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 |
Apple
AAPL
|
$450M |
| 2 |
Microsoft
MSFT
|
$436M |
| 3 |
Amazon
AMZN
|
$421M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$211M |
| 5 |
Johnson & Johnson
JNJ
|
$209M |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$214M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$176M |
| 3 |
PX
Praxair Inc
PX
|
$149M |
| 4 |
COL
Rockwell Collins
COL
|
$76.7M |
| 5 |
ANDV
Andeavor
ANDV
|
$73M |
Sector Composition
| 1 | Technology | 17.38% |
| 2 | Financials | 15.84% |
| 3 | Healthcare | 13.61% |
| 4 | Consumer Discretionary | 10.74% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Arista Networks
ANET
$180B
| $40.6M | 0.04% |
3,153,984
+15,168
| +0.5% | +$195K |
|
452
Conagra Brands
CAG
$9.23B
| $40.4M | 0.04% |
1,905,761
+585,904
| +44% | +$12.4M |
|
453
Universal Health Services
UHS
$12.1B
| $40.2M | 0.04% |
345,919
+68,063
| +24% | +$7.91M |
|
454
Cboe Global Markets
CBOE
$24.3B
| $40.2M | 0.04% |
417,468
+35,406
| +9% | +$3.41M |
|
455
Tapestry
TPR
$21.7B
| $40M | 0.04% |
1,182,243
+181,981
| +18% | +$6.15M |
|
456
CarMax
KMX
$9.11B
| $39.8M | 0.04% |
636,296
+58,691
| +10% | +$3.67M |
|
457
Alliant Energy
LNT
$16.6B
| $39.7M | 0.04% |
944,655
+136,074
| +17% | +$5.72M |
|
458
Yum China
YUMC
$16.5B
| $39.6M | 0.04% |
1,184,173
+154,182
| +15% | +$5.15M |
|
459
Hologic
HOLX
$14.8B
| $39.3M | 0.04% |
971,389
+99,722
| +11% | +$4.03M |
|
460
Iron Mountain
IRM
$27.2B
| $39.3M | 0.04% |
1,213,016
+104,791
| +9% | +$3.39M |
|
|
KSU
461
DELISTED
Kansas City Southern
KSU
| $39.1M | 0.04% |
408,763
+73,483
| +22% | +$7.02M |
|
|
SIVB
462
DELISTED
SVB Financial Group
SIVB
| $38.9M | 0.04% |
205,032
+32,879
| +19% | +$6.24M |
|
463
SiriusXM
SIRI
$8.1B
| $38.6M | 0.04% |
674,164
+140,792
| +26% | +$8.05M |
|
464
NOV
NOV
$4.95B
| $38.5M | 0.04% |
1,493,361
+292,474
| +24% | +$7.54M |
|
|
VAR
465
DELISTED
Varian Medical Systems, Inc.
VAR
| $38.3M | 0.04% |
342,417
+29,299
| +9% | +$3.28M |
|
|
WRK
466
DELISTED
WestRock Company
WRK
| $38.2M | 0.04% |
1,024,897
+135,623
| +15% | +$5.05M |
|
467
Macy's
M
$4.64B
| $37.9M | 0.04% |
1,263,590
+180,649
| +17% | +$5.42M |
|
468
NNN REIT
NNN
$8.18B
| $37.9M | 0.04% |
783,152
+91,971
| +13% | +$4.45M |
|
469
Atmos Energy
ATO
$26.7B
| $37.7M | 0.04% |
411,551
+69,041
| +20% | +$6.33M |
|
470
United Rentals
URI
$62.7B
| $37.3M | 0.04% |
367,725
+32,639
| +10% | +$3.31M |
|
471
HF Sinclair
DINO
$9.56B
| $37.3M | 0.04% |
729,195
+111,938
| +18% | +$5.72M |
|
472
UGI
UGI
$7.43B
| $37.2M | 0.04% |
709,415
+173,362
| +32% | +$9.1M |
|
|
GG
473
DELISTED
Goldcorp Inc
GG
| $36.9M | 0.04% |
3,808,791
+605,304
| +19% | +$5.86M |
|
474
Coterra Energy
CTRA
$18.3B
| $36.8M | 0.04% |
1,605,480
+163,420
| +11% | +$3.75M |
|
475
FMC
FMC
$4.72B
| $36.7M | 0.04% |
577,613
+103,985
| +22% | +$6.6M |
|