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
|
$282M |
| 2 |
Walt Disney
DIS
|
$135M |
| 3 |
Microsoft
MSFT
|
$89M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
$66.6M |
| 5 |
SPDR Gold Trust
GLD
|
$62.9M |
Top Sells
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$192M |
| 2 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$82.3M |
| 3 |
Oracle
ORCL
|
$55M |
| 4 |
PG&E
PCG
|
$46.6M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$42.2M |
Sector Composition
| 1 | Technology | 18.11% |
| 2 | Financials | 15.3% |
| 3 | Healthcare | 13.11% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Melco Resorts & Entertainment
MLCO
$3.94B
| $20.6M | 0.02% |
913,203
+2,073
| +0.2% | +$46.8K |
|
627
Assurant
AIZ
$10.8B
| $20.6M | 0.02% |
217,264
+6,633
| +3% | +$630K |
|
628
Helmerich & Payne
HP
$2.03B
| $20.6M | 0.02% |
369,963
-6,058
| -2% | -$337K |
|
|
WUBA
629
DELISTED
58.COM INC
WUBA
| $20.5M | 0.02% |
312,807
-4,221
| -1% | -$277K |
|
|
LHCG
630
DELISTED
LHC Group LLC
LHCG
| $20.4M | 0.02% |
+183,777
| New | +$20.4M |
|
631
Coty
COTY
$3.73B
| $20.3M | 0.02% |
1,769,085
-287,196
| -14% | -$3.3M |
|
632
ZTO Express
ZTO
$14.4B
| $20.3M | 0.02% |
+1,112,864
| New | +$20.3M |
|
633
United Therapeutics
UTHR
$17.4B
| $20.2M | 0.02% |
172,077
+1,091
| +0.6% | +$128K |
|
634
Bausch Health
BHC
$2.73B
| $20.2M | 0.02% |
818,241
+2,450
| +0.3% | +$60.4K |
|
|
EV
635
DELISTED
Eaton Vance Corp.
EV
| $20M | 0.02% |
495,919
+2,638
| +0.5% | +$106K |
|
636
Leggett & Platt
LEG
$1.25B
| $19.9M | 0.02% |
472,359
+317
| +0.1% | +$13.4K |
|
637
Equitable Holdings
EQH
$15.8B
| $19.9M | 0.02% |
988,093
+15,977
| +2% | +$322K |
|
638
iShares Core S&P 500 ETF
IVV
$659B
| $19.7M | 0.02% |
69,350
-1,380
| -2% | -$393K |
|
639
Fluor
FLR
$6.97B
| $19.7M | 0.02% |
534,229
-41,161
| -7% | -$1.51M |
|
640
Southern Copper
SCCO
$81.6B
| $19.7M | 0.02% |
495,242
+189,823
| +62% | +$7.53M |
|
641
Knight Transportation
KNX
$6.98B
| $19.6M | 0.02% |
600,529
-3,241
| -0.5% | -$106K |
|
642
Acuity Brands
AYI
$10.1B
| $19.3M | 0.02% |
160,986
-609
| -0.4% | -$73.1K |
|
643
Macerich
MAC
$4.58B
| $19M | 0.02% |
438,506
-55,996
| -11% | -$2.43M |
|
|
RDS.A
644
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $18.7M | 0.02% |
+298,684
| New | +$18.7M |
|
645
BlackBerry
BB
$2.23B
| $18.7M | 0.02% |
1,853,134
+15,788
| +0.9% | +$159K |
|
646
Autohome
ATHM
$3.4B
| $18.6M | 0.02% |
176,463
+797
| +0.5% | +$83.8K |
|
647
iShares TIPS Bond ETF
TIP
$13.6B
| $18.3M | 0.02% |
162,189
| – | – |
|
|
ONC
648
BeOne Medicines Ltd. American Depositary Shares
ONC
$37.2B
| $18.1M | 0.02% |
137,109
-2,246
| -2% | -$296K |
|
649
Plains GP Holdings
PAGP
$3.7B
| $18M | 0.02% |
723,126
+20,228
| +3% | +$504K |
|
650
Intellia Therapeutics
NTLA
$1.25B
| $17.9M | 0.02% |
+1,046,692
| New | +$17.9M |
|