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 |
WBA
Walgreens Boots Alliance
WBA
|
$199M |
| 2 |
Apple
AAPL
|
$151M |
| 3 |
Exxon Mobil
XOM
|
$80.4M |
| 4 |
Microsoft
MSFT
|
$75.3M |
| 5 |
Johnson & Johnson
JNJ
|
$66.4M |
Top Sells
| 1 |
Medtronic
MDT
|
$168M |
| 2 |
AGN
ALLERGAN INC
AGN
|
$150M |
| 3 |
Viatris
VTRS
|
$51.7M |
| 4 |
CFN
CAREFUSION CORPORATION
CFN
|
$30.4M |
| 5 |
SWY
SAFEWAY INC
SWY
|
$20.6M |
Sector Composition
| 1 | Financials | 15.18% |
| 2 | Healthcare | 13.9% |
| 3 | Technology | 13.57% |
| 4 | Energy | 9.54% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Regency Centers
REG
$13.4B
| $21.1M | 0.04% |
309,591
+15,507
| +5% | +$1.06M |
|
527
Edgewell Personal Care
EPC
$1.09B
| $21M | 0.04% |
204,717
+7,451
| +4% | +$763K |
|
528
Eldorado Gold
EGO
$5.31B
| $20.9M | 0.04% |
911,258
+73,888
| +9% | +$1.69M |
|
|
MWV
529
DELISTED
MEADWESTVACO CORP
MWV
| $20.9M | 0.04% |
418,312
+4,228
| +1% | +$211K |
|
530
Iron Mountain
IRM
$27.2B
| $20.8M | 0.04% |
+570,992
| New | +$20.8M |
|
531
Pultegroup
PHM
$27.7B
| $20.8M | 0.04% |
936,678
+132,504
| +16% | +$2.95M |
|
532
United Airlines
UAL
$34.5B
| $20.8M | 0.04% |
308,734
+49,286
| +19% | +$3.31M |
|
|
SCG
533
DELISTED
Scana
SCG
| $20.7M | 0.04% |
375,981
+49,592
| +15% | +$2.73M |
|
|
SPN
534
DELISTED
Superior Energy Services, Inc.
SPN
| $20.5M | 0.04% |
915,600
+23,792
| +3% | +$532K |
|
535
MGM Resorts International
MGM
$9.98B
| $20.4M | 0.04% |
970,568
+57,474
| +6% | +$1.21M |
|
536
BCE
BCE
$23.1B
| $20.3M | 0.04% |
480,429
-278,793
| -37% | -$11.8M |
|
537
LKQ Corp
LKQ
$8.33B
| $20.3M | 0.04% |
794,380
+114,602
| +17% | +$2.93M |
|
538
Comerica
CMA
$8.85B
| $20.2M | 0.04% |
447,476
-47,271
| -10% | -$2.13M |
|
539
AGNC Investment
AGNC
$10.8B
| $20.1M | 0.04% |
942,437
+21,852
| +2% | +$466K |
|
540
Ralph Lauren
RL
$18.9B
| $19.8M | 0.04% |
150,877
+8,708
| +6% | +$1.15M |
|
|
FTR
541
DELISTED
Frontier Communications Corp.
FTR
| $19.6M | 0.04% |
185,020
+21,647
| +13% | +$2.29M |
|
542
Dentsply Sirona
XRAY
$2.92B
| $19.4M | 0.04% |
381,853
+54,322
| +17% | +$2.76M |
|
|
TLM
543
DELISTED
TALISMAN ENERGY INC
TLM
| $19.4M | 0.04% |
2,532,060
+43,448
| +2% | +$333K |
|
544
FMC
FMC
$4.72B
| $19.4M | 0.04% |
390,186
+26,186
| +7% | +$1.3M |
|
545
CNX Resources
CNX
$4.18B
| $19.4M | 0.04% |
833,567
+177,871
| +27% | +$4.13M |
|
546
Hologic
HOLX
$14.8B
| $19.3M | 0.03% |
582,995
+20,177
| +4% | +$666K |
|
|
POM
547
DELISTED
PEPCO HOLDINGS, INC.
POM
| $19M | 0.03% |
709,206
+82,202
| +13% | +$2.21M |
|
548
Flowserve
FLS
$7.22B
| $19M | 0.03% |
336,792
+9,961
| +3% | +$563K |
|
549
Toll Brothers
TOL
$14.2B
| $18.9M | 0.03% |
480,137
+21,523
| +5% | +$847K |
|
550
Ionis Pharmaceuticals
IONS
$9.76B
| $18.9M | 0.03% |
+296,527
| New | +$18.9M |
|