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 | |
|---|---|---|---|---|---|---|
551
Robert Half
RHI
$3.8B
| $31.8M | 0.03% |
487,516
-55,318
| -10% | -$3.6M |
|
552
Southwest Airlines
LUV
$16.3B
| $31.7M | 0.03% |
611,511
-8,297
| -1% | -$431K |
|
553
Invitation Homes
INVH
$18.6B
| $31.6M | 0.03% |
1,298,566
+56,933
| +5% | +$1.39M |
|
554
Western Union
WU
$2.82B
| $31.3M | 0.03% |
1,693,319
-24,543
| -1% | -$453K |
|
555
BorgWarner
BWA
$9.49B
| $31.3M | 0.03% |
924,671
-2,114
| -0.2% | -$71.5K |
|
556
Unum
UNM
$12.4B
| $30.9M | 0.03% |
912,108
-24,027
| -3% | -$813K |
|
557
DaVita
DVA
$9.69B
| $30.8M | 0.03% |
566,847
-4,411
| -0.8% | -$239K |
|
558
Howmet Aerospace
HWM
$72.4B
| $30.8M | 0.03% |
2,099,409
-49,382
| -2% | -$724K |
|
559
Macy's
M
$4.61B
| $30.4M | 0.03% |
1,266,259
+2,669
| +0.2% | +$64.1K |
|
|
QVCGA
560
QVC Group, Inc. Series A Common Stock
QVCGA
$79.4M
| $30.4M | 0.03% |
39,140
+2,890
| +8% | +$2.24M |
|
561
Mohawk Industries
MHK
$8.41B
| $30M | 0.03% |
237,731
+1,254
| +0.5% | +$158K |
|
562
Gildan
GIL
$8.21B
| $29.3M | 0.03% |
815,638
+26,747
| +3% | +$961K |
|
563
Jones Lang LaSalle
JLL
$14.6B
| $29.1M | 0.03% |
188,721
-4,075
| -2% | -$628K |
|
564
Sealed Air
SEE
$4.75B
| $29.1M | 0.03% |
631,687
+2,050
| +0.3% | +$94.4K |
|
|
CDK
565
DELISTED
CDK Global, Inc.
CDK
| $28.9M | 0.03% |
492,106
-839
| -0.2% | -$49.4K |
|
566
Interpublic Group of Companies
IPG
$9.83B
| $28.9M | 0.03% |
1,374,577
+2,989
| +0.2% | +$62.8K |
|
567
Xerox
XRX
$488M
| $28.7M | 0.03% |
898,265
-3,658
| -0.4% | -$117K |
|
|
LPT
568
DELISTED
Liberty Property Trust
LPT
| $28.6M | 0.03% |
590,363
-58,015
| -9% | -$2.81M |
|
569
American Financial Group
AFG
$11.6B
| $28.4M | 0.03% |
294,694
+4,804
| +2% | +$462K |
|
570
Arrow Electronics
ARW
$6.53B
| $28.1M | 0.03% |
364,151
+569
| +0.2% | +$43.8K |
|
571
XPO
XPO
$15.4B
| $27.8M | 0.03% |
1,493,203
+24,063
| +2% | +$447K |
|
572
Pultegroup
PHM
$27.2B
| $27.7M | 0.03% |
991,820
-100,370
| -9% | -$2.81M |
|
|
GAP
573
The Gap, Inc.
GAP
$8.88B
| $27.5M | 0.03% |
1,051,391
+168,332
| +19% | +$4.41M |
|
574
Imperial Oil
IMO
$44.5B
| $27.5M | 0.03% |
1,008,524
-39,198
| -4% | -$1.07M |
|
|
WBC
575
DELISTED
WABCO HOLDINGS INC.
WBC
| $27.3M | 0.03% |
206,946
-772
| -0.4% | -$102K |
|