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
|
$282M |
| 2 |
Walt Disney
DIS
|
$135M |
| 3 |
Microsoft
MSFT
|
$89M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
$66.6M |
| 5 |
SPDR Gold Trust
GLD
|
$62.9M |
Top Sells
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$192M |
| 2 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$82.3M |
| 3 |
Oracle
ORCL
|
$55M |
| 4 |
PG&E
PCG
|
$46.6M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$42.2M |
Sector Composition
| 1 | Technology | 18.11% |
| 2 | Financials | 15.3% |
| 3 | Healthcare | 13.11% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
CarMax
KMX
$9.11B
| $45.4M | 0.04% |
650,858
+14,562
| +2% | +$1.02M |
|
452
Molson Coors Class B
TAP
$9.96B
| $45.4M | 0.04% |
760,636
-24,219
| -3% | -$1.44M |
|
453
F5
FFIV
$18.1B
| $45.4M | 0.04% |
289,057
+4,134
| +1% | +$649K |
|
|
NBL
454
DELISTED
Noble Energy, Inc.
NBL
| $45.3M | 0.04% |
1,830,919
+10,247
| +0.6% | +$253K |
|
455
Alliant Energy
LNT
$16.6B
| $45.3M | 0.04% |
960,435
+15,780
| +2% | +$744K |
|
|
TIF
456
DELISTED
Tiffany & Co.
TIF
| $45.2M | 0.04% |
428,236
-6,338
| -1% | -$669K |
|
457
Camden Property Trust
CPT
$11.9B
| $45.1M | 0.04% |
444,785
-30,841
| -6% | -$3.13M |
|
458
Pinduoduo
PDD
$177B
| $45.1M | 0.04% |
1,818,384
+1,383,367
| +318% | +$34.3M |
|
459
Lumen
LUMN
$4.87B
| $44.9M | 0.04% |
3,740,619
+10,317
| +0.3% | +$124K |
|
460
TAL Education Group
TAL
$6.17B
| $44.8M | 0.04% |
1,242,697
+109,236
| +10% | +$3.94M |
|
|
VIAB
461
DELISTED
Viacom Inc. Class B
VIAB
| $44.8M | 0.04% |
1,595,643
+1,965
| +0.1% | +$55.2K |
|
462
International Flavors & Fragrances
IFF
$16.9B
| $44.8M | 0.04% |
347,567
+12,189
| +4% | +$1.57M |
|
463
Wheaton Precious Metals
WPM
$47.3B
| $44.7M | 0.04% |
1,879,624
+10,054
| +0.5% | +$239K |
|
464
Burlington
BURL
$18.4B
| $44.7M | 0.04% |
285,131
-20,132
| -7% | -$3.15M |
|
465
Ally Financial
ALLY
$12.7B
| $44.5M | 0.04% |
1,620,565
+5,836
| +0.4% | +$160K |
|
466
Eastman Chemical
EMN
$7.93B
| $44.4M | 0.04% |
585,285
-771
| -0.1% | -$58.5K |
|
467
KKR & Co
KKR
$121B
| $44.2M | 0.04% |
+1,881,026
| New | +$44.2M |
|
468
IDEX
IEX
$12.4B
| $44M | 0.04% |
290,002
+23,890
| +9% | +$3.63M |
|
469
Dentsply Sirona
XRAY
$2.92B
| $43.8M | 0.04% |
883,212
+7,744
| +0.9% | +$384K |
|
470
NNN REIT
NNN
$8.18B
| $43.7M | 0.04% |
789,774
+6,622
| +0.8% | +$367K |
|
471
CF Industries
CF
$13.7B
| $43.6M | 0.04% |
1,066,656
+71,167
| +7% | +$2.91M |
|
472
New Oriental
EDU
$7.98B
| $43.3M | 0.04% |
481,126
+3,145
| +0.7% | +$283K |
|
|
GG
473
DELISTED
Goldcorp Inc
GG
| $42.9M | 0.04% |
3,751,776
-57,015
| -1% | -$652K |
|
474
Fidelity National Financial
FNF
$16.5B
| $42.9M | 0.04% |
1,219,509
+20,576
| +2% | +$723K |
|
475
NiSource
NI
$19B
| $42.3M | 0.04% |
1,474,535
+93,662
| +7% | +$2.68M |
|