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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
AbbVie
ABBV
|
$158M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$154M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Sunstone Hotel Investors
SHO
$1.81B
| $35.9M | 0.03% |
4,402,874
+484,524
| +12% | +$3.95M |
|
577
Elanco Animal Health
ELAN
$9.16B
| $35.6M | 0.03% |
1,661,419
-13,083
| -0.8% | -$281K |
|
578
Altice USA
ATUS
$1.05B
| $35.6M | 0.03% |
1,580,103
+660,383
| +72% | +$14.9M |
|
579
Vornado Realty Trust
VNO
$7.93B
| $35.5M | 0.03% |
929,605
-1,602,029
| -63% | -$61.2M |
|
580
F5
FFIV
$18.1B
| $35.4M | 0.03% |
253,996
-22,650
| -8% | -$3.16M |
|
581
Whirlpool
WHR
$5.28B
| $35.3M | 0.02% |
272,614
-807
| -0.3% | -$105K |
|
582
Voya Financial
VOYA
$7.38B
| $35.2M | 0.02% |
755,444
-119,774
| -14% | -$5.59M |
|
583
Seres Therapeutics
MCRB
$169M
| $35.2M | 0.02% |
370,012
-50,904
| -12% | -$4.85M |
|
584
Cousins Properties
CUZ
$4.95B
| $35.2M | 0.02% |
1,191,423
+893,130
| +299% | +$26.4M |
|
585
Henry Schein
HSIC
$8.42B
| $35M | 0.02% |
598,639
-24,455
| -4% | -$1.43M |
|
|
DISH
586
DELISTED
DISH Network Corp.
DISH
| $34.9M | 0.02% |
1,012,683
-34,569
| -3% | -$1.19M |
|
587
DaVita
DVA
$9.86B
| $34.9M | 0.02% |
441,513
-155,677
| -26% | -$12.3M |
|
588
SEI Investments
SEIC
$10.8B
| $34.6M | 0.02% |
628,656
-157,094
| -20% | -$8.64M |
|
589
Ally Financial
ALLY
$12.7B
| $34.2M | 0.02% |
1,724,286
-135,119
| -7% | -$2.68M |
|
590
Wayfair
W
$11.6B
| $34M | 0.02% |
172,083
+9,529
| +6% | +$1.88M |
|
591
NiSource
NI
$19B
| $33.9M | 0.02% |
1,492,725
+24,019
| +2% | +$546K |
|
592
Raymond James Financial
RJF
$33B
| $33.8M | 0.02% |
736,163
-6,891
| -0.9% | -$316K |
|
|
JNPR
593
DELISTED
Juniper Networks
JNPR
| $33.7M | 0.02% |
1,476,006
-15,544
| -1% | -$355K |
|
594
Carnival Corp
CCL
$42.8B
| $33.7M | 0.02% |
2,054,509
+194,371
| +10% | +$3.19M |
|
595
Howmet Aerospace
HWM
$71.8B
| $33.4M | 0.02% |
+2,105,193
| New | +$33.4M |
|
596
XPO
XPO
$15.4B
| $33.4M | 0.02% |
1,248,368
-365,756
| -23% | -$9.77M |
|
597
LKQ Corp
LKQ
$8.33B
| $33.3M | 0.02% |
1,271,096
-51,528
| -4% | -$1.35M |
|
598
Annaly Capital Management
NLY
$14.2B
| $33M | 0.02% |
1,258,323
-334,624
| -21% | -$8.78M |
|
599
COPT Defense Properties
CDP
$3.46B
| $33M | 0.02% |
1,302,454
+1,074,379
| +471% | +$27.2M |
|
600
Algonquin Power & Utilities
AQN
$4.35B
| $32.5M | 0.02% |
2,518,439
-563,500
| -18% | -$7.26M |
|