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 |
Alphabet (Google) Class C
GOOG
|
+$823M |
| 2 |
Essex Property Trust
ESS
|
+$30.9M |
| 3 |
United Rentals
URI
|
+$24.6M |
| 4 |
Genworth Financial
GNW
|
+$21.9M |
| 5 |
Navient
NAVI
|
+$18.9M |
Top Sells
| 1 |
Apple
AAPL
|
+$70.9M |
| 2 |
Exxon Mobil
XOM
|
+$58.2M |
| 3 |
Microsoft
MSFT
|
+$43M |
| 4 |
GE Aerospace
GE
|
+$39.6M |
| 5 |
Chevron
CVX
|
+$38.7M |
Sector Composition
| 1 | Financials | 15.6% |
| 2 | Technology | 13.2% |
| 3 | Healthcare | 13.14% |
| 4 | Energy | 11.33% |
| 5 | Industrials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Raymond James Financial
RJF
$33.2B
| $15.9M | 0.03% |
469,941
-163,856
| -26% | -$5.54M |
|
|
JOY
552
DELISTED
Joy Global Inc
JOY
| $15.8M | 0.03% |
257,359
-10,293
| -4% | -$634K |
|
553
Regency Centers
REG
$13.1B
| $15.8M | 0.03% |
283,058
-10,936
| -4% | -$609K |
|
554
Dentsply Sirona
XRAY
$2.73B
| $15.8M | 0.03% |
332,699
-13,430
| -4% | -$636K |
|
555
Teradata
TDC
$1.99B
| $15.7M | 0.03% |
391,761
-14,672
| -4% | -$590K |
|
556
Pinnacle West Capital
PNW
$10.5B
| $15.6M | 0.03% |
270,130
-5,225
| -2% | -$302K |
|
557
Open Text
OTEX
$8.93B
| $15.5M | 0.03% |
644,590
+65,610
| +11% | +$1.57M |
|
558
MDU Resources
MDU
$3.36B
| $15.3M | 0.03% |
1,148,171
-192,042
| -14% | -$2.56M |
|
559
Martin Marietta Materials
MLM
$37.2B
| $15.3M | 0.03% |
115,915
-4,168
| -3% | -$550K |
|
560
Southwest Airlines
LUV
$16.3B
| $15.3M | 0.03% |
569,200
+42,499
| +8% | +$1.14M |
|
561
Hasbro
HAS
$10.9B
| $15M | 0.03% |
282,956
-3,953
| -1% | -$210K |
|
562
GameStop
GME
$10.9B
| $15M | 0.03% |
1,480,432
-71,212
| -5% | -$720K |
|
563
Avnet
AVT
$4.5B
| $14.9M | 0.03% |
335,419
-12,355
| -4% | -$547K |
|
564
AGCO
AGCO
$8.02B
| $14.8M | 0.03% |
263,096
-29,298
| -10% | -$1.65M |
|
565
Hologic
HOLX
$14.6B
| $14.8M | 0.03% |
583,427
-95,087
| -14% | -$2.41M |
|
|
QEP
566
DELISTED
QEP RESOURCES, INC.
QEP
| $14.7M | 0.03% |
424,654
-10,442
| -2% | -$360K |
|
567
Albemarle
ALB
$8.63B
| $14.6M | 0.03% |
203,598
-7,450
| -4% | -$533K |
|
|
PETM
568
DELISTED
PETSMART INC
PETM
| $14.5M | 0.03% |
243,057
-9,665
| -4% | -$578K |
|
569
Darden Restaurants
DRI
$24.7B
| $14.4M | 0.03% |
347,249
-13,822
| -4% | -$572K |
|
|
WIN
570
DELISTED
Windstream Holdings Inc
WIN
| $14.2M | 0.03% |
182,247
-7,796
| -4% | -$608K |
|
571
W.R. Berkley
WRB
$27.4B
| $14.1M | 0.03% |
1,024,907
-88,917
| -8% | -$1.22M |
|
|
LM
572
DELISTED
Legg Mason, Inc.
LM
| $14.1M | 0.03% |
273,944
-4,708
| -2% | -$242K |
|
|
FTR
573
DELISTED
Frontier Communications Corp.
FTR
| $14M | 0.03% |
160,239
-5,238
| -3% | -$459K |
|
574
Wolfspeed
WOLF
$230M
| $14M | 0.03% |
280,364
-10,540
| -4% | -$526K |
|
|
PBCT
575
DELISTED
People's United Financial Inc
PBCT
| $13.9M | 0.03% |
918,817
-30,074
| -3% | -$456K |
|