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 |
Extra Space Storage
EXR
|
+$90M |
| 2 |
Advanced Micro Devices
AMD
|
+$76.6M |
| 3 |
Amphenol
APH
|
+$71M |
| 4 |
Kenvue
KVUE
|
+$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
+$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
+$153M |
| 2 |
Johnson & Johnson
JNJ
|
+$96.2M |
| 3 |
Coinbase
COIN
|
+$94.4M |
| 4 |
Tesla
TSLA
|
+$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
LPL Financial
LPLA
$27.3B
| $46.3M | 0.04% |
194,784
-18,584
| -9% | -$4.42M |
|
477
CubeSmart
CUBE
$9.27B
| $46.1M | 0.04% |
1,209,479
-476,012
| -28% | -$18.2M |
|
478
SBA Communications
SBAC
$20.8B
| $46.1M | 0.04% |
230,067
-3,675
| -2% | -$736K |
|
479
Pultegroup
PHM
$26.8B
| $46M | 0.04% |
620,772
-14,300
| -2% | -$1.06M |
|
480
Clorox
CLX
$15.2B
| $45.9M | 0.04% |
350,429
+23,342
| +7% | +$3.06M |
|
481
Howmet Aerospace
HWM
$73.6B
| $45.9M | 0.04% |
992,064
+5,718
| +0.6% | +$264K |
|
482
Baxter International
BAX
$12.4B
| $45.4M | 0.04% |
1,203,987
-15,100
| -1% | -$570K |
|
483
Brown & Brown
BRO
$30.5B
| $44.6M | 0.04% |
638,727
-1,725
| -0.3% | -$120K |
|
484
Hologic
HOLX
$14.6B
| $44.6M | 0.04% |
642,358
-11,793
| -2% | -$818K |
|
485
Markel Group
MKL
$24.3B
| $44.5M | 0.04% |
30,249
-623
| -2% | -$917K |
|
486
Darden Restaurants
DRI
$24.7B
| $44.5M | 0.04% |
310,798
-3,466
| -1% | -$496K |
|
487
FirstEnergy
FE
$24.9B
| $44.4M | 0.04% |
1,299,889
-122,862
| -9% | -$4.2M |
|
|
MRO
488
DELISTED
Marathon Oil Corporation
MRO
| $44.1M | 0.04% |
1,650,254
-37,517
| -2% | -$1M |
|
489
Ferrari
RACE
$84.4B
| $44.1M | 0.04% |
149,116
-4,636
| -3% | -$1.37M |
|
490
Targa Resources
TRGP
$35.1B
| $43.9M | 0.04% |
512,533
-15,724
| -3% | -$1.35M |
|
491
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $43.5M | 0.04% |
527,310
+77,703
| +17% | +$6.41M |
|
492
Synchrony
SYF
$28B
| $43.3M | 0.04% |
1,416,988
+7,262
| +0.5% | +$222K |
|
493
J.M. Smucker
SJM
$11.7B
| $43.2M | 0.04% |
351,778
+4,817
| +1% | +$592K |
|
494
Tyson Foods
TSN
$19.8B
| $43.2M | 0.04% |
855,683
-463
| -0.1% | -$23.4K |
|
495
BioMarin Pharmaceuticals
BMRN
$10.5B
| $43.1M | 0.04% |
487,401
-14,122
| -3% | -$1.25M |
|
496
Fortis
FTS
$24.7B
| $43.1M | 0.04% |
1,131,043
+120,433
| +12% | +$4.59M |
|
497
Cincinnati Financial
CINF
$23.8B
| $43M | 0.04% |
420,165
+1,335
| +0.3% | +$137K |
|
498
NetApp
NTAP
$24.6B
| $42.9M | 0.04% |
564,852
-18,039
| -3% | -$1.37M |
|
499
Corpay
CPAY
$21.5B
| $42.7M | 0.04% |
167,089
-2,640
| -2% | -$674K |
|
500
Huntington Bancshares
HBAN
$25.8B
| $42.4M | 0.03% |
4,079,268
-43,841
| -1% | -$456K |
|