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 |
Alphabet (Google) Class A
GOOGL
|
$664M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$650M |
| 3 |
Alibaba
BABA
|
$106M |
| 4 |
Hewlett Packard
HPE
|
$89.4M |
| 5 |
Baidu
BIDU
|
$70.2M |
Top Sells
| 1 |
HP
HPQ
|
$91.3M |
| 2 |
CB
CHUBB CORPORATION
CB
|
$79.1M |
| 3 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
$73.2M |
| 4 |
GE Aerospace
GE
|
$55.7M |
| 5 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$48.2M |
Sector Composition
| 1 | Financials | 15.86% |
| 2 | Healthcare | 14.05% |
| 3 | Technology | 13.46% |
| 4 | Communication Services | 9.91% |
| 5 | Consumer Discretionary | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Gartner
IT
$18.6B
| $23M | 0.04% |
250,548
+13,994
| +6% | +$1.28M |
|
|
SCG
477
DELISTED
Scana
SCG
| $22.8M | 0.04% |
372,027
-3,630
| -1% | -$223K |
|
478
Nasdaq
NDAQ
$53.6B
| $22.7M | 0.04% |
1,156,320
+88,992
| +8% | +$1.75M |
|
|
ETFC
479
DELISTED
E*Trade Financial Corporation
ETFC
| $22.7M | 0.04% |
757,867
+3,414
| +0.5% | +$102K |
|
|
BBBY
480
DELISTED
Bed Bath & Beyond Inc
BBBY
| $22.7M | 0.04% |
466,119
-7,477
| -2% | -$363K |
|
|
VER
481
DELISTED
VEREIT, Inc.
VER
| $22.6M | 0.04% |
568,848
-24,915
| -4% | -$992K |
|
482
Southwest Airlines
LUV
$16.5B
| $22.6M | 0.04% |
520,433
-22,320
| -4% | -$968K |
|
483
BP
BP
$87.4B
| $22.5M | 0.04% |
854,455
-82,675
| -9% | -$2.18M |
|
484
Global Payments
GPN
$21.3B
| $22.5M | 0.04% |
+344,880
| New | +$22.5M |
|
485
Cheniere Energy
LNG
$51.8B
| $22.4M | 0.04% |
614,715
-16,961
| -3% | -$618K |
|
486
F5
FFIV
$18.1B
| $22.3M | 0.04% |
227,429
+30,378
| +15% | +$2.98M |
|
|
FLG
487
Flagstar Financial, Inc.
FLG
$5.39B
| $22.3M | 0.04% |
450,668
+39,811
| +10% | +$1.97M |
|
488
Synopsys
SNPS
$111B
| $22.1M | 0.04% |
479,500
-28,967
| -6% | -$1.34M |
|
489
Qorvo
QRVO
$8.61B
| $22.1M | 0.04% |
427,656
-7,749
| -2% | -$400K |
|
|
CIT
490
DELISTED
CIT Group Inc.
CIT
| $22.1M | 0.04% |
552,288
+58,090
| +12% | +$2.32M |
|
491
SEI Investments
SEIC
$10.8B
| $22.1M | 0.04% |
417,961
+16,156
| +4% | +$853K |
|
492
Ally Financial
ALLY
$12.7B
| $21.8M | 0.04% |
1,168,677
+31,779
| +3% | +$592K |
|
|
Y
493
DELISTED
Alleghany Corporation
Y
| $21.8M | 0.04% |
45,017
-353
| -0.8% | -$171K |
|
|
KSU
494
DELISTED
Kansas City Southern
KSU
| $21.6M | 0.04% |
290,444
+2,073
| +0.7% | +$154K |
|
495
Hasbro
HAS
$11.2B
| $21.5M | 0.04% |
318,799
+10,579
| +3% | +$714K |
|
|
IHS
496
DELISTED
IHS INC CL-A COM STK
IHS
| $21.4M | 0.04% |
180,290
-3,607
| -2% | -$428K |
|
497
JB Hunt Transport Services
JBHT
$13.9B
| $21.4M | 0.04% |
292,447
-26,145
| -8% | -$1.91M |
|
498
H&R Block
HRB
$6.85B
| $21.3M | 0.04% |
638,791
-122,927
| -16% | -$4.11M |
|
|
RAD
499
DELISTED
Rite Aid Corporation
RAD
| $21.3M | 0.04% |
135,566
+1,468
| +1% | +$230K |
|
500
Regency Centers
REG
$13.4B
| $21.2M | 0.04% |
307,482
-20,228
| -6% | -$1.39M |
|