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 |
Kinder Morgan
KMI
|
+$110M |
| 2 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$32.5M |
| 3 |
Skyworks Solutions
SWKS
|
+$31.6M |
| 4 |
Hanesbrands
HBI
|
+$27.3M |
| 5 |
Incyte
INCY
|
+$26.8M |
Top Sells
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
+$179M |
| 2 |
Wells Fargo
WFC
|
+$49.5M |
| 3 |
Exxon Mobil
XOM
|
+$37.7M |
| 4 |
Apple
AAPL
|
+$26.6M |
| 5 |
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
|
+$25.5M |
Sector Composition
| 1 | Financials | 15.63% |
| 2 | Technology | 13.58% |
| 3 | Healthcare | 13.35% |
| 4 | Energy | 9.98% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
XLNX
401
DELISTED
Xilinx Inc
XLNX
| $27.5M | 0.05% |
632,413
-27,977
| -4% | -$1.22M |
|
402
Affiliated Managers Group
AMG
$6.59B
| $27.4M | 0.05% |
128,626
-21,346
| -14% | -$4.55M |
|
|
403
Hanesbrands
HBI
$2.21B
| $27.3M | 0.05% |
+972,376
| New | +$27.3M |
|
|
SWN
404
DELISTED
Southwestern Energy Company
SWN
| $27.1M | 0.05% |
994,378
-235,891
| -19% | -$6.43M |
|
|
LLL
405
DELISTED
L3 Technologies, Inc.
LLL
| $27M | 0.05% |
210,439
-46,471
| -18% | -$5.95M |
|
406
Annaly Capital Management
NLY
$14.2B
| $26.9M | 0.05% |
612,419
+22,582
| +4% | +$992K |
|
|
407
Incyte
INCY
$16.7B
| $26.8M | 0.05% |
+366,689
| New | +$26.8M |
|
408
Oneok
OKE
$45.7B
| $26.7M | 0.05% |
534,811
+21,386
| +4% | +$1.07M |
|
409
Universal Health Services
UHS
$11.7B
| $26.7M | 0.05% |
239,230
+23,171
| +11% | +$2.58M |
|
410
Akamai
AKAM
$11.1B
| $26.6M | 0.05% |
415,454
-10,191
| -2% | -$653K |
|
411
Eastman Chemical
EMN
$7.62B
| $26.6M | 0.05% |
347,438
-11,366
| -3% | -$870K |
|
412
American Airlines Group
AAL
$8.43B
| $26.5M | 0.05% |
496,220
-24,866
| -5% | -$1.33M |
|
413
Southern Copper
SCCO
$82.2B
| $26.5M | 0.05% |
981,057
+26,718
| +3% | +$721K |
|
414
Ralph Lauren
RL
$18.9B
| $26.5M | 0.05% |
142,169
-4,584
| -3% | -$854K |
|
415
NVIDIA
NVDA
$4.33T
| $26.4M | 0.05% |
51,931,640
-1,597,600
| -3% | -$814K |
|
416
American Water Works
AWK
$26.9B
| $26.4M | 0.05% |
485,515
+47,104
| +11% | +$2.56M |
|
417
Verisk Analytics
VRSK
$36.7B
| $26.3M | 0.05% |
405,331
-13,169
| -3% | -$854K |
|
418
Tractor Supply
TSCO
$31B
| $26.3M | 0.05% |
1,694,680
+41,530
| +3% | +$644K |
|
419
Telus
TU
$24.2B
| $26.2M | 0.05% |
1,449,962
-72,358
| -5% | -$1.31M |
|
420
United Rentals
URI
$60.9B
| $26.2M | 0.05% |
251,493
+3,818
| +2% | +$398K |
|
421
Under Armour
UAA
$2.13B
| $26.1M | 0.05% |
769,890
+5,795
| +0.8% | +$197K |
|
|
CSC
422
DELISTED
Computer Sciences
CSC
| $26.1M | 0.05% |
964,691
-14,558
| -1% | -$394K |
|
423
Huntington Bancshares
HBAN
$25.8B
| $26M | 0.05% |
2,434,753
+1,746,436
| +254% | +$18.6M |
|
|
CIT
424
DELISTED
CIT Group Inc.
CIT
| $25.8M | 0.05% |
532,252
+69,070
| +15% | +$3.35M |
|
425
Newmont
NEM
$86B
| $25.7M | 0.05% |
1,333,858
+29,258
| +2% | +$564K |
|