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 |
Apple
AAPL
|
+$450M |
| 2 |
Microsoft
MSFT
|
+$436M |
| 3 |
Amazon
AMZN
|
+$421M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$211M |
| 5 |
Johnson & Johnson
JNJ
|
+$209M |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
+$214M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
+$176M |
| 3 |
PX
Praxair Inc
PX
|
+$149M |
| 4 |
COL
Rockwell Collins
COL
|
+$76.7M |
| 5 |
ANDV
Andeavor
ANDV
|
+$73M |
Sector Composition
| 1 | Technology | 17.38% |
| 2 | Financials | 15.84% |
| 3 | Healthcare | 13.61% |
| 4 | Consumer Discretionary | 10.74% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Western Union
WU
$2.83B
| $29.3M | 0.03% |
1,717,862
+91,366
| +6% | +$1.56M |
|
527
Spirit AeroSystems
SPR
$4.78B
| $29M | 0.03% |
410,292
+62,527
| +18% | +$4.42M |
|
528
Southwest Airlines
LUV
$16.4B
| $29M | 0.03% |
619,808
+123,472
| +25% | +$5.77M |
|
529
PVH
PVH
$3.99B
| $28.9M | 0.03% |
312,838
+46,154
| +17% | +$4.26M |
|
530
DaVita
DVA
$9.67B
| $28.8M | 0.03% |
571,258
+92,464
| +19% | +$4.66M |
|
|
HDS
531
DELISTED
HD Supply Holdings, Inc.
HDS
| $28.5M | 0.03% |
765,990
+130,717
| +21% | +$4.87M |
|
532
Aramark
ARMK
$10B
| $28.5M | 0.03% |
1,378,171
+284,540
| +26% | +$5.89M |
|
533
XPO
XPO
$15.5B
| $28.5M | 0.03% |
1,469,140
+232,164
| +19% | +$4.5M |
|
534
Pultegroup
PHM
$26.7B
| $28.4M | 0.03% |
1,092,190
+37,222
| +4% | +$969K |
|
535
Leidos
LDOS
$22.7B
| $28.2M | 0.03% |
537,514
+85,387
| +19% | +$4.47M |
|
536
BorgWarner
BWA
$9.46B
| $28.2M | 0.03% |
926,785
+163,061
| +21% | +$4.95M |
|
537
BCE
BCE
$22.5B
| $28.1M | 0.03% |
711,097
+159,238
| +29% | +$6.3M |
|
538
Jacobs Solutions
J
$17.2B
| $28.1M | 0.03% |
588,963
+86,329
| +17% | +$4.11M |
|
539
Interpublic Group of Companies
IPG
$9.82B
| $28M | 0.03% |
1,371,588
+113,031
| +9% | +$2.31M |
|
540
Qorvo
QRVO
$8.47B
| $28M | 0.03% |
460,821
+52,578
| +13% | +$3.2M |
|
541
Live Nation Entertainment
LYV
$39.3B
| $27.9M | 0.03% |
578,937
+107,708
| +23% | +$5.2M |
|
542
Snap-on
SNA
$16.8B
| $27.9M | 0.03% |
193,532
+16,928
| +10% | +$2.44M |
|
543
Mohawk Industries
MHK
$8.46B
| $27.7M | 0.03% |
236,477
+42,629
| +22% | +$5M |
|
544
Howmet Aerospace
HWM
$71.1B
| $27.6M | 0.03% |
2,148,791
+397,262
| +23% | +$5.11M |
|
545
Steel Dynamics
STLD
$19.2B
| $27.5M | 0.03% |
921,181
+146,615
| +19% | +$4.38M |
|
546
Unum
UNM
$12.5B
| $27.1M | 0.03% |
936,135
+163,549
| +21% | +$4.74M |
|
|
LPT
547
DELISTED
Liberty Property Trust
LPT
| $27.1M | 0.03% |
648,378
+83,649
| +15% | +$3.5M |
|
548
Liberty Broadband Class C
LBRDK
$8.62B
| $27.1M | 0.03% |
376,708
+40,373
| +12% | +$2.9M |
|
549
Imperial Oil
IMO
$45.8B
| $26.8M | 0.03% |
1,047,722
+178,798
| +21% | +$4.58M |
|
550
Kimco Realty
KIM
$15.2B
| $26.6M | 0.03% |
1,771,314
+105,857
| +6% | +$1.59M |
|