|
|
XLNX
334
DELISTED
Xilinx Inc
XLNX
| $32.1M | 0.07% |
703,756
-55,878
| -7% | -$2.55M |
|
335
Clorox
CLX
$15.5B
| $32.1M | 0.07% |
342,293
-673
| -0.2% | -$63.1K |
|
336
Tesla
TSLA
$1.13T
| $32.1M | 0.07% |
3,154,890
-112,020
| -3% | -$1.14M |
|
337
Ametek
AME
$43.3B
| $32.1M | 0.07% |
610,281
-25,783
| -4% | -$1.35M |
|
338
Dollar Tree
DLTR
$20.6B
| $32M | 0.07% |
568,355
-29,490
| -5% | -$1.66M |
|
|
CA
339
DELISTED
CA, Inc.
CA
| $32M | 0.07% |
950,430
-35,000
| -4% | -$1.18M |
|
340
Delta Air Lines
DAL
$39.9B
| $31.9M | 0.07% |
1,173,487
+119,793
| +11% | +$3.26M |
|
341
BCE
BCE
$23.1B
| $31.9M | 0.07% |
737,029
-54,234
| -7% | -$2.35M |
|
|
TLM
342
DELISTED
TALISMAN ENERGY INC
TLM
| $31.7M | 0.07% |
2,731,216
-102,454
| -4% | -$1.19M |
|
343
KeyCorp
KEY
$20.8B
| $31.7M | 0.07% |
2,366,134
-117,626
| -5% | -$1.57M |
|
344
Newmont
NEM
$83.7B
| $31.4M | 0.07% |
1,368,700
+23,147
| +2% | +$531K |
|
345
Keurig Dr Pepper
KDP
$38.9B
| $31.3M | 0.06% |
640,400
+8,236
| +1% | +$402K |
|
346
Kohl's
KSS
$1.86B
| $31M | 0.06% |
548,374
-22,585
| -4% | -$1.27M |
|
347
Flowserve
FLS
$7.22B
| $30.8M | 0.06% |
396,718
-27,111
| -6% | -$2.11M |
|
348
TechnipFMC
FTI
$16B
| $30.8M | 0.06% |
803,578
-39,797
| -5% | -$1.53M |
|
349
Eastman Chemical
EMN
$7.93B
| $30.7M | 0.06% |
384,036
-18,887
| -5% | -$1.51M |
|
350
Tyson Foods
TSN
$20B
| $30.7M | 0.06% |
913,030
+117,847
| +15% | +$3.96M |
|