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 |
DuPont de Nemours
DD
|
$234M |
| 2 |
Alibaba
BABA
|
$82.3M |
| 3 |
iShares Gold Trust
IAU
|
$79.6M |
| 4 |
Baker Hughes
BKR
|
$43.6M |
| 5 |
Meta Platforms (Facebook)
META
|
$39.6M |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$211M |
| 2 |
RAI
Reynolds American Inc
RAI
|
$169M |
| 3 |
BHI
Baker Hughes
BHI
|
$65.5M |
| 4 |
WFM
Whole Foods Market Inc
WFM
|
$39.8M |
| 5 |
Bank of America
BAC
|
$24.7M |
Sector Composition
| 1 | Financials | 17.23% |
| 2 | Technology | 15.13% |
| 3 | Healthcare | 12.68% |
| 4 | Communication Services | 10.08% |
| 5 | Consumer Discretionary | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BBBY
651
DELISTED
Bed Bath & Beyond Inc
BBBY
| $10.7M | 0.02% |
456,085
-6,008
| -1% | -$141K |
|
652
Cameco
CCJ
$32.8B
| $10.7M | 0.02% |
1,105,637
-24,068
| -2% | -$232K |
|
653
Sabre
SABR
$690M
| $10.4M | 0.01% |
575,414
-6,514
| -1% | -$118K |
|
|
DISCA
654
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $9.78M | 0.01% |
459,545
-6,759
| -1% | -$144K |
|
|
RDFN
655
DELISTED
Redfin
RDFN
| $9.7M | 0.01% |
+386,600
| New | +$9.7M |
|
|
BZUN
656
Baozun
BZUN
$219M
| $9.13M | 0.01% |
+278,563
| New | +$9.13M |
|
657
Spectrum Brands
SPB
$1.33B
| $9.04M | 0.01% |
85,351
-245
| -0.3% | -$25.9K |
|
|
PDCO
658
DELISTED
Patterson Companies, Inc.
PDCO
| $8.95M | 0.01% |
231,553
-3,641
| -2% | -$141K |
|
659
Autohome
ATHM
$3.4B
| $8.87M | 0.01% |
147,695
+122,627
| +489% | +$7.37M |
|
|
WPZ
660
DELISTED
Williams Partners L.P.
WPZ
| $8.87M | 0.01% |
228,000
+14,000
| +7% | +$545K |
|
661
BlackBerry
BB
$2.25B
| $8.86M | 0.01% |
792,567
-15,980
| -2% | -$179K |
|
|
TRQ
662
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $8.62M | 0.01% |
2,788,348
+1,730
| +0.1% | +$5.35K |
|
|
JOYY
663
JOYY Inc. American Depositary Shares
JOYY
$3.02B
| $8.44M | 0.01% |
97,230
+15,066
| +18% | +$1.31M |
|
664
Under Armour
UAA
$2.16B
| $8.36M | 0.01% |
507,240
-1,862
| -0.4% | -$30.7K |
|
665
Vipshop
VIPS
$8.27B
| $8.34M | 0.01% |
948,731
-6,277
| -0.7% | -$55.2K |
|
666
Dick's Sporting Goods
DKS
$16.8B
| $8.3M | 0.01% |
307,341
+31,591
| +11% | +$853K |
|
|
AUY
667
DELISTED
Yamana Gold, Inc.
AUY
| $8.29M | 0.01% |
3,134,674
+27,257
| +0.9% | +$72K |
|
668
AutoNation
AN
$8.3B
| $8.26M | 0.01% |
174,120
-481
| -0.3% | -$22.8K |
|
669
Under Armour Class C
UA
$2.1B
| $7.88M | 0.01% |
524,761
-5,307
| -1% | -$79.7K |
|
670
U-Haul Holding Co
UHAL
$10.7B
| $7.83M | 0.01% |
20,876
-483
| -2% | -$181K |
|
|
MOMO
671
Hello Group
MOMO
$1.33B
| $7.56M | 0.01% |
241,280
+6,842
| +3% | +$214K |
|
672
Plains All American Pipeline
PAA
$12.4B
| $6.99M | 0.01% |
330,000
+7,000
| +2% | +$148K |
|
673
Equity Lifestyle Properties
ELS
$11.5B
| $6.97M | 0.01% |
81,925
+4,485
| +6% | +$382K |
|
674
Gaming and Leisure Properties
GLPI
$13.5B
| $6.93M | 0.01% |
187,909
-669
| -0.4% | -$24.7K |
|
675
Bausch Health
BHC
$2.84B
| $6.85M | 0.01% |
478,546
-11,849
| -2% | -$170K |
|