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 |
WBA
Walgreens Boots Alliance
WBA
|
+$199M |
| 2 |
Apple
AAPL
|
+$151M |
| 3 |
Exxon Mobil
XOM
|
+$80.4M |
| 4 |
Microsoft
MSFT
|
+$75.3M |
| 5 |
Johnson & Johnson
JNJ
|
+$66.4M |
Top Sells
| 1 |
Medtronic
MDT
|
+$168M |
| 2 |
AGN
ALLERGAN INC
AGN
|
+$150M |
| 3 |
Viatris
VTRS
|
+$51.7M |
| 4 |
CFN
CAREFUSION CORPORATION
CFN
|
+$30.4M |
| 5 |
SWY
SAFEWAY INC
SWY
|
+$20.6M |
Sector Composition
| 1 | Financials | 15.18% |
| 2 | Healthcare | 13.9% |
| 3 | Technology | 13.57% |
| 4 | Energy | 9.54% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
J.M. Smucker
SJM
$11.8B
| $36M | 0.07% |
311,190
+4,986
| +2% | +$577K |
|
|
GMCR
352
DELISTED
KEURIG GREEN MTN INC
GMCR
| $35.6M | 0.06% |
318,886
+29,901
| +10% | +$3.34M |
|
|
RHT
353
DELISTED
Red Hat Inc
RHT
| $35.6M | 0.06% |
469,762
+29,241
| +7% | +$2.21M |
|
354
Regions Financial
RF
$23.9B
| $35.5M | 0.06% |
3,756,408
-31,618
| -0.8% | -$299K |
|
355
Agilent Technologies
A
$35.8B
| $35M | 0.06% |
841,660
+88,942
| +12% | +$3.7M |
|
356
Cenovus Energy
CVE
$29.3B
| $35M | 0.06% |
2,077,229
+324,000
| +18% | +$5.45M |
|
|
SRCL
357
DELISTED
Stericycle Inc
SRCL
| $34.9M | 0.06% |
248,296
+26,940
| +12% | +$3.78M |
|
358
Molson Coors Class B
TAP
$9.78B
| $34.8M | 0.06% |
467,549
+25,074
| +6% | +$1.87M |
|
359
Labcorp
LH
$23.1B
| $34.8M | 0.06% |
321,266
+84,614
| +36% | +$9.17M |
|
360
Under Armour
UAA
$2.16B
| $34.5M | 0.06% |
859,381
+89,491
| +12% | +$3.59M |
|
361
Lam Research
LRCX
$134B
| $34.3M | 0.06% |
4,881,410
+355,240
| +8% | +$2.5M |
|
|
PLL
362
DELISTED
PALL CORP
PLL
| $34.2M | 0.06% |
340,978
+9,358
| +3% | +$939K |
|
363
Henry Schein
HSIC
$8.2B
| $34.1M | 0.06% |
622,985
+27,065
| +5% | +$1.48M |
|
364
BP
BP
$87.8B
| $34M | 0.06% |
1,047,815
+51,945
| +5% | +$1.69M |
|
365
Autodesk
ADSK
$69.3B
| $33.9M | 0.06% |
578,428
+31,419
| +6% | +$1.84M |
|
|
ALTR
366
DELISTED
ALTERA CORP
ALTR
| $33.8M | 0.06% |
787,969
+45,266
| +6% | +$1.94M |
|
367
Akamai
AKAM
$11.2B
| $33.5M | 0.06% |
470,826
+55,372
| +13% | +$3.93M |
|
|
BCR
368
DELISTED
CR Bard Inc.
BCR
| $33.4M | 0.06% |
199,455
+9,443
| +5% | +$1.58M |
|
|
ANDV
369
DELISTED
Andeavor
ANDV
| $33.3M | 0.06% |
364,681
+39,176
| +12% | +$3.58M |
|
370
Energy Transfer Partners
ET
$58.9B
| $33.3M | 0.06% |
1,050,000
+336,000
| +47% | +$10.6M |
|
371
Rogers Communications
RCI
$19.2B
| $33.2M | 0.06% |
992,327
+68,082
| +7% | +$2.28M |
|
372
Equinix
EQIX
$76.3B
| $33.2M | 0.06% |
142,384
+19,704
| +16% | +$4.59M |
|
373
Ametek
AME
$43.3B
| $33M | 0.06% |
628,437
+70,011
| +13% | +$3.68M |
|
374
Verisk Analytics
VRSK
$37.5B
| $33M | 0.06% |
462,058
+56,727
| +14% | +$4.05M |
|
|
CTRX
375
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
| $32.9M | 0.06% |
553,288
+70,291
| +15% | +$4.18M |
|