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 |
Kinder Morgan
KMI
|
+$110M |
| 2 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$32.5M |
| 3 |
Skyworks Solutions
SWKS
|
+$31.6M |
| 4 |
Hanesbrands
HBI
|
+$27.3M |
| 5 |
Incyte
INCY
|
+$26.8M |
Top Sells
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
+$179M |
| 2 |
Wells Fargo
WFC
|
+$49.5M |
| 3 |
Exxon Mobil
XOM
|
+$37.7M |
| 4 |
Apple
AAPL
|
+$26.6M |
| 5 |
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
|
+$25.5M |
Sector Composition
| 1 | Financials | 15.63% |
| 2 | Technology | 13.58% |
| 3 | Healthcare | 13.35% |
| 4 | Energy | 9.98% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
SPX Corp
SPXC
$9.19B
| $7.02M | 0.01% |
319,673
-25,042
| -7% | -$550K |
|
652
Vale
VALE
$44.2B
| $6.84M | 0.01% |
826,000
-779,100
| -49% | -$6.45M |
|
|
SNP
653
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
| $6.76M | 0.01% |
84,590
-5,300
| -6% | -$424K |
|
|
MNDT
654
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $6.73M | 0.01% |
207,709
+51,814
| +33% | +$1.68M |
|
|
BTU
655
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
| $6.72M | 0.01% |
57,733
-47,732
| -45% | -$5.56M |
|
656
Petrobras
PBR
$79.5B
| $6.54M | 0.01% |
899,100
-203,800
| -18% | -$1.48M |
|
657
Baytex Energy
BTE
$1.71B
| $6.45M | 0.01% |
386,943
+9,000
| +2% | +$150K |
|
658
BlackBerry
BB
$2.23B
| $6.44M | 0.01% |
585,461
| – | – |
|
|
DO
659
DELISTED
Diamond Offshore Drilling
DO
| $6.42M | 0.01% |
168,602
-10,023
| -6% | -$382K |
|
660
AngloGold Ashanti
AU
$31.3B
| $6.41M | 0.01% |
732,100
-44,700
| -6% | -$391K |
|
661
ArcelorMittal
MT
$25.7B
| $6.33M | 0.01% |
248,755
-14,738
| -6% | -$375K |
|
662
TransAlta
TAC
$3.66B
| $6.27M | 0.01% |
688,025
+16,894
| +3% | +$154K |
|
|
NGD
663
New Gold Inc
NGD
$5.02B
| $5.8M | 0.01% |
1,365,594
+159,323
| +13% | +$677K |
|
|
SWI
664
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
| $5.6M | 0.01% |
111,365
-26,703
| -19% | -$1.34M |
|
|
ERF
665
DELISTED
Enerplus Corporation
ERF
| $5.13M | 0.01% |
535,051
-60,955
| -10% | -$585K |
|
|
HDS
666
DELISTED
HD Supply Holdings, Inc.
HDS
| $5.09M | 0.01% |
172,150
+35,049
| +26% | +$1.04M |
|
667
Antero Resources
AR
$9.94B
| $4.91M | 0.01% |
120,717
-7,698
| -6% | -$313K |
|
668
Infosys
INFY
$70.5B
| $4.82M | 0.01% |
+613,200
| New | +$4.82M |
|
669
W.P. Carey
WPC
$14.8B
| $4.57M | 0.01% |
65,148
-5,372
| -8% | -$377K |
|
670
Extra Space Storage
EXR
$30.8B
| $4.41M | 0.01% |
73,780
-9,309
| -11% | -$557K |
|
671
UGI
UGI
$7.36B
| $4.36M | 0.01% |
+112,095
| New | +$4.36M |
|
672
Alexandria Real Estate Equities
ARE
$14.3B
| $4.31M | 0.01% |
48,079
-5,420
| -10% | -$486K |
|
673
Pediatrix Medical
MD
$1.48B
| $4.25M | 0.01% |
63,702
-25,685
| -29% | -$1.71M |
|
674
Gerdau
GGB
$6.19B
| $3.91M | 0.01% |
1,373,022
-78,372
| -5% | -$223K |
|
675
Kilroy Realty
KRC
$4.97B
| $3.89M | 0.01% |
55,367
-6,688
| -11% | -$470K |
|