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 |
L3Harris
LHX
|
+$193M |
| 2 |
Tesla
TSLA
|
+$177M |
| 3 |
Illumina
ILMN
|
+$157M |
| 4 |
Fidelity National Information Services
FIS
|
+$143M |
| 5 |
XYZ
Block, Inc.
XYZ
|
+$103M |
Top Sells
| 1 |
RHT
Red Hat Inc
RHT
|
+$158M |
| 2 |
WP
Worldpay, Inc.
WP
|
+$140M |
| 3 |
APC
Anadarko Petroleum
APC
|
+$135M |
| 4 |
iShares Gold Trust
IAU
|
+$130M |
| 5 |
Apple
AAPL
|
+$83.2M |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Financials | 15.47% |
| 3 | Healthcare | 12.69% |
| 4 | Consumer Discretionary | 10.72% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
CBRE Group
CBRE
$48.2B
| $72.2M | 0.06% |
1,361,337
-11,059
| -0.8% | -$586K |
|
327
Fastenal
FAST
$55B
| $72.1M | 0.06% |
4,412,978
-24,350
| -0.5% | -$398K |
|
328
Snap
SNAP
$12.3B
| $71.8M | 0.06% |
4,544,589
+1,990,875
| +78% | +$31.5M |
|
329
IAC Inc
IAC
$2.88B
| $71.7M | 0.06% |
1,840,553
-39,554
| -2% | -$1.54M |
|
330
Kraft Heinz
KHC
$31.6B
| $71.2M | 0.06% |
2,549,820
-5,830
| -0.2% | -$163K |
|
331
UDR
UDR
$12.9B
| $71.2M | 0.06% |
1,468,928
+87,216
| +6% | +$4.23M |
|
332
CDW
CDW
$22.1B
| $71.2M | 0.06% |
577,569
+1,620
| +0.3% | +$200K |
|
333
Brown-Forman Class B
BF.B
$13B
| $70.7M | 0.06% |
1,125,612
+10,217
| +0.9% | +$641K |
|
334
Halliburton
HAL
$18.5B
| $70.6M | 0.06% |
3,745,948
+6,011
| +0.2% | +$113K |
|
335
Teladoc Health
TDOC
$1.38B
| $70.5M | 0.06% |
1,041,327
+556,269
| +115% | +$37.7M |
|
336
Copart
CPRT
$46.5B
| $70.4M | 0.06% |
3,504,876
-26,480
| -0.7% | -$532K |
|
337
Mettler-Toledo International
MTD
$26.5B
| $70.1M | 0.06% |
99,577
+1,086
| +1% | +$765K |
|
338
Evergy
EVRG
$16.4B
| $69.9M | 0.06% |
1,049,827
+65,860
| +7% | +$4.38M |
|
339
KeyCorp
KEY
$20.9B
| $69.8M | 0.06% |
3,910,034
-10,930
| -0.3% | -$195K |
|
340
TSMC
TSM
$1.3T
| $69.7M | 0.06% |
1,499,118
-76,861
| -5% | -$3.57M |
|
341
International Paper
IP
$24.8B
| $69.6M | 0.06% |
1,757,197
-115,972
| -6% | -$4.59M |
|
342
Host Hotels & Resorts
HST
$12B
| $69.4M | 0.06% |
4,011,024
+320,799
| +9% | +$5.55M |
|
343
HDFC Bank
HDB
$179B
| $69.2M | 0.06% |
1,213,285
+162,833
| +16% | +$9.29M |
|
344
Incyte
INCY
$16.7B
| $69.1M | 0.06% |
930,500
+26,191
| +3% | +$1.94M |
|
345
Kellanova
K
$27.6B
| $69M | 0.06% |
1,141,461
-7,418
| -0.6% | -$448K |
|
346
Ulta Beauty
ULTA
$23B
| $68.6M | 0.06% |
273,707
+23,210
| +9% | +$5.82M |
|
347
Nucor
NUE
$32.4B
| $68.1M | 0.06% |
1,337,817
-18,328
| -1% | -$933K |
|
|
MXIM
348
DELISTED
Maxim Integrated Products
MXIM
| $67.8M | 0.06% |
1,170,886
+3,688
| +0.3% | +$214K |
|
349
Guidewire Software
GWRE
$21.6B
| $67.7M | 0.06% |
642,289
+46,578
| +8% | +$4.91M |
|
350
Best Buy
BBY
$16.2B
| $67.5M | 0.06% |
978,730
-12,142
| -1% | -$838K |
|