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 |
Apple
AAPL
|
+$450M |
| 2 |
Microsoft
MSFT
|
+$436M |
| 3 |
Amazon
AMZN
|
+$421M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$211M |
| 5 |
Johnson & Johnson
JNJ
|
+$209M |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
+$214M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
+$176M |
| 3 |
PX
Praxair Inc
PX
|
+$149M |
| 4 |
COL
Rockwell Collins
COL
|
+$76.7M |
| 5 |
ANDV
Andeavor
ANDV
|
+$73M |
Sector Composition
| 1 | Technology | 17.38% |
| 2 | Financials | 15.84% |
| 3 | Healthcare | 13.61% |
| 4 | Consumer Discretionary | 10.74% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MBT
651
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $13.2M | 0.01% |
1,885,949
+427,814
| +29% | +$3M |
|
652
BlackBerry
BB
$2.29B
| $13.2M | 0.01% |
1,837,346
+320,966
| +21% | +$2.3M |
|
653
Under Armour
UAA
$2.19B
| $12.9M | 0.01% |
733,665
+190,223
| +35% | +$3.33M |
|
654
CommScope
COMM
$3.59B
| $12.8M | 0.01% |
783,148
+159,136
| +26% | +$2.6M |
|
|
ACB
655
Aurora Cannabis
ACB
$272M
| $12.1M | 0.01% |
+19,291
| New | +$12.1M |
|
656
Mattel
MAT
$5.96B
| $11.8M | 0.01% |
1,191,275
+106,643
| +10% | +$1.06M |
|
657
Under Armour Class C
UA
$2.11B
| $11.7M | 0.01% |
733,080
+166,612
| +29% | +$2.66M |
|
|
TSG
658
DELISTED
The Stars Group Inc.
TSG
| $11.1M | 0.01% |
+678,075
| New | +$11.1M |
|
659
Vermilion Energy
VET
$1.13B
| $11M | 0.01% |
537,152
+59,572
| +12% | +$1.22M |
|
660
Westlake Corp
WLK
$11.3B
| $10.9M | 0.01% |
169,093
+35,690
| +27% | +$2.31M |
|
661
U-Haul Holding Co
UHAL
$10.9B
| $10.7M | 0.01% |
326,660
+89,170
| +38% | +$2.93M |
|
662
Compañía de Minas Buenaventura
BVN
$5.08B
| $10.2M | 0.01% |
644,356
+159,482
| +33% | +$2.54M |
|
|
JOYY
663
JOYY Inc. American Depositary Shares
JOYY
$3.27B
| $9.92M | 0.01% |
163,723
+28,775
| +21% | +$1.74M |
|
664
Weibo
WB
$2.82B
| $9.84M | 0.01% |
167,156
+35,460
| +27% | +$2.09M |
|
|
BPYU
665
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
| $9.75M | 0.01% |
623,749
-46,935
| -7% | -$734K |
|
666
Pinduoduo
PDD
$177B
| $9.6M | 0.01% |
+435,017
| New | +$9.6M |
|
667
Southern Copper
SCCO
$84B
| $9.34M | 0.01% |
320,722
-9,110
| -3% | -$265K |
|
668
Sun Communities
SUI
$16.2B
| $9M | 0.01% |
89,287
+5,791
| +7% | +$583K |
|
|
MMP
669
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $8.99M | 0.01% |
161,000
-4,000
| -2% | -$223K |
|
670
Equity Lifestyle Properties
ELS
$11.9B
| $8.94M | 0.01% |
185,510
+1,960
| +1% | +$94.4K |
|
671
HUTCHMED
HCM
$2.77B
| $8.84M | 0.01% |
381,526
+248,047
| +186% | +$5.75M |
|
672
VICI Properties
VICI
$35.5B
| $7.96M | 0.01% |
428,433
+293,029
| +216% | +$5.44M |
|
673
Antero Resources
AR
$9.92B
| $7.62M | 0.01% |
826,820
+142,116
| +21% | +$1.31M |
|
|
JOBS
674
DELISTED
51job, Inc.
JOBS
| $7.5M | 0.01% |
121,543
+18,425
| +18% | +$1.14M |
|
675
Vipshop
VIPS
$8.58B
| $7.47M | 0.01% |
1,333,634
+314,560
| +31% | +$1.76M |
|