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 |
WBA
Walgreens Boots Alliance
WBA
|
+$199M |
| 2 |
Apple
AAPL
|
+$151M |
| 3 |
Exxon Mobil
XOM
|
+$80.4M |
| 4 |
Microsoft
MSFT
|
+$75.3M |
| 5 |
Johnson & Johnson
JNJ
|
+$66.4M |
Top Sells
| 1 |
Medtronic
MDT
|
+$168M |
| 2 |
AGN
ALLERGAN INC
AGN
|
+$150M |
| 3 |
Viatris
VTRS
|
+$51.7M |
| 4 |
CFN
CAREFUSION CORPORATION
CFN
|
+$30.4M |
| 5 |
SWY
SAFEWAY INC
SWY
|
+$20.6M |
Sector Composition
| 1 | Financials | 15.18% |
| 2 | Healthcare | 13.9% |
| 3 | Technology | 13.57% |
| 4 | Energy | 9.54% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
COL
401
DELISTED
Rockwell Collins
COL
| $30.3M | 0.05% |
313,780
+14,561
| +5% | +$1.41M |
|
402
Brown-Forman Class B
BF.B
$13B
| $30.3M | 0.05% |
1,047,409
+67,256
| +7% | +$1.94M |
|
403
CBRE Group
CBRE
$48.2B
| $30.2M | 0.05% |
780,671
+88,656
| +13% | +$3.43M |
|
404
Hilton Worldwide
HLT
$65.3B
| $30.2M | 0.05% |
339,471
+26,366
| +8% | +$2.34M |
|
405
NetApp
NTAP
$24.2B
| $30.1M | 0.05% |
849,718
+112,506
| +15% | +$3.99M |
|
|
JWN
406
DELISTED
Nordstrom
JWN
| $30M | 0.05% |
373,004
+48,257
| +15% | +$3.88M |
|
407
Corpay
CPAY
$22B
| $29.9M | 0.05% |
197,912
+11,444
| +6% | +$1.73M |
|
408
Travel + Leisure Co
TNL
$4.1B
| $29.8M | 0.05% |
729,679
-29,450
| -4% | -$1.2M |
|
409
NVIDIA
NVDA
$4.16T
| $29.7M | 0.05% |
56,761,800
+4,830,160
| +9% | +$2.53M |
|
410
Universal Health Services
UHS
$11.8B
| $29.6M | 0.05% |
251,207
+11,977
| +5% | +$1.41M |
|
411
UDR
UDR
$12.8B
| $29.5M | 0.05% |
867,979
+66,326
| +8% | +$2.26M |
|
412
Dover
DOV
$24.4B
| $29.5M | 0.05% |
528,172
+56,104
| +12% | +$3.13M |
|
413
Vulcan Materials
VMC
$39.5B
| $29.5M | 0.05% |
349,572
+50,102
| +17% | +$4.22M |
|
414
Mohawk Industries
MHK
$8.67B
| $29.5M | 0.05% |
158,570
-3,662
| -2% | -$680K |
|
415
Autoliv
ALV
$9.74B
| $29.5M | 0.05% |
347,107
+31,579
| +10% | +$2.68M |
|
|
TIF
416
DELISTED
Tiffany & Co.
TIF
| $29.4M | 0.05% |
334,329
+42,442
| +15% | +$3.74M |
|
417
Huntington Bancshares
HBAN
$25.7B
| $29M | 0.05% |
2,627,334
+192,581
| +8% | +$2.13M |
|
418
Equifax
EFX
$31.2B
| $29M | 0.05% |
311,850
+29,538
| +10% | +$2.75M |
|
419
United Rentals
URI
$62.4B
| $28.9M | 0.05% |
317,309
+65,816
| +26% | +$6M |
|
|
SLXP
420
DELISTED
SALIX PHARMACEUTICALS LTD DEL
SLXP
| $28.9M | 0.05% |
167,227
+12,481
| +8% | +$2.16M |
|
|
GAP
421
The Gap, Inc.
GAP
$8.94B
| $28.9M | 0.05% |
666,930
+92,166
| +16% | +$3.99M |
|
422
Pembina Pipeline
PBA
$22.1B
| $28.9M | 0.05% |
914,768
+101,619
| +12% | +$3.21M |
|
|
LLTC
423
DELISTED
Linear Technology Corp
LLTC
| $28.7M | 0.05% |
613,435
+65,173
| +12% | +$3.05M |
|
424
Newell Brands
NWL
$2.65B
| $28.6M | 0.05% |
732,101
+67,064
| +10% | +$2.62M |
|
|
CA
425
DELISTED
CA, Inc.
CA
| $28.4M | 0.05% |
869,855
+110,420
| +15% | +$3.6M |
|