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 |
CBI
Chicago Bridge & Iron Nv
CBI
|
+$22.6M |
| 2 |
BEAV
B/E Aerospace Inc
BEAV
|
+$21.8M |
| 3 |
General Motors
GM
|
+$21.4M |
| 4 |
Intercontinental Exchange
ICE
|
+$20.8M |
| 5 |
Corpay
CPAY
|
+$19.9M |
Top Sells
| 1 |
Apple
AAPL
|
+$105M |
| 2 |
Exxon Mobil
XOM
|
+$63.4M |
| 3 |
DELL
DELL INC
DELL
|
+$54.6M |
| 4 |
GE Aerospace
GE
|
+$47.3M |
| 5 |
Visa
V
|
+$37.4M |
Sector Composition
| 1 | Financials | 15.9% |
| 2 | Technology | 12.91% |
| 3 | Healthcare | 12.83% |
| 4 | Energy | 10.83% |
| 5 | Industrials | 10.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ANSS
476
DELISTED
Ansys
ANSS
| $20.4M | 0.04% |
235,680
-9,728
| -4% | -$843K |
|
477
Cincinnati Financial
CINF
$24B
| $20.3M | 0.04% |
389,159
-9,885
| -2% | -$517K |
|
478
TransDigm Group
TDG
$72.9B
| $20.2M | 0.04% |
126,413
-2,584
| -2% | -$412K |
|
479
Fidelity National Financial
FNF
$16.4B
| $19.9M | 0.04% |
1,073,745
+66,735
| +7% | +$1.24M |
|
|
480
Corpay
CPAY
$22B
| $19.9M | 0.04% |
+173,961
| New | +$19.9M |
|
481
Charter Communications
CHTR
$36B
| $19.9M | 0.04% |
148,129
-5,996
| -4% | -$805K |
|
482
Digital Realty Trust
DLR
$55B
| $19.8M | 0.04% |
403,495
-13,873
| -3% | -$679K |
|
|
PCL
483
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
| $19.7M | 0.04% |
424,009
-3,867
| -0.9% | -$180K |
|
|
MXIM
484
DELISTED
Maxim Integrated Products
MXIM
| $19.7M | 0.04% |
705,571
-54,361
| -7% | -$1.52M |
|
485
T-Mobile US
TMUS
$273B
| $19.6M | 0.04% |
593,085
+199,238
| +51% | +$6.58M |
|
486
GameStop
GME
$10.4B
| $19.6M | 0.04% |
1,589,696
-65,588
| -4% | -$808K |
|
|
TW
487
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| $19.5M | 0.04% |
+154,392
| New | +$19.5M |
|
|
DISCK
488
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $19.4M | 0.04% |
464,616
-28,296
| -6% | -$1.18M |
|
489
Vulcan Materials
VMC
$39.5B
| $19.4M | 0.04% |
325,750
-17,410
| -5% | -$1.04M |
|
490
Wheaton Precious Metals
WPM
$48.1B
| $19.3M | 0.04% |
965,526
-17,536
| -2% | -$350K |
|
|
FDO
491
DELISTED
FAMILY DOLLAR STORES
FDO
| $19.3M | 0.04% |
294,273
+12,061
| +4% | +$789K |
|
492
Edwards Lifesciences
EW
$47.1B
| $19.2M | 0.04% |
1,754,772
-76,272
| -4% | -$835K |
|
|
VMW
493
DELISTED
VMware, Inc
VMW
| $19.2M | 0.04% |
215,445
-7,921
| -4% | -$706K |
|
494
CBRE Group
CBRE
$48.7B
| $19.2M | 0.04% |
729,186
-58,559
| -7% | -$1.54M |
|
495
ManpowerGroup
MAN
$1.78B
| $19.1M | 0.04% |
221,029
-7,078
| -3% | -$613K |
|
496
Ashland
ASH
$2.49B
| $19.1M | 0.04% |
403,602
-22,312
| -5% | -$1.05M |
|
|
FLG
497
Flagstar Financial, Inc.
FLG
$5.35B
| $19M | 0.04% |
377,235
-18,113
| -5% | -$910K |
|
|
ARG
498
DELISTED
AIRGAS INC
ARG
| $18.9M | 0.04% |
168,445
-26,336
| -14% | -$2.95M |
|
499
Teradata
TDC
$2.01B
| $18.9M | 0.04% |
422,358
-12,934
| -3% | -$578K |
|
|
PETM
500
DELISTED
PETSMART INC
PETM
| $18.8M | 0.04% |
257,230
-13,946
| -5% | -$1.02M |
|