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 | |
|---|---|---|---|---|---|---|
501
LKQ Corp
LKQ
$8.33B
| $46.8M | 0.04% |
1,310,315
+143,707
| +12% | +$5.13M |
|
502
Kimco Realty
KIM
$15.4B
| $46.7M | 0.04% |
2,253,763
+172,523
| +8% | +$3.57M |
|
503
Packaging Corp of America
PKG
$19.8B
| $46.3M | 0.04% |
413,310
-3,630
| -0.9% | -$407K |
|
504
Pinnacle West Capital
PNW
$10.6B
| $46.2M | 0.04% |
513,668
+41,629
| +9% | +$3.74M |
|
505
NRG Energy
NRG
$28.6B
| $46.2M | 0.04% |
1,161,219
-158,029
| -12% | -$6.28M |
|
506
Advance Auto Parts
AAP
$3.63B
| $45.8M | 0.04% |
286,028
-4,732
| -2% | -$758K |
|
507
Avery Dennison
AVY
$13.1B
| $45.7M | 0.04% |
349,047
+1,917
| +0.6% | +$251K |
|
|
NBL
508
DELISTED
Noble Energy, Inc.
NBL
| $45.6M | 0.04% |
1,836,766
+21,171
| +1% | +$526K |
|
509
GoDaddy
GDDY
$20.1B
| $45.6M | 0.04% |
671,274
+9,182
| +1% | +$624K |
|
510
Okta
OKTA
$16.1B
| $45.5M | 0.04% |
394,042
+1,026
| +0.3% | +$118K |
|
511
Globe Life
GL
$11.3B
| $45.4M | 0.04% |
432,205
+4,604
| +1% | +$484K |
|
512
CF Industries
CF
$13.7B
| $45.3M | 0.04% |
948,960
-16,633
| -2% | -$794K |
|
513
Eastman Chemical
EMN
$7.93B
| $45.2M | 0.04% |
570,699
+5,252
| +0.9% | +$416K |
|
514
Tyler Technologies
TYL
$24.2B
| $44.8M | 0.04% |
+149,281
| New | +$44.8M |
|
515
RingCentral
RNG
$2.89B
| $44.6M | 0.04% |
264,574
+260,888
| +7,078% | +$44M |
|
516
C.H. Robinson
CHRW
$14.9B
| $44.5M | 0.04% |
569,651
+13,216
| +2% | +$1.03M |
|
|
Y
517
DELISTED
Alleghany Corporation
Y
| $44.2M | 0.03% |
55,269
+526
| +1% | +$421K |
|
|
SJR
518
DELISTED
Shaw Communications Inc.
SJR
| $44.1M | 0.03% |
2,180,575
+362,970
| +20% | +$7.34M |
|
519
Huntington Ingalls Industries
HII
$10.6B
| $44.1M | 0.03% |
175,798
+2,153
| +1% | +$540K |
|
520
Tractor Supply
TSCO
$32.1B
| $44.1M | 0.03% |
2,357,125
-256,765
| -10% | -$4.8M |
|
521
SiriusXM
SIRI
$8.1B
| $43.8M | 0.03% |
611,932
-29,291
| -5% | -$2.09M |
|
|
ETFC
522
DELISTED
E*Trade Financial Corporation
ETFC
| $43.7M | 0.03% |
963,179
-36,830
| -4% | -$1.67M |
|
|
KL
523
DELISTED
Kirkland Lake Gold Ltd Ordinary
KL
| $43.5M | 0.03% |
985,506
-28,239
| -3% | -$1.25M |
|
524
Vistra
VST
$63.7B
| $43.1M | 0.03% |
1,875,984
+222,214
| +13% | +$5.11M |
|
525
Cenovus Energy
CVE
$28.7B
| $43M | 0.03% |
4,229,485
+102,899
| +2% | +$1.05M |
|