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
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
Automatic Data Processing
ADP
|
$82M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Lennar Class A
LEN
$34.4B
| $89.4M | 0.07% |
850,112
+92,403
| +12% | +$9.71M |
|
327
Bio-Techne
TECH
$8.31B
| $88.5M | 0.07% |
1,193,079
+178,504
| +18% | +$13.2M |
|
328
Rexford Industrial Realty
REXR
$9.53B
| $88.4M | 0.07% |
1,482,487
-26,651
| -2% | -$1.59M |
|
329
Public Service Enterprise Group
PEG
$40.8B
| $88.4M | 0.07% |
1,415,965
-133,796
| -9% | -$8.36M |
|
330
Extra Space Storage
EXR
$29.9B
| $88.4M | 0.07% |
542,667
+2,719
| +0.5% | +$443K |
|
|
WBA
331
DELISTED
Walgreens Boots Alliance
WBA
| $87.3M | 0.07% |
2,523,185
-232,089
| -8% | -$8.03M |
|
332
United Rentals
URI
$61.7B
| $86.9M | 0.06% |
219,571
-81,252
| -27% | -$32.2M |
|
333
Verisk Analytics
VRSK
$37B
| $86.8M | 0.06% |
452,385
-58,196
| -11% | -$11.2M |
|
334
State Street
STT
$32.1B
| $86.4M | 0.06% |
1,141,073
-274,749
| -19% | -$20.8M |
|
335
CubeSmart
CUBE
$9.1B
| $85.7M | 0.06% |
1,853,887
-350,936
| -16% | -$16.2M |
|
336
LyondellBasell Industries
LYB
$18B
| $85.5M | 0.06% |
910,393
+48,574
| +6% | +$4.56M |
|
337
Carlisle Companies
CSL
$16.2B
| $85.4M | 0.06% |
377,596
+20,296
| +6% | +$4.59M |
|
338
Ulta Beauty
ULTA
$23.9B
| $85.3M | 0.06% |
156,388
-2,655
| -2% | -$1.45M |
|
339
Cencora
COR
$57.2B
| $84.5M | 0.06% |
528,035
+13,512
| +3% | +$2.16M |
|
340
Allstate
ALL
$53.6B
| $84.5M | 0.06% |
762,450
-17,317
| -2% | -$1.92M |
|
341
Veeva Systems
VEEV
$44.1B
| $84.3M | 0.06% |
458,776
+13,411
| +3% | +$2.46M |
|
|
342
GE HealthCare
GEHC
$32.7B
| $83.7M | 0.06% |
+1,020,617
| New | +$83.7M |
|
343
HP
HPQ
$27.1B
| $83.3M | 0.06% |
2,837,801
-543,925
| -16% | -$16M |
|
344
Corning
GLW
$58.7B
| $83M | 0.06% |
2,351,724
+36,277
| +2% | +$1.28M |
|
345
Equity Residential
EQR
$24.4B
| $82.8M | 0.06% |
1,380,539
+2,800
| +0.2% | +$168K |
|
346
T Rowe Price
TROW
$23.2B
| $82.8M | 0.06% |
733,063
-94,807
| -11% | -$10.7M |
|
347
Kraft Heinz
KHC
$30.8B
| $82.6M | 0.06% |
2,135,075
-23,651
| -1% | -$915K |
|
348
Quanta Services
PWR
$55.8B
| $82.5M | 0.06% |
494,829
+23,678
| +5% | +$3.95M |
|
349
Equity Lifestyle Properties
ELS
$11.5B
| $82.4M | 0.06% |
1,228,016
-56,442
| -4% | -$3.79M |
|
350
Halliburton
HAL
$19.3B
| $81.6M | 0.06% |
2,578,423
-279,335
| -10% | -$8.84M |
|