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 |
SPDR Gold Trust
GLD
|
$99.7M |
| 2 |
Enbridge
ENB
|
$80.6M |
| 3 |
SBA Communications
SBAC
|
$38.1M |
| 4 |
LLL
L3 Technologies, Inc.
LLL
|
$35M |
| 5 |
Advanced Micro Devices
AMD
|
$32.4M |
Top Sells
| 1 |
SE
Spectra Energy Corp Wi
SE
|
$80.2M |
| 2 |
STJ
St Jude Medical
STJ
|
$62.2M |
| 3 |
LLTC
Linear Technology Corp
LLTC
|
$40.8M |
| 4 |
TWX
Time Warner Inc
TWX
|
$24.7M |
| 5 |
HAR
Harman International Industries
HAR
|
$21.2M |
Sector Composition
| 1 | Financials | 16.64% |
| 2 | Technology | 14.34% |
| 3 | Healthcare | 12.64% |
| 4 | Communication Services | 10.06% |
| 5 | Consumer Discretionary | 9.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Vipshop
VIPS
$8.45B
| $12.1M | 0.02% |
904,291
-34,138
| -4% | -$455K |
|
|
DNB
627
DELISTED
Dun & Bradstreet
DNB
| $11.9M | 0.02% |
110,101
-2,948
| -3% | -$318K |
|
|
MMP
628
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $11.7M | 0.02% |
152,000
| – | – |
|
629
Spectrum Brands
SPB
$1.38B
| $11.7M | 0.02% |
84,058
+8,342
| +11% | +$1.16M |
|
630
CAE Inc
CAE
$8.53B
| $11.6M | 0.02% |
756,537
+30,153
| +4% | +$461K |
|
|
CPN
631
DELISTED
Calpine Corporation
CPN
| $11.4M | 0.02% |
1,029,882
+16,206
| +2% | +$179K |
|
632
AGCO
AGCO
$8.28B
| $11.3M | 0.02% |
188,221
-5,650
| -3% | -$340K |
|
|
SWN
633
DELISTED
Southwestern Energy Company
SWN
| $11.2M | 0.02% |
1,371,877
-30,466
| -2% | -$249K |
|
634
Zillow
Z
$21.3B
| $10.8M | 0.02% |
319,540
+30,067
| +10% | +$1.01M |
|
|
PDCO
635
DELISTED
Patterson Companies, Inc.
PDCO
| $10.4M | 0.02% |
230,904
+3,418
| +2% | +$155K |
|
636
Under Armour
UAA
$2.2B
| $9.86M | 0.02% |
498,283
+2,298
| +0.5% | +$45.5K |
|
637
Southern Copper
SCCO
$83.6B
| $9.85M | 0.02% |
288,328
-16,237
| -5% | -$555K |
|
638
Antero Resources
AR
$10.1B
| $9.67M | 0.01% |
423,724
-34,570
| -8% | -$789K |
|
639
Eldorado Gold
EGO
$5.31B
| $9.6M | 0.01% |
561,096
+10,993
| +2% | +$188K |
|
640
Under Armour Class C
UA
$2.13B
| $9.53M | 0.01% |
520,678
+21,126
| +4% | +$387K |
|
641
Plains All American Pipeline
PAA
$12.1B
| $9.39M | 0.01% |
297,000
| – | – |
|
|
AUY
642
DELISTED
Yamana Gold, Inc.
AUY
| $8.78M | 0.01% |
3,182,733
+42,340
| +1% | +$117K |
|
|
TRQ
643
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $8.72M | 0.01% |
285,558
+5,157
| +2% | +$157K |
|
644
Energy Select Sector SPDR Fund
XLE
$26.7B
| $8.6M | 0.01% |
123,000
| – | – |
|
|
WPZ
645
DELISTED
Williams Partners L.P.
WPZ
| $7.92M | 0.01% |
194,000
| – | – |
|
646
U-Haul Holding Co
UHAL
$11.2B
| $7.83M | 0.01% |
205,310
+1,980
| +1% | +$75.5K |
|
647
iShares TIPS Bond ETF
TIP
$13.6B
| $7.67M | 0.01% |
66,900
+7,000
| +12% | +$803K |
|
648
AutoNation
AN
$8.55B
| $7.64M | 0.01% |
180,709
+3,003
| +2% | +$127K |
|
|
FTR
649
DELISTED
Frontier Communications Corp.
FTR
| $7.1M | 0.01% |
221,174
+3,501
| +2% | +$112K |
|
|
AIV
650
Aimco
AIV
$1.11B
| $6.74M | 0.01% |
1,139,931
-12,679
| -1% | -$74.9K |
|