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 | |
|---|---|---|---|---|---|---|
376
Motorola Solutions
MSI
$78.7B
| $42.4M | 0.05% |
469,338
+6,156
| +1% | +$556K |
|
377
Eastman Chemical
EMN
$8.08B
| $42.3M | 0.05% |
457,029
+1,629
| +0.4% | +$151K |
|
378
Yum China
YUMC
$16.4B
| $42.3M | 0.05% |
1,057,441
+53,415
| +5% | +$2.14M |
|
379
UDR
UDR
$12.7B
| $42.1M | 0.05% |
1,091,941
+15,400
| +1% | +$593K |
|
380
Textron
TXT
$14.3B
| $42M | 0.05% |
742,400
+10,609
| +1% | +$600K |
|
381
McCormick & Company Non-Voting
MKC
$18.9B
| $41.9M | 0.05% |
411,194
+21,383
| +5% | +$2.18M |
|
382
Expedia Group
EXPE
$26.6B
| $41.8M | 0.05% |
349,170
+3,967
| +1% | +$475K |
|
383
Genuine Parts
GPC
$19.4B
| $41.7M | 0.05% |
438,669
+8,135
| +2% | +$773K |
|
384
Entergy
ETR
$39.3B
| $41.4M | 0.05% |
508,793
+6,931
| +1% | +$564K |
|
385
Lear
LEA
$5.85B
| $41.4M | 0.05% |
234,332
+25,608
| +12% | +$4.52M |
|
386
NVR
NVR
$22.4B
| $41.4M | 0.05% |
11,796
+120
| +1% | +$421K |
|
387
Masco
MAS
$15.4B
| $41.3M | 0.05% |
940,239
+8,328
| +0.9% | +$366K |
|
388
Loews
L
$20.1B
| $41.1M | 0.05% |
821,918
-23,244
| -3% | -$1.16M |
|
389
Bath & Body Works
BBWI
$6.09B
| $41.1M | 0.05% |
682,223
+5,718
| +0.8% | +$344K |
|
390
Wynn Resorts
WYNN
$13.2B
| $40.9M | 0.05% |
242,885
+11,448
| +5% | +$1.93M |
|
|
HES
391
DELISTED
Hess
HES
| $40.9M | 0.05% |
860,622
+13,238
| +2% | +$628K |
|
392
Synopsys
SNPS
$112B
| $40.7M | 0.05% |
477,480
+1,216
| +0.3% | +$104K |
|
393
W.W. Grainger
GWW
$48.5B
| $40.4M | 0.05% |
171,016
+1,144
| +0.7% | +$270K |
|
394
FirstEnergy
FE
$25.2B
| $40.3M | 0.05% |
1,315,967
+13,598
| +1% | +$416K |
|
395
Martin Marietta Materials
MLM
$37.2B
| $40.2M | 0.05% |
182,059
+2,569
| +1% | +$568K |
|
396
TransDigm Group
TDG
$78.8B
| $40.1M | 0.05% |
145,957
+1,355
| +0.9% | +$372K |
|
397
New Oriental
EDU
$7.85B
| $40.1M | 0.05% |
426,267
+21,648
| +5% | +$2.03M |
|
|
MRO
398
DELISTED
Marathon Oil Corporation
MRO
| $39.9M | 0.05% |
2,356,097
+18,203
| +0.8% | +$308K |
|
399
Regency Centers
REG
$13.2B
| $39.8M | 0.05% |
575,859
+44,534
| +8% | +$3.08M |
|
400
Cintas
CTAS
$84.6B
| $39.6M | 0.05% |
254,295
-1,366
| -0.5% | -$213K |
|