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 |
Amazon
AMZN
|
$2.8B |
| 2 |
iShares Gold Trust
IAU
|
$997M |
| 3 |
UiPath
PATH
|
$437M |
| 4 |
Shopify
SHOP
|
$355M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
Baidu
BIDU
|
$99.6M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Hilton Worldwide
HLT
$64.9B
| $87.9M | 0.07% |
788,767
+35,721
| +5% | +$3.98M |
|
327
Veeva Systems
VEEV
$44B
| $87.8M | 0.07% |
443,591
+15,594
| +4% | +$3.09M |
|
328
United Rentals
URI
$61.6B
| $87.7M | 0.07% |
361,084
+145,843
| +68% | +$35.4M |
|
329
Broadridge
BR
$29.5B
| $87.5M | 0.07% |
613,831
+230,501
| +60% | +$32.9M |
|
330
International Flavors & Fragrances
IFF
$17.1B
| $86.4M | 0.07% |
725,384
+33,704
| +5% | +$4.01M |
|
331
Sun Communities
SUI
$15.6B
| $86.1M | 0.07% |
540,536
+802
| +0.1% | +$128K |
|
332
Workday
WDAY
$60.9B
| $86M | 0.07% |
616,455
+27,846
| +5% | +$3.89M |
|
|
HES
333
DELISTED
Hess
HES
| $85.9M | 0.07% |
810,846
+37,843
| +5% | +$4.01M |
|
334
Bio-Techne
TECH
$8.27B
| $85.7M | 0.07% |
247,279
+12,597
| +5% | +$4.37M |
|
335
Yum! Brands
YUM
$40.4B
| $85.1M | 0.07% |
749,477
-57,649
| -7% | -$6.54M |
|
336
Franco-Nevada
FNV
$36.7B
| $85M | 0.07% |
646,005
+59,404
| +10% | +$7.81M |
|
337
PACCAR
PCAR
$52B
| $84.9M | 0.07% |
1,031,579
+41,979
| +4% | +$3.46M |
|
338
Snowflake
SNOW
$77.8B
| $84.8M | 0.07% |
609,595
+31,925
| +6% | +$4.44M |
|
339
DexCom
DXCM
$29.2B
| $84.3M | 0.06% |
1,130,879
+820,093
| +264% | +$61.1M |
|
340
PPG Industries
PPG
$24.7B
| $83.9M | 0.06% |
733,381
+73,883
| +11% | +$8.45M |
|
341
Steris
STE
$23.9B
| $83.7M | 0.06% |
405,821
+138,686
| +52% | +$28.6M |
|
342
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.5B
| $83.4M | 0.06% |
1,649,227
+210,067
| +15% | +$10.6M |
|
343
CubeSmart
CUBE
$9.08B
| $83.3M | 0.06% |
1,950,109
-63,750
| -3% | -$2.72M |
|
344
Seagate
STX
$36.2B
| $83.2M | 0.06% |
+1,164,091
| New | +$83.2M |
|
345
M&T Bank
MTB
$31B
| $83M | 0.06% |
520,544
+159,781
| +44% | +$25.5M |
|
346
Cognex
CGNX
$7.4B
| $82.8M | 0.06% |
1,948,241
+473,762
| +32% | +$20.1M |
|
347
Airbnb
ABNB
$78.2B
| $82.6M | 0.06% |
926,723
+139,804
| +18% | +$12.5M |
|
348
Albemarle
ALB
$9.37B
| $82.5M | 0.06% |
394,921
+51,293
| +15% | +$10.7M |
|
349
AeroVironment
AVAV
$12B
| $82.5M | 0.06% |
1,003,472
-368,336
| -27% | -$30.3M |
|
350
Copart
CPRT
$46.8B
| $82.4M | 0.06% |
758,134
+155,050
| +26% | +$16.8M |
|