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 |
Broadcom
AVGO
|
$316M |
| 2 |
Apple
AAPL
|
$191M |
| 3 |
Amazon
AMZN
|
$190M |
| 4 |
AT&T
T
|
$158M |
| 5 |
Microsoft
MSFT
|
$138M |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
$220M |
| 2 |
SPDR Gold Trust
GLD
|
$159M |
| 3 |
MON
Monsanto Co
MON
|
$155M |
| 4 |
Keurig Dr Pepper
KDP
|
$68.9M |
| 5 |
Travel + Leisure Co
TNL
|
$32.5M |
Sector Composition
| 1 | Technology | 17.57% |
| 2 | Financials | 16.57% |
| 3 | Healthcare | 11.92% |
| 4 | Consumer Discretionary | 11.02% |
| 5 | Communication Services | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
JOYY
651
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $14.6M | 0.02% |
145,121
+21,769
| +18% | +$2.19M |
|
652
Westlake Corp
WLK
$11.5B
| $14.5M | 0.02% |
134,795
+132,965
| +7,266% | +$14.3M |
|
|
VRN
653
DELISTED
Veren
VRN
| $14.5M | 0.02% |
1,966,786
+441,759
| +29% | +$3.25M |
|
654
Antero Resources
AR
$10.1B
| $14.4M | 0.02% |
676,082
+31,364
| +5% | +$670K |
|
|
DISCA
655
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $13.3M | 0.02% |
483,793
+28,151
| +6% | +$774K |
|
656
Brighthouse Financial
BHF
$2.48B
| $13.3M | 0.02% |
331,356
+89,314
| +37% | +$3.58M |
|
657
Cameco
CCJ
$33B
| $13.1M | 0.02% |
1,164,584
+62,621
| +6% | +$705K |
|
|
LSXMA
658
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $12.9M | 0.02% |
396,439
+16,657
| +4% | +$542K |
|
659
Southern Copper
SCCO
$83.6B
| $12.9M | 0.02% |
288,408
+23,762
| +9% | +$1.06M |
|
|
MBT
660
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $12.9M | 0.02% |
1,455,385
+4,404
| +0.3% | +$38.9K |
|
661
iShares Core S&P 500 ETF
IVV
$664B
| $12.8M | 0.01% |
46,740
-358
| -0.8% | -$97.7K |
|
|
S
662
DELISTED
Sprint Corporation
S
| $12.6M | 0.01% |
2,310,428
+113,323
| +5% | +$616K |
|
663
Under Armour
UAA
$2.2B
| $12.4M | 0.01% |
553,453
+33,315
| +6% | +$749K |
|
|
MMP
664
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $12.4M | 0.01% |
179,000
+16,000
| +10% | +$1.11M |
|
665
Weibo
WB
$2.87B
| $12.2M | 0.01% |
137,954
+2,927
| +2% | +$260K |
|
666
AGCO
AGCO
$8.28B
| $12.2M | 0.01% |
200,133
+12,038
| +6% | +$731K |
|
667
Under Armour Class C
UA
$2.13B
| $11.8M | 0.01% |
560,501
+25,672
| +5% | +$541K |
|
|
MOMO
668
Hello Group
MOMO
$1.37B
| $11.4M | 0.01% |
263,091
+13,645
| +5% | +$594K |
|
669
Vipshop
VIPS
$8.45B
| $11.1M | 0.01% |
1,018,922
+42,756
| +4% | +$464K |
|
|
MZOR
670
DELISTED
Mazor Robotics Ltd.
MZOR
| $10.5M | 0.01% |
189,859
| – | – |
|
671
Infosys
INFY
$67.9B
| $10.5M | 0.01% |
1,081,824
+360,000
| +50% | +$3.5M |
|
|
JOBS
672
DELISTED
51job, Inc.
JOBS
| $9.76M | 0.01% |
+99,934
| New | +$9.76M |
|
673
Plains All American Pipeline
PAA
$12.1B
| $9.43M | 0.01% |
399,000
+38,000
| +11% | +$898K |
|
674
Teradyne
TER
$19.1B
| $8.82M | 0.01% |
+231,678
| New | +$8.82M |
|
|
TRQ
675
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $8.44M | 0.01% |
298,305
+13,437
| +5% | +$380K |
|