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 | |
|---|---|---|---|---|---|---|
326
LendingClub
LC
$1.89B
| $106M | 0.07% |
3,754,167
-826,893
| -18% | -$23.4M |
|
327
Waste Connections
WCN
$45.7B
| $105M | 0.07% |
832,025
-45,508
| -5% | -$5.73M |
|
328
Hilton Worldwide
HLT
$64.7B
| $104M | 0.06% |
788,901
-44,365
| -5% | -$5.86M |
|
329
DuPont de Nemours
DD
$32.1B
| $103M | 0.06% |
1,521,498
-94,483
| -6% | -$6.42M |
|
330
Ally Financial
ALLY
$12.7B
| $103M | 0.06% |
2,019,774
-387,930
| -16% | -$19.8M |
|
331
EPAM Systems
EPAM
$9.19B
| $102M | 0.06% |
179,406
-8,602
| -5% | -$4.91M |
|
|
AIRC
332
DELISTED
Apartment Income REIT Corp.
AIRC
| $102M | 0.06% |
2,096,245
+531,339
| +34% | +$25.9M |
|
|
B
333
Barrick Mining Corporation
B
$49.7B
| $102M | 0.06% |
5,666,825
+118,261
| +2% | +$2.13M |
|
334
Constellation Brands
STZ
$25.7B
| $102M | 0.06% |
483,015
-57,346
| -11% | -$12.1M |
|
335
Cardinal Health
CAH
$36B
| $101M | 0.06% |
2,045,419
-48,933
| -2% | -$2.42M |
|
336
Extra Space Storage
EXR
$30.8B
| $101M | 0.06% |
599,998
-14,919
| -2% | -$2.51M |
|
337
Mettler-Toledo International
MTD
$26.5B
| $100M | 0.06% |
72,818
+1,639
| +2% | +$2.26M |
|
338
Verisk Analytics
VRSK
$37.5B
| $100M | 0.06% |
500,245
-19,631
| -4% | -$3.93M |
|
339
PTC
PTC
$24.4B
| $100M | 0.06% |
834,993
-50,457
| -6% | -$6.04M |
|
340
VF Corp
VFC
$5.95B
| $99.5M | 0.06% |
1,484,974
+70,763
| +5% | +$4.74M |
|
341
Masimo
MASI
$8.05B
| $98.6M | 0.06% |
364,174
+192,323
| +112% | +$52.1M |
|
342
Nucor
NUE
$32.4B
| $98.5M | 0.06% |
999,894
-66,756
| -6% | -$6.57M |
|
343
PPG Industries
PPG
$24.7B
| $98.2M | 0.06% |
686,796
-35,610
| -5% | -$5.09M |
|
344
Equifax
EFX
$31B
| $98M | 0.06% |
386,586
+21,193
| +6% | +$5.37M |
|
345
Kinder Morgan
KMI
$59.2B
| $97.5M | 0.06% |
5,825,181
-322,395
| -5% | -$5.39M |
|
346
Yum! Brands
YUM
$40.5B
| $96.6M | 0.06% |
789,495
-92,121
| -10% | -$11.3M |
|
347
WEC Energy
WEC
$34.6B
| $96M | 0.06% |
1,088,283
-54,296
| -5% | -$4.79M |
|
348
American Water Works
AWK
$27.3B
| $96M | 0.06% |
567,711
+22,912
| +4% | +$3.87M |
|
|
FRC
349
DELISTED
First Republic Bank
FRC
| $95.5M | 0.06% |
495,098
-22,543
| -4% | -$4.35M |
|
350
International Flavors & Fragrances
IFF
$16.7B
| $95.4M | 0.06% |
713,505
-38,038
| -5% | -$5.09M |
|