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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Zimmer Biomet
ZBH
$20.9B
| $130M | 0.08% |
814,363
+1,286
| +0.2% | +$206K |
|
277
Palantir
PLTR
$373B
| $130M | 0.08% |
+5,583,944
| New | +$130M |
|
278
Opendoor
OPEN
$3.53B
| $130M | 0.08% |
6,119,643
+3,688,063
| +152% | +$78.1M |
|
279
Centene
CNC
$14.5B
| $130M | 0.08% |
2,028,213
-59,525
| -3% | -$3.8M |
|
280
Agilent Technologies
A
$35B
| $130M | 0.08% |
1,018,679
-25,869
| -2% | -$3.29M |
|
281
NIO
NIO
$14.1B
| $129M | 0.08% |
3,309,455
-121,023
| -4% | -$4.72M |
|
|
DRE
282
DELISTED
Duke Realty Corp.
DRE
| $129M | 0.08% |
3,068,881
-986,624
| -24% | -$41.4M |
|
283
Amphenol
APH
$132B
| $128M | 0.08% |
1,947,782
+953,026
| +96% | +$62.9M |
|
284
Bank of New York Mellon
BK
$73.6B
| $128M | 0.08% |
2,714,377
-82,161
| -3% | -$3.89M |
|
285
Camden Property Trust
CPT
$11.8B
| $128M | 0.08% |
1,166,007
+663,363
| +132% | +$72.9M |
|
286
Schlumberger
SLB
$54.3B
| $128M | 0.08% |
4,711,898
-341,754
| -7% | -$9.29M |
|
287
Hologic
HOLX
$14.9B
| $128M | 0.08% |
1,718,821
-16,614
| -1% | -$1.24M |
|
288
Sempra
SRE
$54B
| $128M | 0.08% |
964,221
-30,342
| -3% | -$4.02M |
|
289
TC Energy
TRP
$54B
| $128M | 0.08% |
2,784,697
-93,532
| -3% | -$4.29M |
|
290
Canadian Imperial Bank of Commerce
CM
$71.2B
| $126M | 0.08% |
1,287,911
-21,502
| -2% | -$2.1M |
|
291
Cadence Design Systems
CDNS
$94.2B
| $126M | 0.08% |
918,014
-30,569
| -3% | -$4.19M |
|
292
HDFC Bank
HDB
$178B
| $124M | 0.08% |
1,601,502
-62,776
| -4% | -$4.88M |
|
293
Equity Residential
EQR
$24.7B
| $124M | 0.08% |
1,733,572
-916,258
| -35% | -$65.6M |
|
294
Insulet
PODD
$24.5B
| $124M | 0.08% |
475,560
-6,471
| -1% | -$1.69M |
|
|
B
295
Barrick Mining Corporation
B
$46.2B
| $123M | 0.08% |
6,216,193
-218,875
| -3% | -$4.34M |
|
296
Quest Diagnostics
DGX
$20.3B
| $123M | 0.08% |
958,750
+139,256
| +17% | +$17.9M |
|
297
Monster Beverage
MNST
$60.8B
| $123M | 0.08% |
1,348,841
-59,560
| -4% | -$5.43M |
|
298
Seres Therapeutics
MCRB
$172M
| $123M | 0.08% |
5,950,118
+126,515
| +2% | +$2.6M |
|
|
VER
299
DELISTED
VEREIT, Inc.
VER
| $122M | 0.08% |
3,169,433
+754,367
| +31% | +$29.1M |
|
300
Otis Worldwide
OTIS
$33.6B
| $122M | 0.08% |
1,784,071
+139,048
| +8% | +$9.52M |
|