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 |
iShares Gold Trust
IAU
|
$381M |
| 2 |
Intuitive Surgical
ISRG
|
$108M |
| 3 |
SPDR Gold Trust
GLD
|
$103M |
| 4 |
XYZ
Block, Inc.
XYZ
|
$64.2M |
| 5 |
Apple
AAPL
|
$58.6M |
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$67M |
| 2 |
LVLT
Level 3 Communications Inc
LVLT
|
$45.3M |
| 3 |
WP
Worldpay, Inc.
WP
|
$33M |
| 4 |
American International
AIG
|
$26.1M |
| 5 |
Charter Communications
CHTR
|
$21.4M |
Sector Composition
| 1 | Financials | 17.45% |
| 2 | Technology | 15.55% |
| 3 | Healthcare | 12.03% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Vermilion Energy
VET
$1.19B
| $12.1M | 0.02% |
332,402
+7,600
| +2% | +$277K |
|
652
Sabre
SABR
$690M
| $12M | 0.02% |
586,372
+10,958
| +2% | +$225K |
|
|
EVHC
653
DELISTED
Envision Healthcare Holdings Inc
EVHC
| $11.9M | 0.02% |
344,105
+8,934
| +3% | +$309K |
|
|
JOYY
654
JOYY Inc. American Depositary Shares
JOYY
$3.02B
| $11.6M | 0.02% |
102,909
+5,679
| +6% | +$642K |
|
655
Zillow
Z
$19.8B
| $11.6M | 0.02% |
284,189
+5,980
| +2% | +$245K |
|
|
VRN
656
DELISTED
Veren
VRN
| $11.5M | 0.01% |
1,504,224
+27,130
| +2% | +$207K |
|
657
Autohome
ATHM
$3.4B
| $11.3M | 0.01% |
174,571
+26,876
| +18% | +$1.74M |
|
658
Vipshop
VIPS
$8.27B
| $11.3M | 0.01% |
962,616
+13,885
| +1% | +$163K |
|
659
TripAdvisor
TRIP
$1.94B
| $11.1M | 0.01% |
321,931
-2,138
| -0.7% | -$73.7K |
|
660
Financial Select Sector SPDR Fund
XLF
$53.7B
| $11M | 0.01% |
395,000
+197,000
| +99% | +$5.5M |
|
|
MMP
661
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $10.8M | 0.01% |
152,000
-10,000
| -6% | -$709K |
|
|
DISCA
662
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $10.5M | 0.01% |
467,858
+8,313
| +2% | +$186K |
|
663
Bausch Health
BHC
$2.84B
| $10.3M | 0.01% |
494,481
+15,935
| +3% | +$333K |
|
664
Cameco
CCJ
$32.8B
| $10.2M | 0.01% |
1,097,958
-7,679
| -0.7% | -$71.2K |
|
665
iShares MSCI China ETF
MCHI
$7.95B
| $9.85M | 0.01% |
148,000
+118,000
| +393% | +$7.85M |
|
|
TRQ
666
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $9.72M | 0.01% |
2,837,648
+49,300
| +2% | +$169K |
|
667
BlackBerry
BB
$2.25B
| $9.28M | 0.01% |
827,906
+35,339
| +4% | +$396K |
|
668
AutoNation
AN
$8.3B
| $9.1M | 0.01% |
177,248
+3,128
| +2% | +$161K |
|
|
TSRO
669
DELISTED
TESARO, Inc.
TSRO
| $9.05M | 0.01% |
109,142
-6,200
| -5% | -$514K |
|
|
MZOR
670
DELISTED
Mazor Robotics Ltd.
MZOR
| $8.94M | 0.01% |
173,170
+44,134
| +34% | +$2.28M |
|
671
Interactive Brokers
IBKR
$28.5B
| $8.65M | 0.01% |
+146,100
| New | +$8.65M |
|
672
Spectrum Brands
SPB
$1.33B
| $8.42M | 0.01% |
74,945
-10,406
| -12% | -$1.17M |
|
673
U-Haul Holding Co
UHAL
$10.7B
| $8.04M | 0.01% |
21,276
+400
| +2% | +$151K |
|
674
Nice
NICE
$8.43B
| $7.89M | 0.01% |
85,871
+39,845
| +87% | +$3.66M |
|
675
Under Armour
UAA
$2.16B
| $7.46M | 0.01% |
516,928
+9,688
| +2% | +$140K |
|