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 |
Nutrien
NTR
|
+$86.1M |
| 2 |
WP
Worldpay, Inc.
WP
|
+$72.2M |
| 3 |
Interactive Brokers
IBKR
|
+$52M |
| 4 |
Johnson & Johnson
JNJ
|
+$49.1M |
| 5 |
iShares Gold Trust
IAU
|
+$48.6M |
Top Sells
| 1 |
Alibaba
BABA
|
+$58.9M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
+$48.6M |
| 3 |
AGU
Agrium
AGU
|
+$45.3M |
| 4 |
CME Group
CME
|
+$37.4M |
| 5 |
Cisco
CSCO
|
+$31.4M |
Sector Composition
| 1 | Financials | 17.44% |
| 2 | Technology | 16.68% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Communication Services | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Hanesbrands
HBI
$2.25B
| $19.7M | 0.03% |
1,069,087
-49,585
| -4% | -$913K |
|
602
OGE Energy
OGE
$8.82B
| $19.5M | 0.03% |
595,455
-28,850
| -5% | -$945K |
|
603
Xerox
XRX
$468M
| $19.3M | 0.02% |
671,852
+12,189
| +2% | +$351K |
|
604
Goodyear
GT
$2.45B
| $19.2M | 0.02% |
722,316
-128,725
| -15% | -$3.42M |
|
605
Zillow
Z
$21.1B
| $19.1M | 0.02% |
354,859
+70,670
| +25% | +$3.8M |
|
|
DISCK
606
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $18.7M | 0.02% |
955,800
+270,016
| +39% | +$5.27M |
|
|
PBCT
607
DELISTED
People's United Financial Inc
PBCT
| $18.6M | 0.02% |
999,351
+9,618
| +1% | +$179K |
|
608
Live Nation Entertainment
LYV
$39.5B
| $18.6M | 0.02% |
440,986
+16,077
| +4% | +$677K |
|
|
PE
609
DELISTED
PARSLEY ENERGY INC
PE
| $18.5M | 0.02% |
638,478
+21,120
| +3% | +$612K |
|
|
JWN
610
DELISTED
Nordstrom
JWN
| $18.5M | 0.02% |
381,996
+2,842
| +0.7% | +$138K |
|
611
Gildan
GIL
$8.19B
| $18.4M | 0.02% |
636,682
+17,394
| +3% | +$502K |
|
612
Liberty Media Series C
FWONK
$25.4B
| $18.3M | 0.02% |
614,554
+7,144
| +1% | +$213K |
|
|
FLIR
613
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $18.3M | 0.02% |
366,020
-1,199
| -0.3% | -$60K |
|
614
Leggett & Platt
LEG
$1.32B
| $17.9M | 0.02% |
403,877
+1,941
| +0.5% | +$86.1K |
|
615
Ralph Lauren
RL
$18.8B
| $17.9M | 0.02% |
160,144
-454
| -0.3% | -$50.8K |
|
616
Methanex
MEOH
$2.99B
| $17.9M | 0.02% |
295,759
+58,683
| +25% | +$3.55M |
|
|
WUBA
617
DELISTED
58.COM INC
WUBA
| $17.6M | 0.02% |
220,049
+25,100
| +13% | +$2M |
|
|
FLG
618
Flagstar Financial, Inc.
FLG
$5.24B
| $17.5M | 0.02% |
447,038
+4,484
| +1% | +$175K |
|
619
United Airlines
UAL
$34.2B
| $17.4M | 0.02% |
249,988
-992
| -0.4% | -$68.9K |
|
620
Flowserve
FLS
$7.22B
| $17.1M | 0.02% |
395,556
+6,835
| +2% | +$296K |
|
621
iShares MSCI China ETF
MCHI
$8.12B
| $16.9M | 0.02% |
246,500
+98,500
| +67% | +$6.75M |
|
|
ZAYO
622
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $16.9M | 0.02% |
494,584
+5,143
| +1% | +$176K |
|
623
BlackBerry
BB
$2.23B
| $16.8M | 0.02% |
1,464,743
+636,837
| +77% | +$7.31M |
|
624
Kinross Gold
KGC
$27.3B
| $16.8M | 0.02% |
4,251,278
-280,677
| -6% | -$1.11M |
|
625
Brixmor Property Group
BRX
$8.52B
| $16.7M | 0.02% |
1,092,404
-8,279
| -0.8% | -$126K |
|