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 |
L3Harris
LHX
|
$193M |
| 2 |
Tesla
TSLA
|
$177M |
| 3 |
Illumina
ILMN
|
$157M |
| 4 |
Fidelity National Information Services
FIS
|
$143M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$103M |
Top Sells
| 1 |
RHT
Red Hat Inc
RHT
|
$158M |
| 2 |
WP
Worldpay, Inc.
WP
|
$140M |
| 3 |
APC
Anadarko Petroleum
APC
|
$135M |
| 4 |
iShares Gold Trust
IAU
|
$130M |
| 5 |
Apple
AAPL
|
$83.2M |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Financials | 15.47% |
| 3 | Healthcare | 12.69% |
| 4 | Consumer Discretionary | 10.72% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Domino's
DPZ
$15.8B
| $44.8M | 0.04% |
183,293
+2,625
| +1% | +$642K |
|
477
Devon Energy
DVN
$21.9B
| $44.6M | 0.04% |
1,854,267
-20,513
| -1% | -$494K |
|
478
Packaging Corp of America
PKG
$19.4B
| $44.2M | 0.04% |
416,940
-6,839
| -2% | -$726K |
|
479
Vistra
VST
$63.7B
| $44.2M | 0.04% |
1,653,770
+105,820
| +7% | +$2.83M |
|
|
MRO
480
DELISTED
Marathon Oil Corporation
MRO
| $44.1M | 0.04% |
3,592,850
-20,321
| -0.6% | -$249K |
|
481
Cerus
CERS
$249M
| $44M | 0.04% |
8,544,276
+3,494,891
| +69% | +$18M |
|
482
Comerica
CMA
$8.83B
| $43.9M | 0.04% |
665,323
-12,570
| -2% | -$830K |
|
483
FMC
FMC
$4.73B
| $43.8M | 0.04% |
499,039
+2,437
| +0.5% | +$214K |
|
484
Exact Sciences
EXAS
$10.2B
| $43.7M | 0.04% |
483,499
-34,632
| -7% | -$3.13M |
|
|
ETFC
485
DELISTED
E*Trade Financial Corporation
ETFC
| $43.7M | 0.04% |
1,000,009
-2,252
| -0.2% | -$98.4K |
|
486
GoDaddy
GDDY
$20.5B
| $43.7M | 0.04% |
662,092
-4,768
| -0.7% | -$315K |
|
|
Y
487
DELISTED
Alleghany Corporation
Y
| $43.7M | 0.04% |
54,743
-136
| -0.2% | -$108K |
|
488
Kimco Realty
KIM
$15.3B
| $43.5M | 0.04% |
2,081,240
+88,945
| +4% | +$1.86M |
|
489
UGI
UGI
$7.37B
| $42.9M | 0.04% |
852,428
+166,289
| +24% | +$8.36M |
|
490
Iron Mountain
IRM
$27.3B
| $42.8M | 0.04% |
1,320,398
+72,146
| +6% | +$2.34M |
|
491
APA Corp
APA
$7.96B
| $42.6M | 0.04% |
1,662,416
+259,616
| +19% | +$6.65M |
|
492
United Rentals
URI
$62.4B
| $42.3M | 0.04% |
339,605
+8,634
| +3% | +$1.08M |
|
493
Liberty Broadband Class C
LBRDK
$8.69B
| $42.3M | 0.04% |
403,662
+412
| +0.1% | +$43.1K |
|
494
SS&C Technologies
SSNC
$21.7B
| $42.1M | 0.04% |
816,207
+1,058
| +0.1% | +$54.6K |
|
495
Zebra Technologies
ZBRA
$16B
| $42.1M | 0.04% |
203,896
+618
| +0.3% | +$128K |
|
496
Eastman Chemical
EMN
$7.91B
| $41.7M | 0.04% |
565,447
+6,356
| +1% | +$469K |
|
497
Fox Class A
FOXA
$27.8B
| $41.6M | 0.04% |
1,318,176
-51,403
| -4% | -$1.62M |
|
498
NiSource
NI
$18.9B
| $41.6M | 0.04% |
1,388,793
-22,107
| -2% | -$661K |
|
499
Whirlpool
WHR
$5.34B
| $41.3M | 0.04% |
260,919
-857
| -0.3% | -$136K |
|
500
AES
AES
$9.06B
| $41.2M | 0.04% |
2,523,284
-29,055
| -1% | -$475K |
|