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 |
WBA
Walgreens Boots Alliance
WBA
|
$199M |
| 2 |
Apple
AAPL
|
$151M |
| 3 |
Exxon Mobil
XOM
|
$80.4M |
| 4 |
Microsoft
MSFT
|
$75.3M |
| 5 |
Johnson & Johnson
JNJ
|
$66.4M |
Top Sells
| 1 |
Medtronic
MDT
|
$168M |
| 2 |
AGN
ALLERGAN INC
AGN
|
$150M |
| 3 |
Viatris
VTRS
|
$51.7M |
| 4 |
CFN
CAREFUSION CORPORATION
CFN
|
$30.4M |
| 5 |
SWY
SAFEWAY INC
SWY
|
$20.6M |
Sector Composition
| 1 | Financials | 15.18% |
| 2 | Healthcare | 13.9% |
| 3 | Technology | 13.57% |
| 4 | Energy | 9.54% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Kinross Gold
KGC
$26.9B
| $7.05M | 0.01% |
3,171,507
+121,099
| +4% | +$269K |
|
652
TransAlta
TAC
$3.64B
| $6.76M | 0.01% |
730,435
+42,410
| +6% | +$393K |
|
653
Infosys
INFY
$67.9B
| $6.64M | 0.01% |
756,800
+143,600
| +23% | +$1.26M |
|
|
SNP
654
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
| $6.49M | 0.01% |
81,390
-3,200
| -4% | -$255K |
|
655
BlackBerry
BB
$2.31B
| $6.48M | 0.01% |
727,844
+142,383
| +24% | +$1.27M |
|
656
AngloGold Ashanti
AU
$30.2B
| $6.48M | 0.01% |
693,400
-38,700
| -5% | -$361K |
|
657
Chord Energy
CHRD
$5.92B
| $6.28M | 0.01% |
441,450
-3,500
| -0.8% | -$49.8K |
|
|
SWI
658
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
| $6.18M | 0.01% |
120,588
+9,223
| +8% | +$473K |
|
|
MMP
659
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $5.98M | 0.01% |
78,000
+51,000
| +189% | +$3.91M |
|
660
POSCO
PKX
$15.5B
| $5.84M | 0.01% |
107,900
-4,200
| -4% | -$227K |
|
661
H.B. Fuller
FUL
$3.37B
| $5.37M | 0.01% |
+125,160
| New | +$5.37M |
|
662
Petrobras
PBR
$78.7B
| $5.33M | 0.01% |
887,100
-12,000
| -1% | -$72.1K |
|
663
ArcelorMittal
MT
$26B
| $5.32M | 0.01% |
246,831
-1,924
| -0.8% | -$41.4K |
|
664
Hain Celestial
HAIN
$164M
| $5.3M | 0.01% |
82,744
+44,841
| +118% | +$2.87M |
|
665
Plains GP Holdings
PAGP
$3.64B
| $5.14M | 0.01% |
67,968
+11,265
| +20% | +$851K |
|
666
Pediatrix Medical
MD
$1.49B
| $5.04M | 0.01% |
69,466
+5,764
| +9% | +$418K |
|
667
Compañía de Minas Buenaventura
BVN
$5.08B
| $4.91M | 0.01% |
484,259
+206,400
| +74% | +$2.09M |
|
668
Extra Space Storage
EXR
$31.3B
| $4.8M | 0.01% |
71,101
-2,679
| -4% | -$181K |
|
|
NGD
669
New Gold Inc
NGD
$4.99B
| $4.77M | 0.01% |
1,426,713
+61,119
| +4% | +$204K |
|
|
DO
670
DELISTED
Diamond Offshore Drilling
DO
| $4.76M | 0.01% |
177,690
+9,088
| +5% | +$243K |
|
671
HDFC Bank
HDB
$181B
| $4.6M | 0.01% |
156,294
+13,212
| +9% | +$389K |
|
672
Vale
VALE
$44.4B
| $4.6M | 0.01% |
814,500
-11,500
| -1% | -$65K |
|
673
Alexandria Real Estate Equities
ARE
$14.5B
| $4.56M | 0.01% |
46,522
-1,557
| -3% | -$153K |
|
674
Antero Resources
AR
$10.1B
| $4.55M | 0.01% |
128,931
+8,214
| +7% | +$290K |
|
675
Plains All American Pipeline
PAA
$12.1B
| $4.54M | 0.01% |
93,000
+55,000
| +145% | +$2.68M |
|