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 |
Exxon Mobil
XOM
|
$1.14B |
| 2 |
Apple
AAPL
|
$1.05B |
| 3 |
Microsoft
MSFT
|
$760M |
| 4 |
GE Aerospace
GE
|
$690M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$672M |
Top Sells
Sector Composition
| 1 | Financials | 16.24% |
| 2 | Technology | 12.71% |
| 3 | Healthcare | 12.62% |
| 4 | Energy | 11.02% |
| 5 | Industrials | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CTRX
376
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
| $26.4M | 0.06% |
+543,340
| New | +$26.4M |
|
377
Quest Diagnostics
DGX
$20.5B
| $26.1M | 0.06% |
+430,209
| New | +$26.1M |
|
378
C.H. Robinson
CHRW
$14.9B
| $25.8M | 0.06% |
+459,035
| New | +$25.8M |
|
379
Campbell Soup
CPB
$10.1B
| $25.8M | 0.06% |
+579,683
| New | +$25.8M |
|
380
Coca-Cola Europacific Partners
CCEP
$40.4B
| $25.8M | 0.06% |
+732,712
| New | +$25.8M |
|
|
SIAL
381
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $25.6M | 0.06% |
+318,784
| New | +$25.6M |
|
|
GMCR
382
DELISTED
KEURIG GREEN MTN INC
GMCR
| $25.6M | 0.06% |
+340,250
| New | +$25.6M |
|
|
SRCL
383
DELISTED
Stericycle Inc
SRCL
| $25.5M | 0.06% |
+230,826
| New | +$25.5M |
|
384
Labcorp
LH
$23.2B
| $25.5M | 0.06% |
+296,065
| New | +$25.5M |
|
385
Herc Holdings
HRI
$4.6B
| $25.4M | 0.06% |
+341,262
| New | +$25.4M |
|
|
JWN
386
DELISTED
Nordstrom
JWN
| $25.4M | 0.06% |
+423,357
| New | +$25.4M |
|
|
GGP
387
DELISTED
GGP Inc.
GGP
| $25.2M | 0.06% |
+1,277,225
| New | +$25.2M |
|
388
WEC Energy
WEC
$34.7B
| $25.2M | 0.06% |
+613,781
| New | +$25.2M |
|
389
SBA Communications
SBAC
$21.2B
| $24.9M | 0.06% |
+336,446
| New | +$24.9M |
|
390
Dick's Sporting Goods
DKS
$17.7B
| $24.9M | 0.06% |
+497,001
| New | +$24.9M |
|
391
KLA
KLAC
$119B
| $24.8M | 0.06% |
+444,300
| New | +$24.8M |
|
|
RHT
392
DELISTED
Red Hat Inc
RHT
| $24.8M | 0.06% |
+517,721
| New | +$24.8M |
|
393
Henry Schein
HSIC
$8.42B
| $24.7M | 0.06% |
+658,790
| New | +$24.7M |
|
394
Pembina Pipeline
PBA
$22.1B
| $24.7M | 0.06% |
+811,007
| New | +$24.7M |
|
395
Illumina
ILMN
$15.7B
| $24.6M | 0.06% |
+337,793
| New | +$24.6M |
|
|
TIF
396
DELISTED
Tiffany & Co.
TIF
| $24.5M | 0.06% |
+335,853
| New | +$24.5M |
|
|
SJR
397
DELISTED
Shaw Communications Inc.
SJR
| $24.4M | 0.06% |
+1,020,736
| New | +$24.4M |
|
|
LLTC
398
DELISTED
Linear Technology Corp
LLTC
| $24.4M | 0.06% |
+661,044
| New | +$24.4M |
|
|
BEAM
399
DELISTED
BEAM INC COM STK (DE)
BEAM
| $24.3M | 0.06% |
+385,353
| New | +$24.3M |
|
400
FMC
FMC
$4.72B
| $24.2M | 0.06% |
+457,243
| New | +$24.2M |
|