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 |
GE Vernova
GEV
|
$104M |
| 2 |
Curtiss-Wright
CW
|
$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$68.6M |
| 4 |
Roblox
RBLX
|
$55.5M |
| 5 |
10x Genomics
TXG
|
$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$605M |
| 2 |
Microsoft
MSFT
|
$537M |
| 3 |
Apple
AAPL
|
$515M |
| 4 |
Royal Bank of Canada
RY
|
$328M |
| 5 |
Toronto Dominion Bank
TD
|
$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Bank of Montreal
BMO
$89.7B
| – | – |
-1,709,247
| Closed | -$167M |
|
1077
Brookfield
BN
$99.6B
| – | – |
-3,243,771
| Closed | -$136M |
|
1078
Scotiabank
BNS
$79B
| – | – |
-2,814,054
| Closed | -$146M |
|
1079
Santander
BSBR
$39.1B
| – | – |
-11,900
| Closed | -$68.1K |
|
1080
CAE Inc
CAE
$8.54B
| – | – |
-631,797
| Closed | -$13.1M |
|
1081
Century Communities
CCS
$2.03B
| – | – |
-3,401
| Closed | -$328K |
|
1082
Canadian Imperial Bank of Commerce
CM
$73.6B
| – | – |
-2,138,857
| Closed | -$108M |
|
1083
Canadian National Railway
CNI
$60.4B
| – | – |
-1,273,709
| Closed | -$168M |
|
1084
CNO Financial Group
CNO
$3.92B
| – | – |
-12,039
| Closed | -$331K |
|
1085
Canadian Pacific Kansas City
CP
$70.5B
| – | – |
-2,229,212
| Closed | -$197M |
|
1086
Cenovus Energy
CVE
$29.7B
| – | – |
-3,952,625
| Closed | -$79M |
|
1087
Deutsche Bank
DB
$68B
| – | – |
-4,731,598
| Closed | -$74.3M |
|
1088
Bombardier Recreational Products
DOOO
$4.78B
| – | – |
-72,787
| Closed | -$4.89M |
|
1089
Descartes Systems
DSGX
$9.11B
| – | – |
-166,646
| Closed | -$15.3M |
|
1090
DoubleVerify
DV
$2.5B
| – | – |
-8,797
| Closed | -$309K |
|
1091
Enbridge
ENB
$105B
| – | – |
-4,981,625
| Closed | -$181M |
|
|
EU
1092
enCore Energy
EU
$434M
| – | – |
-19,532
| Closed | -$83K |
|
1093
Exelixis
EXEL
$10.1B
| – | – |
-58,296
| Closed | -$1.38M |
|
1094
First American
FAF
$6.75B
| – | – |
-18,666
| Closed | -$1.14M |
|
1095
First Horizon
FHN
$11.6B
| – | – |
-33,400
| Closed | -$514K |
|
1096
Fomento Económico Mexicano
FMX
$29.6B
| – | – |
-2,350
| Closed | -$306K |
|
1097
Fortuna Silver Mines
FSM
$2.34B
| – | – |
-20,800
| Closed | -$77.6K |
|
1098
FirstService
FSV
$9.21B
| – | – |
-81,663
| Closed | -$13.5M |
|
1099
Fortis
FTS
$25B
| – | – |
-1,147,377
| Closed | -$45.4M |
|
1100
Forward Air
FWRD
$935M
| – | – |
-9,894
| Closed | -$308K |
|