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 |
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
|
+$81.9M |
| 2 |
Exxon Mobil
XOM
|
+$66M |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
+$60.3M |
| 4 |
Freeport-McMoran
FCX
|
+$59.3M |
| 5 |
MON
Monsanto Co
MON
|
+$58.4M |
Top Sells
| 1 |
FRX
FOREST LABORATORIES INC
FRX
|
+$68.3M |
| 2 |
Apple
AAPL
|
+$58.6M |
| 3 |
Citigroup
C
|
+$36.4M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$33.2M |
| 5 |
CELG
Celgene Corp
CELG
|
+$26M |
Sector Composition
| 1 | Financials | 15.32% |
| 2 | Technology | 13.18% |
| 3 | Healthcare | 13.09% |
| 4 | Energy | 11.42% |
| 5 | Industrials | 9.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Urban Outfitters
URBN
$6.55B
| $12.2M | 0.02% |
331,380
+48,829
| +17% | +$1.79M |
|
602
Nasdaq
NDAQ
$54.4B
| $12.1M | 0.02% |
858,327
-7,689
| -0.9% | -$109K |
|
603
Hologic
HOLX
$14.8B
| $12M | 0.02% |
493,750
-89,677
| -15% | -$2.18M |
|
604
iShares US Treasury Bond ETF
GOVT
$28.1B
| $12M | 0.02% |
+483,800
| New | +$12M |
|
|
TSS
605
DELISTED
Total System Services, Inc.
TSS
| $12M | 0.02% |
386,309
-5,390
| -1% | -$167K |
|
606
AGCO
AGCO
$8.23B
| $11.9M | 0.02% |
262,787
-309
| -0.1% | -$14K |
|
607
SEI Investments
SEIC
$10.8B
| $11.9M | 0.02% |
328,240
-20,592
| -6% | -$745K |
|
608
Albemarle
ALB
$8.54B
| $11.9M | 0.02% |
201,374
-2,224
| -1% | -$131K |
|
|
WP
609
DELISTED
Worldpay, Inc.
WP
| $11.8M | 0.02% |
381,506
-3,716
| -1% | -$115K |
|
610
SM Energy
SM
$3.07B
| $11.5M | 0.02% |
+148,007
| New | +$11.5M |
|
|
TEG
611
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
| $11.5M | 0.02% |
177,989
+2,377
| +1% | +$154K |
|
612
Wolfspeed
WOLF
$285M
| $11.5M | 0.02% |
281,418
+1,054
| +0.4% | +$43.2K |
|
|
HCBK
613
DELISTED
HUDSON CITY BANCORP INC
HCBK
| $11.5M | 0.02% |
1,185,298
-9,453
| -0.8% | -$91.9K |
|
614
Leggett & Platt
LEG
$1.38B
| $11.4M | 0.02% |
327,358
+1,589
| +0.5% | +$55.5K |
|
615
Fossil Group
FOSL
$160M
| $11.3M | 0.02% |
120,866
+140
| +0.1% | +$13.1K |
|
|
ERF
616
DELISTED
Enerplus Corporation
ERF
| $11.3M | 0.02% |
596,006
+74,785
| +14% | +$1.42M |
|
617
Liberty Media Series A
FWONA
$23.1B
| $11.1M | 0.02% |
461,495
-864,133
| -65% | -$20.8M |
|
618
iShares MSCI ACWI ETF
ACWI
$22.3B
| $10.9M | 0.02% |
+185,610
| New | +$10.9M |
|
|
DNB
619
DELISTED
Dun & Bradstreet
DNB
| $10.9M | 0.02% |
93,058
-8,524
| -8% | -$1M |
|
|
FLIR
620
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $10.9M | 0.02% |
346,594
+4,088
| +1% | +$128K |
|
621
United Airlines
UAL
$34.2B
| $10.7M | 0.02% |
229,265
+18,231
| +9% | +$853K |
|
|
EV
622
DELISTED
Eaton Vance Corp.
EV
| $10.5M | 0.02% |
278,424
-2,079
| -0.7% | -$78.4K |
|
623
lululemon athletica
LULU
$19.6B
| $10.4M | 0.02% |
247,313
-11,347
| -4% | -$477K |
|
624
Dick's Sporting Goods
DKS
$17.9B
| $10.3M | 0.02% |
234,449
-596
| -0.3% | -$26.2K |
|
625
Westlake Corp
WLK
$11.3B
| $10.3M | 0.02% |
118,691
+1,222
| +1% | +$106K |
|