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 | +$122M | |
| 2 | +$118M | |
| 3 | +$116M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$98.8M |
| 5 |
Amazon
AMZN
|
+$74.5M |
Top Sells
| 1 | +$202M | |
| 2 | +$182M | |
| 3 | +$145M | |
| 4 |
Coca-Cola
KO
|
+$130M |
| 5 |
TransUnion
TRU
|
+$65.2M |
Sector Composition
| 1 | Technology | 30.03% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Manhattan Associates
MANH
$11.7B
| $81.2M | 0.06% |
469,188
-17,562
|
|
||
327
Invitation Homes
INVH
$17.4B
| $81.1M | 0.06% |
2,328,418
-1,249,083
|
|
||
328
M&T Bank
MTB
$27.9B
| $80.4M | 0.06% |
449,920
+24,773
|
|
||
329
CoStar Group
CSGP
$31.5B
| $79M | 0.06% |
997,010
+44,815
|
|
||
330
Ferguson
FERG
$47.3B
| $78.9M | 0.06% |
492,588
+481
|
|
||
331
Occidental Petroleum
OXY
$40.4B
| $78.8M | 0.06% |
1,596,699
+140,528
|
|
||
332
Alnylam Pharmaceuticals
ALNY
$63.1B
| $78.7M | 0.06% |
291,476
+4,773
|
|
||
333
Old Dominion Freight Line
ODFL
$29B
| $77.9M | 0.06% |
470,875
+9,781
|
|
||
334
Encompass Health
EHC
$12.4B
| $77.8M | 0.06% |
768,327
-1,389
|
|
||
335
Kimco Realty
KIM
$14.6B
| $77.7M | 0.06% |
3,660,537
+264,415
|
|
||
336
Agilent Technologies
A
$40B
| $77.4M | 0.05% |
662,049
-5,807
|
|
||
337
Gartner
IT
$17.9B
| $77.1M | 0.05% |
183,632
+1,750
|
|
||
338
eBay
EBAY
$41.7B
| $76.7M | 0.05% |
1,132,953
-15,760
|
|
||
339
Flutter Entertainment
FLUT
$43.8B
| $76.5M | 0.05% |
345,310
+495
|
|
||
340
Ingersoll Rand
IR
$30.1B
| $75.9M | 0.05% |
948,501
-14,218
|
|
||
341
Berkshire Hathaway Class A
BRK.A
$1.05T
| $75.1M | 0.05% |
94
|
|
||
342
Diamondback Energy
FANG
$40.4B
| $73.7M | 0.05% |
460,944
+4,648
|
|
||
343
Wabtec
WAB
$33.1B
| $73.3M | 0.05% |
404,056
-10,097
|
|
||
344
Essex Property Trust
ESS
$16.6B
| $73.2M | 0.05% |
238,859
+4,964
|
|
||
345
Brown & Brown
BRO
$28.8B
| $72.5M | 0.05% |
582,811
+5,106
|
|
||
346
Archer Daniels Midland
ADM
$30.2B
| $72.3M | 0.05% |
1,506,219
+5,348
|
|
||
347
International Paper
IP
$24.6B
| $71.8M | 0.05% |
1,345,216
+426,211
|
|
||
348
American Homes 4 Rent
AMH
$12.1B
| $71.5M | 0.05% |
1,889,918
+949,550
|
|
||
349
DTE Energy
DTE
$29.4B
| $71.3M | 0.05% |
515,469
+17,659
|
|
||
350
HubSpot
HUBS
$22.8B
| $71.3M | 0.05% |
124,720
-5,552
|
|