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 |
Nutrien
NTR
|
+$86.1M |
| 2 |
WP
Worldpay, Inc.
WP
|
+$72.2M |
| 3 |
Interactive Brokers
IBKR
|
+$52M |
| 4 |
Johnson & Johnson
JNJ
|
+$49.1M |
| 5 |
iShares Gold Trust
IAU
|
+$48.6M |
Top Sells
| 1 |
Alibaba
BABA
|
+$58.9M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
+$48.6M |
| 3 |
AGU
Agrium
AGU
|
+$45.3M |
| 4 |
CME Group
CME
|
+$37.4M |
| 5 |
Cisco
CSCO
|
+$31.4M |
Sector Composition
| 1 | Financials | 17.44% |
| 2 | Technology | 16.68% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Communication Services | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Tapestry
TPR
$21.8B
| $43.3M | 0.06% |
823,791
+57,507
| +8% | +$3.03M |
|
377
Equifax
EFX
$31.2B
| $43.2M | 0.06% |
367,040
-1,674
| -0.5% | -$197K |
|
378
Church & Dwight Co
CHD
$23.1B
| $43.2M | 0.06% |
858,312
+12,070
| +1% | +$608K |
|
|
MRO
379
DELISTED
Marathon Oil Corporation
MRO
| $43.2M | 0.06% |
2,676,018
+319,921
| +14% | +$5.16M |
|
380
Lear
LEA
$5.91B
| $43.1M | 0.06% |
231,863
-2,469
| -1% | -$459K |
|
381
New Oriental
EDU
$8.51B
| $42.9M | 0.06% |
489,466
+63,199
| +15% | +$5.54M |
|
382
Vulcan Materials
VMC
$39.5B
| $42.8M | 0.06% |
374,926
+2,355
| +0.6% | +$269K |
|
383
Newell Brands
NWL
$2.65B
| $42.5M | 0.05% |
1,667,579
+47,516
| +3% | +$1.21M |
|
384
C.H. Robinson
CHRW
$14.9B
| $42.4M | 0.05% |
452,126
+36,808
| +9% | +$3.45M |
|
385
Incyte
INCY
$16.9B
| $42.3M | 0.05% |
507,195
+7,612
| +2% | +$634K |
|
386
Xylem
XYL
$34.1B
| $42.1M | 0.05% |
547,280
+20,347
| +4% | +$1.57M |
|
|
NBL
387
DELISTED
Noble Energy, Inc.
NBL
| $41.9M | 0.05% |
1,383,039
+104,750
| +8% | +$3.17M |
|
388
J.M. Smucker
SJM
$11.8B
| $41.7M | 0.05% |
336,513
-36,722
| -10% | -$4.55M |
|
389
ResMed
RMD
$40.9B
| $41.7M | 0.05% |
423,064
+35,928
| +9% | +$3.54M |
|
|
CTXS
390
DELISTED
Citrix Systems Inc
CTXS
| $41.6M | 0.05% |
448,619
+320
| +0.1% | +$29.7K |
|
391
APA Corp
APA
$7.75B
| $41.4M | 0.05% |
1,076,482
-318
| -0% | -$12.2K |
|
392
Quest Diagnostics
DGX
$20.4B
| $41.4M | 0.05% |
412,331
-21,544
| -5% | -$2.16M |
|
393
Cencora
COR
$57.9B
| $41.3M | 0.05% |
479,066
+488
| +0.1% | +$42.1K |
|
394
Vornado Realty Trust
VNO
$7.81B
| $41.1M | 0.05% |
611,239
+6,093
| +1% | +$410K |
|
395
Fortis
FTS
$24.6B
| $41.1M | 0.05% |
1,219,550
+29,935
| +3% | +$1.01M |
|
396
Loews
L
$19.9B
| $41.1M | 0.05% |
825,876
+3,958
| +0.5% | +$197K |
|
397
Annaly Capital Management
NLY
$14.2B
| $40.9M | 0.05% |
980,920
+29,315
| +3% | +$1.22M |
|
398
Arista Networks
ANET
$178B
| $40.6M | 0.05% |
2,541,808
+281,232
| +12% | +$4.49M |
|
399
Entergy
ETR
$38.8B
| $40.5M | 0.05% |
1,027,700
+10,114
| +1% | +$398K |
|
400
CBRE Group
CBRE
$48.2B
| $40.4M | 0.05% |
855,883
+12,697
| +2% | +$600K |
|