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
|
$381M |
| 2 |
Intuitive Surgical
ISRG
|
$108M |
| 3 |
SPDR Gold Trust
GLD
|
$103M |
| 4 |
XYZ
Block, Inc.
XYZ
|
$64.2M |
| 5 |
Apple
AAPL
|
$58.6M |
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$67M |
| 2 |
LVLT
Level 3 Communications Inc
LVLT
|
$45.3M |
| 3 |
WP
Worldpay, Inc.
WP
|
$33M |
| 4 |
American International
AIG
|
$26.1M |
| 5 |
Charter Communications
CHTR
|
$21.4M |
Sector Composition
| 1 | Financials | 17.45% |
| 2 | Technology | 15.55% |
| 3 | Healthcare | 12.03% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Hilton Worldwide
HLT
$64.9B
| $44.4M | 0.06% |
555,590
-26,648
| -5% | -$2.13M |
|
|
GG
352
DELISTED
Goldcorp Inc
GG
| $44.3M | 0.06% |
3,464,295
+67,503
| +2% | +$864K |
|
353
Franklin Resources
BEN
$13.2B
| $44.3M | 0.06% |
1,023,047
+20,391
| +2% | +$884K |
|
354
Dover
DOV
$24.1B
| $44.2M | 0.06% |
437,537
+4,173
| +1% | +$421K |
|
355
Cencora
COR
$57.2B
| $43.9M | 0.06% |
478,578
+6,810
| +1% | +$625K |
|
|
ANSS
356
DELISTED
Ansys
ANSS
| $43.9M | 0.06% |
297,582
+424
| +0.1% | +$62.6K |
|
357
Dentsply Sirona
XRAY
$2.75B
| $43.9M | 0.06% |
666,796
+5,113
| +0.8% | +$337K |
|
358
Fortis
FTS
$24.9B
| $43.8M | 0.06% |
1,189,615
+32,993
| +3% | +$1.21M |
|
359
Healthpeak Properties
DOC
$12.5B
| $43.7M | 0.06% |
1,677,451
+844
| +0.1% | +$22K |
|
360
BioMarin Pharmaceuticals
BMRN
$11.3B
| $43.7M | 0.06% |
489,764
+13,598
| +3% | +$1.21M |
|
361
EQT Corp
EQT
$32.7B
| $43.6M | 0.06% |
765,573
+275,545
| +56% | +$15.7M |
|
362
Brown-Forman Class B
BF.B
$13.8B
| $43.5M | 0.06% |
633,416
+8,809
| +1% | +$605K |
|
363
Equifax
EFX
$28.8B
| $43.5M | 0.06% |
368,714
+4,726
| +1% | +$557K |
|
|
TFCF
364
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $43.5M | 0.06% |
1,273,968
+8,884
| +0.7% | +$303K |
|
365
Molson Coors Class B
TAP
$9.94B
| $43.3M | 0.06% |
527,978
+8,991
| +2% | +$738K |
|
|
MXIM
366
DELISTED
Maxim Integrated Products
MXIM
| $43.3M | 0.06% |
828,665
+9,510
| +1% | +$497K |
|
367
FMC
FMC
$4.81B
| $43.2M | 0.06% |
456,886
+62,226
| +16% | +$5.89M |
|
368
NetApp
NTAP
$23.1B
| $43.2M | 0.06% |
781,520
-4,620
| -0.6% | -$256K |
|
369
Shopify
SHOP
$181B
| $43M | 0.06% |
424,149
+188,632
| +80% | +$19.1M |
|
|
TWTR
370
DELISTED
Twitter, Inc.
TWTR
| $42.9M | 0.06% |
1,785,396
+36,632
| +2% | +$880K |
|
371
Quest Diagnostics
DGX
$20B
| $42.7M | 0.06% |
433,875
+1,573
| +0.4% | +$155K |
|
372
Global Payments
GPN
$21.1B
| $42.7M | 0.06% |
425,866
+6,499
| +2% | +$651K |
|
373
Mid-America Apartment Communities
MAA
$16.7B
| $42.6M | 0.06% |
423,422
+21,312
| +5% | +$2.14M |
|
374
Church & Dwight Co
CHD
$22.7B
| $42.5M | 0.05% |
846,242
-15,857
| -2% | -$796K |
|
375
Ovintiv
OVV
$11B
| $42.4M | 0.05% |
3,168,243
+396,927
| +14% | +$5.31M |
|