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 |
Bristol-Myers Squibb
BMY
|
+$200M |
| 2 |
Alibaba
BABA
|
+$176M |
| 3 |
Blackstone
BX
|
+$127M |
| 4 |
Truist Financial
TFC
|
+$127M |
| 5 |
Mercado Libre
MELI
|
+$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
+$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$116M |
| 3 |
Tesla
TSLA
|
+$92.4M |
| 4 |
Apple
AAPL
|
+$90.7M |
| 5 |
NVIDIA
NVDA
|
+$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SIVB
326
DELISTED
SVB Financial Group
SIVB
| $82.3M | 0.06% |
327,729
+19,142
| +6% | +$4.81M |
|
327
Incyte
INCY
$16.9B
| $81.6M | 0.06% |
934,847
+4,347
| +0.5% | +$380K |
|
328
Hewlett Packard
HPE
$31B
| $81.6M | 0.06% |
5,142,834
-492,260
| -9% | -$7.81M |
|
329
Mid-America Apartment Communities
MAA
$16.9B
| $81.1M | 0.06% |
619,773
+46,312
| +8% | +$6.06M |
|
330
IAC Inc
IAC
$2.92B
| $80.7M | 0.06% |
1,813,539
-27,014
| -1% | -$1.2M |
|
331
D.R. Horton
DHI
$54.9B
| $80.7M | 0.06% |
1,529,623
+101,971
| +7% | +$5.38M |
|
332
Freeport-McMoran
FCX
$67B
| $80.6M | 0.06% |
6,164,120
+2,297
| +0% | +$30K |
|
333
CDW
CDW
$22B
| $80.5M | 0.06% |
563,788
-13,781
| -2% | -$1.97M |
|
334
Nasdaq
NDAQ
$54.5B
| $80.1M | 0.06% |
2,244,939
-492,501
| -18% | -$17.6M |
|
335
KeyCorp
KEY
$21B
| $80.1M | 0.06% |
3,959,199
+49,165
| +1% | +$995K |
|
336
Clorox
CLX
$15.4B
| $79.8M | 0.06% |
519,886
+2,777
| +0.5% | +$426K |
|
337
Ball Corp
BALL
$13.9B
| $79.8M | 0.06% |
1,233,189
-24,577
| -2% | -$1.59M |
|
338
Copart
CPRT
$47.1B
| $79.7M | 0.06% |
3,505,216
+340
| +0% | +$7.73K |
|
339
Mettler-Toledo International
MTD
$27.1B
| $78.4M | 0.06% |
98,771
-806
| -0.8% | -$639K |
|
340
Extra Space Storage
EXR
$31.2B
| $78.3M | 0.06% |
741,149
+94,858
| +15% | +$10M |
|
341
Eventbrite
EB
$264M
| $78M | 0.06% |
3,868,354
+671,167
| +21% | +$13.5M |
|
342
Rogers Communications
RCI
$19.3B
| $77.5M | 0.06% |
1,560,668
-8,283
| -0.5% | -$412K |
|
343
Brown-Forman Class B
BF.B
$13B
| $77.5M | 0.06% |
1,146,418
+20,806
| +2% | +$1.41M |
|
344
Teladoc Health
TDOC
$1.39B
| $76.9M | 0.06% |
918,355
-122,972
| -12% | -$10.3M |
|
345
NetEase
NTES
$91.2B
| $76.7M | 0.06% |
1,251,040
+80,315
| +7% | +$4.93M |
|
346
International Paper
IP
$25B
| $76.4M | 0.06% |
1,752,629
-4,568
| -0.3% | -$199K |
|
347
Kellanova
K
$27.6B
| $75.2M | 0.06% |
1,158,575
+17,114
| +1% | +$1.11M |
|
348
Nucor
NUE
$33.1B
| $75.1M | 0.06% |
1,334,018
-3,799
| -0.3% | -$214K |
|
349
Snap
SNAP
$12.2B
| $75M | 0.06% |
4,592,638
+48,049
| +1% | +$785K |
|
350
Host Hotels & Resorts
HST
$12B
| $74.6M | 0.06% |
4,022,191
+11,167
| +0.3% | +$207K |
|