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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Sun Life Financial
SLF
$32.4B
| $90.1M | 0.06% |
2,457,833
+75,899
| +3% | +$2.78M |
|
327
Fortive
FTV
$16B
| $90M | 0.06% |
1,329,776
-28,918
| -2% | -$1.96M |
|
|
FLIR
328
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $89.9M | 0.06% |
2,215,982
+220,942
| +11% | +$8.96M |
|
329
Cardinal Health
CAH
$35.7B
| $89.6M | 0.06% |
1,716,730
+242,946
| +16% | +$12.7M |
|
|
VER
330
DELISTED
VEREIT, Inc.
VER
| $89.4M | 0.06% |
13,908,013
+5,048,581
| +57% | +$32.5M |
|
331
Take-Two Interactive
TTWO
$44.4B
| $89.2M | 0.06% |
639,124
+41,544
| +7% | +$5.8M |
|
332
BioMarin Pharmaceuticals
BMRN
$11.4B
| $88.6M | 0.06% |
718,592
+4,257
| +0.6% | +$525K |
|
333
Mid-America Apartment Communities
MAA
$16.7B
| $88.4M | 0.06% |
777,397
-200,967
| -21% | -$22.8M |
|
334
PPL Corp
PPL
$26.9B
| $88.2M | 0.06% |
3,413,754
+257,830
| +8% | +$6.66M |
|
335
DTE Energy
DTE
$28.2B
| $88.2M | 0.06% |
820,376
-16,971
| -2% | -$1.82M |
|
336
Healthpeak Properties
DOC
$12.5B
| $87.9M | 0.06% |
3,191,158
+25,185
| +0.8% | +$694K |
|
|
CTXS
337
DELISTED
Citrix Systems Inc
CTXS
| $87.7M | 0.06% |
593,172
-187,731
| -24% | -$27.8M |
|
338
D.R. Horton
DHI
$50.8B
| $87.5M | 0.06% |
1,577,294
-601,260
| -28% | -$33.3M |
|
339
Stanley Black & Decker
SWK
$11.1B
| $87.2M | 0.06% |
625,829
+2,196
| +0.4% | +$306K |
|
340
Corpay
CPAY
$22.4B
| $87.2M | 0.06% |
346,777
-7,063
| -2% | -$1.78M |
|
341
Camden Property Trust
CPT
$11.6B
| $86.9M | 0.06% |
953,078
-180,864
| -16% | -$16.5M |
|
342
Rogers Communications
RCI
$19.2B
| $86.6M | 0.06% |
2,162,699
+568,692
| +36% | +$22.8M |
|
343
Ameriprise Financial
AMP
$48.3B
| $86.6M | 0.06% |
577,058
-195,005
| -25% | -$29.3M |
|
344
Weyerhaeuser
WY
$18B
| $86.3M | 0.06% |
3,842,725
+561,455
| +17% | +$12.6M |
|
345
Equifax
EFX
$28.9B
| $86.3M | 0.06% |
501,832
-188,856
| -27% | -$32.5M |
|
346
FirstEnergy
FE
$25.1B
| $86.2M | 0.06% |
2,223,512
-691,817
| -24% | -$26.8M |
|
347
Synchrony
SYF
$28.1B
| $86.2M | 0.06% |
3,887,759
+983,552
| +34% | +$21.8M |
|
348
Boston Properties
BXP
$11.5B
| $85.2M | 0.06% |
942,851
+8,989
| +1% | +$812K |
|
349
Hilton Worldwide
HLT
$64.9B
| $85M | 0.06% |
1,157,340
-101,337
| -8% | -$7.44M |
|
350
Sun Communities
SUI
$15.7B
| $84.1M | 0.06% |
619,748
-145,522
| -19% | -$19.7M |
|