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 | |
|---|---|---|---|---|---|---|
526
Liberty Broadband Class C
LBRDK
$8.53B
| $35.6M | 0.03% |
387,792
+11,084
| +3% | +$1.02M |
|
|
CGC
527
Canopy Growth
CGC
$431M
| $35.5M | 0.03% |
82,138
+14,933
| +22% | +$6.46M |
|
528
Twilio
TWLO
$16.3B
| $35.2M | 0.03% |
272,239
+264,355
| +3,353% | +$34.1M |
|
|
DISCK
529
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $34.7M | 0.03% |
1,366,643
+14,281
| +1% | +$363K |
|
|
VER
530
DELISTED
VEREIT, Inc.
VER
| $34.7M | 0.03% |
828,738
-72,772
| -8% | -$3.05M |
|
531
Leidos
LDOS
$22.9B
| $34.5M | 0.03% |
539,038
+1,524
| +0.3% | +$97.7K |
|
532
Reinsurance Group of America
RGA
$13.1B
| $34.5M | 0.03% |
243,227
+390
| +0.2% | +$55.4K |
|
|
Y
533
DELISTED
Alleghany Corporation
Y
| $34.4M | 0.03% |
56,229
+369
| +0.7% | +$226K |
|
|
SGEN
534
DELISTED
Seagen Inc. Common Stock
SGEN
| $34.4M | 0.03% |
469,860
+68,143
| +17% | +$4.99M |
|
|
BBL
535
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $34.2M | 0.03% |
+709,026
| New | +$34.2M |
|
536
Vail Resorts
MTN
$5.9B
| $34.1M | 0.03% |
157,075
+1,625
| +1% | +$353K |
|
537
CAE Inc
CAE
$8.54B
| $34M | 0.03% |
1,532,909
+583,176
| +61% | +$12.9M |
|
538
Cognex
CGNX
$7.43B
| $33.9M | 0.03% |
665,801
+1,330
| +0.2% | +$67.6K |
|
539
Snap-on
SNA
$17.1B
| $33.7M | 0.03% |
215,131
+21,599
| +11% | +$3.38M |
|
540
Zions Bancorporation
ZION
$8.58B
| $33.6M | 0.03% |
739,965
-8,323
| -1% | -$378K |
|
541
Kimco Realty
KIM
$15.4B
| $33.4M | 0.03% |
1,806,467
+35,153
| +2% | +$650K |
|
542
ON Semiconductor
ON
$19.7B
| $33M | 0.03% |
1,603,192
-8,306
| -0.5% | -$171K |
|
543
Qorvo
QRVO
$8.54B
| $32.9M | 0.03% |
458,440
-2,381
| -0.5% | -$171K |
|
544
Alnylam Pharmaceuticals
ALNY
$59.4B
| $32.8M | 0.03% |
351,013
+31,459
| +10% | +$2.94M |
|
545
Wayfair
W
$10.7B
| $32.7M | 0.03% |
220,234
+1,967
| +0.9% | +$292K |
|
546
Old Dominion Freight Line
ODFL
$31.3B
| $32.6M | 0.03% |
677,448
-58,350
| -8% | -$2.81M |
|
547
A.O. Smith
AOS
$10.2B
| $32.4M | 0.03% |
606,934
-4,375
| -0.7% | -$233K |
|
548
SL Green Realty
SLG
$4.25B
| $32.4M | 0.03% |
371,763
-42,486
| -10% | -$3.7M |
|
549
Voya Financial
VOYA
$7.48B
| $32.3M | 0.03% |
645,737
-2,991
| -0.5% | -$149K |
|
550
JB Hunt Transport Services
JBHT
$14.1B
| $31.8M | 0.03% |
313,902
-14,506
| -4% | -$1.47M |
|