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 |
Kinder Morgan
KMI
|
$110M |
| 2 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$32.5M |
| 3 |
Skyworks Solutions
SWKS
|
$31.6M |
| 4 |
Hanesbrands
HBI
|
$27.3M |
| 5 |
Incyte
INCY
|
$26.8M |
Top Sells
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
$179M |
| 2 |
Wells Fargo
WFC
|
$49.5M |
| 3 |
Exxon Mobil
XOM
|
$37.7M |
| 4 |
Apple
AAPL
|
$26.6M |
| 5 |
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
|
$25.5M |
Sector Composition
| 1 | Financials | 15.63% |
| 2 | Technology | 13.58% |
| 3 | Healthcare | 13.35% |
| 4 | Energy | 9.98% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Vertex Pharmaceuticals
VRTX
$102B
| $65M | 0.13% |
545,662
-6,991
| -1% | -$833K |
|
|
PARA
202
DELISTED
Paramount Global Class B
PARA
| $64.4M | 0.13% |
1,154,314
+2,029
| +0.2% | +$113K |
|
|
CB
203
DELISTED
CHUBB CORPORATION
CB
| $63.9M | 0.12% |
612,357
-22,886
| -4% | -$2.39M |
|
204
Crown Castle
CCI
$41.9B
| $63.8M | 0.12% |
808,399
-13,769
| -2% | -$1.09M |
|
205
VF Corp
VFC
$5.86B
| $63.6M | 0.12% |
899,875
-16,704
| -2% | -$1.18M |
|
206
Magna International
MGA
$12.9B
| $63.2M | 0.12% |
1,160,204
-18,286
| -2% | -$997K |
|
|
GG
207
DELISTED
Goldcorp Inc
GG
| $63M | 0.12% |
3,393,217
-91,209
| -3% | -$1.69M |
|
208
Alcoa
AA
$8.24B
| $62.9M | 0.12% |
1,652,100
+155,932
| +10% | +$5.94M |
|
209
Intuit
INTU
$188B
| $62.2M | 0.12% |
670,100
-14,751
| -2% | -$1.37M |
|
210
Marathon Petroleum
MPC
$54.8B
| $62.2M | 0.12% |
1,371,474
-46,714
| -3% | -$2.12M |
|
211
Humana
HUM
$37B
| $62.1M | 0.12% |
426,248
-13,567
| -3% | -$1.98M |
|
212
PPL Corp
PPL
$26.6B
| $61.7M | 0.12% |
1,779,385
+137,901
| +8% | +$4.78M |
|
213
Boston Properties
BXP
$12.2B
| $61.6M | 0.12% |
469,777
-6,347
| -1% | -$832K |
|
214
Las Vegas Sands
LVS
$36.9B
| $61.1M | 0.12% |
1,044,965
-31,983
| -3% | -$1.87M |
|
215
Lumen
LUMN
$4.87B
| $60.9M | 0.12% |
1,519,750
+26,904
| +2% | +$1.08M |
|
|
AGU
216
DELISTED
Agrium
AGU
| $60.9M | 0.12% |
640,115
-114,803
| -15% | -$10.9M |
|
217
Ameriprise Financial
AMP
$46.1B
| $60.6M | 0.12% |
451,302
-20,931
| -4% | -$2.81M |
|
|
MRO
218
DELISTED
Marathon Oil Corporation
MRO
| $60.1M | 0.12% |
2,114,837
-13,514
| -0.6% | -$384K |
|
219
Edison International
EIX
$21B
| $60.1M | 0.12% |
897,663
+13,783
| +2% | +$923K |
|
220
Intercontinental Exchange
ICE
$99.8B
| $59.2M | 0.11% |
1,335,175
-76,975
| -5% | -$3.41M |
|
|
SE
221
DELISTED
Spectra Energy Corp Wi
SE
| $59M | 0.11% |
1,605,610
-7,914
| -0.5% | -$291K |
|
222
Bread Financial
BFH
$3.09B
| $58.7M | 0.11% |
256,301
+21,023
| +9% | +$4.81M |
|
223
Waste Management
WM
$88.6B
| $58.7M | 0.11% |
1,137,266
-4,969
| -0.4% | -$256K |
|
224
Cencora
COR
$56.7B
| $58.5M | 0.11% |
640,570
+19,151
| +3% | +$1.75M |
|
|
LNKD
225
DELISTED
LinkedIn Corporation
LNKD
| $58.4M | 0.11% |
250,948
+7,262
| +3% | +$1.69M |
|