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 |
Kraft Heinz
KHC
|
$117M |
| 2 |
PayPal
PYPL
|
$106M |
| 3 |
AT&T
T
|
$70.1M |
| 4 |
Apple
AAPL
|
$55.2M |
| 5 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
$47.8M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$833M |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$137M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$115M |
| 4 |
eBay
EBAY
|
$95M |
| 5 |
HSP
HOSPIRA INC
HSP
|
$40M |
Sector Composition
| 1 | Financials | 16.22% |
| 2 | Healthcare | 14.18% |
| 3 | Technology | 13.72% |
| 4 | Consumer Discretionary | 9.5% |
| 5 | Industrials | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Pinnacle West Capital
PNW
$10.6B
| $20.4M | 0.04% |
317,932
+22,985
| +8% | +$1.47M |
|
|
DISCK
502
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $20.4M | 0.04% |
839,246
+20,683
| +3% | +$502K |
|
503
Regency Centers
REG
$13.4B
| $20.4M | 0.04% |
327,710
+17,925
| +6% | +$1.11M |
|
504
CenterPoint Energy
CNP
$24.7B
| $20.3M | 0.04% |
1,125,736
+8,552
| +0.8% | +$154K |
|
505
Comerica
CMA
$8.85B
| $20.2M | 0.04% |
491,426
+2,026
| +0.4% | +$83.3K |
|
|
HAR
506
DELISTED
Harman International Industries
HAR
| $20.1M | 0.04% |
209,280
+33,237
| +19% | +$3.19M |
|
|
SPLK
507
DELISTED
Splunk Inc
SPLK
| $20.1M | 0.04% |
362,861
+11,501
| +3% | +$637K |
|
508
Workday
WDAY
$61.7B
| $20.1M | 0.04% |
291,303
+39,623
| +16% | +$2.73M |
|
|
ETFC
509
DELISTED
E*Trade Financial Corporation
ETFC
| $19.9M | 0.04% |
754,453
+57,543
| +8% | +$1.52M |
|
510
Gartner
IT
$18.6B
| $19.9M | 0.04% |
236,554
+8,613
| +4% | +$723K |
|
511
Globe Life
GL
$11.3B
| $19.8M | 0.04% |
351,473
+5,818
| +2% | +$328K |
|
|
CIT
512
DELISTED
CIT Group Inc.
CIT
| $19.8M | 0.04% |
494,198
+3,393
| +0.7% | +$136K |
|
513
ResMed
RMD
$40.6B
| $19.7M | 0.04% |
386,211
+16,730
| +5% | +$853K |
|
514
Qorvo
QRVO
$8.61B
| $19.6M | 0.04% |
435,405
-23,192
| -5% | -$1.04M |
|
515
Robert Half
RHI
$3.77B
| $19.6M | 0.04% |
383,281
-7,900
| -2% | -$404K |
|
516
Mattel
MAT
$6.06B
| $19.6M | 0.04% |
930,797
+9,637
| +1% | +$203K |
|
517
Ashland
ASH
$2.51B
| $19.5M | 0.04% |
395,770
+32,422
| +9% | +$1.6M |
|
518
Restaurant Brands International
QSR
$20.7B
| $19.5M | 0.04% |
542,896
-23,172
| -4% | -$831K |
|
519
United Therapeutics
UTHR
$18.1B
| $19.4M | 0.04% |
147,832
+28,416
| +24% | +$3.73M |
|
520
SEI Investments
SEIC
$10.8B
| $19.4M | 0.04% |
401,805
+13,877
| +4% | +$669K |
|
521
Gildan
GIL
$8.27B
| $19.3M | 0.04% |
641,275
+12,324
| +2% | +$371K |
|
522
Arthur J. Gallagher & Co
AJG
$76.7B
| $19.3M | 0.04% |
466,946
+44,115
| +10% | +$1.82M |
|
523
BCE
BCE
$23.1B
| $19.2M | 0.04% |
472,046
-21,374
| -4% | -$871K |
|
524
Dr. Reddy's Laboratories
RDY
$11.9B
| $19M | 0.04% |
1,489,820
+319,500
| +27% | +$4.08M |
|
525
Nasdaq
NDAQ
$53.6B
| $19M | 0.04% |
1,067,328
+108,813
| +11% | +$1.93M |
|