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
|
$282M |
| 2 |
Walt Disney
DIS
|
$135M |
| 3 |
Microsoft
MSFT
|
$89M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
$66.6M |
| 5 |
SPDR Gold Trust
GLD
|
$62.9M |
Top Sells
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$192M |
| 2 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$82.3M |
| 3 |
Oracle
ORCL
|
$55M |
| 4 |
PG&E
PCG
|
$46.6M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$42.2M |
Sector Composition
| 1 | Technology | 18.11% |
| 2 | Financials | 15.3% |
| 3 | Healthcare | 13.11% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Marriott International Class A Common Stock
MAR
$71.9B
| $141M | 0.13% |
1,127,909
-26,319
| -2% | -$3.29M |
|
177
Brookfield
BN
$99.5B
| $140M | 0.13% |
5,627,190
-280,987
| -5% | -$7M |
|
178
Truist Financial
TFC
$60B
| $138M | 0.13% |
2,956,906
+23,028
| +0.8% | +$1.07M |
|
179
Williams Companies
WMB
$69.9B
| $136M | 0.13% |
4,746,393
+177,844
| +4% | +$5.11M |
|
180
Sysco
SYY
$39.4B
| $135M | 0.12% |
2,020,995
+26,517
| +1% | +$1.77M |
|
181
Roper Technologies
ROP
$55.8B
| $135M | 0.12% |
393,309
+2,305
| +0.6% | +$788K |
|
182
Regeneron Pharmaceuticals
REGN
$60.8B
| $134M | 0.12% |
327,467
+22,752
| +7% | +$9.34M |
|
183
AvalonBay Communities
AVB
$27.8B
| $134M | 0.12% |
669,627
-57,401
| -8% | -$11.5M |
|
184
Xcel Energy
XEL
$43B
| $134M | 0.12% |
2,384,379
+202,884
| +9% | +$11.4M |
|
185
Equinix
EQIX
$75.7B
| $133M | 0.12% |
294,385
-10,817
| -4% | -$4.9M |
|
186
Dollar General
DG
$24.1B
| $133M | 0.12% |
1,116,522
-62,033
| -5% | -$7.4M |
|
187
eBay
EBAY
$42.3B
| $133M | 0.12% |
3,578,949
-54,887
| -2% | -$2.04M |
|
|
WP
188
DELISTED
Worldpay, Inc.
WP
| $132M | 0.12% |
1,158,993
-152,947
| -12% | -$17.4M |
|
189
Canadian Imperial Bank of Commerce
CM
$72.8B
| $131M | 0.12% |
3,310,230
+87,516
| +3% | +$3.46M |
|
190
Sempra
SRE
$52.9B
| $130M | 0.12% |
2,072,792
+7,464
| +0.4% | +$470K |
|
191
Shopify
SHOP
$191B
| $129M | 0.12% |
6,226,360
-1,182,670
| -16% | -$24.4M |
|
192
O'Reilly Automotive
ORLY
$89B
| $128M | 0.12% |
4,951,320
+156,495
| +3% | +$4.05M |
|
193
Autodesk
ADSK
$69.5B
| $128M | 0.12% |
821,126
-3,097
| -0.4% | -$483K |
|
194
Equity Residential
EQR
$25.5B
| $128M | 0.12% |
1,698,583
-145,335
| -8% | -$10.9M |
|
195
Manulife Financial
MFC
$52.1B
| $127M | 0.12% |
7,528,633
-15,575
| -0.2% | -$263K |
|
196
Welltower
WELL
$112B
| $127M | 0.12% |
1,634,449
-114,860
| -7% | -$8.91M |
|
197
Yum! Brands
YUM
$40.1B
| $125M | 0.12% |
1,257,128
+19,810
| +2% | +$1.98M |
|
|
ATVI
198
DELISTED
Activision Blizzard Inc.
ATVI
| $125M | 0.12% |
2,742,659
-36,402
| -1% | -$1.66M |
|
199
Canadian Natural Resources
CNQ
$63.2B
| $125M | 0.12% |
9,280,455
+354,977
| +4% | +$4.77M |
|
200
Public Service Enterprise Group
PEG
$40.5B
| $124M | 0.12% |
2,094,586
+20,320
| +1% | +$1.21M |
|