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 |
L3Harris
LHX
|
+$193M |
| 2 |
Tesla
TSLA
|
+$177M |
| 3 |
Illumina
ILMN
|
+$157M |
| 4 |
Fidelity National Information Services
FIS
|
+$143M |
| 5 |
XYZ
Block, Inc.
XYZ
|
+$103M |
Top Sells
| 1 |
RHT
Red Hat Inc
RHT
|
+$158M |
| 2 |
WP
Worldpay, Inc.
WP
|
+$140M |
| 3 |
APC
Anadarko Petroleum
APC
|
+$135M |
| 4 |
iShares Gold Trust
IAU
|
+$130M |
| 5 |
Apple
AAPL
|
+$83.2M |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Financials | 15.47% |
| 3 | Healthcare | 12.69% |
| 4 | Consumer Discretionary | 10.72% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Masco
MAS
$15.4B
| $48.9M | 0.04% |
1,172,536
+23,473
| +2% | +$978K |
|
452
Cboe Global Markets
CBOE
$24.3B
| $48.7M | 0.04% |
423,522
+123
| +0% | +$14.1K |
|
453
Lumen
LUMN
$5.78B
| $48.6M | 0.04% |
3,897,424
-56,765
| -1% | -$708K |
|
454
Expeditors International
EXPD
$16.4B
| $48.6M | 0.04% |
653,735
-6,147
| -0.9% | -$457K |
|
|
WCG
455
DELISTED
Wellcare Health Plans, Inc.
WCG
| $48.4M | 0.04% |
186,896
-88
| -0% | -$22.8K |
|
|
AMTD
456
DELISTED
TD Ameritrade Holding Corp
AMTD
| $48.4M | 0.04% |
1,036,588
-3,072
| -0.3% | -$143K |
|
|
VER
457
DELISTED
VEREIT, Inc.
VER
| $48.3M | 0.04% |
988,095
+50,048
| +5% | +$2.45M |
|
458
Fidelity National Financial
FNF
$16.3B
| $48.2M | 0.04% |
1,129,572
-99,033
| -8% | -$4.23M |
|
|
SYRS
459
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
| $48.1M | 0.04% |
463,377
+304,472
| +192% | +$31.6M |
|
460
Advance Auto Parts
AAP
$3.57B
| $48.1M | 0.04% |
290,760
-5,466
| -2% | -$904K |
|
461
MarketAxess Holdings
MKTX
$7.03B
| $48M | 0.04% |
146,580
+2,451
| +2% | +$803K |
|
462
International Flavors & Fragrances
IFF
$16.7B
| $47.7M | 0.04% |
388,938
+1,217
| +0.3% | +$149K |
|
463
IDEX
IEX
$12.2B
| $47.6M | 0.04% |
290,315
+1,372
| +0.5% | +$225K |
|
464
CF Industries
CF
$13.7B
| $47.5M | 0.04% |
965,593
-31,654
| -3% | -$1.56M |
|
465
Tractor Supply
TSCO
$31.3B
| $47.3M | 0.04% |
2,613,890
-9,820
| -0.4% | -$178K |
|
466
C.H. Robinson
CHRW
$14.9B
| $47.2M | 0.04% |
556,435
-12,783
| -2% | -$1.08M |
|
467
TAL Education Group
TAL
$6.47B
| $46.4M | 0.04% |
1,354,255
+134,710
| +11% | +$4.61M |
|
468
Fortinet
FTNT
$61.2B
| $46.2M | 0.04% |
3,011,185
+186,990
| +7% | +$2.87M |
|
469
Pinnacle West Capital
PNW
$10.4B
| $45.8M | 0.04% |
472,039
-9,282
| -2% | -$901K |
|
470
Textron
TXT
$14.4B
| $45.8M | 0.04% |
934,556
-7,546
| -0.8% | -$369K |
|
471
Pultegroup
PHM
$27B
| $45.5M | 0.04% |
1,245,796
+73,136
| +6% | +$2.67M |
|
|
KL
472
DELISTED
Kirkland Lake Gold Ltd Ordinary
KL
| $45.4M | 0.04% |
1,013,745
+104,029
| +11% | +$4.66M |
|
473
BioMarin Pharmaceuticals
BMRN
$10.7B
| $45.3M | 0.04% |
672,523
-2,532
| -0.4% | -$171K |
|
474
Howmet Aerospace
HWM
$72.2B
| $45.1M | 0.04% |
2,263,578
+160,007
| +8% | +$3.19M |
|
475
Western Union
WU
$2.79B
| $45M | 0.04% |
1,943,166
-4,990
| -0.3% | -$116K |
|