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 |
Alibaba
BABA
|
$89.9M |
| 2 |
Charter Communications
CHTR
|
$83.8M |
| 3 |
S&P Global
SPGI
|
$80.7M |
| 4 |
Baidu
BIDU
|
$57.4M |
| 5 |
SPDR Gold Trust
GLD
|
$35.8M |
Top Sells
| 1 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$163M |
| 2 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
$75.9M |
| 3 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$75.3M |
| 4 |
SNDK
SANDISK CORP
SNDK
|
$42.5M |
| 5 |
Gilead Sciences
GILD
|
$40.7M |
Sector Composition
| 1 | Financials | 14.41% |
| 2 | Healthcare | 13.57% |
| 3 | Technology | 12.88% |
| 4 | Communication Services | 10.25% |
| 5 | Consumer Staples | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
O'Reilly Automotive
ORLY
$89B
| $79.4M | 0.14% |
4,392,585
+15,690
| +0.4% | +$284K |
|
177
Equinix
EQIX
$75.7B
| $79.2M | 0.14% |
204,156
+6,444
| +3% | +$2.5M |
|
178
Manulife Financial
MFC
$52.1B
| $78.9M | 0.14% |
5,795,595
+52,202
| +0.9% | +$711K |
|
179
Consolidated Edison
ED
$35.4B
| $78.7M | 0.14% |
978,557
+30,384
| +3% | +$2.44M |
|
180
Cardinal Health
CAH
$35.7B
| $78.7M | 0.14% |
1,008,230
-121,427
| -11% | -$9.47M |
|
181
AutoZone
AZO
$70.6B
| $78.3M | 0.13% |
98,617
+854
| +0.9% | +$678K |
|
182
Applied Materials
AMAT
$130B
| $78.2M | 0.13% |
3,262,193
-136,898
| -4% | -$3.28M |
|
183
Sempra
SRE
$52.9B
| $77.4M | 0.13% |
1,357,872
-11,776
| -0.9% | -$671K |
|
184
Newmont
NEM
$83.7B
| $77.4M | 0.13% |
1,977,537
+311,146
| +19% | +$12.2M |
|
185
Fiserv
FI
$73.4B
| $77.3M | 0.13% |
1,420,956
-1,414
| -0.1% | -$76.9K |
|
186
Fidelity National Information Services
FIS
$35.9B
| $77.1M | 0.13% |
1,046,260
+136,971
| +15% | +$10.1M |
|
187
Public Service Enterprise Group
PEG
$40.5B
| $76.2M | 0.13% |
1,635,016
+3,373
| +0.2% | +$157K |
|
|
188
SPDR Gold Trust
GLD
$112B
| $76.1M | 0.13% |
601,640
+283,400
| +89% | +$35.8M |
|
189
Electronic Arts
EA
$42.2B
| $75.5M | 0.13% |
996,210
-7,893
| -0.8% | -$598K |
|
190
Humana
HUM
$37B
| $75.4M | 0.13% |
418,951
-740
| -0.2% | -$133K |
|
|
APC
191
DELISTED
Anadarko Petroleum
APC
| $75.3M | 0.13% |
1,414,670
-280,395
| -17% | -$14.9M |
|
192
Regeneron Pharmaceuticals
REGN
$60.8B
| $75.1M | 0.13% |
214,978
+757
| +0.4% | +$264K |
|
193
eBay
EBAY
$42.3B
| $74.6M | 0.13% |
3,187,400
+55,830
| +2% | +$1.31M |
|
|
ATVI
194
DELISTED
Activision Blizzard Inc.
ATVI
| $73.9M | 0.13% |
1,865,442
+177,114
| +10% | +$7.02M |
|
195
PPL Corp
PPL
$26.6B
| $73.5M | 0.13% |
1,948,039
+26,428
| +1% | +$998K |
|
|
ALXN
196
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $72.6M | 0.13% |
621,658
-1,160
| -0.2% | -$135K |
|
197
Newell Brands
NWL
$2.68B
| $71.8M | 0.12% |
1,478,900
+484,292
| +49% | +$23.5M |
|
198
Baxter International
BAX
$12.5B
| $71.4M | 0.12% |
1,579,969
-220,813
| -12% | -$9.99M |
|
199
Edison International
EIX
$21B
| $71.3M | 0.12% |
918,041
+18,761
| +2% | +$1.46M |
|
200
CSX Corp
CSX
$60.6B
| $71.2M | 0.12% |
8,195,031
-12,492
| -0.2% | -$109K |
|