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 |
Kraft Heinz
KHC
|
$117M |
| 2 |
PayPal
PYPL
|
$106M |
| 3 |
Netflix
NFLX
|
$100M |
| 4 |
AT&T
T
|
$70.1M |
| 5 |
Apple
AAPL
|
$55.2M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$833M |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$137M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$115M |
| 4 |
HSP
HOSPIRA INC
HSP
|
$40M |
| 5 |
NiSource
NI
|
$38.3M |
Sector Composition
| 1 | Financials | 16.22% |
| 2 | Healthcare | 14.18% |
| 3 | Technology | 13.72% |
| 4 | Consumer Discretionary | 9.5% |
| 5 | Industrials | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PTR
651
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $6.12M | 0.01% |
87,836
-9,900
| -10% | -$690K |
|
652
Utilities Select Sector SPDR Fund
XLU
$20.9B
| $5.96M | 0.01% |
137,616
-6,440
| -4% | -$279K |
|
653
Kinross Gold
KGC
$26.2B
| $5.81M | 0.01% |
3,356,595
-515
| -0% | -$892 |
|
654
Wipro
WIT
$28.9B
| $5.6M | 0.01% |
455,700
+173,000
| +61% | +$2.13M |
|
655
Financial Select Sector SPDR Fund
XLF
$53.7B
| $5.44M | 0.01% |
+240,133
| New | +$5.44M |
|
656
Puma Biotechnology
PBYI
$257M
| $5.42M | 0.01% |
71,873
+570
| +0.8% | +$43K |
|
|
MMP
657
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $5.41M | 0.01% |
90,000
+12,000
| +15% | +$721K |
|
|
CEO
658
DELISTED
CNOOC Limited
CEO
| $5.3M | 0.01% |
51,452
-4,400
| -8% | -$454K |
|
659
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $5.24M | 0.01% |
79,041
-8,285
| -9% | -$549K |
|
|
UNIT
660
Uniti Group
UNIT
$1.44B
| $5.19M | 0.01% |
289,798
+318
| +0.1% | +$5.69K |
|
661
iShares MSCI South Korea ETF
EWY
$5.1B
| $5.16M | 0.01% |
105,816
-29,540
| -22% | -$1.44M |
|
|
SNP
662
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
| $5.08M | 0.01% |
82,590
-700
| -0.8% | -$43.1K |
|
663
BlackBerry
BB
$2.25B
| $4.65M | 0.01% |
760,447
+148,631
| +24% | +$908K |
|
664
Antero Resources
AR
$10B
| $4.53M | 0.01% |
213,899
+79,440
| +59% | +$1.68M |
|
665
Mid-America Apartment Communities
MAA
$16.7B
| $4.5M | 0.01% |
54,994
+2,598
| +5% | +$213K |
|
666
Alexandria Real Estate Equities
ARE
$13.8B
| $4.49M | 0.01% |
53,017
+2,378
| +5% | +$201K |
|
|
AUY
667
DELISTED
Yamana Gold, Inc.
AUY
| $4.41M | 0.01% |
2,675,265
-58,455
| -2% | -$96.4K |
|
668
Kilroy Realty
KRC
$4.85B
| $4.34M | 0.01% |
66,529
+5,123
| +8% | +$334K |
|
|
AIV
669
Aimco
AIV
$1.1B
| $4.19M | 0.01% |
113,232
+5,525
| +5% | +$205K |
|
670
Omega Healthcare
OHI
$12.6B
| $4.17M | 0.01% |
118,762
+6,542
| +6% | +$230K |
|
671
W.P. Carey
WPC
$14.5B
| $4.03M | 0.01% |
69,651
+1,638
| +2% | +$94.7K |
|
|
SUNE
672
DELISTED
SUNEDISON, INC COM
SUNE
| $3.85M | 0.01% |
536,656
+152,048
| +40% | +$1.09M |
|
|
TRQ
673
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $3.65M | 0.01% |
1,432,348
| – | – |
|
674
Zillow
ZG
$19.1B
| $3.64M | 0.01% |
126,513
+900
| +0.7% | +$25.9K |
|
675
Petrobras
PBR
$80B
| $3.61M | 0.01% |
828,850
-86,950
| -9% | -$378K |
|