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 |
Broadcom
AVGO
|
$316M |
| 2 |
Apple
AAPL
|
$191M |
| 3 |
Amazon
AMZN
|
$190M |
| 4 |
AT&T
T
|
$158M |
| 5 |
Microsoft
MSFT
|
$138M |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
$220M |
| 2 |
SPDR Gold Trust
GLD
|
$159M |
| 3 |
MON
Monsanto Co
MON
|
$155M |
| 4 |
Keurig Dr Pepper
KDP
|
$68.9M |
| 5 |
Travel + Leisure Co
TNL
|
$32.5M |
Sector Composition
| 1 | Technology | 17.57% |
| 2 | Financials | 16.57% |
| 3 | Healthcare | 11.92% |
| 4 | Consumer Discretionary | 11.02% |
| 5 | Communication Services | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Delta Air Lines
DAL
$39.9B
| $29.9M | 0.03% |
603,544
+43,542
| +8% | +$2.16M |
|
527
IPG Photonics
IPGP
$3.56B
| $29.9M | 0.03% |
135,405
+10,835
| +9% | +$2.39M |
|
528
Tractor Supply
TSCO
$32.1B
| $29.5M | 0.03% |
1,927,335
+117,240
| +6% | +$1.79M |
|
529
NNN REIT
NNN
$8.18B
| $29.3M | 0.03% |
665,470
+40,527
| +6% | +$1.78M |
|
|
XEC
530
DELISTED
CIMAREX ENERGY CO
XEC
| $29.2M | 0.03% |
287,151
+16,269
| +6% | +$1.66M |
|
531
East-West Bancorp
EWBC
$14.8B
| $29.2M | 0.03% |
447,524
+28,400
| +7% | +$1.85M |
|
532
Voya Financial
VOYA
$7.38B
| $29.2M | 0.03% |
620,572
+44,114
| +8% | +$2.07M |
|
533
International Flavors & Fragrances
IFF
$16.9B
| $29M | 0.03% |
233,865
+13,272
| +6% | +$1.65M |
|
534
Interpublic Group of Companies
IPG
$9.94B
| $28.9M | 0.03% |
1,233,007
+89,291
| +8% | +$2.09M |
|
535
Pinnacle West Capital
PNW
$10.6B
| $28.8M | 0.03% |
358,094
+3,963
| +1% | +$319K |
|
536
Aramark
ARMK
$10.2B
| $28.6M | 0.03% |
1,068,253
-49,837
| -4% | -$1.33M |
|
537
SEI Investments
SEIC
$10.8B
| $28.5M | 0.03% |
456,382
+32,139
| +8% | +$2.01M |
|
538
Telus
TU
$25.3B
| $28.4M | 0.03% |
1,600,760
+108,318
| +7% | +$1.92M |
|
539
Unum
UNM
$12.6B
| $28.2M | 0.03% |
763,401
+49,393
| +7% | +$1.83M |
|
540
Robert Half
RHI
$3.77B
| $28.2M | 0.03% |
433,752
+6,427
| +2% | +$418K |
|
541
Autoliv
ALV
$9.58B
| $28.1M | 0.03% |
377,397
+27,393
| +8% | +$2.04M |
|
542
A.O. Smith
AOS
$10.3B
| $28.1M | 0.03% |
474,220
+25,694
| +6% | +$1.52M |
|
543
BorgWarner
BWA
$9.53B
| $28M | 0.03% |
736,719
+48,400
| +7% | +$1.84M |
|
544
Kimco Realty
KIM
$15.4B
| $27.7M | 0.03% |
1,632,693
+92,937
| +6% | +$1.58M |
|
545
Reinsurance Group of America
RGA
$12.8B
| $27.7M | 0.03% |
207,473
+14,130
| +7% | +$1.89M |
|
546
Snap-on
SNA
$17.1B
| $27.5M | 0.03% |
171,071
+11,556
| +7% | +$1.86M |
|
547
Veeva Systems
VEEV
$44.7B
| $27.5M | 0.03% |
357,679
+33,713
| +10% | +$2.59M |
|
548
Bath & Body Works
BBWI
$6.06B
| $27.1M | 0.03% |
909,456
+58,004
| +7% | +$1.73M |
|
549
UGI
UGI
$7.43B
| $26.9M | 0.03% |
516,091
+38,960
| +8% | +$2.03M |
|
550
Wabtec
WAB
$33B
| $26.8M | 0.03% |
271,456
+17,996
| +7% | +$1.77M |
|