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 |
DuPont de Nemours
DD
|
$234M |
| 2 |
Alibaba
BABA
|
$82.3M |
| 3 |
iShares Gold Trust
IAU
|
$79.6M |
| 4 |
Baker Hughes
BKR
|
$43.6M |
| 5 |
Meta Platforms (Facebook)
META
|
$39.6M |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$211M |
| 2 |
RAI
Reynolds American Inc
RAI
|
$169M |
| 3 |
BHI
Baker Hughes
BHI
|
$65.5M |
| 4 |
WFM
Whole Foods Market Inc
WFM
|
$39.8M |
| 5 |
MetLife
MET
|
$26.1M |
Sector Composition
| 1 | Financials | 17.23% |
| 2 | Technology | 15.13% |
| 3 | Healthcare | 12.68% |
| 4 | Communication Services | 10.08% |
| 5 | Consumer Discretionary | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
CoStar Group
CSGP
$37.2B
| $24.9M | 0.04% |
930,060
-15,500
| -2% | -$416K |
|
527
Interpublic Group of Companies
IPG
$9.69B
| $24.9M | 0.04% |
1,197,372
-5,799
| -0.5% | -$121K |
|
528
Leidos
LDOS
$22.8B
| $24.9M | 0.04% |
420,293
+40,218
| +11% | +$2.38M |
|
529
Jefferies Financial Group
JEF
$13.2B
| $24.9M | 0.04% |
1,100,197
-12,298
| -1% | -$278K |
|
530
Atmos Energy
ATO
$26.5B
| $24.9M | 0.04% |
296,425
-16,946
| -5% | -$1.42M |
|
531
Avery Dennison
AVY
$13B
| $24.6M | 0.03% |
250,276
-4,361
| -2% | -$429K |
|
532
Pultegroup
PHM
$26.3B
| $24.5M | 0.03% |
897,463
-128,352
| -13% | -$3.51M |
|
533
W.R. Berkley
WRB
$27.4B
| $24.4M | 0.03% |
1,236,168
+1,239
| +0.1% | +$24.5K |
|
|
VMW
534
DELISTED
VMware, Inc
VMW
| $24.1M | 0.03% |
220,263
-13,905
| -6% | -$1.52M |
|
535
Sealed Air
SEE
$4.76B
| $24M | 0.03% |
561,667
+1,305
| +0.2% | +$55.7K |
|
536
BCE
BCE
$22.9B
| $24M | 0.03% |
511,603
+271
| +0.1% | +$12.7K |
|
537
Kohl's
KSS
$1.78B
| $23.8M | 0.03% |
521,634
-15,216
| -3% | -$695K |
|
538
HDFC Bank
HDB
$181B
| $23.8M | 0.03% |
493,060
+206,260
| +72% | +$9.94M |
|
539
Ingredion
INGR
$8.2B
| $23.6M | 0.03% |
195,266
-15,909
| -8% | -$1.92M |
|
540
SEI Investments
SEIC
$10.8B
| $23.5M | 0.03% |
385,378
-11,398
| -3% | -$696K |
|
541
Diamondback Energy
FANG
$41.2B
| $23.5M | 0.03% |
240,185
-33,844
| -12% | -$3.32M |
|
542
Snap-on
SNA
$16.8B
| $23.3M | 0.03% |
156,351
-4,453
| -3% | -$664K |
|
543
Akamai
AKAM
$11.1B
| $23.2M | 0.03% |
475,787
-32,708
| -6% | -$1.59M |
|
544
Crown Holdings
CCK
$10.7B
| $23.1M | 0.03% |
386,720
-11,917
| -3% | -$712K |
|
545
AES
AES
$9.42B
| $23.1M | 0.03% |
2,094,223
+181,095
| +9% | +$2M |
|
546
American Financial Group
AFG
$11.5B
| $23M | 0.03% |
222,009
+15,553
| +8% | +$1.61M |
|
547
Macerich
MAC
$4.67B
| $23M | 0.03% |
417,695
-17,261
| -4% | -$949K |
|
|
CDK
548
DELISTED
CDK Global, Inc.
CDK
| $22.9M | 0.03% |
362,211
-1,248
| -0.3% | -$78.7K |
|
549
UGI
UGI
$7.3B
| $22.8M | 0.03% |
485,687
-33,302
| -6% | -$1.56M |
|
550
Steel Dynamics
STLD
$19.1B
| $22.7M | 0.03% |
658,420
-13,736
| -2% | -$473K |
|