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 |
Alphabet (Google) Class A
GOOGL
|
+$664M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$650M |
| 3 |
Alibaba
BABA
|
+$106M |
| 4 |
Hewlett Packard
HPE
|
+$89.4M |
| 5 |
Baidu
BIDU
|
+$70.2M |
Top Sells
| 1 |
HP
HPQ
|
+$91.3M |
| 2 |
CB
CHUBB CORPORATION
CB
|
+$79.1M |
| 3 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
+$73.2M |
| 4 |
GE Aerospace
GE
|
+$55.7M |
| 5 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
+$48.2M |
Sector Composition
| 1 | Financials | 15.86% |
| 2 | Healthcare | 14.05% |
| 3 | Technology | 13.46% |
| 4 | Communication Services | 9.91% |
| 5 | Consumer Discretionary | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MNDT
651
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $6.78M | 0.01% |
323,379
+21,245
| +7% | +$445K |
|
|
CLR
652
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $6.53M | 0.01% |
293,311
-22,207
| -7% | -$494K |
|
653
Westlake Corp
WLK
$11.1B
| $6.37M | 0.01% |
116,252
-4,775
| -4% | -$262K |
|
654
Health Care Select Sector SPDR Fund
XLV
$34.4B
| $6.23M | 0.01% |
85,671
+6,630
| +8% | +$482K |
|
|
TRQ
655
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $6.18M | 0.01% |
245,278
+102,043
| +71% | +$2.57M |
|
656
Zillow
Z
$21.4B
| $6.12M | 0.01% |
252,439
+213
| +0.1% | +$5.16K |
|
657
Kinross Gold
KGC
$27.3B
| $6.12M | 0.01% |
3,331,257
-25,338
| -0.8% | -$46.5K |
|
|
MMP
658
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $5.97M | 0.01% |
90,000
| – | – |
|
659
Financial Select Sector SPDR Fund
XLF
$54.3B
| $5.97M | 0.01% |
282,565
+9,018
| +3% | +$191K |
|
660
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.8B
| $5.95M | 0.01% |
75,416
+37,684
| +100% | +$2.98M |
|
661
Plains GP Holdings
PAGP
$3.66B
| $5.83M | 0.01% |
249,146
+201,455
| +422% | +$4.72M |
|
662
AngloGold Ashanti
AU
$31B
| $5.83M | 0.01% |
829,500
| – | – |
|
|
WLL
663
DELISTED
Whiting Petroleum Corporation
WLL
| $5.42M | 0.01% |
2,091
+10
| +0.5% | +$25.9K |
|
664
New Oriental
EDU
$8.48B
| $5.39M | 0.01% |
+170,435
| New | +$5.39M |
|
|
WUBA
665
DELISTED
58.COM INC
WUBA
| $5.31M | 0.01% |
+81,826
| New | +$5.31M |
|
|
PTR
666
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $5.22M | 0.01% |
79,333
-8,503
| -10% | -$559K |
|
|
AUY
667
DELISTED
Yamana Gold, Inc.
AUY
| $5.1M | 0.01% |
2,712,344
+37,079
| +1% | +$69.7K |
|
668
Mid-America Apartment Communities
MAA
$17B
| $5.01M | 0.01% |
54,565
-429
| -0.8% | -$39.4K |
|
669
SM Energy
SM
$3.08B
| $4.93M | 0.01% |
270,807
+47,600
| +21% | +$867K |
|
670
Alexandria Real Estate Equities
ARE
$14.4B
| $4.83M | 0.01% |
52,841
-176
| -0.3% | -$16.1K |
|
671
iShares MSCI South Korea ETF
EWY
$5.31B
| $4.78M | 0.01% |
95,536
-10,280
| -10% | -$515K |
|
|
CEO
672
DELISTED
CNOOC Limited
CEO
| $4.74M | 0.01% |
45,452
-6,000
| -12% | -$626K |
|
|
AIV
673
Aimco
AIV
$1.1B
| $4.68M | 0.01% |
869,648
+19,638
| +2% | +$106K |
|
674
Antero Resources
AR
$9.87B
| $4.62M | 0.01% |
214,652
+753
| +0.4% | +$16.2K |
|
675
iShares TIPS Bond ETF
TIP
$14B
| $4.61M | 0.01% |
42,100
+18,000
| +75% | +$1.97M |
|