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 |
Nutrien
NTR
|
+$86.1M |
| 2 |
WP
Worldpay, Inc.
WP
|
+$72.2M |
| 3 |
Interactive Brokers
IBKR
|
+$52M |
| 4 |
Johnson & Johnson
JNJ
|
+$49.1M |
| 5 |
iShares Gold Trust
IAU
|
+$48.6M |
Top Sells
| 1 |
Alibaba
BABA
|
+$58.9M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
+$48.6M |
| 3 |
AGU
Agrium
AGU
|
+$45.3M |
| 4 |
CME Group
CME
|
+$37.4M |
| 5 |
Cisco
CSCO
|
+$31.4M |
Sector Composition
| 1 | Financials | 17.44% |
| 2 | Technology | 16.68% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Communication Services | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CERN
326
DELISTED
Cerner Corp
CERN
| $50M | 0.06% |
861,455
+10,931
| +1% | +$634K |
|
|
B
327
Barrick Mining Corporation
B
$49.5B
| $49.9M | 0.06% |
4,013,041
+46,681
| +1% | +$581K |
|
328
KLA
KLAC
$120B
| $49.8M | 0.06% |
456,969
+1,139
| +0.2% | +$124K |
|
329
Palo Alto Networks
PANW
$132B
| $49.7M | 0.06% |
1,642,800
+19,734
| +1% | +$597K |
|
330
Lennar Class A
LEN
$36.9B
| $49.3M | 0.06% |
864,487
+262,716
| +44% | +$15M |
|
331
Labcorp
LH
$23B
| $48.9M | 0.06% |
352,158
-3,701
| -1% | -$514K |
|
332
Mettler-Toledo International
MTD
$27.1B
| $48.8M | 0.06% |
84,787
+5,059
| +6% | +$2.91M |
|
|
GG
333
DELISTED
Goldcorp Inc
GG
| $48.7M | 0.06% |
3,529,020
+64,725
| +2% | +$892K |
|
334
Ameren
AEE
$27B
| $48.6M | 0.06% |
857,805
+4,078
| +0.5% | +$231K |
|
335
Eastman Chemical
EMN
$7.91B
| $48.5M | 0.06% |
459,075
+2,046
| +0.4% | +$216K |
|
336
NetApp
NTAP
$24.2B
| $48.4M | 0.06% |
785,276
+3,756
| +0.5% | +$232K |
|
337
Omnicom Group
OMC
$15.3B
| $48.2M | 0.06% |
663,861
+6,727
| +1% | +$489K |
|
338
W.W. Grainger
GWW
$47.7B
| $48M | 0.06% |
170,049
-967
| -0.6% | -$273K |
|
339
Huntington Bancshares
HBAN
$25.9B
| $47.9M | 0.06% |
3,173,929
+46,776
| +1% | +$706K |
|
340
Idexx Laboratories
IDXX
$52.2B
| $47.7M | 0.06% |
249,208
-42,585
| -15% | -$8.15M |
|
|
FRC
341
DELISTED
First Republic Bank
FRC
| $47.6M | 0.06% |
514,059
-14,214
| -3% | -$1.32M |
|
342
Franco-Nevada
FNV
$38B
| $47.5M | 0.06% |
697,737
+3,674
| +0.5% | +$250K |
|
|
ANSS
343
DELISTED
Ansys
ANSS
| $47.5M | 0.06% |
302,934
+5,352
| +2% | +$839K |
|
344
Gen Digital
GEN
$18.4B
| $47.4M | 0.06% |
1,833,743
-59,924
| -3% | -$1.55M |
|
345
Teck Resources
TECK
$17.2B
| $47.3M | 0.06% |
1,837,398
+4,178
| +0.2% | +$107K |
|
346
Mohawk Industries
MHK
$8.67B
| $47M | 0.06% |
202,341
+8,205
| +4% | +$1.91M |
|
|
TSS
347
DELISTED
Total System Services, Inc.
TSS
| $46.7M | 0.06% |
541,788
+71,654
| +15% | +$6.18M |
|
|
TFCF
348
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $46.7M | 0.06% |
1,283,843
+9,875
| +0.8% | +$359K |
|
|
ETFC
349
DELISTED
E*Trade Financial Corporation
ETFC
| $46.6M | 0.06% |
841,855
+84,781
| +11% | +$4.7M |
|
350
MGM Resorts International
MGM
$9.85B
| $46.6M | 0.06% |
1,330,904
-5,345
| -0.4% | -$187K |
|