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 |
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
|
+$81.9M |
| 2 |
Exxon Mobil
XOM
|
+$66M |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
+$60.3M |
| 4 |
Freeport-McMoran
FCX
|
+$59.3M |
| 5 |
MON
Monsanto Co
MON
|
+$58.4M |
Top Sells
| 1 |
FRX
FOREST LABORATORIES INC
FRX
|
+$68.3M |
| 2 |
Apple
AAPL
|
+$58.6M |
| 3 |
Citigroup
C
|
+$36.4M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$33.2M |
| 5 |
CELG
Celgene Corp
CELG
|
+$26M |
Sector Composition
| 1 | Financials | 15.32% |
| 2 | Technology | 13.18% |
| 3 | Healthcare | 13.09% |
| 4 | Energy | 11.42% |
| 5 | Industrials | 9.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Microchip Technology
MCHP
$35.2B
| $22.3M | 0.04% |
944,508
+17,576
| +2% | +$415K |
|
|
WLL
452
DELISTED
Whiting Petroleum Corporation
WLL
| $22.3M | 0.04% |
958
+24
| +3% | +$558K |
|
453
Expedia Group
EXPE
$26.9B
| $22.2M | 0.04% |
253,207
+4,820
| +2% | +$422K |
|
454
Quest Diagnostics
DGX
$20.4B
| $22.1M | 0.04% |
364,598
+3,432
| +1% | +$208K |
|
|
JNPR
455
DELISTED
Juniper Networks
JNPR
| $22.1M | 0.04% |
997,838
-401,974
| -29% | -$8.9M |
|
456
MGM Resorts International
MGM
$9.8B
| $22M | 0.04% |
966,523
-46,433
| -5% | -$1.06M |
|
457
Comerica
CMA
$8.88B
| $21.9M | 0.04% |
440,221
-7,624
| -2% | -$380K |
|
458
Autoliv
ALV
$9.74B
| $21.9M | 0.04% |
331,261
+7,793
| +2% | +$516K |
|
459
CNX Resources
CNX
$4.1B
| $21.9M | 0.04% |
693,332
+27,338
| +4% | +$863K |
|
460
Labcorp
LH
$23B
| $21.7M | 0.04% |
247,724
-23,731
| -9% | -$2.07M |
|
|
AMTD
461
DELISTED
TD Ameritrade Holding Corp
AMTD
| $21.6M | 0.04% |
648,177
-63,686
| -9% | -$2.13M |
|
462
Unum
UNM
$12.6B
| $21.6M | 0.04% |
627,273
+3,813
| +0.6% | +$131K |
|
463
McCormick & Company Non-Voting
MKC
$18.8B
| $21.5M | 0.04% |
643,464
+5,570
| +0.9% | +$186K |
|
464
UDR
UDR
$12.8B
| $21.4M | 0.04% |
785,339
+20,583
| +3% | +$561K |
|
|
CA
465
DELISTED
CA, Inc.
CA
| $21.4M | 0.04% |
765,653
-2,204
| -0.3% | -$61.6K |
|
|
TLM
466
DELISTED
TALISMAN ENERGY INC
TLM
| $21.4M | 0.04% |
2,469,504
+45,092
| +2% | +$390K |
|
467
Franco-Nevada
FNV
$38B
| $21.3M | 0.04% |
434,605
+1,522
| +0.4% | +$74.6K |
|
|
CIT
468
DELISTED
CIT Group Inc.
CIT
| $21.3M | 0.04% |
463,182
-22,201
| -5% | -$1.02M |
|
469
CBRE Group
CBRE
$48.2B
| $21.3M | 0.04% |
715,446
+10,456
| +1% | +$311K |
|
|
CTRX
470
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
| $21.2M | 0.04% |
504,338
+3,517
| +0.7% | +$148K |
|
471
Equifax
EFX
$31.2B
| $21.2M | 0.04% |
283,237
+12
| +0% | +$897 |
|
472
American Water Works
AWK
$27.3B
| $21.1M | 0.04% |
438,411
+6,360
| +1% | +$307K |
|
473
Quanta Services
PWR
$55.6B
| $21.1M | 0.04% |
581,274
-9,127
| -2% | -$331K |
|
474
H&R Block
HRB
$6.97B
| $20.9M | 0.04% |
674,546
+19,353
| +3% | +$600K |
|
|
HSP
475
DELISTED
HOSPIRA INC
HSP
| $20.9M | 0.04% |
401,270
+6,184
| +2% | +$322K |
|