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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
D.R. Horton
DHI
$53B
| $105M | 0.06% |
963,791
-45,854
| -5% | -$4.97M |
|
327
Interpublic Group of Companies
IPG
$9.89B
| $103M | 0.06% |
2,759,818
+283,544
| +11% | +$10.6M |
|
328
International Flavors & Fragrances
IFF
$17B
| $103M | 0.06% |
683,377
-30,128
| -4% | -$4.54M |
|
329
Allstate
ALL
$52.8B
| $103M | 0.06% |
874,492
-221,302
| -20% | -$26M |
|
330
Mid-America Apartment Communities
MAA
$17B
| $103M | 0.06% |
448,163
-19,324
| -4% | -$4.43M |
|
|
AIRC
331
DELISTED
Apartment Income REIT Corp.
AIRC
| $102M | 0.06% |
1,872,085
-224,160
| -11% | -$12.3M |
|
332
State Street
STT
$31.7B
| $102M | 0.06% |
1,094,364
-169,402
| -13% | -$15.8M |
|
333
Peloton Interactive
PTON
$3.24B
| $102M | 0.06% |
2,845,600
+85,028
| +3% | +$3.04M |
|
334
Host Hotels & Resorts
HST
$12B
| $101M | 0.06% |
5,831,780
-2,924,937
| -33% | -$50.9M |
|
335
SPDR S&P 500 ETF Trust
SPY
$663B
| $101M | 0.06% |
213,408
| – | – |
|
336
Gartner
IT
$18.7B
| $99.5M | 0.06% |
297,539
+41,497
| +16% | +$13.9M |
|
337
PTC
PTC
$25.5B
| $99.1M | 0.06% |
818,224
-16,769
| -2% | -$2.03M |
|
338
Datadog
DDOG
$49B
| $98.8M | 0.06% |
554,780
+6,003
| +1% | +$1.07M |
|
|
DFS
339
DELISTED
Discover Financial Services
DFS
| $98.8M | 0.06% |
854,715
-420,421
| -33% | -$48.6M |
|
|
FRC
340
DELISTED
First Republic Bank
FRC
| $98.6M | 0.06% |
477,309
-17,789
| -4% | -$3.67M |
|
341
Baidu
BIDU
$37.3B
| $98.5M | 0.06% |
662,064
-34,969
| -5% | -$5.2M |
|
342
Old Dominion Freight Line
ODFL
$31.8B
| $98.5M | 0.06% |
549,706
-27,322
| -5% | -$4.9M |
|
343
HubSpot
HUBS
$26.3B
| $98.4M | 0.06% |
149,241
+24,023
| +19% | +$15.8M |
|
344
Zimmer Biomet
ZBH
$20.7B
| $98.1M | 0.06% |
794,977
+178,138
| +29% | +$22M |
|
345
Verisk Analytics
VRSK
$38.1B
| $97.7M | 0.06% |
426,934
-73,311
| -15% | -$16.8M |
|
346
Public Service Enterprise Group
PEG
$40B
| $96.8M | 0.06% |
1,450,902
-74,569
| -5% | -$4.98M |
|
347
Manulife Financial
MFC
$52.2B
| $96.6M | 0.06% |
5,067,619
-787,558
| -13% | -$15M |
|
348
NIO
NIO
$14.1B
| $96.5M | 0.06% |
3,045,731
-270,697
| -8% | -$8.58M |
|
349
Broadridge
BR
$29.7B
| $96.4M | 0.06% |
527,327
+118,885
| +29% | +$21.7M |
|
350
Arthur J. Gallagher & Co
AJG
$76.7B
| $96M | 0.06% |
566,029
-23,420
| -4% | -$3.97M |
|