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 |
Bristol-Myers Squibb
BMY
|
$200M |
| 2 |
Alibaba
BABA
|
$176M |
| 3 |
Blackstone
BX
|
$127M |
| 4 |
Truist Financial
TFC
|
$127M |
| 5 |
Mercado Libre
MELI
|
$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$116M |
| 3 |
Tesla
TSLA
|
$92.4M |
| 4 |
Apple
AAPL
|
$90.7M |
| 5 |
NVIDIA
NVDA
|
$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Targa Resources
TRGP
$34.9B
| $35.7M | 0.03% |
874,234
+11,842
| +1% | +$484K |
|
577
Voya Financial
VOYA
$7.38B
| $35.6M | 0.03% |
583,808
-12,131
| -2% | -$740K |
|
|
JNPR
578
DELISTED
Juniper Networks
JNPR
| $35.6M | 0.03% |
1,444,207
+10,575
| +0.7% | +$260K |
|
579
Lear
LEA
$5.91B
| $35.5M | 0.03% |
258,827
+1,417
| +0.6% | +$194K |
|
580
SEI Investments
SEIC
$10.8B
| $35.4M | 0.03% |
541,322
+10,127
| +2% | +$663K |
|
581
Coterra Energy
CTRA
$18.3B
| $35.4M | 0.03% |
2,030,775
+235,036
| +13% | +$4.09M |
|
582
Interpublic Group of Companies
IPG
$9.94B
| $34.8M | 0.03% |
1,506,330
+19,915
| +1% | +$460K |
|
583
Essential Utilities
WTRG
$11B
| $34.7M | 0.03% |
+738,774
| New | +$34.7M |
|
584
OGE Energy
OGE
$8.89B
| $34.4M | 0.03% |
781,467
-18,329
| -2% | -$808K |
|
|
SYRS
585
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
| $34.4M | 0.03% |
497,466
+34,089
| +7% | +$2.36M |
|
586
Campbell Soup
CPB
$10.1B
| $34M | 0.03% |
692,810
+7,768
| +1% | +$381K |
|
587
Telus
TU
$25.3B
| $34M | 0.03% |
1,752,720
+36,024
| +2% | +$698K |
|
588
BCE
BCE
$23.1B
| $33.8M | 0.03% |
729,258
+24,082
| +3% | +$1.12M |
|
589
Brown & Brown
BRO
$31.3B
| $33.1M | 0.03% |
+839,214
| New | +$33.1M |
|
590
American Financial Group
AFG
$11.6B
| $33M | 0.03% |
302,583
+5,711
| +2% | +$624K |
|
591
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $33M | 0.03% |
+405,500
| New | +$33M |
|
592
Lennox International
LII
$20.3B
| $33M | 0.03% |
135,362
-3,098
| -2% | -$756K |
|
593
The Mosaic Company
MOS
$10.3B
| $33M | 0.03% |
1,525,848
-7,197
| -0.5% | -$156K |
|
594
PTC
PTC
$25.6B
| $32.9M | 0.03% |
438,824
+6,243
| +1% | +$468K |
|
595
Mohawk Industries
MHK
$8.65B
| $32.8M | 0.03% |
240,300
+3,984
| +2% | +$543K |
|
596
iShares MSCI USA Value Factor ETF
VLUE
$7.14B
| $32.7M | 0.03% |
364,800
+226,200
| +163% | +$20.3M |
|
597
Kohl's
KSS
$1.86B
| $32.5M | 0.03% |
638,254
+1,452
| +0.2% | +$74K |
|
598
PVH
PVH
$4.22B
| $32.5M | 0.03% |
309,163
-20,422
| -6% | -$2.15M |
|
599
Franklin Resources
BEN
$13B
| $32.1M | 0.03% |
1,236,032
-5,776
| -0.5% | -$150K |
|
600
Spirit AeroSystems
SPR
$4.8B
| $32.1M | 0.03% |
440,401
+7,453
| +2% | +$543K |
|