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 |
Meta Platforms (Facebook)
META
|
+$83M |
| 2 |
Microsoft
MSFT
|
+$35.8M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$35.4M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$29.5M |
| 5 |
AT&T
T
|
+$27.9M |
Top Sells
| 1 |
BRCM
BROADCOM CORP CL-A
BRCM
|
+$89.8M |
| 2 |
PCP
PRECISION CASTPARTS CORP
PCP
|
+$86.4M |
| 3 |
Apple
AAPL
|
+$27.4M |
| 4 |
GMCR
KEURIG GREEN MTN INC
GMCR
|
+$26.8M |
| 5 |
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
|
+$25.5M |
Sector Composition
| 1 | Financials | 14.77% |
| 2 | Technology | 13.38% |
| 3 | Healthcare | 13.19% |
| 4 | Communication Services | 10.35% |
| 5 | Consumer Discretionary | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BIN
626
DELISTED
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
| $10.1M | 0.02% |
+323,941
| New | +$10.1M |
|
|
QIHU
627
DELISTED
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
| $9.99M | 0.02% |
132,260
+27,429
| +26% | +$2.07M |
|
628
AGCO
AGCO
$8.23B
| $9.98M | 0.02% |
200,834
+2,695
| +1% | +$134K |
|
|
LM
629
DELISTED
Legg Mason, Inc.
LM
| $9.93M | 0.02% |
286,422
-10,479
| -4% | -$363K |
|
|
EV
630
DELISTED
Eaton Vance Corp.
EV
| $9.71M | 0.02% |
289,766
-3,943
| -1% | -$132K |
|
|
ETP
631
DELISTED
Energy Transfer Partners L.p.
ETP
| $9.61M | 0.02% |
297,000
+207,000
| +230% | +$6.69M |
|
632
Methanex
MEOH
$2.99B
| $9.48M | 0.02% |
294,697
+65,442
| +29% | +$2.11M |
|
|
CLR
633
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $9.09M | 0.02% |
299,263
+5,952
| +2% | +$181K |
|
|
SWN
634
DELISTED
Southwestern Energy Company
SWN
| $9M | 0.02% |
1,114,842
+32,684
| +3% | +$264K |
|
|
AUY
635
DELISTED
Yamana Gold, Inc.
AUY
| $8.99M | 0.02% |
2,961,053
+248,709
| +9% | +$755K |
|
636
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
| $8.92M | 0.02% |
260,350
+169,600
| +187% | +$5.81M |
|
|
CBPO
637
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $8.88M | 0.02% |
77,605
| – | – |
|
638
U-Haul Holding Co
UHAL
$10.9B
| $8.61M | 0.02% |
240,970
+38,450
| +19% | +$1.37M |
|
639
AutoNation
AN
$8.57B
| $8.5M | 0.01% |
182,029
-6,580
| -3% | -$307K |
|
|
N
640
DELISTED
Netsuite Inc
N
| $8.32M | 0.01% |
121,447
+19,305
| +19% | +$1.32M |
|
641
Vermilion Energy
VET
$1.13B
| $8.15M | 0.01% |
278,124
+18,257
| +7% | +$535K |
|
|
TRQ
642
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $8.13M | 0.01% |
317,619
+72,341
| +29% | +$1.85M |
|
|
GOLD
643
DELISTED
Randgold Resources Ltd
GOLD
| $8M | 0.01% |
88,143
-28,769
| -25% | -$2.61M |
|
644
CAE Inc
CAE
$8.54B
| $7.95M | 0.01% |
687,066
+51,552
| +8% | +$597K |
|
|
SPN
645
DELISTED
Superior Energy Services, Inc.
SPN
| $7.62M | 0.01% |
569,092
-29,500
| -5% | -$395K |
|
646
New Oriental
EDU
$8.19B
| $7.46M | 0.01% |
215,651
+45,216
| +27% | +$1.56M |
|
|
S
647
DELISTED
Sprint Corporation
S
| $7.33M | 0.01% |
2,106,828
+70,927
| +3% | +$247K |
|
648
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $7.08M | 0.01% |
+127,694
| New | +$7.08M |
|
649
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.7B
| $7.07M | 0.01% |
89,406
+13,990
| +19% | +$1.11M |
|
|
DATA
650
DELISTED
Tableau Software, Inc.
DATA
| $6.59M | 0.01% |
143,586
+6,811
| +5% | +$312K |
|