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 |
Teva Pharmaceuticals
TEVA
|
$96.7M |
| 2 |
Fortis
FTS
|
$35.6M |
| 3 |
CSC
Computer Sciences
CSC
|
$25.9M |
| 4 |
Coty
COTY
|
$25.8M |
| 5 |
Targa Resources
TRGP
|
$25.8M |
Top Sells
Sector Composition
| 1 | Financials | 16.97% |
| 2 | Technology | 13.57% |
| 3 | Healthcare | 12.49% |
| 4 | Communication Services | 9.82% |
| 5 | Consumer Discretionary | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Fiserv
FI
$74B
| $74.1M | 0.12% |
1,394,322
-29,050
| -2% | -$1.54M |
|
202
Fidelity National Information Services
FIS
$35.9B
| $74.1M | 0.12% |
979,560
+46,585
| +5% | +$3.52M |
|
203
AutoZone
AZO
$70.8B
| $73.6M | 0.12% |
93,227
-3,918
| -4% | -$3.09M |
|
204
HP
HPQ
$27B
| $73.2M | 0.12% |
4,933,201
-48,408
| -1% | -$718K |
|
205
Electronic Arts
EA
$42B
| $72.9M | 0.12% |
925,498
-14,002
| -1% | -$1.1M |
|
206
Consolidated Edison
ED
$35.3B
| $72.9M | 0.12% |
989,012
-33,260
| -3% | -$2.45M |
|
207
Newmont
NEM
$82.3B
| $72.2M | 0.12% |
2,118,193
-135,496
| -6% | -$4.62M |
|
208
Devon Energy
DVN
$22.6B
| $71.7M | 0.12% |
1,569,314
+26,825
| +2% | +$1.23M |
|
209
PPG Industries
PPG
$24.7B
| $71M | 0.12% |
749,223
-13,465
| -2% | -$1.28M |
|
210
Zoetis
ZTS
$67.9B
| $70.3M | 0.11% |
1,312,917
-27,086
| -2% | -$1.45M |
|
211
Yum! Brands
YUM
$39.9B
| $70.2M | 0.11% |
1,108,528
-514,663
| -32% | -$32.6M |
|
212
Newell Brands
NWL
$2.64B
| $69.9M | 0.11% |
1,564,869
+3,501
| +0.2% | +$156K |
|
|
B
213
Barrick Mining Corporation
B
$46.5B
| $69.2M | 0.11% |
4,333,797
-1,284,723
| -23% | -$20.5M |
|
214
Xcel Energy
XEL
$42.7B
| $68.9M | 0.11% |
1,693,505
+172,678
| +11% | +$7.03M |
|
215
APA Corp
APA
$8.39B
| $68.4M | 0.11% |
1,077,995
-13,260
| -1% | -$842K |
|
216
Boston Properties
BXP
$11.9B
| $67.7M | 0.11% |
538,426
+31,660
| +6% | +$3.98M |
|
217
Sempra
SRE
$53.6B
| $67.6M | 0.11% |
1,343,758
-19,650
| -1% | -$989K |
|
218
Edison International
EIX
$21B
| $67.6M | 0.11% |
938,497
+12,428
| +1% | +$895K |
|
219
Cardinal Health
CAH
$35.7B
| $67.1M | 0.11% |
932,698
-31,703
| -3% | -$2.28M |
|
220
Fifth Third Bancorp
FITB
$30.6B
| $66.6M | 0.11% |
2,468,841
+274,591
| +13% | +$7.41M |
|
221
Paychex
PAYX
$49.4B
| $66.4M | 0.11% |
1,090,255
-83,204
| -7% | -$5.07M |
|
222
PPL Corp
PPL
$27B
| $65.9M | 0.11% |
1,936,219
-46,371
| -2% | -$1.58M |
|
223
Sun Life Financial
SLF
$32.5B
| $65M | 0.11% |
1,695,230
-15,433
| -0.9% | -$592K |
|
224
Las Vegas Sands
LVS
$37.8B
| $64.9M | 0.11% |
1,215,482
-875
| -0.1% | -$46.7K |
|
225
Tyson Foods
TSN
$20B
| $64.8M | 0.11% |
1,050,880
-76,319
| -7% | -$4.71M |
|