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 |
Nutrien
NTR
|
+$86.1M |
| 2 |
WP
Worldpay, Inc.
WP
|
+$72.2M |
| 3 |
Interactive Brokers
IBKR
|
+$52M |
| 4 |
Johnson & Johnson
JNJ
|
+$49.1M |
| 5 |
iShares Gold Trust
IAU
|
+$48.6M |
Top Sells
| 1 |
Alibaba
BABA
|
+$58.9M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
+$48.6M |
| 3 |
AGU
Agrium
AGU
|
+$45.3M |
| 4 |
CME Group
CME
|
+$37.4M |
| 5 |
Cisco
CSCO
|
+$31.4M |
Sector Composition
| 1 | Financials | 17.44% |
| 2 | Technology | 16.68% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Communication Services | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Robert Half
RHI
$3.66B
| $24.7M | 0.03% |
427,325
+50,883
| +14% | +$2.95M |
|
552
Toll Brothers
TOL
$14B
| $24.6M | 0.03% |
569,848
+14,547
| +3% | +$629K |
|
553
NNN REIT
NNN
$8.12B
| $24.5M | 0.03% |
624,943
+16,013
| +3% | +$629K |
|
554
CF Industries
CF
$13.7B
| $24.4M | 0.03% |
646,385
-3,914
| -0.6% | -$148K |
|
555
Sealed Air
SEE
$4.86B
| $24M | 0.03% |
561,843
-1,606
| -0.3% | -$68.7K |
|
556
Macerich
MAC
$4.68B
| $23.8M | 0.03% |
425,398
+4,540
| +1% | +$254K |
|
557
Veeva Systems
VEEV
$46.3B
| $23.7M | 0.03% |
323,966
-34,312
| -10% | -$2.51M |
|
558
Snap-on
SNA
$17.1B
| $23.5M | 0.03% |
159,515
-1,036
| -0.6% | -$153K |
|
|
GAP
559
The Gap, Inc.
GAP
$8.94B
| $23.3M | 0.03% |
745,995
+20,343
| +3% | +$635K |
|
560
Invitation Homes
INVH
$18.6B
| $23.3M | 0.03% |
1,018,822
+23,028
| +2% | +$526K |
|
561
Jones Lang LaSalle
JLL
$14.8B
| $23.2M | 0.03% |
132,873
+5,573
| +4% | +$973K |
|
562
Advanced Micro Devices
AMD
$253B
| $23.2M | 0.03% |
2,305,153
+15,367
| +0.7% | +$154K |
|
563
CommScope
COMM
$3.59B
| $23.1M | 0.03% |
578,085
-17,317
| -3% | -$692K |
|
564
Lennox International
LII
$20.4B
| $23.1M | 0.03% |
113,029
+506
| +0.4% | +$103K |
|
|
VER
565
DELISTED
VEREIT, Inc.
VER
| $23.1M | 0.03% |
662,845
+13,376
| +2% | +$465K |
|
566
The Mosaic Company
MOS
$10.2B
| $22.9M | 0.03% |
942,564
+10,012
| +1% | +$243K |
|
|
CDK
567
DELISTED
CDK Global, Inc.
CDK
| $22.9M | 0.03% |
361,107
-2,537
| -0.7% | -$161K |
|
568
Melco Resorts & Entertainment
MLCO
$3.75B
| $22.8M | 0.03% |
787,473
+13,102
| +2% | +$380K |
|
569
Tractor Supply
TSCO
$31.3B
| $22.8M | 0.03% |
1,810,095
+4,075
| +0.2% | +$51.4K |
|
570
BCE
BCE
$22.7B
| $22.6M | 0.03% |
526,789
-788
| -0.1% | -$33.9K |
|
571
NiSource
NI
$18.9B
| $22.5M | 0.03% |
941,120
+12,654
| +1% | +$303K |
|
|
FDC
572
DELISTED
First Data Corporation
FDC
| $22.5M | 0.03% |
1,403,285
+273,155
| +24% | +$4.37M |
|
|
BZUN
573
Baozun
BZUN
$223M
| $22.4M | 0.03% |
488,992
-106,732
| -18% | -$4.9M |
|
574
Acuity Brands
AYI
$10.3B
| $22.4M | 0.03% |
160,771
+6,541
| +4% | +$910K |
|
575
Harley-Davidson
HOG
$3.77B
| $22.4M | 0.03% |
521,678
-1,989
| -0.4% | -$85.3K |
|