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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Bio-Techne
TECH
|
$63.2M |
| 4 |
Coinbase
COIN
|
$62.8M |
| 5 |
Tesla
TSLA
|
$59M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
StoneCo
STNE
$4.38B
| $89.6M | 0.07% |
9,494,696
-102,128
| -1% | -$964K |
|
327
Alcon
ALC
$38.7B
| $89.6M | 0.07% |
1,306,752
-21,107
| -2% | -$1.45M |
|
328
CubeSmart
CUBE
$9.09B
| $88.7M | 0.07% |
2,204,823
+301,351
| +16% | +$12.1M |
|
329
Kraft Heinz
KHC
$30.7B
| $87.9M | 0.07% |
2,158,726
+475
| +0% | +$19.3K |
|
330
D.R. Horton
DHI
$50.8B
| $87.5M | 0.07% |
982,038
-11,267
| -1% | -$1M |
|
331
Constellation Energy
CEG
$95.9B
| $87.1M | 0.07% |
1,010,227
-1,636
| -0.2% | -$141K |
|
332
Franco-Nevada
FNV
$36.7B
| $86.9M | 0.07% |
636,901
-4,078
| -0.6% | -$556K |
|
333
Waters Corp
WAT
$17.6B
| $86.3M | 0.07% |
251,990
-48,462
| -16% | -$16.6M |
|
334
Arista Networks
ANET
$171B
| $85.9M | 0.07% |
708,237
-10,740
| -1% | -$1.3M |
|
335
Cencora
COR
$57.3B
| $85.3M | 0.07% |
514,523
+31,542
| +7% | +$5.23M |
|
336
Hartford Financial Services
HIG
$37.1B
| $84.6M | 0.07% |
1,115,817
-22,170
| -2% | -$1.68M |
|
337
Carlisle Companies
CSL
$16.2B
| $84.2M | 0.07% |
357,300
-59,668
| -14% | -$14.1M |
|
|
338
Bio-Techne
TECH
$8.27B
| $84.1M | 0.07% |
1,014,575
+762,583
| +303% | +$63.2M |
|
339
SBA Communications
SBAC
$21.7B
| $83.8M | 0.07% |
298,955
-15,483
| -5% | -$4.34M |
|
340
American Water Works
AWK
$27.6B
| $83.2M | 0.07% |
546,095
-57,409
| -10% | -$8.75M |
|
341
Equity Lifestyle Properties
ELS
$11.5B
| $83M | 0.07% |
1,284,458
-18,886
| -1% | -$1.22M |
|
342
CrowdStrike
CRWD
$103B
| $82.7M | 0.07% |
785,275
+51,232
| +7% | +$5.39M |
|
343
Rexford Industrial Realty
REXR
$9.5B
| $82.5M | 0.07% |
1,509,138
+72,216
| +5% | +$3.95M |
|
344
Toast
TOST
$25.6B
| $82.3M | 0.07% |
4,564,905
+545,490
| +14% | +$9.84M |
|
|
DFS
345
DELISTED
Discover Financial Services
DFS
| $82M | 0.07% |
838,572
-230,480
| -22% | -$22.5M |
|
346
Labcorp
LH
$22.8B
| $82M | 0.06% |
348,188
-53,899
| -13% | -$12.7M |
|
347
Expeditors International
EXPD
$16.4B
| $81.8M | 0.06% |
787,593
-130,177
| -14% | -$13.5M |
|
348
Copart
CPRT
$46.8B
| $81.7M | 0.06% |
1,341,281
+599,596
| +81% | +$36.5M |
|
349
Equity Residential
EQR
$24.4B
| $81.3M | 0.06% |
1,377,739
-33,181
| -2% | -$1.96M |
|
350
Hologic
HOLX
$14.8B
| $80.8M | 0.06% |
1,080,387
-202,220
| -16% | -$15.1M |
|