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 |
Bristol-Myers Squibb
BMY
|
+$200M |
| 2 |
Alibaba
BABA
|
+$176M |
| 3 |
Blackstone
BX
|
+$127M |
| 4 |
Truist Financial
TFC
|
+$127M |
| 5 |
Mercado Libre
MELI
|
+$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
+$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$116M |
| 3 |
Tesla
TSLA
|
+$92.4M |
| 4 |
Apple
AAPL
|
+$90.7M |
| 5 |
NVIDIA
NVDA
|
+$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
CMS Energy
CMS
$21.2B
| $74.6M | 0.06% |
1,187,144
+32,954
| +3% | +$2.07M |
|
|
CXO
352
DELISTED
CONCHO RESOURCES INC.
CXO
| $74.6M | 0.06% |
851,712
+1,480
| +0.2% | +$130K |
|
353
W.P. Carey
WPC
$14.8B
| $74.3M | 0.06% |
948,355
+84,240
| +10% | +$6.6M |
|
354
Magna International
MGA
$13B
| $74.3M | 0.06% |
1,354,180
+114,378
| +9% | +$6.28M |
|
355
UDR
UDR
$12.9B
| $74M | 0.06% |
1,595,832
+126,904
| +9% | +$5.88M |
|
356
LendingClub
LC
$1.89B
| $73.9M | 0.06% |
5,852,428
-568,175
| -9% | -$7.17M |
|
|
FRC
357
DELISTED
First Republic Bank
FRC
| $73.6M | 0.06% |
626,853
+6,540
| +1% | +$768K |
|
358
Church & Dwight Co
CHD
$23.1B
| $73.2M | 0.06% |
1,041,123
-13,463
| -1% | -$947K |
|
359
Citizens Financial Group
CFG
$22.3B
| $72.4M | 0.06% |
1,783,050
+18,955
| +1% | +$770K |
|
|
HES
360
DELISTED
Hess
HES
| $72.3M | 0.06% |
1,082,792
-17,771
| -2% | -$1.19M |
|
361
Agnico Eagle Mines
AEM
$76.7B
| $72.2M | 0.06% |
1,171,600
-24,200
| -2% | -$1.49M |
|
362
Regions Financial
RF
$23.9B
| $72M | 0.06% |
4,196,961
+162,097
| +4% | +$2.78M |
|
363
Western Digital
WDC
$32.8B
| $71.9M | 0.06% |
1,510,497
+33,321
| +2% | +$1.59M |
|
|
MXIM
364
DELISTED
Maxim Integrated Products
MXIM
| $71.8M | 0.06% |
1,166,514
-4,372
| -0.4% | -$269K |
|
365
iShares Core MSCI Emerging Markets ETF
IEMG
$104B
| $70.1M | 0.06% |
1,303,885
+43,777
| +3% | +$2.35M |
|
366
Sun Communities
SUI
$16.3B
| $69.9M | 0.05% |
465,708
+35,019
| +8% | +$5.26M |
|
367
Omnicom Group
OMC
$15.1B
| $69.7M | 0.05% |
860,369
+20,191
| +2% | +$1.64M |
|
368
Martin Marietta Materials
MLM
$37B
| $69.3M | 0.05% |
247,769
+4,341
| +2% | +$1.21M |
|
369
TAL Education Group
TAL
$6.47B
| $69.1M | 0.05% |
1,432,624
+78,369
| +6% | +$3.78M |
|
370
Guidewire Software
GWRE
$21.6B
| $68.7M | 0.05% |
625,549
-16,740
| -3% | -$1.84M |
|
371
Arthur J. Gallagher & Co
AJG
$76.5B
| $68.6M | 0.05% |
720,759
+594
| +0.1% | +$56.6K |
|
372
Teleflex
TFX
$5.76B
| $68.5M | 0.05% |
181,946
+2,880
| +2% | +$1.08M |
|
|
CTXS
373
DELISTED
Citrix Systems Inc
CTXS
| $68.5M | 0.05% |
617,356
+45,447
| +8% | +$5.04M |
|
374
Pembina Pipeline
PBA
$22.2B
| $68.2M | 0.05% |
1,838,327
+59,251
| +3% | +$2.2M |
|
|
DRE
375
DELISTED
Duke Realty Corp.
DRE
| $67.6M | 0.05% |
1,948,795
+161,999
| +9% | +$5.62M |
|