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 |
Exxon Mobil
XOM
|
$1.14B |
| 2 |
Apple
AAPL
|
$1.05B |
| 3 |
Microsoft
MSFT
|
$760M |
| 4 |
GE Aerospace
GE
|
$690M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$672M |
Top Sells
Sector Composition
| 1 | Financials | 16.24% |
| 2 | Technology | 12.71% |
| 3 | Healthcare | 12.62% |
| 4 | Energy | 11.02% |
| 5 | Industrials | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
LKQ Corp
LKQ
$8.31B
| $20.4M | 0.05% |
+792,154
| New | +$20.4M |
|
452
Best Buy
BBY
$16.3B
| $20.4M | 0.05% |
+745,752
| New | +$20.4M |
|
453
Akamai
AKAM
$11.1B
| $20.3M | 0.05% |
+477,116
| New | +$20.3M |
|
|
PCL
454
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
| $20.2M | 0.05% |
+433,364
| New | +$20.2M |
|
455
Lam Research
LRCX
$127B
| $20.1M | 0.05% |
+4,543,530
| New | +$20.1M |
|
456
Comerica
CMA
$9.07B
| $20.1M | 0.05% |
+503,841
| New | +$20.1M |
|
457
VeriSign
VRSN
$25.9B
| $19.9M | 0.05% |
+446,654
| New | +$19.9M |
|
|
SWY
458
DELISTED
SAFEWAY INC
SWY
| $19.9M | 0.05% |
+940,950
| New | +$19.9M |
|
459
Microchip Technology
MCHP
$34.8B
| $19.7M | 0.04% |
+1,058,584
| New | +$19.7M |
|
460
Wolfspeed
WOLF
$194M
| $19.6M | 0.04% |
+306,769
| New | +$19.6M |
|
461
Autoliv
ALV
$9.63B
| $19.6M | 0.04% |
+350,820
| New | +$19.6M |
|
|
CIE
462
DELISTED
Cobalt International Energy, Inc
CIE
| $19.5M | 0.04% |
+49,017
| New | +$19.5M |
|
463
Rayonier
RYN
$4.05B
| $19.5M | 0.04% |
+494,194
| New | +$19.5M |
|
464
American Water Works
AWK
$27.6B
| $19.4M | 0.04% |
+470,617
| New | +$19.4M |
|
465
Electronic Arts
EA
$42B
| $19.4M | 0.04% |
+843,803
| New | +$19.4M |
|
466
Helmerich & Payne
HP
$2.07B
| $19.4M | 0.04% |
+310,024
| New | +$19.4M |
|
|
ANDV
467
DELISTED
Andeavor
ANDV
| $19.2M | 0.04% |
+367,073
| New | +$19.2M |
|
468
Charter Communications
CHTR
$35.4B
| $19.2M | 0.04% |
+154,640
| New | +$19.2M |
|
469
Camden Property Trust
CPT
$11.8B
| $19.1M | 0.04% |
+276,693
| New | +$19.1M |
|
470
D.R. Horton
DHI
$52.7B
| $19.1M | 0.04% |
+897,000
| New | +$19.1M |
|
471
Expedia Group
EXPE
$26.8B
| $19M | 0.04% |
+315,753
| New | +$19M |
|
472
TransDigm Group
TDG
$72.2B
| $19M | 0.04% |
+140,327
| New | +$19M |
|
|
PETM
473
DELISTED
PETSMART INC
PETM
| $18.9M | 0.04% |
+283,335
| New | +$18.9M |
|
474
Celanese
CE
$5.08B
| $18.9M | 0.04% |
+422,672
| New | +$18.9M |
|
|
ARG
475
DELISTED
AIRGAS INC
ARG
| $18.8M | 0.04% |
+196,625
| New | +$18.8M |
|