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 |
iShares Gold Trust
IAU
|
+$125M |
| 2 |
DXC Technology
DXC
|
+$73.7M |
| 3 |
Amazon
AMZN
|
+$50.9M |
| 4 |
PayPal
PYPL
|
+$39.1M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$36.8M |
Top Sells
| 1 |
YHOO
Yahoo Inc
YHOO
|
+$117M |
| 2 |
SPDR Gold Trust
GLD
|
+$46.4M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$45.8M |
| 4 |
Hewlett Packard
HPE
|
+$38.2M |
| 5 |
CSC
Computer Sciences
CSC
|
+$29.7M |
Sector Composition
| 1 | Financials | 17.01% |
| 2 | Technology | 14.58% |
| 3 | Healthcare | 12.95% |
| 4 | Consumer Discretionary | 10.07% |
| 5 | Communication Services | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Hershey
HSY
$38B
| $44.2M | 0.06% |
411,214
+5,262
| +1% | +$565K |
|
327
Ameren
AEE
$26.8B
| $44.1M | 0.06% |
805,915
+11,633
| +1% | +$636K |
|
328
J.M. Smucker
SJM
$11.8B
| $44M | 0.06% |
371,733
+4,552
| +1% | +$539K |
|
329
CMS Energy
CMS
$21.2B
| $43.7M | 0.06% |
944,771
+12,891
| +1% | +$596K |
|
330
Thomson Reuters
TRI
$79.2B
| $43.5M | 0.06% |
824,182
-50,675
| -6% | -$2.68M |
|
331
KLA
KLAC
$121B
| $43.5M | 0.06% |
474,935
+27,865
| +6% | +$2.55M |
|
332
Dentsply Sirona
XRAY
$2.77B
| $43.4M | 0.06% |
669,244
-37,623
| -5% | -$2.44M |
|
333
Henry Schein
HSIC
$8.2B
| $43M | 0.06% |
598,485
-11,342
| -2% | -$814K |
|
334
SBA Communications
SBAC
$20.6B
| $42.9M | 0.06% |
318,126
+1,565
| +0.5% | +$211K |
|
335
Huntington Bancshares
HBAN
$25.7B
| $42.7M | 0.06% |
3,158,652
+69,092
| +2% | +$934K |
|
336
Mid-America Apartment Communities
MAA
$17B
| $42.6M | 0.06% |
404,317
+5,219
| +1% | +$550K |
|
337
Mohawk Industries
MHK
$8.42B
| $42.6M | 0.06% |
176,205
+3,261
| +2% | +$788K |
|
338
Franco-Nevada
FNV
$37.8B
| $42.5M | 0.06% |
590,330
+6,616
| +1% | +$477K |
|
339
American Water Works
AWK
$27.3B
| $42M | 0.06% |
538,962
-4,056
| -0.7% | -$316K |
|
340
MGM Resorts International
MGM
$9.8B
| $41.8M | 0.06% |
1,336,960
-155,225
| -10% | -$4.86M |
|
341
Waters Corp
WAT
$17.9B
| $41.1M | 0.06% |
223,372
-863
| -0.4% | -$159K |
|
342
Comerica
CMA
$8.88B
| $40.9M | 0.06% |
557,907
+15,529
| +3% | +$1.14M |
|
343
Fortis
FTS
$24.7B
| $40.8M | 0.06% |
1,163,974
+24,482
| +2% | +$859K |
|
344
Celanese
CE
$4.89B
| $40.8M | 0.06% |
429,304
+11,202
| +3% | +$1.06M |
|
345
Motorola Solutions
MSI
$79.6B
| $40.5M | 0.06% |
467,112
-778
| -0.2% | -$67.5K |
|
346
Genuine Parts
GPC
$19.3B
| $40.2M | 0.06% |
433,864
+8,023
| +2% | +$744K |
|
347
Martin Marietta Materials
MLM
$37B
| $40.2M | 0.06% |
180,732
-30,957
| -15% | -$6.89M |
|
348
Restaurant Brands International
QSR
$20.3B
| $40.2M | 0.06% |
643,262
-13,133
| -2% | -$820K |
|
349
Mercado Libre
MELI
$120B
| $40.1M | 0.06% |
160,014
+43,663
| +38% | +$11M |
|
350
Ball Corp
BALL
$13.7B
| $40.1M | 0.06% |
949,913
-703
| -0.1% | -$29.7K |
|