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 |
Alphabet (Google) Class C
GOOG
|
+$823M |
| 2 |
Essex Property Trust
ESS
|
+$30.9M |
| 3 |
United Rentals
URI
|
+$24.6M |
| 4 |
Genworth Financial
GNW
|
+$21.9M |
| 5 |
Navient
NAVI
|
+$18.9M |
Top Sells
| 1 |
Apple
AAPL
|
+$70.9M |
| 2 |
Exxon Mobil
XOM
|
+$58.2M |
| 3 |
Microsoft
MSFT
|
+$43M |
| 4 |
GE Aerospace
GE
|
+$39.6M |
| 5 |
Chevron
CVX
|
+$38.7M |
Sector Composition
| 1 | Financials | 15.6% |
| 2 | Technology | 13.2% |
| 3 | Healthcare | 13.14% |
| 4 | Energy | 11.33% |
| 5 | Industrials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
COL
426
DELISTED
Rockwell Collins
COL
| $24.2M | 0.05% |
309,874
-5,218
| -2% | -$408K |
|
427
Advance Auto Parts
AAP
$3.66B
| $24.2M | 0.05% |
179,421
-7,336
| -4% | -$990K |
|
428
Celanese
CE
$5.09B
| $24.2M | 0.05% |
376,440
-16,292
| -4% | -$1.05M |
|
|
TRW
429
DELISTED
TRW AUTOMOTIVE HOLDINGS CORP
TRW
| $24.1M | 0.05% |
269,455
-13,479
| -5% | -$1.21M |
|
430
Labcorp
LH
$23B
| $23.9M | 0.05% |
271,455
-10,250
| -4% | -$902K |
|
431
iShares MSCI South Korea ETF
EWY
$5.26B
| $23.5M | 0.05% |
361,100
-56,700
| -14% | -$3.69M |
|
432
Mohawk Industries
MHK
$8.67B
| $23.4M | 0.05% |
168,806
+18,264
| +12% | +$2.53M |
|
|
VAR
433
DELISTED
Varian Medical Systems, Inc.
VAR
| $23.3M | 0.05% |
319,740
+1,630
| +0.5% | +$119K |
|
434
Ralph Lauren
RL
$18.7B
| $23.3M | 0.05% |
144,909
-6,257
| -4% | -$1.01M |
|
435
Under Armour
UAA
$2.16B
| $23.1M | 0.05% |
780,624
-32,358
| -4% | -$956K |
|
|
KMR
436
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
| $23M | 0.05% |
300,484
-17,220
| -5% | -$1.32M |
|
437
FMC
FMC
$4.73B
| $22.9M | 0.05% |
371,643
-16,593
| -4% | -$1.02M |
|
438
Edwards Lifesciences
EW
$46.9B
| $22.9M | 0.05% |
1,598,832
-79,446
| -5% | -$1.14M |
|
439
McCormick & Company Non-Voting
MKC
$18.8B
| $22.8M | 0.05% |
637,894
-22,298
| -3% | -$798K |
|
|
CFN
440
DELISTED
CAREFUSION CORPORATION
CFN
| $22.7M | 0.05% |
511,846
-19,436
| -4% | -$862K |
|
|
BEAV
441
DELISTED
B/E Aerospace Inc
BEAV
| $22.7M | 0.05% |
338,571
-5,973
| -2% | -$400K |
|
442
Microchip Technology
MCHP
$35.2B
| $22.6M | 0.05% |
926,932
-45,942
| -5% | -$1.12M |
|
443
CBRE Group
CBRE
$48.2B
| $22.6M | 0.05% |
704,990
+5,205
| +0.7% | +$167K |
|
|
MXIM
444
DELISTED
Maxim Integrated Products
MXIM
| $22.6M | 0.05% |
666,948
-26,870
| -4% | -$908K |
|
445
Trimble
TRMB
$19.3B
| $22.5M | 0.05% |
608,790
-25,903
| -4% | -$957K |
|
|
WLL
446
DELISTED
Whiting Petroleum Corporation
WLL
| $22.5M | 0.05% |
934
-30
| -3% | -$723K |
|
447
Comerica
CMA
$8.88B
| $22.5M | 0.05% |
447,845
-5,086
| -1% | -$255K |
|
448
PVH
PVH
$4.07B
| $22.3M | 0.05% |
191,490
-30,253
| -14% | -$3.53M |
|
|
AMTD
449
DELISTED
TD Ameritrade Holding Corp
AMTD
| $22.3M | 0.05% |
711,863
+167,682
| +31% | +$5.26M |
|
450
Agnico Eagle Mines
AEM
$77.5B
| $22.3M | 0.05% |
581,962
+137,751
| +31% | +$5.28M |
|