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 |
Bristol-Myers Squibb
BMY
|
$200M |
| 2 |
Alibaba
BABA
|
$176M |
| 3 |
Blackstone
BX
|
$127M |
| 4 |
Truist Financial
TFC
|
$127M |
| 5 |
Mercado Libre
MELI
|
$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$116M |
| 3 |
Tesla
TSLA
|
$92.4M |
| 4 |
Apple
AAPL
|
$90.7M |
| 5 |
NVIDIA
NVDA
|
$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Southern Copper
SCCO
$83.6B
| $20M | 0.02% |
494,024
+3,679
| +0.8% | +$149K |
|
677
Infosys
INFY
$67.9B
| $19.9M | 0.02% |
1,931,540
-438,447
| -18% | -$4.52M |
|
678
Autohome
ATHM
$3.39B
| $19.5M | 0.02% |
243,285
-16,264
| -6% | -$1.3M |
|
679
News Corp Class A
NWSA
$16.6B
| $19.2M | 0.02% |
1,355,037
+29,329
| +2% | +$415K |
|
|
MOMO
680
Hello Group
MOMO
$1.37B
| $18.8M | 0.01% |
562,326
+32,334
| +6% | +$1.08M |
|
681
Melco Resorts & Entertainment
MLCO
$3.8B
| $18.8M | 0.01% |
778,395
+20,014
| +3% | +$484K |
|
682
Banco Bradesco
BBD
$33.6B
| $18.8M | 0.01% |
2,798,828
+65,086
| +2% | +$437K |
|
683
HEICO
HEI
$44.8B
| $18.6M | 0.01% |
162,992
-11,826
| -7% | -$1.35M |
|
|
DISCA
684
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $18.6M | 0.01% |
567,535
+12,033
| +2% | +$394K |
|
|
JWN
685
DELISTED
Nordstrom
JWN
| $18.5M | 0.01% |
451,677
-45,397
| -9% | -$1.86M |
|
686
Rio Tinto
RIO
$104B
| $18.3M | 0.01% |
307,674
-42,183
| -12% | -$2.5M |
|
687
Huazhu Hotels Group
HTHT
$11.5B
| $17.9M | 0.01% |
451,371
+27,107
| +6% | +$1.08M |
|
|
LSXMA
688
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $17.8M | 0.01% |
510,317
+14,750
| +3% | +$515K |
|
689
Rollins
ROL
$27.4B
| $17.7M | 0.01% |
802,418
-25,293
| -3% | -$559K |
|
690
Erie Indemnity
ERIE
$17.5B
| $17.3M | 0.01% |
104,717
-15,623
| -13% | -$2.58M |
|
|
GRUB
691
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
| $17.3M | 0.01% |
177,626
-7,104
| -4% | -$691K |
|
|
S
692
DELISTED
Sprint Corporation
S
| $17.2M | 0.01% |
3,297,761
+64,699
| +2% | +$337K |
|
693
Precigen
PGEN
$1.3B
| $17.1M | 0.01% |
3,121,849
-76,003
| -2% | -$417K |
|
694
Under Armour
UAA
$2.2B
| $16.8M | 0.01% |
776,650
+11,108
| +1% | +$240K |
|
695
Inovio Pharmaceuticals
INO
$148M
| $16.7M | 0.01% |
420,634
-9,062
| -2% | -$359K |
|
696
Altice USA
ATUS
$1.05B
| $16.5M | 0.01% |
602,010
-11,923
| -2% | -$326K |
|
697
iQIYI
IQ
$2.61B
| $16.1M | 0.01% |
764,942
+326,662
| +75% | +$6.9M |
|
698
Fate Therapeutics
FATE
$116M
| $16M | 0.01% |
819,810
-20,620
| -2% | -$404K |
|
|
CGC
699
Canopy Growth
CGC
$456M
| $15.8M | 0.01% |
74,904
-1,747
| -2% | -$368K |
|
700
Match Group
MTCH
$9.18B
| $15.7M | 0.01% |
+191,359
| New | +$15.7M |
|