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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
NetEase
NTES
$91.1B
| $113M | 0.07% |
977,957
-72,449
| -7% | -$8.35M |
|
327
Aflac
AFL
$56.8B
| $112M | 0.07% |
2,094,907
-154,334
| -7% | -$8.28M |
|
328
International Flavors & Fragrances
IFF
$16.7B
| $112M | 0.07% |
751,543
+29,295
| +4% | +$4.38M |
|
329
Kinder Morgan
KMI
$59.2B
| $112M | 0.07% |
6,147,576
-338,921
| -5% | -$6.18M |
|
330
Alexandria Real Estate Equities
ARE
$14.3B
| $112M | 0.07% |
614,002
-36,487
| -6% | -$6.64M |
|
331
AutoZone
AZO
$71.8B
| $111M | 0.07% |
74,123
-5,550
| -7% | -$8.28M |
|
|
PXD
332
DELISTED
Pioneer Natural Resource Co.
PXD
| $111M | 0.07% |
680,123
+9,880
| +1% | +$1.61M |
|
333
CoStar Group
CSGP
$37.3B
| $110M | 0.07% |
1,332,428
-368,612
| -22% | -$30.5M |
|
334
Fortinet
FTNT
$61.2B
| $108M | 0.06% |
2,275,880
-109,075
| -5% | -$5.2M |
|
335
SolarEdge
SEDG
$1.78B
| $108M | 0.06% |
390,169
+98,934
| +34% | +$27.3M |
|
336
CareDx
CDNA
$716M
| $108M | 0.06% |
1,177,001
+356,855
| +44% | +$32.7M |
|
337
SPDR Gold Trust
GLD
$115B
| $107M | 0.06% |
647,654
-365,795
| -36% | -$60.6M |
|
338
International Paper
IP
$24.8B
| $107M | 0.06% |
1,844,189
-52,043
| -3% | -$3.02M |
|
339
Akamai
AKAM
$11.2B
| $106M | 0.06% |
911,740
-41,474
| -4% | -$4.84M |
|
340
LKQ Corp
LKQ
$8.31B
| $106M | 0.06% |
2,158,287
+1,119,758
| +108% | +$55.1M |
|
341
CBRE Group
CBRE
$48.2B
| $106M | 0.06% |
1,235,571
+140,696
| +13% | +$12.1M |
|
342
Bio-Techne
TECH
$8.43B
| $106M | 0.06% |
939,784
+243,536
| +35% | +$27.4M |
|
343
Keysight
KEYS
$29.1B
| $106M | 0.06% |
684,940
-91,488
| -12% | -$14.1M |
|
344
Waste Connections
WCN
$45.7B
| $105M | 0.06% |
877,533
-59,086
| -6% | -$7.05M |
|
345
D.R. Horton
DHI
$53B
| $105M | 0.06% |
1,158,065
-55,541
| -5% | -$5.02M |
|
346
Suncor Energy
SU
$49.7B
| $104M | 0.06% |
4,334,743
-348,489
| -7% | -$8.34M |
|
347
IPG Photonics
IPGP
$3.46B
| $104M | 0.06% |
491,727
-17,282
| -3% | -$3.64M |
|
348
Gen Digital
GEN
$18.1B
| $103M | 0.06% |
3,792,146
-94,948
| -2% | -$2.58M |
|
349
Corning
GLW
$62B
| $103M | 0.06% |
2,509,805
-637,002
| -20% | -$26.1M |
|
350
Tyson Foods
TSN
$19.9B
| $103M | 0.06% |
1,391,606
-57,727
| -4% | -$4.26M |
|