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 |
Apple
AAPL
|
+$450M |
| 2 |
Microsoft
MSFT
|
+$436M |
| 3 |
Amazon
AMZN
|
+$421M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$211M |
| 5 |
Johnson & Johnson
JNJ
|
+$209M |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
+$214M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
+$176M |
| 3 |
PX
Praxair Inc
PX
|
+$149M |
| 4 |
COL
Rockwell Collins
COL
|
+$76.7M |
| 5 |
ANDV
Andeavor
ANDV
|
+$73M |
Sector Composition
| 1 | Technology | 17.38% |
| 2 | Financials | 15.84% |
| 3 | Healthcare | 13.61% |
| 4 | Consumer Discretionary | 10.74% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Campbell Soup
CPB
$10.1B
| $23.7M | 0.03% |
708,475
+52,091
| +8% | +$1.74M |
|
|
CDK
577
DELISTED
CDK Global, Inc.
CDK
| $23.3M | 0.03% |
492,945
+99,107
| +25% | +$4.69M |
|
578
Ovintiv
OVV
$10.6B
| $23.1M | 0.02% |
794,387
+145,626
| +22% | +$4.24M |
|
579
Liberty Media Series C
FWONK
$25.5B
| $22.8M | 0.02% |
793,917
+124,359
| +19% | +$3.58M |
|
580
Affiliated Managers Group
AMG
$6.57B
| $22.8M | 0.02% |
237,648
+67,540
| +40% | +$6.48M |
|
|
GAP
581
The Gap, Inc.
GAP
$8.96B
| $22.6M | 0.02% |
883,059
+56,750
| +7% | +$1.45M |
|
582
AeroVironment
AVAV
$11.5B
| $22.6M | 0.02% |
334,425
+92,315
| +38% | +$6.24M |
|
583
Alnylam Pharmaceuticals
ALNY
$63.2B
| $22.5M | 0.02% |
319,554
+52,110
| +19% | +$3.67M |
|
|
SGEN
584
DELISTED
Seagen Inc. Common Stock
SGEN
| $22.4M | 0.02% |
401,717
+73,765
| +22% | +$4.12M |
|
585
Ralph Lauren
RL
$18.7B
| $22.1M | 0.02% |
217,282
+22,112
| +11% | +$2.25M |
|
|
XEC
586
DELISTED
CIMAREX ENERGY CO
XEC
| $22.1M | 0.02% |
360,492
+66,239
| +23% | +$4.06M |
|
587
Harley-Davidson
HOG
$3.77B
| $22.1M | 0.02% |
649,845
+68,687
| +12% | +$2.33M |
|
|
WBC
588
DELISTED
WABCO HOLDINGS INC.
WBC
| $22M | 0.02% |
207,718
+49,870
| +32% | +$5.28M |
|
589
Sabre
SABR
$698M
| $21.9M | 0.02% |
1,017,575
+198,515
| +24% | +$4.27M |
|
590
Fortune Brands Innovations
FBIN
$7.29B
| $21.6M | 0.02% |
671,258
+97,926
| +17% | +$3.15M |
|
591
H&R Block
HRB
$6.97B
| $21.6M | 0.02% |
855,470
+171,046
| +25% | +$4.32M |
|
592
Sealed Air
SEE
$4.86B
| $21.5M | 0.02% |
629,637
+61,401
| +11% | +$2.1M |
|
593
Bath & Body Works
BBWI
$5.87B
| $21.4M | 0.02% |
1,038,750
+129,906
| +14% | +$2.67M |
|
594
Macerich
MAC
$4.68B
| $21.3M | 0.02% |
494,502
+38,811
| +9% | +$1.67M |
|
|
DISH
595
DELISTED
DISH Network Corp.
DISH
| $21.2M | 0.02% |
850,532
+151,789
| +22% | +$3.79M |
|
596
Rollins
ROL
$27.7B
| $20.6M | 0.02% |
864,479
+100,089
| +13% | +$2.38M |
|
597
Owens Corning
OC
$13B
| $20.5M | 0.02% |
469,848
+93,402
| +25% | +$4.08M |
|
|
SBNY
598
DELISTED
Signature Bank
SBNY
| $19.9M | 0.02% |
195,313
+36,153
| +23% | +$3.68M |
|
599
Nektar Therapeutics
NKTR
$924M
| $19.9M | 0.02% |
39,462
+2,768
| +8% | +$1.4M |
|
600
Jefferies Financial Group
JEF
$13.2B
| $19.9M | 0.02% |
1,275,574
+183,545
| +17% | +$2.86M |
|