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 | |
|---|---|---|---|---|---|---|
476
Unum
UNM
$12.3B
| $22.1M | 0.04% |
689,058
+61,687
| +10% | +$1.98M |
|
477
Cintas
CTAS
$82.1B
| $22.1M | 0.04% |
1,029,504
-10,392
| -1% | -$223K |
|
|
SPLS
478
DELISTED
Staples Inc
SPLS
| $22M | 0.04% |
1,878,144
+147,072
| +8% | +$1.73M |
|
479
Ralph Lauren
RL
$18.9B
| $22M | 0.04% |
186,446
+3,072
| +2% | +$363K |
|
|
DRE
480
DELISTED
Duke Realty Corp.
DRE
| $21.7M | 0.04% |
1,141,355
+2,619
| +0.2% | +$49.9K |
|
481
KLA
KLAC
$117B
| $21.7M | 0.04% |
433,902
-13,325
| -3% | -$666K |
|
482
Tapestry
TPR
$21.7B
| $21.7M | 0.04% |
748,928
+3,687
| +0.5% | +$107K |
|
483
Cincinnati Financial
CINF
$23.9B
| $21.5M | 0.04% |
399,493
+431
| +0.1% | +$23.2K |
|
484
Pembina Pipeline
PBA
$21.8B
| $21.5M | 0.04% |
896,034
+20,095
| +2% | +$482K |
|
485
Mettler-Toledo International
MTD
$26.8B
| $21.3M | 0.04% |
74,963
+2,599
| +4% | +$740K |
|
|
IHS
486
DELISTED
IHS INC CL-A COM STK
IHS
| $21.3M | 0.04% |
183,897
+6,704
| +4% | +$778K |
|
|
Y
487
DELISTED
Alleghany Corporation
Y
| $21.2M | 0.04% |
45,370
-410
| -0.9% | -$192K |
|
488
Interpublic Group of Companies
IPG
$9.92B
| $21.2M | 0.04% |
1,109,447
-5,515
| -0.5% | -$106K |
|
489
Goodyear
GT
$2.43B
| $21.1M | 0.04% |
721,045
+36,969
| +5% | +$1.08M |
|
|
SCG
490
DELISTED
Scana
SCG
| $21.1M | 0.04% |
375,657
-19,578
| -5% | -$1.1M |
|
|
SJR
491
DELISTED
Shaw Communications Inc.
SJR
| $21M | 0.04% |
1,090,983
-18,179
| -2% | -$351K |
|
492
Polaris
PII
$3.33B
| $20.8M | 0.04% |
173,845
+2,176
| +1% | +$261K |
|
493
AGNC Investment
AGNC
$10.7B
| $20.8M | 0.04% |
1,110,701
+41,966
| +4% | +$785K |
|
494
Iron Mountain
IRM
$27.3B
| $20.7M | 0.04% |
668,482
+17,169
| +3% | +$533K |
|
495
AES
AES
$9.1B
| $20.7M | 0.04% |
2,116,238
+334,963
| +19% | +$3.28M |
|
496
Southwest Airlines
LUV
$16.5B
| $20.6M | 0.04% |
542,753
-19,242
| -3% | -$732K |
|
|
CVC
497
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
| $20.6M | 0.04% |
634,726
+31,345
| +5% | +$1.02M |
|
|
TSS
498
DELISTED
Total System Services, Inc.
TSS
| $20.4M | 0.04% |
450,087
+13,180
| +3% | +$599K |
|
499
VeriSign
VRSN
$26.1B
| $20.4M | 0.04% |
289,689
-14,843
| -5% | -$1.05M |
|
500
Franco-Nevada
FNV
$37.5B
| $20.4M | 0.04% |
463,534
+2,061
| +0.4% | +$90.7K |
|