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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
AbbVie
ABBV
|
$158M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$154M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
KKR & Co
KKR
$122B
| $63.2M | 0.04% |
2,047,310
-917,898
| -31% | -$28.3M |
|
|
TIF
427
DELISTED
Tiffany & Co.
TIF
| $63.2M | 0.04% |
518,184
+75,425
| +17% | +$9.2M |
|
428
Magna International
MGA
$12.8B
| $63.1M | 0.04% |
1,420,364
+70,672
| +5% | +$3.14M |
|
429
Tractor Supply
TSCO
$32.1B
| $63.1M | 0.04% |
2,392,505
-38,440
| -2% | -$1.01M |
|
|
MTLS
430
Materialise
MTLS
$294M
| $62.5M | 0.04% |
2,772,169
-66,343
| -2% | -$1.5M |
|
431
International Paper
IP
$25.5B
| $62M | 0.04% |
1,860,365
+105,513
| +6% | +$3.52M |
|
432
Sarepta Therapeutics
SRPT
$1.93B
| $61.5M | 0.04% |
383,591
-26,893
| -7% | -$4.31M |
|
433
Western Union
WU
$2.82B
| $61.5M | 0.04% |
2,843,168
-213,048
| -7% | -$4.61M |
|
434
Interactive Brokers
IBKR
$28.6B
| $61.4M | 0.04% |
5,879,356
+3,024,580
| +106% | +$31.6M |
|
435
Vulcan Materials
VMC
$38.6B
| $61.3M | 0.04% |
529,316
-51,194
| -9% | -$5.93M |
|
436
Medical Properties Trust
MPW
$2.67B
| $60.7M | 0.04% |
3,228,970
-898,959
| -22% | -$16.9M |
|
437
Insulet
PODD
$24.4B
| $60.6M | 0.04% |
311,905
-14,021
| -4% | -$2.72M |
|
438
TSMC
TSM
$1.22T
| $60.6M | 0.04% |
1,067,246
-104,354
| -9% | -$5.92M |
|
439
M&T Bank
MTB
$31.6B
| $60.1M | 0.04% |
577,777
+43,425
| +8% | +$4.51M |
|
440
Yum China
YUMC
$16.4B
| $60.1M | 0.04% |
1,249,379
-10,619
| -0.8% | -$510K |
|
441
CarMax
KMX
$9.15B
| $60M | 0.04% |
669,873
-315,151
| -32% | -$28.2M |
|
442
Cincinnati Financial
CINF
$24.3B
| $59.7M | 0.04% |
932,592
+2,901
| +0.3% | +$186K |
|
|
BKI
443
DELISTED
Black Knight, Inc. Common Stock
BKI
| $59.7M | 0.04% |
822,706
-180,577
| -18% | -$13.1M |
|
444
Las Vegas Sands
LVS
$37.8B
| $59.2M | 0.04% |
1,300,093
-27,026
| -2% | -$1.23M |
|
445
Factset
FDS
$14B
| $58.8M | 0.04% |
179,091
+18,004
| +11% | +$5.91M |
|
446
EPAM Systems
EPAM
$9.36B
| $58.5M | 0.04% |
232,112
-108,563
| -32% | -$27.4M |
|
447
Western Digital
WDC
$31.4B
| $58.3M | 0.04% |
1,746,299
-640,773
| -27% | -$21.4M |
|
|
ABMD
448
DELISTED
Abiomed Inc
ABMD
| $58M | 0.04% |
240,104
+55,879
| +30% | +$13.5M |
|
449
Evergy
EVRG
$16.5B
| $57.8M | 0.04% |
974,175
-4,019
| -0.4% | -$238K |
|
450
Fifth Third Bancorp
FITB
$30.6B
| $57.5M | 0.04% |
2,982,320
+28,326
| +1% | +$546K |
|