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 |
iShares Gold Trust
IAU
|
+$125M |
| 2 |
DXC Technology
DXC
|
+$73.7M |
| 3 |
Amazon
AMZN
|
+$50.9M |
| 4 |
PayPal
PYPL
|
+$39.1M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$36.8M |
Top Sells
| 1 |
YHOO
Yahoo Inc
YHOO
|
+$117M |
| 2 |
SPDR Gold Trust
GLD
|
+$46.4M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$45.8M |
| 4 |
Hewlett Packard
HPE
|
+$38.2M |
| 5 |
CSC
Computer Sciences
CSC
|
+$29.7M |
Sector Composition
| 1 | Financials | 17.01% |
| 2 | Technology | 14.58% |
| 3 | Healthcare | 12.95% |
| 4 | Consumer Discretionary | 10.07% |
| 5 | Communication Services | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ETFC
451
DELISTED
E*Trade Financial Corporation
ETFC
| $30.1M | 0.04% |
791,935
+51,316
| +7% | +$1.95M |
|
452
Iron Mountain
IRM
$29.1B
| $30M | 0.04% |
874,122
+6,978
| +0.8% | +$240K |
|
453
Delta Air Lines
DAL
$40B
| $30M | 0.04% |
557,511
+2,272
| +0.4% | +$122K |
|
454
ResMed
RMD
$39.2B
| $29.9M | 0.04% |
383,872
-4
| -0% | -$311 |
|
455
Goodyear
GT
$2.41B
| $29.8M | 0.04% |
850,961
+47,358
| +6% | +$1.66M |
|
456
Hormel Foods
HRL
$13.7B
| $29.7M | 0.04% |
870,752
+34,835
| +4% | +$1.19M |
|
457
Campbell Soup
CPB
$9.81B
| $29.7M | 0.04% |
568,792
-8,952
| -2% | -$467K |
|
458
Interpublic Group of Companies
IPG
$9.48B
| $29.6M | 0.04% |
1,203,171
+17,172
| +1% | +$422K |
|
459
Wheaton Precious Metals
WPM
$47.8B
| $29.6M | 0.04% |
1,490,896
-11,231
| -0.7% | -$223K |
|
460
International Flavors & Fragrances
IFF
$16.4B
| $29.6M | 0.04% |
218,933
+323
| +0.1% | +$43.6K |
|
461
SiriusXM
SIRI
$7.99B
| $29.4M | 0.04% |
537,120
-42,797
| -7% | -$2.34M |
|
462
New Oriental
EDU
$8.7B
| $29.2M | 0.04% |
414,508
-3,417
| -0.8% | -$241K |
|
463
Pinnacle West Capital
PNW
$10.4B
| $29.2M | 0.04% |
343,059
+5,764
| +2% | +$491K |
|
464
Liberty Broadband Class C
LBRDK
$8.62B
| $29.2M | 0.04% |
336,018
+13,896
| +4% | +$1.21M |
|
465
Southwest Airlines
LUV
$16.1B
| $29M | 0.04% |
466,121
+10,851
| +2% | +$674K |
|
466
Camden Property Trust
CPT
$11.9B
| $28.9M | 0.04% |
338,070
+4,409
| +1% | +$377K |
|
|
SJR
467
DELISTED
Shaw Communications Inc.
SJR
| $28.7M | 0.04% |
1,316,600
+4,812
| +0.4% | +$105K |
|
|
SPLK
468
DELISTED
Splunk Inc
SPLK
| $28.6M | 0.04% |
503,191
+122,631
| +32% | +$6.98M |
|
469
EQT Corp
EQT
$31.8B
| $28.6M | 0.04% |
896,794
+2,245
| +0.3% | +$71.6K |
|
470
Harley-Davidson
HOG
$3.65B
| $28.6M | 0.04% |
529,348
-11,462
| -2% | -$619K |
|
471
CDW
CDW
$22.1B
| $28.5M | 0.04% |
456,109
+60,173
| +15% | +$3.76M |
|
472
Cheniere Energy
LNG
$52B
| $28.4M | 0.04% |
583,606
+10,946
| +2% | +$533K |
|
473
Advanced Micro Devices
AMD
$261B
| $28.4M | 0.04% |
2,274,987
+48,558
| +2% | +$606K |
|
474
C.H. Robinson
CHRW
$14.9B
| $28.3M | 0.04% |
411,443
+8,814
| +2% | +$605K |
|
475
Cadence Design Systems
CDNS
$91B
| $28.3M | 0.04% |
843,669
+3,989
| +0.5% | +$134K |
|