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 |
DuPont de Nemours
DD
|
$234M |
| 2 |
Alibaba
BABA
|
$82.3M |
| 3 |
iShares Gold Trust
IAU
|
$79.6M |
| 4 |
Baker Hughes
BKR
|
$43.6M |
| 5 |
Meta Platforms (Facebook)
META
|
$39.6M |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$211M |
| 2 |
RAI
Reynolds American Inc
RAI
|
$169M |
| 3 |
BHI
Baker Hughes
BHI
|
$65.5M |
| 4 |
WFM
Whole Foods Market Inc
WFM
|
$39.8M |
| 5 |
MetLife
MET
|
$26.1M |
Sector Composition
| 1 | Financials | 17.23% |
| 2 | Technology | 15.13% |
| 3 | Healthcare | 12.68% |
| 4 | Communication Services | 10.08% |
| 5 | Consumer Discretionary | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Fastenal
FAST
$55.1B
| $36.2M | 0.05% |
3,177,856
-65,560
| -2% | -$747K |
|
402
Lear
LEA
$5.91B
| $36.1M | 0.05% |
208,724
-30,238
| -13% | -$5.23M |
|
403
Agnico Eagle Mines
AEM
$76.3B
| $36M | 0.05% |
797,109
+16,304
| +2% | +$736K |
|
|
NBL
404
DELISTED
Noble Energy, Inc.
NBL
| $35.8M | 0.05% |
1,262,853
-16,453
| -1% | -$467K |
|
405
Coterra Energy
CTRA
$18.3B
| $35.7M | 0.05% |
1,335,201
-22,470
| -2% | -$601K |
|
406
New Oriental
EDU
$7.98B
| $35.7M | 0.05% |
404,619
-9,889
| -2% | -$873K |
|
407
FMC
FMC
$4.72B
| $35.2M | 0.05% |
455,043
+11,155
| +3% | +$864K |
|
|
CTXS
408
DELISTED
Citrix Systems Inc
CTXS
| $35.2M | 0.05% |
458,293
-11,673
| -2% | -$897K |
|
409
Travel + Leisure Co
TNL
$4.08B
| $35M | 0.05% |
736,049
+32,837
| +5% | +$1.56M |
|
410
SL Green Realty
SLG
$4.4B
| $34.6M | 0.05% |
352,641
-10,335
| -3% | -$1.01M |
|
411
Federal Realty Investment Trust
FRT
$8.86B
| $34.5M | 0.05% |
277,873
-3,535
| -1% | -$439K |
|
412
Wynn Resorts
WYNN
$12.6B
| $34.5M | 0.05% |
231,437
+2,470
| +1% | +$368K |
|
413
Fortune Brands Innovations
FBIN
$7.3B
| $34.5M | 0.05% |
599,651
-33,087
| -5% | -$1.9M |
|
|
ATHN
414
DELISTED
Athenahealth, Inc.
ATHN
| $34.4M | 0.05% |
276,700
+153,400
| +124% | +$19.1M |
|
415
NetApp
NTAP
$23.7B
| $34.4M | 0.05% |
786,140
-158,511
| -17% | -$6.94M |
|
416
LKQ Corp
LKQ
$8.33B
| $34.4M | 0.05% |
954,527
-18,769
| -2% | -$675K |
|
417
Iron Mountain
IRM
$27.2B
| $34.3M | 0.05% |
881,810
+7,688
| +0.9% | +$299K |
|
418
Cooper Companies
COO
$13.5B
| $34.2M | 0.05% |
577,128
-11,728
| -2% | -$695K |
|
|
TIF
419
DELISTED
Tiffany & Co.
TIF
| $34.1M | 0.05% |
371,344
+7,328
| +2% | +$673K |
|
|
JNPR
420
DELISTED
Juniper Networks
JNPR
| $34M | 0.05% |
1,222,889
+18,221
| +2% | +$507K |
|
421
Extra Space Storage
EXR
$31.3B
| $34M | 0.05% |
425,490
-10,679
| -2% | -$853K |
|
422
Brown-Forman Class B
BF.B
$13.7B
| $33.9M | 0.05% |
975,948
+5,928
| +0.6% | +$206K |
|
|
DISH
423
DELISTED
DISH Network Corp.
DISH
| $33.8M | 0.05% |
624,115
-6,675
| -1% | -$362K |
|
|
XEC
424
DELISTED
CIMAREX ENERGY CO
XEC
| $33.6M | 0.05% |
295,316
-3,675
| -1% | -$418K |
|
425
Howmet Aerospace
HWM
$71.8B
| $33.4M | 0.05% |
1,752,640
+185,834
| +12% | +$3.55M |
|