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 | |
|---|---|---|---|---|---|---|
|
RAD
526
DELISTED
Rite Aid Corporation
RAD
| $20.5M | 0.04% |
136,580
-2,169
| -2% | -$325K |
|
527
Avery Dennison
AVY
$12.9B
| $20.4M | 0.04% |
272,364
-7,755
| -3% | -$580K |
|
528
Under Armour
UAA
$2.13B
| $20.3M | 0.03% |
505,107
-554,439
| -52% | -$22.2M |
|
529
Huntington Bancshares
HBAN
$25.8B
| $20.2M | 0.03% |
2,255,948
-666,484
| -23% | -$5.96M |
|
530
Packaging Corp of America
PKG
$19.2B
| $20.1M | 0.03% |
300,936
+7,803
| +3% | +$522K |
|
531
Cadence Design Systems
CDNS
$91.5B
| $20.1M | 0.03% |
+827,216
| New | +$20.1M |
|
532
Kinross Gold
KGC
$27.9B
| $20.1M | 0.03% |
4,109,990
+236,302
| +6% | +$1.15M |
|
533
Crown Holdings
CCK
$11B
| $20M | 0.03% |
395,483
+31
| +0% | +$1.57K |
|
534
Fluor
FLR
$6.68B
| $19.8M | 0.03% |
402,347
+9,119
| +2% | +$449K |
|
535
Ovintiv
OVV
$10.9B
| $19.8M | 0.03% |
510,500
-4,136
| -0.8% | -$160K |
|
|
SPLK
536
DELISTED
Splunk Inc
SPLK
| $19.5M | 0.03% |
359,313
+3,270
| +0.9% | +$177K |
|
537
W.R. Berkley
WRB
$27.3B
| $19.4M | 0.03% |
1,092,818
+36,929
| +3% | +$656K |
|
538
MSCI
MSCI
$43.5B
| $19.3M | 0.03% |
249,666
-4,146
| -2% | -$320K |
|
539
A.O. Smith
AOS
$10.1B
| $19.2M | 0.03% |
+435,846
| New | +$19.2M |
|
540
SEI Investments
SEIC
$10.7B
| $19.2M | 0.03% |
398,708
-27,986
| -7% | -$1.35M |
|
|
LPT
541
DELISTED
Liberty Property Trust
LPT
| $19.1M | 0.03% |
479,723
+9,611
| +2% | +$382K |
|
542
OGE Energy
OGE
$8.84B
| $18.8M | 0.03% |
574,399
+8,387
| +1% | +$275K |
|
543
Wabtec
WAB
$32.4B
| $18.7M | 0.03% |
265,902
+11,709
| +5% | +$822K |
|
544
Under Armour Class C
UA
$2.07B
| $18.7M | 0.03% |
+512,562
| New | +$18.7M |
|
545
Pediatrix Medical
MD
$1.44B
| $18.6M | 0.03% |
256,312
-5,386
| -2% | -$390K |
|
546
Pultegroup
PHM
$26.7B
| $18.5M | 0.03% |
949,118
+2,852
| +0.3% | +$55.6K |
|
547
BorgWarner
BWA
$9.35B
| $18.1M | 0.03% |
697,586
+5,024
| +0.7% | +$131K |
|
|
TE
548
DELISTED
TECO ENERGY INC
TE
| $18.1M | 0.03% |
655,552
+16,187
| +3% | +$447K |
|
549
Gildan
GIL
$8.07B
| $18.1M | 0.03% |
620,553
-23,337
| -4% | -$680K |
|
|
ETFC
550
DELISTED
E*Trade Financial Corporation
ETFC
| $18M | 0.03% |
766,880
-16,763
| -2% | -$394K |
|