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 |
Mastercard
MA
|
$179M |
| 2 |
Verizon
VZ
|
$134M |
| 3 |
Toronto Dominion Bank
TD
|
$113M |
| 4 |
Cognizant
CTSH
|
$40.4M |
| 5 |
VRN
Veren
VRN
|
$35.4M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$819M |
| 2 |
Merck
MRK
|
$41.9M |
| 3 |
Apple
AAPL
|
$38.2M |
| 4 |
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
|
$32.8M |
| 5 |
Exxon Mobil
XOM
|
$29.7M |
Sector Composition
| 1 | Financials | 16.37% |
| 2 | Healthcare | 13.42% |
| 3 | Technology | 13.33% |
| 4 | Energy | 10.81% |
| 5 | Industrials | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Waters Corp
WAT
$17.6B
| $30.9M | 0.07% |
284,765
+59,217
| +26% | +$6.42M |
|
352
CMS Energy
CMS
$21.3B
| $30.8M | 0.06% |
1,053,537
-52,961
| -5% | -$1.55M |
|
353
Ametek
AME
$42.7B
| $30.8M | 0.06% |
597,610
-12,671
| -2% | -$652K |
|
354
Oneok
OKE
$47B
| $30.7M | 0.06% |
518,794
-19,687
| -4% | -$1.17M |
|
355
Tyson Foods
TSN
$20.1B
| $30.7M | 0.06% |
697,126
-215,904
| -24% | -$9.5M |
|
356
TechnipFMC
FTI
$15.4B
| $30.6M | 0.06% |
585,727
-12,173
| -2% | -$637K |
|
357
Herc Holdings
HRI
$4.37B
| $30.5M | 0.06% |
1,144,605
+98,989
| +9% | +$2.64M |
|
358
Entergy
ETR
$39B
| $30.4M | 0.06% |
454,567
+5,541
| +1% | +$370K |
|
|
FRC
359
DELISTED
First Republic Bank
FRC
| $30.4M | 0.06% |
562,566
-12,059
| -2% | -$651K |
|
360
Republic Services
RSG
$72.8B
| $30.3M | 0.06% |
886,694
-11,570
| -1% | -$395K |
|
361
Clorox
CLX
$14.7B
| $30.2M | 0.06% |
343,593
+1,300
| +0.4% | +$114K |
|
|
DISCA
362
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $30.1M | 0.06% |
363,810
-28,679
| -7% | -$2.37M |
|
363
Kohl's
KSS
$1.81B
| $30M | 0.06% |
527,462
-20,912
| -4% | -$1.19M |
|
|
BEAM
364
DELISTED
BEAM INC COM STK (DE)
BEAM
| $29.9M | 0.06% |
358,669
-27,464
| -7% | -$2.29M |
|
365
JB Hunt Transport Services
JBHT
$14B
| $29.6M | 0.06% |
411,821
-14,988
| -4% | -$1.08M |
|
366
Ameren
AEE
$27B
| $29.5M | 0.06% |
716,650
-48,380
| -6% | -$1.99M |
|
367
AES
AES
$9.55B
| $29.4M | 0.06% |
2,058,545
+151,089
| +8% | +$2.16M |
|
368
Coca-Cola Europacific Partners
CCEP
$39.7B
| $29.3M | 0.06% |
613,285
-16,153
| -3% | -$771K |
|
369
WEC Energy
WEC
$34.1B
| $29.3M | 0.06% |
628,484
-1,488
| -0.2% | -$69.3K |
|
370
Textron
TXT
$14.2B
| $29.2M | 0.06% |
744,267
+42,235
| +6% | +$1.66M |
|
371
SL Green Realty
SLG
$4.01B
| $29M | 0.06% |
288,618
-2,202
| -0.8% | -$222K |
|
|
ALTR
372
DELISTED
ALTERA CORP
ALTR
| $29M | 0.06% |
800,601
-19,912
| -2% | -$722K |
|
|
BCR
373
DELISTED
CR Bard Inc.
BCR
| $29M | 0.06% |
195,843
-2,992
| -2% | -$443K |
|
374
Dollar Tree
DLTR
$23.2B
| $28.9M | 0.06% |
553,992
-14,363
| -3% | -$749K |
|
|
LLTC
375
DELISTED
Linear Technology Corp
LLTC
| $28.7M | 0.06% |
590,167
-34,131
| -5% | -$1.66M |
|