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 |
Bristol-Myers Squibb
BMY
|
$200M |
| 2 |
Alibaba
BABA
|
$176M |
| 3 |
Blackstone
BX
|
$127M |
| 4 |
Truist Financial
TFC
|
$127M |
| 5 |
Mercado Libre
MELI
|
$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$116M |
| 3 |
Tesla
TSLA
|
$92.4M |
| 4 |
Apple
AAPL
|
$90.7M |
| 5 |
NVIDIA
NVDA
|
$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PBCT
626
DELISTED
People's United Financial Inc
PBCT
| $27.5M | 0.02% |
1,625,915
+59,720
| +4% | +$1.01M |
|
627
A.O. Smith
AOS
$10.3B
| $27.5M | 0.02% |
576,491
-31,046
| -5% | -$1.48M |
|
628
Leggett & Platt
LEG
$1.35B
| $27.4M | 0.02% |
538,235
+60,874
| +13% | +$3.09M |
|
629
Kinross Gold
KGC
$26.9B
| $27.3M | 0.02% |
5,749,829
+72,653
| +1% | +$345K |
|
630
Unum
UNM
$12.6B
| $27.2M | 0.02% |
933,276
-59,568
| -6% | -$1.74M |
|
631
ZTO Express
ZTO
$14.7B
| $27.1M | 0.02% |
1,160,066
+63,027
| +6% | +$1.47M |
|
|
HDS
632
DELISTED
HD Supply Holdings, Inc.
HDS
| $27M | 0.02% |
670,148
-104,856
| -14% | -$4.22M |
|
|
SBNY
633
DELISTED
Signature Bank
SBNY
| $26.8M | 0.02% |
196,474
+910
| +0.5% | +$124K |
|
634
Ingredion
INGR
$8.24B
| $26.6M | 0.02% |
285,760
+3,854
| +1% | +$358K |
|
|
ONC
635
BeOne Medicines Ltd. American Depositary Shares
ONC
$37.6B
| $26.5M | 0.02% |
160,118
+4,048
| +3% | +$671K |
|
636
United Airlines
UAL
$34.5B
| $26.3M | 0.02% |
298,806
+1,953
| +0.7% | +$172K |
|
637
Autoliv
ALV
$9.58B
| $26.3M | 0.02% |
311,650
+3,895
| +1% | +$329K |
|
638
Imperial Oil
IMO
$44.4B
| $26M | 0.02% |
982,366
+3,775
| +0.4% | +$99.9K |
|
639
HEICO Class A
HEI.A
$35.1B
| $25.7M | 0.02% |
287,056
-1,442
| -0.5% | -$129K |
|
640
Sealed Air
SEE
$4.82B
| $25.4M | 0.02% |
637,184
+6,037
| +1% | +$240K |
|
641
Algonquin Power & Utilities
AQN
$4.35B
| $25.3M | 0.02% |
1,789,395
+1,774,591
| +11,987% | +$25.1M |
|
642
Interactive Brokers
IBKR
$26.8B
| $24.6M | 0.02% |
2,107,720
-1,894,432
| -47% | -$22.1M |
|
643
Sabre
SABR
$675M
| $23.9M | 0.02% |
1,064,158
+54,549
| +5% | +$1.22M |
|
644
ManpowerGroup
MAN
$1.91B
| $23.9M | 0.02% |
245,635
+84
| +0% | +$8.16K |
|
645
iShares Core S&P 500 ETF
IVV
$664B
| $23.8M | 0.02% |
73,768
-17,637
| -19% | -$5.7M |
|
646
Flowserve
FLS
$7.22B
| $23.5M | 0.02% |
471,916
+1,925
| +0.4% | +$95.8K |
|
647
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $23.5M | 0.02% |
204,904
+102,126
| +99% | +$11.7M |
|
648
Ralph Lauren
RL
$18.9B
| $23.4M | 0.02% |
199,268
-14,080
| -7% | -$1.65M |
|
649
Jefferies Financial Group
JEF
$13.1B
| $23.3M | 0.02% |
1,140,450
+12,980
| +1% | +$265K |
|
650
Harley-Davidson
HOG
$3.67B
| $23.3M | 0.02% |
625,181
+4,834
| +0.8% | +$180K |
|