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 | 10.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
KBR
KBR
$6.4B
| $13.7M | 0.03% |
441,012
+598
| +0.1% | +$18.6K |
|
577
Regency Centers
REG
$13.4B
| $13.6M | 0.03% |
292,438
-10,152
| -3% | -$474K |
|
|
BPO
578
DELISTED
BROOKFIELD OFFICE PROPERTIES. INC
BPO
| $13.4M | 0.03% |
699,786
-40,708
| -5% | -$781K |
|
579
Open Text
OTEX
$8.45B
| $13.4M | 0.03% |
579,532
-10,060
| -2% | -$233K |
|
580
Albemarle
ALB
$9.6B
| $13.4M | 0.03% |
211,709
-21,697
| -9% | -$1.37M |
|
581
Baytex Energy
BTE
$1.67B
| $13.4M | 0.03% |
342,422
-17,103
| -5% | -$667K |
|
|
QEP
582
DELISTED
QEP RESOURCES, INC.
QEP
| $13.3M | 0.03% |
435,257
-30,707
| -7% | -$939K |
|
|
EGN
583
DELISTED
Energen
EGN
| $13.1M | 0.03% |
187,407
-2,992
| -2% | -$210K |
|
584
Assurant
AIZ
$10.7B
| $13.1M | 0.03% |
198,084
-12,789
| -6% | -$847K |
|
|
CLR
585
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $13M | 0.03% |
235,396
-20,452
| -8% | -$1.13M |
|
|
EV
586
DELISTED
Eaton Vance Corp.
EV
| $12.8M | 0.03% |
298,240
-27,146
| -8% | -$1.17M |
|
|
WIN
587
DELISTED
Windstream Holdings Inc
WIN
| $12.8M | 0.03% |
203,677
-8,706
| -4% | -$547K |
|
588
Eldorado Gold
EGO
$5.31B
| $12.5M | 0.03% |
452,978
-16,489
| -4% | -$456K |
|
589
Workday
WDAY
$61.7B
| $12.5M | 0.03% |
+151,766
| New | +$12.5M |
|
590
Martin Marietta Materials
MLM
$37.5B
| $12.5M | 0.03% |
124,594
+4,833
| +4% | +$484K |
|
|
FLIR
591
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $12.4M | 0.03% |
417,244
-50,047
| -11% | -$1.49M |
|
|
BRSL
592
Brightstar Lottery PLC
BRSL
$3.18B
| $12.3M | 0.03% |
689,029
-107,508
| -13% | -$1.92M |
|
593
Avery Dennison
AVY
$13.1B
| $12.2M | 0.03% |
242,887
-20,365
| -8% | -$1.02M |
|
|
CIE
594
DELISTED
Cobalt International Energy, Inc
CIE
| $12.2M | 0.03% |
50,488
-1,639
| -3% | -$396K |
|
595
Kinross Gold
KGC
$26.9B
| $12.2M | 0.03% |
2,851,119
-93,441
| -3% | -$399K |
|
596
SEI Investments
SEIC
$10.8B
| $12.2M | 0.03% |
349,840
-80,453
| -19% | -$2.79M |
|
597
Agnico Eagle Mines
AEM
$76.3B
| $12.1M | 0.03% |
467,354
-1,901
| -0.4% | -$49.2K |
|
|
POM
598
DELISTED
PEPCO HOLDINGS, INC.
POM
| $12.1M | 0.03% |
633,656
-15,143
| -2% | -$289K |
|
599
Nasdaq
NDAQ
$53.6B
| $11.9M | 0.02% |
897,972
-23,199
| -3% | -$308K |
|
|
FTR
600
DELISTED
Frontier Communications Corp.
FTR
| $11.9M | 0.02% |
168,910
-5,097
| -3% | -$359K |
|