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 |
Alibaba
BABA
|
+$89.9M |
| 2 |
Charter Communications
CHTR
|
+$83.8M |
| 3 |
S&P Global
SPGI
|
+$80.7M |
| 4 |
Baidu
BIDU
|
+$57.4M |
| 5 |
SPDR Gold Trust
GLD
|
+$35.8M |
Top Sells
| 1 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
+$163M |
| 2 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
+$75.9M |
| 3 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
+$75.3M |
| 4 |
SNDK
SANDISK CORP
SNDK
|
+$42.5M |
| 5 |
Gilead Sciences
GILD
|
+$40.7M |
Sector Composition
| 1 | Financials | 14.41% |
| 2 | Healthcare | 13.57% |
| 3 | Technology | 12.88% |
| 4 | Communication Services | 10.25% |
| 5 | Consumer Staples | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Sealed Air
SEE
$4.83B
| $26.4M | 0.05% |
574,163
-46,507
| -7% | -$2.14M |
|
|
WP
452
DELISTED
Worldpay, Inc.
WP
| $26.4M | 0.05% |
465,991
+14,880
| +3% | +$842K |
|
453
Lincoln National
LNC
$7.88B
| $26.4M | 0.05% |
679,758
-28,051
| -4% | -$1.09M |
|
454
Cintas
CTAS
$81.2B
| $26.2M | 0.05% |
1,066,536
-2,100
| -0.2% | -$51.5K |
|
|
Y
455
DELISTED
Alleghany Corporation
Y
| $26M | 0.04% |
47,332
+70
| +0.1% | +$38.5K |
|
456
Delta Air Lines
DAL
$40.1B
| $26M | 0.04% |
713,616
-90,911
| -11% | -$3.31M |
|
|
TWTR
457
DELISTED
Twitter, Inc.
TWTR
| $26M | 0.04% |
1,535,706
-38,150
| -2% | -$645K |
|
458
Albemarle
ALB
$8.63B
| $25.9M | 0.04% |
326,505
+23,093
| +8% | +$1.83M |
|
459
Nasdaq
NDAQ
$54.3B
| $25.9M | 0.04% |
1,200,618
-29,088
| -2% | -$627K |
|
460
KeyCorp
KEY
$21.1B
| $25.8M | 0.04% |
2,334,031
-315,632
| -12% | -$3.49M |
|
461
Imperial Oil
IMO
$46.6B
| $25.7M | 0.04% |
816,734
+18,276
| +2% | +$576K |
|
462
Darden Restaurants
DRI
$24.7B
| $25.7M | 0.04% |
405,750
-867
| -0.2% | -$54.9K |
|
463
BCE
BCE
$22.5B
| $25.6M | 0.04% |
543,990
+32,596
| +6% | +$1.54M |
|
464
Alexandria Real Estate Equities
ARE
$14.3B
| $25.6M | 0.04% |
247,454
+192,277
| +348% | +$19.9M |
|
465
Affiliated Managers Group
AMG
$6.6B
| $25.5M | 0.04% |
181,419
+5,643
| +3% | +$794K |
|
466
Best Buy
BBY
$16.1B
| $25.5M | 0.04% |
832,779
-28,543
| -3% | -$873K |
|
467
CBRE Group
CBRE
$48.4B
| $25.5M | 0.04% |
961,738
-3,610
| -0.4% | -$95.6K |
|
468
Alliant Energy
LNT
$16.4B
| $25.3M | 0.04% |
637,499
+13,273
| +2% | +$527K |
|
|
SRCL
469
DELISTED
Stericycle Inc
SRCL
| $25.2M | 0.04% |
241,892
-722
| -0.3% | -$75.2K |
|
470
Harley-Davidson
HOG
$3.65B
| $25.2M | 0.04% |
555,681
-14,208
| -2% | -$644K |
|
471
Xerox
XRX
$456M
| $25.1M | 0.04% |
1,005,325
-187,327
| -16% | -$4.68M |
|
472
Restaurant Brands International
QSR
$20.3B
| $25.1M | 0.04% |
604,675
+27,844
| +5% | +$1.15M |
|
473
SiriusXM
SIRI
$8.02B
| $25M | 0.04% |
633,814
-33,584
| -5% | -$1.33M |
|
474
F5
FFIV
$18.8B
| $25M | 0.04% |
219,904
-3,878
| -2% | -$441K |
|
475
Qorvo
QRVO
$8.26B
| $25M | 0.04% |
452,751
+51,094
| +13% | +$2.82M |
|