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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Idexx Laboratories
IDXX
$52.2B
| $82M | 0.06% |
198,450
+916
| +0.5% | +$379K |
|
327
10x Genomics
TXG
$1.73B
| $82M | 0.06% |
5,713,484
-659,728
| -10% | -$9.47M |
|
328
Lennar Class A
LEN
$36.9B
| $82M | 0.06% |
621,003
-6,463
| -1% | -$853K |
|
329
Old Dominion Freight Line
ODFL
$31.8B
| $81.3M | 0.05% |
461,094
-3,969
| -0.9% | -$700K |
|
330
M&T Bank
MTB
$31.1B
| $79.9M | 0.05% |
425,147
-42,654
| -9% | -$8.02M |
|
331
Crown Castle
CCI
$40.9B
| $79.8M | 0.05% |
879,562
+15,141
| +2% | +$1.37M |
|
332
Kimco Realty
KIM
$15.3B
| $79.6M | 0.05% |
3,396,122
-390,504
| -10% | -$9.15M |
|
333
Ryan Specialty Holdings
RYAN
$6.93B
| $79.2M | 0.05% |
1,235,114
+4,907
| +0.4% | +$315K |
|
334
Archer Aviation
ACHR
$5.49B
| $78.7M | 0.05% |
8,072,211
-1,270,911
| -14% | -$12.4M |
|
335
Wabtec
WAB
$32.6B
| $78.5M | 0.05% |
414,153
-15,619
| -4% | -$2.96M |
|
336
Constellation Brands
STZ
$25.8B
| $78.2M | 0.05% |
354,046
+7,575
| +2% | +$1.67M |
|
337
Gaming and Leisure Properties
GLPI
$13.6B
| $78.1M | 0.05% |
1,621,727
-74,266
| -4% | -$3.58M |
|
338
Interactive Brokers
IBKR
$27.2B
| $77.9M | 0.05% |
1,764,704
-635,712
| -26% | -$28.1M |
|
339
Willis Towers Watson
WTW
$32.4B
| $77.9M | 0.05% |
248,652
-2,817
| -1% | -$882K |
|
340
Take-Two Interactive
TTWO
$45.9B
| $77.6M | 0.05% |
421,458
+18,569
| +5% | +$3.42M |
|
341
WEC Energy
WEC
$34.6B
| $77.2M | 0.05% |
821,145
-574
| -0.1% | -$54K |
|
342
PPG Industries
PPG
$25.2B
| $77.1M | 0.05% |
645,197
+37,359
| +6% | +$4.46M |
|
343
Charter Communications
CHTR
$36B
| $76.7M | 0.05% |
223,752
-2,727
| -1% | -$935K |
|
344
Veeva Systems
VEEV
$46.3B
| $76.4M | 0.05% |
363,192
+902
| +0.2% | +$190K |
|
345
Hewlett Packard
HPE
$31B
| $76.4M | 0.05% |
3,576,347
-321,666
| -8% | -$6.87M |
|
346
ResMed
RMD
$40.9B
| $76M | 0.05% |
332,196
-13,346
| -4% | -$3.05M |
|
347
Archer Daniels Midland
ADM
$29.9B
| $75.8M | 0.05% |
1,500,871
+28,372
| +2% | +$1.43M |
|
348
Vulcan Materials
VMC
$39.5B
| $75.6M | 0.05% |
294,010
+3,959
| +1% | +$1.02M |
|
349
Diamondback Energy
FANG
$39.7B
| $74.8M | 0.05% |
456,296
+22,689
| +5% | +$3.72M |
|
350
Edison International
EIX
$20.5B
| $74.2M | 0.05% |
929,659
-3,207
| -0.3% | -$256K |
|