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 | |
|---|---|---|---|---|---|---|
576
Fortinet
FTNT
$61.2B
| $22.2M | 0.03% |
2,076,010
+13,680
| +0.7% | +$147K |
|
577
Kimco Realty
KIM
$15.1B
| $22.2M | 0.03% |
1,539,756
+29,283
| +2% | +$422K |
|
|
LSXMK
578
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $22.1M | 0.03% |
711,277
-82,053
| -10% | -$2.55M |
|
579
Imperial Oil
IMO
$45.6B
| $22.1M | 0.03% |
835,079
-7,502
| -0.9% | -$198K |
|
|
WR
580
DELISTED
Westar Energy Inc
WR
| $22M | 0.03% |
418,565
+5,738
| +1% | +$302K |
|
581
Jacobs Solutions
J
$17.2B
| $21.7M | 0.03% |
443,468
+9,152
| +2% | +$448K |
|
|
HDS
582
DELISTED
HD Supply Holdings, Inc.
HDS
| $21.6M | 0.03% |
570,383
-11,428
| -2% | -$434K |
|
583
AES
AES
$9.06B
| $21.5M | 0.03% |
1,892,306
+24,274
| +1% | +$276K |
|
584
UGI
UGI
$7.36B
| $21.2M | 0.03% |
477,131
-2,257
| -0.5% | -$100K |
|
585
iShares TIPS Bond ETF
TIP
$14B
| $21.1M | 0.03% |
186,684
+41,049
| +28% | +$4.64M |
|
586
Arrow Electronics
ARW
$6.5B
| $20.9M | 0.03% |
270,806
+2,181
| +0.8% | +$168K |
|
|
LPT
587
DELISTED
Liberty Property Trust
LPT
| $20.8M | 0.03% |
523,857
+8,961
| +2% | +$356K |
|
|
CIT
588
DELISTED
CIT Group Inc.
CIT
| $20.7M | 0.03% |
402,226
-7,806
| -2% | -$402K |
|
589
Middleby
MIDD
$7.03B
| $20.7M | 0.03% |
166,898
-194
| -0.1% | -$24K |
|
590
Wabtec
WAB
$32.5B
| $20.6M | 0.03% |
253,460
+2,835
| +1% | +$231K |
|
591
Jefferies Financial Group
JEF
$13.3B
| $20.6M | 0.03% |
1,010,552
-12,418
| -1% | -$253K |
|
|
SBNY
592
DELISTED
Signature Bank
SBNY
| $20.5M | 0.03% |
144,526
+2,075
| +1% | +$295K |
|
593
News Corp Class A
NWSA
$16.6B
| $20.4M | 0.03% |
1,294,100
+116,503
| +10% | +$1.84M |
|
594
American Airlines Group
AAL
$8.42B
| $20.3M | 0.03% |
390,517
-3,006
| -0.8% | -$156K |
|
|
WBC
595
DELISTED
WABCO HOLDINGS INC.
WBC
| $20.2M | 0.03% |
151,155
-2,617
| -2% | -$350K |
|
596
Helmerich & Payne
HP
$1.99B
| $20.2M | 0.03% |
302,827
+2,106
| +0.7% | +$140K |
|
597
Polaris
PII
$3.32B
| $20.1M | 0.03% |
175,376
+3,899
| +2% | +$447K |
|
|
EV
598
DELISTED
Eaton Vance Corp.
EV
| $20M | 0.03% |
358,388
+28,930
| +9% | +$1.61M |
|
|
CLR
599
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $19.9M | 0.03% |
338,272
+34,026
| +11% | +$2.01M |
|
600
Crown Holdings
CCK
$11B
| $19.7M | 0.03% |
388,302
+3,105
| +0.8% | +$158K |
|