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 |
Nutrien
NTR
|
+$86.1M |
| 2 |
WP
Worldpay, Inc.
WP
|
+$72.2M |
| 3 |
Interactive Brokers
IBKR
|
+$52M |
| 4 |
Johnson & Johnson
JNJ
|
+$49.1M |
| 5 |
iShares Gold Trust
IAU
|
+$48.6M |
Top Sells
| 1 |
Alibaba
BABA
|
+$58.9M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
+$48.6M |
| 3 |
AGU
Agrium
AGU
|
+$45.3M |
| 4 |
CME Group
CME
|
+$37.4M |
| 5 |
Cisco
CSCO
|
+$31.4M |
Sector Composition
| 1 | Financials | 17.44% |
| 2 | Technology | 16.68% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Communication Services | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Cadence Design Systems
CDNS
$91.9B
| $31.8M | 0.04% |
865,249
+22,979
| +3% | +$845K |
|
477
SEI Investments
SEIC
$10.8B
| $31.8M | 0.04% |
424,243
+14,386
| +4% | +$1.08M |
|
478
CDW
CDW
$22.1B
| $31.6M | 0.04% |
449,475
-798
| -0.2% | -$56.1K |
|
|
CA
479
DELISTED
CA, Inc.
CA
| $31.5M | 0.04% |
930,206
+5,428
| +0.6% | +$184K |
|
480
Wheaton Precious Metals
WPM
$47.6B
| $31.4M | 0.04% |
1,543,397
+25,795
| +2% | +$525K |
|
481
SiriusXM
SIRI
$7.98B
| $31.2M | 0.04% |
500,582
-3,987
| -0.8% | -$249K |
|
|
HDP
482
DELISTED
Hortonworks, Inc.
HDP
| $31.2M | 0.04% |
1,533,402
-148,883
| -9% | -$3.03M |
|
483
Zions Bancorporation
ZION
$8.4B
| $31.1M | 0.04% |
589,767
+344
| +0.1% | +$18.1K |
|
484
Cheniere Energy
LNG
$52.1B
| $30.8M | 0.04% |
576,942
-2,324
| -0.4% | -$124K |
|
485
Diamondback Energy
FANG
$40B
| $30.8M | 0.04% |
243,597
+2,876
| +1% | +$364K |
|
486
Hormel Foods
HRL
$13.7B
| $30.7M | 0.04% |
895,120
-3,161
| -0.4% | -$108K |
|
487
Delta Air Lines
DAL
$40.1B
| $30.7M | 0.04% |
560,002
+5,543
| +1% | +$304K |
|
488
Iron Mountain
IRM
$29.2B
| $30.5M | 0.04% |
927,440
+12,236
| +1% | +$402K |
|
489
BorgWarner
BWA
$9.3B
| $30.4M | 0.04% |
688,319
+13,487
| +2% | +$596K |
|
490
Alnylam Pharmaceuticals
ALNY
$61.2B
| $30.4M | 0.04% |
255,185
+15,369
| +6% | +$1.83M |
|
491
International Flavors & Fragrances
IFF
$16.5B
| $30.2M | 0.04% |
220,593
+2,178
| +1% | +$298K |
|
492
DaVita
DVA
$9.57B
| $30.1M | 0.04% |
456,630
+1,431
| +0.3% | +$94.4K |
|
493
Hologic
HOLX
$14.7B
| $30.1M | 0.04% |
805,797
+1,810
| +0.2% | +$67.6K |
|
494
Reinsurance Group of America
RGA
$12.6B
| $29.8M | 0.04% |
193,343
-23,394
| -11% | -$3.6M |
|
495
Universal Health Services
UHS
$11.7B
| $29.7M | 0.04% |
250,838
+3,401
| +1% | +$403K |
|
496
Avery Dennison
AVY
$13B
| $29.6M | 0.04% |
278,518
+14,121
| +5% | +$1.5M |
|
497
Globe Life
GL
$11.3B
| $29.6M | 0.04% |
351,224
+4,481
| +1% | +$377K |
|
498
Albemarle
ALB
$8.68B
| $29.5M | 0.04% |
317,650
+8,704
| +3% | +$807K |
|
499
ManpowerGroup
MAN
$1.74B
| $29.3M | 0.04% |
254,160
+25,351
| +11% | +$2.92M |
|
500
Voya Financial
VOYA
$7.25B
| $29.1M | 0.04% |
576,458
-989
| -0.2% | -$49.9K |
|