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 |
L3Harris
LHX
|
+$193M |
| 2 |
Tesla
TSLA
|
+$177M |
| 3 |
Illumina
ILMN
|
+$157M |
| 4 |
Fidelity National Information Services
FIS
|
+$143M |
| 5 |
XYZ
Block, Inc.
XYZ
|
+$103M |
Top Sells
| 1 |
RHT
Red Hat Inc
RHT
|
+$158M |
| 2 |
WP
Worldpay, Inc.
WP
|
+$140M |
| 3 |
APC
Anadarko Petroleum
APC
|
+$135M |
| 4 |
iShares Gold Trust
IAU
|
+$130M |
| 5 |
Apple
AAPL
|
+$83.2M |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Financials | 15.47% |
| 3 | Healthcare | 12.69% |
| 4 | Consumer Discretionary | 10.72% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Markel Group
MKL
$24.4B
| $67.3M | 0.06% |
56,901
-64
| -0.1% | -$75.6K |
|
352
Martin Marietta Materials
MLM
$37.8B
| $66.7M | 0.06% |
243,428
-1,624
| -0.7% | -$445K |
|
353
Western Digital
WDC
$32.8B
| $66.6M | 0.06% |
1,477,176
-174,636
| -11% | -$7.87M |
|
354
Invitation Homes
INVH
$18.5B
| $66.6M | 0.06% |
2,248,693
+454,587
| +25% | +$13.5M |
|
|
HES
355
DELISTED
Hess
HES
| $66.6M | 0.06% |
1,100,563
-25,932
| -2% | -$1.57M |
|
356
Veracyte
VCYT
$2.55B
| $66.3M | 0.06% |
2,764,236
+1,633,287
| +144% | +$39.2M |
|
357
Magna International
MGA
$13B
| $66.1M | 0.06% |
1,239,802
-3,554
| -0.3% | -$190K |
|
358
Principal Financial Group
PFG
$17.8B
| $66.1M | 0.06% |
1,156,175
+84,206
| +8% | +$4.81M |
|
359
Pembina Pipeline
PBA
$22.1B
| $66M | 0.06% |
1,779,076
+20,230
| +1% | +$750K |
|
360
Broadridge
BR
$29.7B
| $65.9M | 0.06% |
529,347
+25,107
| +5% | +$3.12M |
|
361
Omnicom Group
OMC
$15.3B
| $65.8M | 0.06% |
840,178
-6,670
| -0.8% | -$522K |
|
362
Fortis
FTS
$24.6B
| $65.2M | 0.06% |
1,542,278
+1,513
| +0.1% | +$64K |
|
363
Baker Hughes
BKR
$45B
| $64.6M | 0.06% |
2,782,764
+343,578
| +14% | +$7.97M |
|
364
Arthur J. Gallagher & Co
AJG
$76.7B
| $64.5M | 0.06% |
720,165
+793
| +0.1% | +$71K |
|
365
Waters Corp
WAT
$18.4B
| $64.5M | 0.06% |
288,912
-2,846
| -1% | -$635K |
|
|
SIVB
366
DELISTED
SVB Financial Group
SIVB
| $64.5M | 0.06% |
308,587
+1,599
| +0.5% | +$334K |
|
367
Equifax
EFX
$31.2B
| $64.2M | 0.06% |
456,365
+9,306
| +2% | +$1.31M |
|
368
Agnico Eagle Mines
AEM
$76.7B
| $64.1M | 0.06% |
1,195,800
+44,932
| +4% | +$2.41M |
|
369
Sun Communities
SUI
$16.2B
| $63.9M | 0.06% |
430,689
+30,303
| +8% | +$4.5M |
|
370
Regions Financial
RF
$24.1B
| $63.8M | 0.06% |
4,034,864
-255,611
| -6% | -$4.04M |
|
371
Celanese
CE
$5.09B
| $62.8M | 0.05% |
513,238
-8,905
| -2% | -$1.09M |
|
372
Akamai
AKAM
$11.2B
| $62.5M | 0.05% |
684,246
-11,518
| -2% | -$1.05M |
|
373
Citizens Financial Group
CFG
$22.3B
| $62.4M | 0.05% |
1,764,095
-8,809
| -0.5% | -$312K |
|
374
Teradyne
TER
$18.3B
| $62.4M | 0.05% |
1,076,990
+735,109
| +215% | +$42.6M |
|
375
NetEase
NTES
$91.2B
| $62.3M | 0.05% |
1,170,725
-7,460
| -0.6% | -$397K |
|