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 |
CBI
Chicago Bridge & Iron Nv
CBI
|
+$22.6M |
| 2 |
BEAV
B/E Aerospace Inc
BEAV
|
+$21.8M |
| 3 |
General Motors
GM
|
+$21.4M |
| 4 |
Intercontinental Exchange
ICE
|
+$20.8M |
| 5 |
Corpay
CPAY
|
+$19.9M |
Top Sells
| 1 |
Apple
AAPL
|
+$105M |
| 2 |
Exxon Mobil
XOM
|
+$63.4M |
| 3 |
DELL
DELL INC
DELL
|
+$54.6M |
| 4 |
GE Aerospace
GE
|
+$47.3M |
| 5 |
Visa
V
|
+$37.4M |
Sector Composition
| 1 | Financials | 15.9% |
| 2 | Technology | 12.91% |
| 3 | Healthcare | 12.83% |
| 4 | Energy | 10.83% |
| 5 | Industrials | 10.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Helmerich & Payne
HP
$1.99B
| $24.3M | 0.05% |
289,195
-18,189
| -6% | -$1.53M |
|
|
SWY
427
DELISTED
SAFEWAY INC
SWY
| $24.2M | 0.05% |
827,978
+43,499
| +6% | +$1.27M |
|
428
Oceaneering
OII
$2.41B
| $24.2M | 0.05% |
309,025
-6,129
| -2% | -$480K |
|
429
Equinix
EQIX
$74.9B
| $24.1M | 0.05% |
139,261
+10,643
| +8% | +$1.84M |
|
430
VeriSign
VRSN
$26.4B
| $23.9M | 0.05% |
404,411
-36,369
| -8% | -$2.15M |
|
431
Federal Realty Investment Trust
FRT
$8.78B
| $23.9M | 0.05% |
235,320
+19,875
| +9% | +$2.01M |
|
432
Unum
UNM
$12.6B
| $23.8M | 0.05% |
680,320
-42,733
| -6% | -$1.49M |
|
433
Polaris
PII
$3.35B
| $23.7M | 0.05% |
162,793
-7,488
| -4% | -$1.09M |
|
434
Newell Brands
NWL
$2.65B
| $23.7M | 0.05% |
733,145
-38,497
| -5% | -$1.25M |
|
435
NRG Energy
NRG
$29.5B
| $23.6M | 0.05% |
824,837
-32,209
| -4% | -$922K |
|
|
AVP
436
DELISTED
Avon Products, Inc.
AVP
| $23.5M | 0.05% |
1,371,090
-19,905
| -1% | -$342K |
|
437
Expeditors International
EXPD
$16.5B
| $23.4M | 0.05% |
529,551
-22,823
| -4% | -$1.01M |
|
438
Masco
MAS
$15.9B
| $23.4M | 0.05% |
1,166,343
-143,876
| -11% | -$2.88M |
|
439
Jacobs Solutions
J
$17.3B
| $23.2M | 0.05% |
454,689
+38,247
| +9% | +$1.95M |
|
440
NVIDIA
NVDA
$4.16T
| $23.1M | 0.05% |
57,964,720
-5,236,520
| -8% | -$2.09M |
|
441
Jefferies Financial Group
JEF
$13.2B
| $23M | 0.05% |
907,363
+28,879
| +3% | +$731K |
|
442
Autoliv
ALV
$9.74B
| $22.9M | 0.05% |
346,480
-4,033
| -1% | -$267K |
|
443
Mastercard
MA
$530B
| $22.8M | 0.05% |
2,738,330
-147,570
| -5% | -$1.23M |
|
444
McCormick & Company Non-Voting
MKC
$18.8B
| $22.8M | 0.05% |
658,612
+2,270
| +0.3% | +$78.5K |
|
445
CNX Resources
CNX
$4.1B
| $22.7M | 0.05% |
719,868
-28,733
| -4% | -$904K |
|
446
Labcorp
LH
$23B
| $22.6M | 0.05% |
289,040
-6,328
| -2% | -$495K |
|
447
Waters Corp
WAT
$18.4B
| $22.6M | 0.05% |
225,548
-9,680
| -4% | -$971K |
|
|
CBI
448
DELISTED
Chicago Bridge & Iron Nv
CBI
| $22.6M | 0.05% |
+275,885
| New | +$22.6M |
|
449
Trimble
TRMB
$19.3B
| $22.6M | 0.05% |
652,636
-24,260
| -4% | -$839K |
|
|
XEC
450
DELISTED
CIMAREX ENERGY CO
XEC
| $22.6M | 0.05% |
220,935
-5,385
| -2% | -$550K |
|