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 |
Microsoft
MSFT
|
+$370M |
| 2 |
Apple
AAPL
|
+$280M |
| 3 |
Amazon
AMZN
|
+$263M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$254M |
| 5 |
Equinix
EQIX
|
+$248M |
Top Sells
| 1 |
RTX Corp
RTX
|
+$536M |
| 2 |
iShares Gold Trust
IAU
|
+$133M |
| 3 |
SPDR Gold Trust
GLD
|
+$129M |
| 4 |
Teladoc Health
TDOC
|
+$110M |
| 5 |
Eventbrite
EB
|
+$78M |
Sector Composition
| 1 | Technology | 21.94% |
| 2 | Healthcare | 14.25% |
| 3 | Financials | 13.05% |
| 4 | Consumer Discretionary | 10.64% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Expedia Group
EXPE
$26.4B
| $36.5M | 0.03% |
648,697
+87,816
| +16% | +$4.94M |
|
527
Assurant
AIZ
$10.6B
| $36.5M | 0.03% |
350,650
+126,807
| +57% | +$13.2M |
|
528
SEI Investments
SEIC
$10.8B
| $36.4M | 0.03% |
785,750
+244,428
| +45% | +$11.3M |
|
529
Voya Financial
VOYA
$7.25B
| $35.5M | 0.03% |
875,218
+291,410
| +50% | +$11.8M |
|
|
Y
530
DELISTED
Alleghany Corporation
Y
| $35.2M | 0.03% |
63,776
+8,507
| +15% | +$4.7M |
|
531
Huntington Bancshares
HBAN
$25.7B
| $35.2M | 0.03% |
4,290,614
+120,767
| +3% | +$991K |
|
532
JB Hunt Transport Services
JBHT
$13.4B
| $35.1M | 0.03% |
381,043
+37,822
| +11% | +$3.49M |
|
|
LSXMK
533
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $34.9M | 0.03% |
1,447,605
+603,198
| +71% | +$14.5M |
|
534
NRG Energy
NRG
$30.9B
| $34.8M | 0.03% |
1,276,921
+115,702
| +10% | +$3.15M |
|
535
Open Text
OTEX
$8.86B
| $34.5M | 0.03% |
994,057
+41,092
| +4% | +$1.43M |
|
|
SJR
536
DELISTED
Shaw Communications Inc.
SJR
| $34.5M | 0.03% |
2,150,700
-29,875
| -1% | -$479K |
|
537
Sunstone Hotel Investors
SHO
$1.76B
| $34.1M | 0.03% |
3,918,350
+3,522,340
| +889% | +$30.7M |
|
538
Exact Sciences
EXAS
$10.4B
| $34.1M | 0.03% |
588,365
+25,138
| +4% | +$1.46M |
|
539
MGM Resorts International
MGM
$9.81B
| $34.1M | 0.03% |
2,889,134
+867,176
| +43% | +$10.2M |
|
540
Fox Class A
FOXA
$25B
| $34M | 0.03% |
1,438,550
+83,387
| +6% | +$1.97M |
|
541
Aramark
ARMK
$10B
| $34M | 0.03% |
2,357,059
+1,080,378
| +85% | +$15.6M |
|
542
Cheniere Energy
LNG
$52.2B
| $33.9M | 0.03% |
1,011,869
+100,007
| +11% | +$3.35M |
|
543
Kinross Gold
KGC
$27.9B
| $33.8M | 0.03% |
8,496,961
+2,747,132
| +48% | +$10.9M |
|
544
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $33.8M | 0.03% |
351,456
+146,552
| +72% | +$14.1M |
|
545
Revvity
RVTY
$9.81B
| $33.8M | 0.03% |
448,897
-95,520
| -18% | -$7.18M |
|
546
Iovance Biotherapeutics
IOVA
$825M
| $33.5M | 0.03% |
1,120,522
-205,987
| -16% | -$6.17M |
|
|
PARA
547
DELISTED
Paramount Global Class B
PARA
| $33.3M | 0.03% |
2,375,378
+230,097
| +11% | +$3.22M |
|
548
Coterra Energy
CTRA
$18.5B
| $32.9M | 0.03% |
1,912,790
-117,985
| -6% | -$2.03M |
|
|
WBC
549
DELISTED
WABCO HOLDINGS INC.
WBC
| $32.4M | 0.03% |
239,569
+12,619
| +6% | +$1.7M |
|
550
Annaly Capital Management
NLY
$14.2B
| $32.3M | 0.03% |
1,592,947
+59,877
| +4% | +$1.21M |
|