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 | |
|---|---|---|---|---|---|---|
|
RKT
451
DELISTED
ROCK-TENN COMPANY CL-A
RKT
| $22.5M | 0.05% |
428,510
-20,824
| -5% | -$1.09M |
|
|
KMR
452
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
| $22.4M | 0.05% |
317,449
+6,607
| +2% | +$466K |
|
453
MGM Resorts International
MGM
$9.8B
| $22.3M | 0.05% |
954,981
-28,312
| -3% | -$662K |
|
454
L3Harris
LHX
$51.2B
| $22.3M | 0.05% |
319,565
-19,419
| -6% | -$1.36M |
|
455
Microchip Technology
MCHP
$34.9B
| $22.3M | 0.05% |
1,002,618
-39,808
| -4% | -$885K |
|
456
Celanese
CE
$4.89B
| $22.2M | 0.05% |
402,623
-24,707
| -6% | -$1.36M |
|
457
Cheniere Energy
LNG
$51.5B
| $22.2M | 0.05% |
514,752
-34,976
| -6% | -$1.51M |
|
458
Advance Auto Parts
AAP
$3.66B
| $22.2M | 0.05% |
202,237
+7,706
| +4% | +$845K |
|
459
Comerica
CMA
$8.88B
| $22.2M | 0.05% |
465,320
-29,871
| -6% | -$1.42M |
|
460
Campbell Soup
CPB
$10.1B
| $22M | 0.05% |
507,076
-31,191
| -6% | -$1.35M |
|
461
H&R Block
HRB
$6.97B
| $22M | 0.05% |
754,597
-27,562
| -4% | -$802K |
|
|
CFN
462
DELISTED
CAREFUSION CORPORATION
CFN
| $21.9M | 0.05% |
547,295
-31,501
| -5% | -$1.26M |
|
|
BEAV
463
DELISTED
B/E Aerospace Inc
BEAV
| $21.8M | 0.05% |
+349,157
| New | +$21.8M |
|
|
TRW
464
DELISTED
TRW AUTOMOTIVE HOLDINGS CORP
TRW
| $21.6M | 0.04% |
292,668
-35,785
| -11% | -$2.65M |
|
465
Electronic Arts
EA
$41.5B
| $21.6M | 0.04% |
943,614
-21,499
| -2% | -$492K |
|
466
Akamai
AKAM
$11.2B
| $21.5M | 0.04% |
459,048
-12,242
| -3% | -$575K |
|
467
Quest Diagnostics
DGX
$20.4B
| $21.5M | 0.04% |
398,035
-29,770
| -7% | -$1.61M |
|
468
Pultegroup
PHM
$27B
| $21.2M | 0.04% |
1,051,792
+96,544
| +10% | +$1.94M |
|
469
Cameco
CCJ
$33.7B
| $21.2M | 0.04% |
1,013,615
-53,932
| -5% | -$1.13M |
|
470
Sealed Air
SEE
$4.86B
| $20.9M | 0.04% |
610,962
-22,809
| -4% | -$778K |
|
|
COLE
471
DELISTED
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
| $20.8M | 0.04% |
1,486,334
+1,215,871
| +450% | +$17M |
|
472
Interpublic Group of Companies
IPG
$9.89B
| $20.8M | 0.04% |
1,185,066
-60,587
| -5% | -$1.06M |
|
473
Equifax
EFX
$31.2B
| $20.8M | 0.04% |
299,864
-10,628
| -3% | -$737K |
|
474
AGNC Investment
AGNC
$10.8B
| $20.6M | 0.04% |
1,078,341
-47,137
| -4% | -$902K |
|
|
ATVI
475
DELISTED
Activision Blizzard Inc.
ATVI
| $20.5M | 0.04% |
1,150,435
-53,099
| -4% | -$945K |
|