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 |
Teladoc Health
TDOC
|
$385M |
| 2 |
Shopify
SHOP
|
$235M |
| 3 |
KE Holdings
BEKE
|
$200M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
$172M |
| 5 |
Baidu
BIDU
|
$157M |
Top Sells
| 1 |
Apple
AAPL
|
$1.15B |
| 2 |
Microsoft
MSFT
|
$788M |
| 3 |
Amazon
AMZN
|
$604M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$418M |
| 5 |
Meta Platforms (Facebook)
META
|
$299M |
Sector Composition
| 1 | Technology | 25.28% |
| 2 | Healthcare | 13.29% |
| 3 | Consumer Discretionary | 12.57% |
| 4 | Financials | 11.94% |
| 5 | Communication Services | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
LKQ Corp
LKQ
$8.33B
| $38.5M | 0.02% |
1,093,618
-36,736
| -3% | -$1.29M |
|
602
Voya Financial
VOYA
$7.38B
| $38.5M | 0.02% |
654,460
+171,480
| +36% | +$10.1M |
|
603
Zillow
ZG
$20.5B
| $38.4M | 0.02% |
+282,219
| New | +$38.4M |
|
604
Omega Healthcare
OHI
$12.7B
| $38.3M | 0.02% |
1,054,293
-146,324
| -12% | -$5.31M |
|
|
VMW
605
DELISTED
VMware, Inc
VMW
| $38.2M | 0.02% |
272,596
-36,551
| -12% | -$5.13M |
|
606
Western Union
WU
$2.86B
| $38M | 0.02% |
1,732,008
-246,125
| -12% | -$5.4M |
|
|
WRI
607
DELISTED
Weingarten Realty Investors
WRI
| $37.9M | 0.02% |
1,748,300
+31,667
| +2% | +$686K |
|
608
CenterPoint Energy
CNP
$24.7B
| $37.8M | 0.02% |
1,745,772
-128,703
| -7% | -$2.79M |
|
609
Cboe Global Markets
CBOE
$24.3B
| $37.5M | 0.02% |
402,317
-50,264
| -11% | -$4.68M |
|
610
Textron
TXT
$14.5B
| $37.4M | 0.02% |
774,379
-116,286
| -13% | -$5.62M |
|
611
Loews
L
$20B
| $37.2M | 0.02% |
827,025
-145,864
| -15% | -$6.57M |
|
|
LSI
612
DELISTED
Life Storage, Inc.
LSI
| $37.2M | 0.02% |
467,243
+322,715
| +223% | +$25.7M |
|
613
Open Text
OTEX
$8.45B
| $37.1M | 0.02% |
817,924
-122,505
| -13% | -$5.55M |
|
614
NRG Energy
NRG
$28.6B
| $37M | 0.02% |
985,965
-502,675
| -34% | -$18.9M |
|
615
Howmet Aerospace
HWM
$71.8B
| $36.9M | 0.02% |
1,292,170
-192,070
| -13% | -$5.48M |
|
616
F5
FFIV
$18.1B
| $36.8M | 0.02% |
209,417
-34,138
| -14% | -$6.01M |
|
617
Essential Utilities
WTRG
$11B
| $36.7M | 0.02% |
775,881
-94,504
| -11% | -$4.47M |
|
618
Carnival Corp
CCL
$42.8B
| $36.7M | 0.02% |
1,692,106
-202,992
| -11% | -$4.4M |
|
619
Advance Auto Parts
AAP
$3.63B
| $36.5M | 0.02% |
231,527
-36,603
| -14% | -$5.77M |
|
620
Nordson
NDSN
$12.6B
| $36.1M | 0.02% |
179,674
-23,459
| -12% | -$4.71M |
|
621
Universal Health Services
UHS
$12.1B
| $36.1M | 0.02% |
262,288
-76,662
| -23% | -$10.5M |
|
622
Altice USA
ATUS
$1.05B
| $35.8M | 0.02% |
946,568
-251,003
| -21% | -$9.51M |
|
623
Kinross Gold
KGC
$26.9B
| $35.7M | 0.02% |
4,886,483
-574,109
| -11% | -$4.2M |
|
624
Annaly Capital Management
NLY
$14.2B
| $34.9M | 0.02% |
1,033,814
-146,243
| -12% | -$4.94M |
|
625
Fox Class A
FOXA
$27.4B
| $34.7M | 0.02% |
1,191,987
-170,708
| -13% | -$4.97M |
|