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
|
$381M |
| 2 |
SPDR Gold Trust
GLD
|
$103M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$64.2M |
| 4 |
Apple
AAPL
|
$58.6M |
| 5 |
Amazon
AMZN
|
$52.9M |
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$67M |
| 2 |
LVLT
Level 3 Communications Inc
LVLT
|
$45.3M |
| 3 |
WP
Worldpay, Inc.
WP
|
$33M |
| 4 |
American International
AIG
|
$26.1M |
| 5 |
Charter Communications
CHTR
|
$21.4M |
Sector Composition
| 1 | Financials | 17.45% |
| 2 | Technology | 15.55% |
| 3 | Healthcare | 12.03% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Melco Resorts & Entertainment
MLCO
$3.8B
| $22.5M | 0.03% |
774,371
+16,485
| +2% | +$479K |
|
577
DigitalBridge
DBRG
$2.04B
| $22.3M | 0.03% |
488,654
-15,426
| -3% | -$704K |
|
578
Chipotle Mexican Grill
CMG
$55.1B
| $22.2M | 0.03% |
3,841,700
-245,900
| -6% | -$1.42M |
|
|
LPT
579
DELISTED
Liberty Property Trust
LPT
| $22.1M | 0.03% |
514,896
+5,026
| +1% | +$216K |
|
|
WBC
580
DELISTED
WABCO HOLDINGS INC.
WBC
| $22.1M | 0.03% |
153,772
+14,212
| +10% | +$2.04M |
|
|
WR
581
DELISTED
Westar Energy Inc
WR
| $21.8M | 0.03% |
412,827
-24,608
| -6% | -$1.3M |
|
582
Crown Holdings
CCK
$11B
| $21.7M | 0.03% |
385,197
-1,523
| -0.4% | -$85.7K |
|
583
Arrow Electronics
ARW
$6.57B
| $21.6M | 0.03% |
268,625
-950
| -0.4% | -$76.4K |
|
|
SNI
584
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $21.6M | 0.03% |
252,842
+8,639
| +4% | +$738K |
|
585
Polaris
PII
$3.33B
| $21.3M | 0.03% |
171,477
+1,013
| +0.6% | +$126K |
|
586
Robert Half
RHI
$3.77B
| $20.9M | 0.03% |
376,442
-28,422
| -7% | -$1.58M |
|
587
OGE Energy
OGE
$8.89B
| $20.5M | 0.03% |
624,305
+7,500
| +1% | +$247K |
|
588
Brixmor Property Group
BRX
$8.63B
| $20.5M | 0.03% |
1,100,683
+12,412
| +1% | +$232K |
|
589
American Airlines Group
AAL
$8.63B
| $20.5M | 0.03% |
393,523
-909
| -0.2% | -$47.3K |
|
590
Wabtec
WAB
$33B
| $20.4M | 0.03% |
250,625
-11,134
| -4% | -$907K |
|
591
AES
AES
$9.21B
| $20.2M | 0.03% |
1,868,032
-226,191
| -11% | -$2.45M |
|
|
CIT
592
DELISTED
CIT Group Inc.
CIT
| $20.2M | 0.03% |
410,032
-112,783
| -22% | -$5.55M |
|
593
Gildan
GIL
$8.27B
| $20.1M | 0.03% |
619,288
+15,551
| +3% | +$504K |
|
594
Liberty Media Series C
FWONK
$25.2B
| $20.1M | 0.03% |
+607,410
| New | +$20.1M |
|
595
Fluor
FLR
$6.72B
| $20M | 0.03% |
387,724
-559
| -0.1% | -$28.9K |
|
596
SS&C Technologies
SSNC
$21.7B
| $19.9M | 0.03% |
491,288
+2,507
| +0.5% | +$101K |
|
597
Veeva Systems
VEEV
$44.7B
| $19.8M | 0.03% |
358,278
-465
| -0.1% | -$25.7K |
|
598
Kinross Gold
KGC
$26.9B
| $19.6M | 0.03% |
4,531,955
+399,387
| +10% | +$1.73M |
|
|
SBNY
599
DELISTED
Signature Bank
SBNY
| $19.6M | 0.03% |
142,451
+1,123
| +0.8% | +$154K |
|
600
Helmerich & Payne
HP
$2.01B
| $19.4M | 0.03% |
300,721
+557
| +0.2% | +$36K |
|