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 |
Nutrien
NTR
|
+$86.1M |
| 2 |
WP
Worldpay, Inc.
WP
|
+$72.2M |
| 3 |
Interactive Brokers
IBKR
|
+$52M |
| 4 |
Johnson & Johnson
JNJ
|
+$49.1M |
| 5 |
iShares Gold Trust
IAU
|
+$48.6M |
Top Sells
| 1 |
Alibaba
BABA
|
+$58.9M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
+$48.6M |
| 3 |
AGU
Agrium
AGU
|
+$45.3M |
| 4 |
CME Group
CME
|
+$37.4M |
| 5 |
Cisco
CSCO
|
+$31.4M |
Sector Composition
| 1 | Financials | 17.44% |
| 2 | Technology | 16.68% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Communication Services | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Teleflex
TFX
$5.76B
| $33.8M | 0.04% |
132,413
-3,097
| -2% | -$790K |
|
452
Dentsply Sirona
XRAY
$2.73B
| $33.8M | 0.04% |
670,957
+4,161
| +0.6% | +$209K |
|
453
TAL Education Group
TAL
$6.37B
| $33.7M | 0.04% |
909,744
-122,878
| -12% | -$4.56M |
|
454
Steel Dynamics
STLD
$19.5B
| $33.7M | 0.04% |
762,417
+89,921
| +13% | +$3.98M |
|
455
Raymond James Financial
RJF
$33.2B
| $33.6M | 0.04% |
563,565
+615
| +0.1% | +$36.7K |
|
456
CarMax
KMX
$8.88B
| $33.6M | 0.04% |
542,107
-894
| -0.2% | -$55.4K |
|
457
HDFC Bank
HDB
$180B
| $33.6M | 0.04% |
679,396
-3,662
| -0.5% | -$181K |
|
458
Affiliated Managers Group
AMG
$6.6B
| $33.5M | 0.04% |
176,857
+1,028
| +0.6% | +$195K |
|
459
Federal Realty Investment Trust
FRT
$8.67B
| $33.5M | 0.04% |
288,710
+3,067
| +1% | +$356K |
|
460
Gartner
IT
$17.6B
| $33.5M | 0.04% |
284,755
+399
| +0.1% | +$46.9K |
|
|
VIAB
461
DELISTED
Viacom Inc. Class B
VIAB
| $33.3M | 0.04% |
1,072,372
+95,486
| +10% | +$2.97M |
|
462
NVR
NVR
$23B
| $33.1M | 0.04% |
11,808
+12
| +0.1% | +$33.6K |
|
463
Darden Restaurants
DRI
$24.7B
| $33M | 0.04% |
387,387
-1,209
| -0.3% | -$103K |
|
464
SL Green Realty
SLG
$4.29B
| $32.9M | 0.04% |
351,206
-573
| -0.2% | -$53.7K |
|
465
Coterra Energy
CTRA
$18.6B
| $32.9M | 0.04% |
1,370,119
+11,790
| +0.9% | +$283K |
|
466
Camden Property Trust
CPT
$11.6B
| $32.7M | 0.04% |
388,412
+7,238
| +2% | +$609K |
|
467
Packaging Corp of America
PKG
$19.2B
| $32.7M | 0.04% |
290,042
-34,017
| -10% | -$3.83M |
|
468
Jack Henry & Associates
JKHY
$11.6B
| $32.6M | 0.04% |
269,853
+7,035
| +3% | +$851K |
|
469
Baker Hughes
BKR
$46.3B
| $32.6M | 0.04% |
1,173,285
+2,196
| +0.2% | +$61K |
|
470
IDEX
IEX
$12.1B
| $32.5M | 0.04% |
228,355
+9,724
| +4% | +$1.39M |
|
471
JB Hunt Transport Services
JBHT
$13.3B
| $32.1M | 0.04% |
274,223
+2,570
| +0.9% | +$301K |
|
472
FMC
FMC
$4.61B
| $32.1M | 0.04% |
483,494
-43,296
| -8% | -$2.88M |
|
473
Old Dominion Freight Line
ODFL
$30.7B
| $32M | 0.04% |
653,856
+113,316
| +21% | +$5.55M |
|
474
Henry Schein
HSIC
$8.17B
| $32M | 0.04% |
607,518
+4,516
| +0.7% | +$238K |
|
475
Aramark
ARMK
$10B
| $31.9M | 0.04% |
1,118,090
+22,252
| +2% | +$636K |
|