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 |
Broadcom
AVGO
|
$316M |
| 2 |
Apple
AAPL
|
$191M |
| 3 |
Amazon
AMZN
|
$190M |
| 4 |
AT&T
T
|
$158M |
| 5 |
Microsoft
MSFT
|
$138M |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
$220M |
| 2 |
SPDR Gold Trust
GLD
|
$159M |
| 3 |
MON
Monsanto Co
MON
|
$155M |
| 4 |
Keurig Dr Pepper
KDP
|
$68.9M |
| 5 |
Travel + Leisure Co
TNL
|
$32.5M |
Sector Composition
| 1 | Technology | 17.57% |
| 2 | Financials | 16.57% |
| 3 | Healthcare | 11.92% |
| 4 | Consumer Discretionary | 11.02% |
| 5 | Communication Services | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VIAB
476
DELISTED
Viacom Inc. Class B
VIAB
| $35.6M | 0.04% |
1,179,135
+106,763
| +10% | +$3.22M |
|
477
SiriusXM
SIRI
$8.1B
| $35.5M | 0.04% |
524,148
+23,566
| +5% | +$1.6M |
|
|
CA
478
DELISTED
CA, Inc.
CA
| $35.5M | 0.04% |
994,856
+64,650
| +7% | +$2.3M |
|
479
Cincinnati Financial
CINF
$24B
| $35.5M | 0.04% |
530,319
+36,807
| +7% | +$2.46M |
|
480
Hasbro
HAS
$11.2B
| $35.4M | 0.04% |
383,979
+58,556
| +18% | +$5.41M |
|
481
Albemarle
ALB
$9.6B
| $35.4M | 0.04% |
375,111
+57,461
| +18% | +$5.42M |
|
482
Chipotle Mexican Grill
CMG
$55.1B
| $35.2M | 0.04% |
4,081,750
+236,350
| +6% | +$2.04M |
|
483
Franklin Resources
BEN
$13B
| $35.2M | 0.04% |
1,096,950
+78,809
| +8% | +$2.53M |
|
|
VMW
484
DELISTED
VMware, Inc
VMW
| $35M | 0.04% |
238,286
+10,978
| +5% | +$1.61M |
|
485
Cooper Companies
COO
$13.5B
| $34.9M | 0.04% |
592,276
-768
| -0.1% | -$45.2K |
|
486
Packaging Corp of America
PKG
$19.8B
| $34.7M | 0.04% |
310,044
+20,002
| +7% | +$2.24M |
|
487
Zions Bancorporation
ZION
$8.34B
| $34.2M | 0.04% |
649,425
+59,658
| +10% | +$3.14M |
|
488
Vail Resorts
MTN
$5.87B
| $34.2M | 0.04% |
124,789
+883
| +0.7% | +$242K |
|
489
Coterra Energy
CTRA
$18.3B
| $34.1M | 0.04% |
1,433,898
+63,779
| +5% | +$1.52M |
|
490
Hologic
HOLX
$14.8B
| $34M | 0.04% |
856,292
+50,495
| +6% | +$2.01M |
|
491
LKQ Corp
LKQ
$8.33B
| $34M | 0.04% |
1,065,636
+73,388
| +7% | +$2.34M |
|
492
Targa Resources
TRGP
$34.9B
| $33.7M | 0.04% |
681,271
+39,643
| +6% | +$1.96M |
|
493
SS&C Technologies
SSNC
$21.7B
| $33.6M | 0.04% |
646,581
+149,273
| +30% | +$7.75M |
|
494
IDEX
IEX
$12.4B
| $33.5M | 0.04% |
245,350
+16,995
| +7% | +$2.32M |
|
495
Hormel Foods
HRL
$14.1B
| $33.3M | 0.04% |
895,780
+660
| +0.1% | +$24.6K |
|
496
DaVita
DVA
$9.86B
| $33.1M | 0.04% |
477,191
+20,561
| +5% | +$1.43M |
|
497
Cenovus Energy
CVE
$28.7B
| $33.1M | 0.04% |
3,189,575
+182,893
| +6% | +$1.9M |
|
498
Vistra
VST
$63.7B
| $32.8M | 0.04% |
1,384,645
+619,992
| +81% | +$14.7M |
|
499
ON Semiconductor
ON
$20.1B
| $32.4M | 0.04% |
+1,458,120
| New | +$32.4M |
|
500
Enterprise Products Partners
EPD
$68.6B
| $32.2M | 0.04% |
1,165,400
+99,000
| +9% | +$2.74M |
|