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 |
Bristol-Myers Squibb
BMY
|
$200M |
| 2 |
Alibaba
BABA
|
$176M |
| 3 |
Blackstone
BX
|
$127M |
| 4 |
Truist Financial
TFC
|
$127M |
| 5 |
Mercado Libre
MELI
|
$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$116M |
| 3 |
Tesla
TSLA
|
$92.4M |
| 4 |
Apple
AAPL
|
$90.7M |
| 5 |
NVIDIA
NVDA
|
$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VER
476
DELISTED
VEREIT, Inc.
VER
| $51.2M | 0.04% |
1,107,957
+119,862
| +12% | +$5.54M |
|
477
Alnylam Pharmaceuticals
ALNY
$59.2B
| $51M | 0.04% |
443,036
+8,603
| +2% | +$991K |
|
478
Atmos Energy
ATO
$26.7B
| $51M | 0.04% |
455,889
-2,417
| -0.5% | -$270K |
|
|
LHCG
479
DELISTED
LHC Group LLC
LHCG
| $51M | 0.04% |
369,951
+67,405
| +22% | +$9.29M |
|
480
International Flavors & Fragrances
IFF
$16.9B
| $50.7M | 0.04% |
392,590
+3,652
| +0.9% | +$471K |
|
481
IDEX
IEX
$12.4B
| $50.4M | 0.04% |
293,969
+3,654
| +1% | +$627K |
|
482
Lumen
LUMN
$4.87B
| $50.3M | 0.04% |
3,809,417
-88,007
| -2% | -$1.16M |
|
483
Fox Class A
FOXA
$27.4B
| $50.2M | 0.04% |
1,355,163
+36,987
| +3% | +$1.37M |
|
484
Jacobs Solutions
J
$17.4B
| $50.2M | 0.04% |
674,956
+9,125
| +1% | +$678K |
|
|
LPT
485
DELISTED
Liberty Property Trust
LPT
| $49.8M | 0.04% |
829,858
+98,266
| +13% | +$5.9M |
|
486
J.M. Smucker
SJM
$12B
| $49.6M | 0.04% |
476,746
-8,377
| -2% | -$872K |
|
487
Universal Health Services
UHS
$12.1B
| $49.6M | 0.04% |
345,900
+5,391
| +2% | +$773K |
|
488
Pultegroup
PHM
$27.7B
| $49.5M | 0.04% |
1,276,125
+30,329
| +2% | +$1.18M |
|
489
Wynn Resorts
WYNN
$12.6B
| $49M | 0.04% |
352,794
+6,357
| +2% | +$883K |
|
|
MTLS
490
Materialise
MTLS
$292M
| $48.8M | 0.04% |
2,667,051
+550,395
| +26% | +$10.1M |
|
|
VAR
491
DELISTED
Varian Medical Systems, Inc.
VAR
| $48.7M | 0.04% |
343,268
+6,238
| +2% | +$886K |
|
492
Old Dominion Freight Line
ODFL
$31.7B
| $48.6M | 0.04% |
768,237
+49,533
| +7% | +$3.13M |
|
|
MRO
493
DELISTED
Marathon Oil Corporation
MRO
| $48.5M | 0.04% |
3,573,710
-19,140
| -0.5% | -$260K |
|
494
EPAM Systems
EPAM
$9.44B
| $48.5M | 0.04% |
228,728
+9,740
| +4% | +$2.07M |
|
|
VMW
495
DELISTED
VMware, Inc
VMW
| $48.3M | 0.04% |
318,520
-7,896
| -2% | -$1.2M |
|
496
Omega Healthcare
OHI
$12.7B
| $48.3M | 0.04% |
1,141,100
+845,740
| +286% | +$35.8M |
|
497
Comerica
CMA
$8.85B
| $48.2M | 0.04% |
672,385
+7,062
| +1% | +$507K |
|
498
Iron Mountain
IRM
$27.2B
| $48.1M | 0.04% |
1,509,950
+189,552
| +14% | +$6.04M |
|
499
Teledyne Technologies
TDY
$25.7B
| $47.7M | 0.04% |
137,628
+124,535
| +951% | +$43.2M |
|
500
Devon Energy
DVN
$22.1B
| $47M | 0.04% |
1,811,176
-43,091
| -2% | -$1.12M |
|