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 | |
|---|---|---|---|---|---|---|
551
ServiceNow
NOW
$194B
| $16M | 0.03% |
+288,777
| New | +$16M |
|
|
DNR
552
DELISTED
Denbury Resources, Inc.
DNR
| $16M | 0.03% |
983,194
-46,820
| -5% | -$762K |
|
553
Hasbro
HAS
$11.1B
| $16M | 0.03% |
291,148
-18,653
| -6% | -$1.03M |
|
|
PCYC
554
DELISTED
PHARMACYCLICS INC
PCYC
| $15.8M | 0.03% |
+147,587
| New | +$15.8M |
|
|
BTU
555
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
| $15.6M | 0.03% |
54,192
-2,011
| -4% | -$580K |
|
|
SCG
556
DELISTED
Scana
SCG
| $15.5M | 0.03% |
331,190
-8,981
| -3% | -$421K |
|
557
Fossil Group
FOSL
$161M
| $15.5M | 0.03% |
128,898
-11,221
| -8% | -$1.35M |
|
558
Avnet
AVT
$4.43B
| $15.4M | 0.03% |
351,974
-15,160
| -4% | -$664K |
|
559
Camden Property Trust
CPT
$11.8B
| $15.4M | 0.03% |
265,239
-7,908
| -3% | -$458K |
|
560
iShares MSCI Mexico ETF
EWW
$1.84B
| $15.3M | 0.03% |
225,700
-102,500
| -31% | -$6.94M |
|
|
DRE
561
DELISTED
Duke Realty Corp.
DRE
| $15.2M | 0.03% |
1,011,064
-49,472
| -5% | -$745K |
|
562
Gildan
GIL
$8.26B
| $15.2M | 0.03% |
568,902
-42,294
| -7% | -$1.13M |
|
563
W.R. Berkley
WRB
$27.3B
| $15.2M | 0.03% |
1,185,536
+144,480
| +14% | +$1.85M |
|
564
Hologic
HOLX
$14.7B
| $15.2M | 0.03% |
679,772
-30,681
| -4% | -$685K |
|
565
Rayonier
RYN
$4.06B
| $15M | 0.03% |
493,377
-2,350
| -0.5% | -$71.4K |
|
566
lululemon athletica
LULU
$19.9B
| $14.9M | 0.03% |
252,818
-9,334
| -4% | -$552K |
|
|
LPT
567
DELISTED
Liberty Property Trust
LPT
| $14.7M | 0.03% |
431,172
-16,738
| -4% | -$571K |
|
568
Arrow Electronics
ARW
$6.46B
| $14.6M | 0.03% |
271,964
-16,961
| -6% | -$909K |
|
569
Alliant Energy
LNT
$16.4B
| $14.4M | 0.03% |
559,926
-19,540
| -3% | -$504K |
|
|
PBCT
570
DELISTED
People's United Financial Inc
PBCT
| $14.3M | 0.03% |
953,376
+54,322
| +6% | +$815K |
|
571
Dick's Sporting Goods
DKS
$17.8B
| $14.3M | 0.03% |
247,759
-222,756
| -47% | -$12.8M |
|
572
O-I Glass
OI
$1.97B
| $14.2M | 0.03% |
400,121
-26,391
| -6% | -$938K |
|
|
LM
573
DELISTED
Legg Mason, Inc.
LM
| $14.2M | 0.03% |
327,263
-27,701
| -8% | -$1.2M |
|
|
DNB
574
DELISTED
Dun & Bradstreet
DNB
| $14.1M | 0.03% |
114,729
-506
| -0.4% | -$62.1K |
|
575
Ulta Beauty
ULTA
$23.5B
| $14M | 0.03% |
148,767
-3,817
| -3% | -$360K |
|