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 |
Kraft Heinz
KHC
|
$117M |
| 2 |
PayPal
PYPL
|
$106M |
| 3 |
AT&T
T
|
$70.1M |
| 4 |
Apple
AAPL
|
$55.2M |
| 5 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
$47.8M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$833M |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$137M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$115M |
| 4 |
eBay
EBAY
|
$95M |
| 5 |
HSP
HOSPIRA INC
HSP
|
$40M |
Sector Composition
| 1 | Financials | 16.22% |
| 2 | Healthcare | 14.18% |
| 3 | Technology | 13.72% |
| 4 | Consumer Discretionary | 9.5% |
| 5 | Industrials | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
L3Harris
LHX
$50.5B
| $23.6M | 0.05% |
323,125
+11,569
| +4% | +$846K |
|
452
Lennar Class A
LEN
$36.7B
| $23.5M | 0.05% |
512,910
+54,074
| +12% | +$2.48M |
|
453
Synopsys
SNPS
$111B
| $23.5M | 0.05% |
508,467
+7,763
| +2% | +$358K |
|
454
Microchip Technology
MCHP
$35.6B
| $23.3M | 0.05% |
1,083,074
+16,832
| +2% | +$363K |
|
455
Ally Financial
ALLY
$12.8B
| $23.2M | 0.04% |
1,136,898
+5,166
| +0.5% | +$105K |
|
456
Travel + Leisure Co
TNL
$4.09B
| $23.1M | 0.04% |
712,878
-352
| -0% | -$11.4K |
|
|
LLL
457
DELISTED
L3 Technologies, Inc.
LLL
| $23.1M | 0.04% |
221,275
+1,542
| +0.7% | +$161K |
|
458
Ball Corp
BALL
$13.8B
| $23.1M | 0.04% |
741,906
+25,486
| +4% | +$793K |
|
459
Camden Property Trust
CPT
$12B
| $23M | 0.04% |
311,138
+20,809
| +7% | +$1.54M |
|
|
TW
460
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| $23M | 0.04% |
195,782
+22,411
| +13% | +$2.63M |
|
|
VER
461
DELISTED
VEREIT, Inc.
VER
| $22.9M | 0.04% |
593,763
+17,507
| +3% | +$676K |
|
|
CSC
462
DELISTED
Computer Sciences
CSC
| $22.9M | 0.04% |
885,651
-92,165
| -9% | -$2.38M |
|
463
F5
FFIV
$17.9B
| $22.8M | 0.04% |
197,051
+1,826
| +0.9% | +$211K |
|
464
Cooper Companies
COO
$13.6B
| $22.8M | 0.04% |
612,120
-8,740
| -1% | -$325K |
|
465
JB Hunt Transport Services
JBHT
$14B
| $22.7M | 0.04% |
318,592
+3,817
| +1% | +$273K |
|
|
GAP
466
The Gap, Inc.
GAP
$8.88B
| $22.6M | 0.04% |
792,827
+124,320
| +19% | +$3.54M |
|
|
VAR
467
DELISTED
Varian Medical Systems, Inc.
VAR
| $22.5M | 0.04% |
348,032
-1,345
| -0.4% | -$87K |
|
468
Wabtec
WAB
$32.8B
| $22.5M | 0.04% |
255,436
+14,386
| +6% | +$1.27M |
|
469
Energy Transfer Partners
ET
$59.4B
| $22.4M | 0.04% |
1,077,000
+27,000
| +3% | +$562K |
|
|
MDVN
470
DELISTED
MEDIVATION, INC.
MDVN
| $22.4M | 0.04% |
525,924
+71,058
| +16% | +$3.02M |
|
471
International Flavors & Fragrances
IFF
$17B
| $22.3M | 0.04% |
215,575
+5,309
| +3% | +$548K |
|
|
FLG
472
Flagstar Financial, Inc.
FLG
$5.36B
| $22.3M | 0.04% |
410,857
+51,052
| +14% | +$2.77M |
|
473
Hasbro
HAS
$11.2B
| $22.2M | 0.04% |
308,220
+32,141
| +12% | +$2.32M |
|
|
ANSS
474
DELISTED
Ansys
ANSS
| $22.2M | 0.04% |
252,237
+4,192
| +2% | +$369K |
|
475
MGM Resorts International
MGM
$10.1B
| $22.2M | 0.04% |
1,202,074
+233,281
| +24% | +$4.3M |
|