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 |
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
|
+$81.9M |
| 2 |
Exxon Mobil
XOM
|
+$66M |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
+$60.3M |
| 4 |
Freeport-McMoran
FCX
|
+$59.3M |
| 5 |
MON
Monsanto Co
MON
|
+$58.4M |
Top Sells
| 1 |
FRX
FOREST LABORATORIES INC
FRX
|
+$68.3M |
| 2 |
Apple
AAPL
|
+$58.6M |
| 3 |
Citigroup
C
|
+$36.4M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$33.2M |
| 5 |
CELG
Celgene Corp
CELG
|
+$26M |
Sector Composition
| 1 | Financials | 15.32% |
| 2 | Technology | 13.18% |
| 3 | Healthcare | 13.09% |
| 4 | Energy | 11.42% |
| 5 | Industrials | 9.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Eastman Chemical
EMN
$7.76B
| $29M | 0.06% |
358,804
+385
| +0.1% | +$31.1K |
|
377
Murphy Oil
MUR
$3.56B
| $29M | 0.06% |
508,847
+2,362
| +0.5% | +$134K |
|
378
Range Resources
RRC
$8.17B
| $28.9M | 0.06% |
426,367
+26,209
| +7% | +$1.78M |
|
379
Ametek
AME
$43.3B
| $28.9M | 0.06% |
575,066
+3,975
| +0.7% | +$200K |
|
|
TIF
380
DELISTED
Tiffany & Co.
TIF
| $28.8M | 0.06% |
299,419
+374
| +0.1% | +$36K |
|
381
Kimco Realty
KIM
$15.1B
| $28.4M | 0.06% |
1,297,937
+41,771
| +3% | +$915K |
|
382
Brown-Forman Class B
BF.B
$13B
| $28.1M | 0.06% |
972,566
+51,475
| +6% | +$1.49M |
|
383
Macerich
MAC
$4.57B
| $28M | 0.06% |
438,290
+10,687
| +2% | +$682K |
|
|
XLNX
384
DELISTED
Xilinx Inc
XLNX
| $28M | 0.06% |
660,390
+6,578
| +1% | +$279K |
|
|
BCR
385
DELISTED
CR Bard Inc.
BCR
| $27.9M | 0.06% |
195,823
-1,960
| -1% | -$280K |
|
|
XEC
386
DELISTED
CIMAREX ENERGY CO
XEC
| $27.9M | 0.06% |
220,519
+4,824
| +2% | +$610K |
|
387
Digital Realty Trust
DLR
$55.9B
| $27.9M | 0.06% |
447,157
+29,274
| +7% | +$1.83M |
|
388
Best Buy
BBY
$16.2B
| $27.8M | 0.06% |
828,218
+119,000
| +17% | +$4M |
|
389
Waters Corp
WAT
$17.9B
| $27.6M | 0.06% |
278,898
-713
| -0.3% | -$70.7K |
|
390
United Rentals
URI
$60.8B
| $27.5M | 0.06% |
247,675
+12,695
| +5% | +$1.41M |
|
|
GAP
391
The Gap, Inc.
GAP
$8.94B
| $27.5M | 0.06% |
659,819
+12,284
| +2% | +$512K |
|
|
CPN
392
DELISTED
Calpine Corporation
CPN
| $27.5M | 0.06% |
1,266,931
-207,169
| -14% | -$4.5M |
|
393
PVH
PVH
$3.96B
| $27.4M | 0.06% |
226,464
+34,974
| +18% | +$4.24M |
|
394
WEC Energy
WEC
$34.6B
| $27.4M | 0.05% |
636,565
+8,209
| +1% | +$353K |
|
|
ALTR
395
DELISTED
ALTERA CORP
ALTR
| $27.3M | 0.05% |
763,799
-9
| -0% | -$322 |
|
396
Dollar Tree
DLTR
$19.6B
| $27.3M | 0.05% |
487,026
-44,614
| -8% | -$2.5M |
|
397
Federal Realty Investment Trust
FRT
$8.66B
| $27.3M | 0.05% |
230,453
+4,800
| +2% | +$569K |
|
398
Eldorado Gold
EGO
$5.32B
| $27.2M | 0.05% |
807,828
+461,169
| +133% | +$15.5M |
|
399
Ameren
AEE
$26.8B
| $27M | 0.05% |
705,451
+2,804
| +0.4% | +$107K |
|
400
Travel + Leisure Co
TNL
$4.04B
| $27M | 0.05% |
735,909
+6,146
| +0.8% | +$225K |
|