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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Veracyte
VCYT
$2.52B
| $82.8M | 0.06% |
3,249,013
-46,103
| -1% | -$1.17M |
|
327
KKR & Co
KKR
$122B
| $81.5M | 0.06% |
1,455,936
-84,510
| -5% | -$4.73M |
|
328
Kraft Heinz
KHC
$31.6B
| $81.4M | 0.06% |
2,291,992
+156,917
| +7% | +$5.57M |
|
329
Quanta Services
PWR
$55.6B
| $81.1M | 0.06% |
412,995
-81,834
| -17% | -$16.1M |
|
330
Equity Residential
EQR
$25.4B
| $81.1M | 0.06% |
1,229,340
-151,199
| -11% | -$9.97M |
|
331
WEC Energy
WEC
$34.6B
| $80.9M | 0.06% |
916,467
-168,649
| -16% | -$14.9M |
|
332
Canadian Imperial Bank of Commerce
CM
$72.6B
| $80.7M | 0.06% |
1,888,567
-381,969
| -17% | -$16.3M |
|
|
SPLK
333
DELISTED
Splunk Inc
SPLK
| $80.7M | 0.06% |
760,342
-79,317
| -9% | -$8.41M |
|
334
Masimo
MASI
$8.05B
| $80.6M | 0.06% |
490,107
-2,839
| -0.6% | -$467K |
|
335
Nu Holdings
NU
$74.7B
| $80.5M | 0.06% |
10,199,078
-3,406,007
| -25% | -$26.9M |
|
336
DuPont de Nemours
DD
$32.1B
| $80.1M | 0.06% |
1,121,819
-243,995
| -18% | -$17.4M |
|
337
ResMed
RMD
$40.9B
| $79.9M | 0.06% |
365,753
-46,635
| -11% | -$10.2M |
|
338
Constellation Energy
CEG
$94B
| $79.6M | 0.06% |
869,872
-128,446
| -13% | -$11.8M |
|
339
BILL Holdings
BILL
$5.17B
| $79.4M | 0.06% |
679,552
-57,573
| -8% | -$6.73M |
|
340
Public Service Enterprise Group
PEG
$39.9B
| $79.4M | 0.06% |
1,267,885
-148,080
| -10% | -$9.27M |
|
|
B
341
Barrick Mining Corporation
B
$49.7B
| $79.3M | 0.06% |
4,680,095
-788,604
| -14% | -$13.4M |
|
342
Prudential Financial
PRU
$37.1B
| $79.2M | 0.06% |
897,211
-206,422
| -19% | -$18.2M |
|
343
Equity Lifestyle Properties
ELS
$11.9B
| $78.6M | 0.06% |
1,175,708
-52,308
| -4% | -$3.5M |
|
344
Toast
TOST
$23.9B
| $78.4M | 0.06% |
3,473,461
+467,724
| +16% | +$10.6M |
|
345
Dollar Tree
DLTR
$19.6B
| $78.2M | 0.06% |
544,629
-88,488
| -14% | -$12.7M |
|
346
Veeva Systems
VEEV
$46.3B
| $78.1M | 0.06% |
395,174
-63,602
| -14% | -$12.6M |
|
347
Global E Online
GLBE
$6.33B
| $78M | 0.06% |
1,905,055
-266,039
| -12% | -$10.9M |
|
348
Rexford Industrial Realty
REXR
$10.1B
| $77.8M | 0.06% |
1,490,242
+7,755
| +0.5% | +$405K |
|
349
Arch Capital
ACGL
$33.4B
| $77.7M | 0.06% |
1,038,611
-143,740
| -12% | -$10.8M |
|
350
Apollo Global Management
APO
$76.9B
| $77.2M | 0.06% |
1,004,496
-138,620
| -12% | -$10.6M |
|