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 | |
|---|---|---|---|---|---|---|
401
BioMarin Pharmaceuticals
BMRN
$10.7B
| $40M | 0.05% |
493,483
+3,719
| +0.8% | +$302K |
|
402
NOV
NOV
$4.92B
| $39.8M | 0.05% |
1,080,070
+7,757
| +0.7% | +$286K |
|
403
Genuine Parts
GPC
$19.5B
| $39.7M | 0.05% |
441,613
+2,944
| +0.7% | +$264K |
|
404
Synopsys
SNPS
$112B
| $39.7M | 0.05% |
476,440
-1,040
| -0.2% | -$86.6K |
|
405
Healthpeak Properties
DOC
$12.7B
| $39.6M | 0.05% |
1,705,724
+28,273
| +2% | +$657K |
|
406
IQVIA
IQV
$32.2B
| $39.5M | 0.05% |
403,029
+3,374
| +0.8% | +$331K |
|
407
CoStar Group
CSGP
$37.3B
| $39.4M | 0.05% |
1,086,400
+17,340
| +2% | +$629K |
|
408
UDR
UDR
$12.8B
| $39.3M | 0.05% |
1,102,216
+10,275
| +0.9% | +$366K |
|
|
VAR
409
DELISTED
Varian Medical Systems, Inc.
VAR
| $39.2M | 0.05% |
319,312
+1,246
| +0.4% | +$153K |
|
410
Masco
MAS
$15.9B
| $38.9M | 0.05% |
962,190
+21,951
| +2% | +$888K |
|
411
TSMC
TSM
$1.3T
| $38.9M | 0.05% |
+887,914
| New | +$38.9M |
|
412
Expedia Group
EXPE
$26.9B
| $38.8M | 0.05% |
351,369
+2,199
| +0.6% | +$243K |
|
413
Mid-America Apartment Communities
MAA
$17B
| $38.7M | 0.05% |
424,420
+998
| +0.2% | +$91.1K |
|
414
Kohl's
KSS
$1.86B
| $38.5M | 0.05% |
587,634
+62,215
| +12% | +$4.08M |
|
415
Travel + Leisure Co
TNL
$4.1B
| $38.3M | 0.05% |
740,922
+6,971
| +0.9% | +$360K |
|
416
Martin Marietta Materials
MLM
$37.8B
| $38.1M | 0.05% |
183,618
+1,559
| +0.9% | +$323K |
|
417
Ball Corp
BALL
$13.9B
| $38M | 0.05% |
956,700
+13,472
| +1% | +$535K |
|
418
Extra Space Storage
EXR
$30.8B
| $37.9M | 0.05% |
434,003
+2,476
| +0.6% | +$216K |
|
419
LKQ Corp
LKQ
$8.39B
| $37.7M | 0.05% |
992,248
+31,355
| +3% | +$1.19M |
|
420
IAC Inc
IAC
$2.92B
| $37M | 0.05% |
1,323,168
+68,348
| +5% | +$1.91M |
|
421
Autoliv
ALV
$9.74B
| $36.8M | 0.05% |
350,004
+6,589
| +2% | +$693K |
|
422
Restaurant Brands International
QSR
$20.3B
| $36.7M | 0.05% |
646,417
+8,167
| +1% | +$464K |
|
423
Cincinnati Financial
CINF
$24B
| $36.6M | 0.05% |
493,512
+1,980
| +0.4% | +$147K |
|
424
Take-Two Interactive
TTWO
$45.7B
| $36.5M | 0.05% |
373,534
+85,476
| +30% | +$8.36M |
|
425
EQT Corp
EQT
$31.4B
| $36.5M | 0.05% |
1,410,302
+3,944
| +0.3% | +$102K |
|