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 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$22.6M |
| 2 |
BEAV
B/E Aerospace Inc
BEAV
|
$21.8M |
| 3 |
General Motors
GM
|
$21.4M |
| 4 |
Intercontinental Exchange
ICE
|
$20.8M |
| 5 |
Corpay
CPAY
|
$19.9M |
Top Sells
| 1 |
Apple
AAPL
|
$105M |
| 2 |
Exxon Mobil
XOM
|
$63.4M |
| 3 |
DELL
DELL INC
DELL
|
$54.6M |
| 4 |
GE Aerospace
GE
|
$47.3M |
| 5 |
Visa
V
|
$37.4M |
Sector Composition
| 1 | Financials | 15.9% |
| 2 | Technology | 12.91% |
| 3 | Healthcare | 12.83% |
| 4 | Energy | 10.83% |
| 5 | Industrials | 10.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Universal Health Services
UHS
$11.8B
| $17.4M | 0.04% |
+216,408
| New | +$17.4M |
|
|
HSP
527
DELISTED
HOSPIRA INC
HSP
| $17.3M | 0.04% |
418,891
-24,109
| -5% | -$995K |
|
528
Under Armour
UAA
$2.18B
| $17.2M | 0.04% |
797,042
-28,452
| -3% | -$614K |
|
529
Lennar Class A
LEN
$36.8B
| $17.2M | 0.04% |
454,437
-16,934
| -4% | -$641K |
|
530
Edgewell Personal Care
EPC
$1.05B
| $17.1M | 0.04% |
214,044
-12,409
| -5% | -$992K |
|
531
News Corp Class A
NWSA
$16.8B
| $17M | 0.04% |
949,198
-149,640
| -14% | -$2.68M |
|
532
Synopsys
SNPS
$112B
| $16.9M | 0.04% |
415,380
+7,442
| +2% | +$302K |
|
533
ResMed
RMD
$40.7B
| $16.9M | 0.04% |
357,100
-18,043
| -5% | -$852K |
|
534
OGE Energy
OGE
$8.73B
| $16.8M | 0.04% |
497,701
-26,198
| -5% | -$886K |
|
|
AMTD
535
DELISTED
TD Ameritrade Holding Corp
AMTD
| $16.7M | 0.03% |
554,489
-14,189
| -2% | -$429K |
|
536
Methanex
MEOH
$2.98B
| $16.7M | 0.03% |
+286,282
| New | +$16.7M |
|
537
Robert Half
RHI
$3.66B
| $16.7M | 0.03% |
398,076
-18,484
| -4% | -$776K |
|
538
D.R. Horton
DHI
$54.8B
| $16.7M | 0.03% |
760,175
-121,709
| -14% | -$2.67M |
|
|
TSS
539
DELISTED
Total System Services, Inc.
TSS
| $16.6M | 0.03% |
500,432
+36,721
| +8% | +$1.22M |
|
540
Pinnacle West Capital
PNW
$10.5B
| $16.5M | 0.03% |
310,688
-59,114
| -16% | -$3.13M |
|
|
MWV
541
DELISTED
MEADWESTVACO CORP
MWV
| $16.4M | 0.03% |
449,062
-13,130
| -3% | -$481K |
|
|
ONIT
542
Onity Group Inc.
ONIT
$349M
| $16.4M | 0.03% |
+19,623
| New | +$16.4M |
|
543
MDU Resources
MDU
$3.27B
| $16.3M | 0.03% |
1,412,598
+16,229
| +1% | +$187K |
|
544
Vermilion Energy
VET
$1.14B
| $16.3M | 0.03% |
277,645
+558
| +0.2% | +$32.7K |
|
|
AUY
545
DELISTED
Yamana Gold, Inc.
AUY
| $16.3M | 0.03% |
1,919,980
-119,059
| -6% | -$1.01M |
|
546
Franco-Nevada
FNV
$38.1B
| $16.3M | 0.03% |
406,478
+18,345
| +5% | +$734K |
|
547
Crown Holdings
CCK
$10.9B
| $16.2M | 0.03% |
365,017
-19,735
| -5% | -$878K |
|
548
Xylem
XYL
$34B
| $16.2M | 0.03% |
467,962
-15,219
| -3% | -$526K |
|
549
Toll Brothers
TOL
$14.3B
| $16.1M | 0.03% |
438,472
-63,557
| -13% | -$2.34M |
|
550
Cintas
CTAS
$81.3B
| $16.1M | 0.03% |
1,079,504
-84,356
| -7% | -$1.25M |
|