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
|
$81.5M |
| 2 |
Microsoft
MSFT
|
$67.7M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$59.5M |
| 4 |
Baidu
BIDU
|
$42.2M |
| 5 |
LendingTree
TREE
|
$41.8M |
Top Sells
| 1 |
ATHN
Athenahealth, Inc.
ATHN
|
$80.2M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$68.6M |
| 3 |
GGP
GGP Inc.
GGP
|
$50.4M |
| 4 |
Apple
AAPL
|
$34.9M |
| 5 |
HDP
Hortonworks, Inc.
HDP
|
$26.1M |
Sector Composition
| 1 | Technology | 18.69% |
| 2 | Financials | 16.21% |
| 3 | Healthcare | 12.74% |
| 4 | Consumer Discretionary | 10.88% |
| 5 | Communication Services | 9.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Avnet
AVT
$4.49B
| $18.4M | 0.02% |
410,809
+2,300
| +0.6% | +$103K |
|
|
SBNY
627
DELISTED
Signature Bank
SBNY
| $18.3M | 0.02% |
159,160
+4,985
| +3% | +$572K |
|
|
MOMO
628
Hello Group
MOMO
$1.37B
| $18.2M | 0.02% |
415,633
+152,542
| +58% | +$6.68M |
|
629
Goodyear
GT
$2.43B
| $18M | 0.02% |
769,524
-72,073
| -9% | -$1.69M |
|
630
Toll Brothers
TOL
$14.2B
| $17.9M | 0.02% |
540,544
-44,785
| -8% | -$1.48M |
|
631
CAE Inc
CAE
$8.53B
| $17.8M | 0.02% |
879,679
-25,114
| -3% | -$509K |
|
632
H&R Block
HRB
$6.85B
| $17.6M | 0.02% |
684,424
+20,823
| +3% | +$536K |
|
633
TripAdvisor
TRIP
$2.05B
| $17.6M | 0.02% |
343,934
+2,206
| +0.6% | +$113K |
|
|
NFX
634
DELISTED
Newfield Exploration
NFX
| $17.5M | 0.02% |
606,405
+9,267
| +2% | +$267K |
|
635
Knight Transportation
KNX
$7B
| $17.3M | 0.02% |
502,401
-74,644
| -13% | -$2.57M |
|
636
United Therapeutics
UTHR
$18.1B
| $17.2M | 0.02% |
134,442
+919
| +0.7% | +$118K |
|
637
Melco Resorts & Entertainment
MLCO
$3.8B
| $17.1M | 0.02% |
810,558
+15,000
| +2% | +$317K |
|
638
BlackBerry
BB
$2.31B
| $17.1M | 0.02% |
1,516,380
-39,888
| -3% | -$451K |
|
639
Mattel
MAT
$6.06B
| $17M | 0.02% |
1,084,632
+33,922
| +3% | +$533K |
|
640
American Airlines Group
AAL
$8.63B
| $16.9M | 0.02% |
408,852
+1,398
| +0.3% | +$57.8K |
|
641
Brighthouse Financial
BHF
$2.48B
| $16.4M | 0.02% |
370,782
+39,426
| +12% | +$1.74M |
|
|
SCG
642
DELISTED
Scana
SCG
| $16.4M | 0.02% |
421,327
+12,612
| +3% | +$490K |
|
643
News Corp Class A
NWSA
$16.6B
| $16.3M | 0.02% |
1,237,108
+13,852
| +1% | +$183K |
|
|
DISCA
644
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $16M | 0.02% |
499,790
+15,997
| +3% | +$512K |
|
|
S
645
DELISTED
Sprint Corporation
S
| $15.8M | 0.02% |
2,423,244
+112,816
| +5% | +$738K |
|
646
Vermilion Energy
VET
$1.12B
| $15.7M | 0.02% |
477,580
-3,223
| -0.7% | -$106K |
|
|
FLG
647
Flagstar Financial, Inc.
FLG
$5.39B
| $15.2M | 0.02% |
490,136
+13,595
| +3% | +$423K |
|
|
SRCL
648
DELISTED
Stericycle Inc
SRCL
| $15.1M | 0.02% |
257,100
+7,991
| +3% | +$469K |
|
649
iShares MSCI China ETF
MCHI
$7.91B
| $14.9M | 0.02% |
249,500
-77,500
| -24% | -$4.64M |
|
650
Plains GP Holdings
PAGP
$3.64B
| $14.6M | 0.02% |
595,452
-28,390
| -5% | -$696K |
|