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 | |
|---|---|---|---|---|---|---|
551
Arrow Electronics
ARW
$6.54B
| $21.5M | 0.03% |
273,826
-13,992
| -5% | -$1.1M |
|
|
LPT
552
DELISTED
Liberty Property Trust
LPT
| $21.4M | 0.03% |
525,561
-9,264
| -2% | -$377K |
|
553
SEI Investments
SEIC
$10.7B
| $21.3M | 0.03% |
396,776
+6,325
| +2% | +$340K |
|
|
EVHC
554
DELISTED
Envision Healthcare Holdings Inc
EVHC
| $21.3M | 0.03% |
339,630
+2,601
| +0.8% | +$163K |
|
555
AES
AES
$9.06B
| $21.3M | 0.03% |
1,913,128
+63,167
| +3% | +$702K |
|
556
Macy's
M
$4.56B
| $21.2M | 0.03% |
912,657
+8,442
| +0.9% | +$196K |
|
557
Mattel
MAT
$5.78B
| $21.2M | 0.03% |
984,702
+20,888
| +2% | +$450K |
|
|
WOOF
558
DELISTED
VCA Inc.
WOOF
| $21.2M | 0.03% |
+229,585
| New | +$21.2M |
|
559
CommScope
COMM
$3.59B
| $21.1M | 0.03% |
+556,011
| New | +$21.1M |
|
560
Lennox International
LII
$19.6B
| $20.9M | 0.03% |
+113,567
| New | +$20.9M |
|
561
Kohl's
KSS
$1.8B
| $20.8M | 0.03% |
536,850
-2,195
| -0.4% | -$84.9K |
|
562
Leggett & Platt
LEG
$1.35B
| $20.7M | 0.03% |
394,980
-6,809
| -2% | -$358K |
|
|
SBNY
563
DELISTED
Signature Bank
SBNY
| $20.7M | 0.03% |
144,510
+4,126
| +3% | +$592K |
|
564
Toll Brothers
TOL
$13.8B
| $20.7M | 0.03% |
523,836
+2,461
| +0.5% | +$97.2K |
|
565
Assurant
AIZ
$10.6B
| $20.6M | 0.03% |
198,727
-6,151
| -3% | -$638K |
|
566
NNN REIT
NNN
$8.06B
| $20.6M | 0.03% |
525,942
+4,153
| +0.8% | +$162K |
|
567
American Financial Group
AFG
$11.4B
| $20.5M | 0.03% |
+206,456
| New | +$20.5M |
|
|
VMW
568
DELISTED
VMware, Inc
VMW
| $20.5M | 0.03% |
234,168
-19,004
| -8% | -$1.66M |
|
569
American Airlines Group
AAL
$8.46B
| $20.4M | 0.03% |
406,169
-26,258
| -6% | -$1.32M |
|
570
Middleby
MIDD
$6.99B
| $20.4M | 0.03% |
168,109
+5,773
| +4% | +$701K |
|
571
United Airlines
UAL
$34.8B
| $20.2M | 0.03% |
268,778
+25,276
| +10% | +$1.9M |
|
|
S
572
DELISTED
Sprint Corporation
S
| $20M | 0.03% |
2,437,728
+38,420
| +2% | +$315K |
|
573
Arista Networks
ANET
$189B
| $19.8M | 0.03% |
+2,111,504
| New | +$19.8M |
|
574
H&R Block
HRB
$6.73B
| $19.7M | 0.03% |
637,460
+8,926
| +1% | +$276K |
|
575
Jacobs Solutions
J
$17.3B
| $19.7M | 0.03% |
437,642
-35,693
| -8% | -$1.61M |
|