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 |
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
|
+$81.9M |
| 2 |
Exxon Mobil
XOM
|
+$66M |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
+$60.3M |
| 4 |
Freeport-McMoran
FCX
|
+$59.3M |
| 5 |
MON
Monsanto Co
MON
|
+$58.4M |
Top Sells
| 1 |
FRX
FOREST LABORATORIES INC
FRX
|
+$68.3M |
| 2 |
Apple
AAPL
|
+$58.6M |
| 3 |
Citigroup
C
|
+$36.4M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$33.2M |
| 5 |
CELG
Celgene Corp
CELG
|
+$26M |
Sector Composition
| 1 | Financials | 15.32% |
| 2 | Technology | 13.18% |
| 3 | Healthcare | 13.09% |
| 4 | Energy | 11.42% |
| 5 | Industrials | 9.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WIN
551
DELISTED
Windstream Holdings Inc
WIN
| $15.9M | 0.03% |
187,755
+5,508
| +3% | +$465K |
|
|
FTR
552
DELISTED
Frontier Communications Corp.
FTR
| $15.8M | 0.03% |
162,154
+1,915
| +1% | +$187K |
|
553
Methanex
MEOH
$2.98B
| $15.8M | 0.03% |
237,197
-45,979
| -16% | -$3.07M |
|
|
RKT
554
DELISTED
ROCK-TENN COMPANY CL-A
RKT
| $15.8M | 0.03% |
331,932
-1,008
| -0.3% | -$48K |
|
555
Lennar Class A
LEN
$35.4B
| $15.7M | 0.03% |
424,903
-3,519
| -0.8% | -$130K |
|
556
Xylem
XYL
$33.5B
| $15.7M | 0.03% |
441,920
-8,897
| -2% | -$316K |
|
557
Regency Centers
REG
$13.1B
| $15.7M | 0.03% |
291,206
+8,148
| +3% | +$439K |
|
558
Petrobras
PBR
$82.2B
| $15.7M | 0.03% |
+1,102,900
| New | +$15.7M |
|
559
Vermilion Energy
VET
$1.18B
| $15.6M | 0.03% |
257,174
-7,360
| -3% | -$448K |
|
|
DISCA
560
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $15.5M | 0.03% |
411,046
-400,894
| -49% | -$15.2M |
|
561
Hasbro
HAS
$10.9B
| $15.4M | 0.03% |
280,190
-2,766
| -1% | -$152K |
|
|
GOLD
562
DELISTED
Randgold Resources Ltd
GOLD
| $15.4M | 0.03% |
+231,195
| New | +$15.4M |
|
563
Iron Mountain
IRM
$28.8B
| $15.4M | 0.03% |
471,028
+99,951
| +27% | +$3.26M |
|
564
Alliant Energy
LNT
$16.4B
| $15.3M | 0.03% |
551,576
+8,924
| +2% | +$247K |
|
|
CLR
565
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $15.2M | 0.03% |
229,110
+6,400
| +3% | +$425K |
|
566
Dentsply Sirona
XRAY
$2.73B
| $15.1M | 0.03% |
331,738
-961
| -0.3% | -$43.8K |
|
567
Pultegroup
PHM
$26.7B
| $15.1M | 0.03% |
856,386
+1,067
| +0.1% | +$18.8K |
|
568
Arrow Electronics
ARW
$6.54B
| $15.1M | 0.03% |
272,528
-948
| -0.3% | -$52.5K |
|
569
Gildan
GIL
$8.08B
| $15M | 0.03% |
550,454
-18,402
| -3% | -$503K |
|
570
Voya Financial
VOYA
$7.3B
| $15M | 0.03% |
384,480
+87,376
| +29% | +$3.42M |
|
|
PETM
571
DELISTED
PETSMART INC
PETM
| $15M | 0.03% |
214,067
-28,990
| -12% | -$2.03M |
|
572
Crown Holdings
CCK
$11B
| $15M | 0.03% |
336,913
-1,644
| -0.5% | -$73.2K |
|
573
GameStop
GME
$10.9B
| $15M | 0.03% |
1,455,932
-24,500
| -2% | -$252K |
|
574
Jacobs Solutions
J
$17.3B
| $14.9M | 0.03% |
369,221
-11,537
| -3% | -$466K |
|
575
Raymond James Financial
RJF
$33.2B
| $14.8M | 0.03% |
413,450
-56,491
| -12% | -$2.02M |
|