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 |
UiPath
PATH
|
$425M |
| 2 |
Coinbase
COIN
|
$339M |
| 3 |
Palantir
PLTR
|
$252M |
| 4 |
Teladoc Health
TDOC
|
$215M |
| 5 |
Robinhood
HOOD
|
$193M |
Top Sells
| 1 |
Apple
AAPL
|
$425M |
| 2 |
Microsoft
MSFT
|
$311M |
| 3 |
JD.com
JD
|
$309M |
| 4 |
Sea Limited
SE
|
$262M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$260M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Communication Services | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Host Hotels & Resorts
HST
$11.9B
| $143M | 0.09% |
8,756,717
-932,695
| -10% | -$15.2M |
|
252
Agilent Technologies
A
$36.2B
| $143M | 0.09% |
905,588
-55,110
| -6% | -$8.68M |
|
|
TSP
253
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $142M | 0.09% |
3,818,590
+1,802,652
| +89% | +$66.9M |
|
254
Baxter International
BAX
$12.3B
| $142M | 0.09% |
1,760,905
+3,220
| +0.2% | +$259K |
|
255
Camden Property Trust
CPT
$11.8B
| $141M | 0.09% |
956,337
-143,351
| -13% | -$21.1M |
|
256
Allstate
ALL
$52.7B
| $140M | 0.09% |
1,095,794
-65,628
| -6% | -$8.36M |
|
257
Veracyte
VCYT
$2.55B
| $137M | 0.09% |
2,956,379
-211,859
| -7% | -$9.84M |
|
258
Kroger
KR
$44.6B
| $137M | 0.09% |
3,381,453
+223,560
| +7% | +$9.04M |
|
259
Cadence Design Systems
CDNS
$97.9B
| $136M | 0.08% |
899,567
-52,140
| -5% | -$7.9M |
|
260
Roper Technologies
ROP
$56B
| $135M | 0.08% |
303,633
-16,963
| -5% | -$7.57M |
|
261
Valero Energy
VLO
$48.5B
| $134M | 0.08% |
1,900,301
+240,031
| +14% | +$16.9M |
|
262
CrowdStrike
CRWD
$107B
| $134M | 0.08% |
543,396
+13,791
| +3% | +$3.39M |
|
263
Canadian Imperial Bank of Commerce
CM
$72.3B
| $133M | 0.08% |
2,398,106
-142,324
| -6% | -$7.91M |
|
264
VICI Properties
VICI
$35.5B
| $132M | 0.08% |
4,639,557
+403,553
| +10% | +$11.5M |
|
265
Biogen
BIIB
$20.7B
| $132M | 0.08% |
465,619
-29,106
| -6% | -$8.24M |
|
266
Bank of New York Mellon
BK
$73.3B
| $132M | 0.08% |
2,541,650
-45,092
| -2% | -$2.34M |
|
267
Veeva Systems
VEEV
$46.1B
| $131M | 0.08% |
455,046
-52,961
| -10% | -$15.3M |
|
268
Motorola Solutions
MSI
$79.6B
| $131M | 0.08% |
563,345
-34,063
| -6% | -$7.91M |
|
269
Protolabs
PRLB
$1.19B
| $130M | 0.08% |
1,958,029
-128,468
| -6% | -$8.56M |
|
270
MongoDB
MDB
$26.4B
| $130M | 0.08% |
275,127
-85,434
| -24% | -$40.3M |
|
271
SPDR Gold Trust
GLD
$113B
| $130M | 0.08% |
789,778
+142,124
| +22% | +$23.3M |
|
272
Insulet
PODD
$24.6B
| $130M | 0.08% |
455,783
-9,940
| -2% | -$2.83M |
|
|
DRE
273
DELISTED
Duke Realty Corp.
DRE
| $129M | 0.08% |
2,702,281
-385,953
| -12% | -$18.5M |
|
274
Darden Restaurants
DRI
$24.6B
| $128M | 0.08% |
843,617
+47,224
| +6% | +$7.15M |
|
275
CBRE Group
CBRE
$48.6B
| $127M | 0.08% |
1,308,625
+73,054
| +6% | +$7.11M |
|