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
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CERN
351
DELISTED
Cerner Corp
CERN
| $84.5M | 0.06% |
1,169,285
-226,909
| -16% | -$16.4M |
|
352
Healthpeak Properties
DOC
$12.5B
| $84.5M | 0.06% |
3,111,731
-79,427
| -2% | -$2.16M |
|
353
Ameren
AEE
$27B
| $84.4M | 0.06% |
1,067,470
-47,001
| -4% | -$3.72M |
|
|
COUP
354
DELISTED
Coupa Software Incorporated
COUP
| $84M | 0.06% |
306,330
+40,535
| +15% | +$11.1M |
|
355
MongoDB
MDB
$26B
| $83.7M | 0.06% |
361,424
+132,953
| +58% | +$30.8M |
|
356
Extra Space Storage
EXR
$29.9B
| $83.2M | 0.06% |
777,230
-46,127
| -6% | -$4.94M |
|
357
Insulet
PODD
$24.3B
| $83.1M | 0.06% |
351,192
+39,287
| +13% | +$9.29M |
|
358
Brown-Forman Class B
BF.B
$13.8B
| $82.6M | 0.06% |
1,096,413
-112,114
| -9% | -$8.44M |
|
359
Camden Property Trust
CPT
$11.6B
| $82.2M | 0.06% |
924,201
-28,877
| -3% | -$2.57M |
|
|
VER
360
DELISTED
VEREIT, Inc.
VER
| $82.2M | 0.06% |
12,638,634
-1,269,379
| -9% | -$8.25M |
|
|
SIVB
361
DELISTED
SVB Financial Group
SIVB
| $82.1M | 0.06% |
341,387
-7,283
| -2% | -$1.75M |
|
362
Guidewire Software
GWRE
$18.3B
| $82M | 0.06% |
786,259
+88,211
| +13% | +$9.2M |
|
363
Keysight
KEYS
$28.1B
| $81.9M | 0.06% |
829,094
-134,849
| -14% | -$13.3M |
|
364
Entergy
ETR
$39B
| $81.7M | 0.06% |
828,719
-38,815
| -4% | -$3.82M |
|
365
Fortive
FTV
$16B
| $80.7M | 0.05% |
1,266,710
-63,066
| -5% | -$4.02M |
|
366
Sun Communities
SUI
$15.6B
| $80.6M | 0.05% |
573,295
-46,453
| -7% | -$6.53M |
|
367
EOG Resources
EOG
$68.8B
| $80.3M | 0.05% |
2,235,533
-142,810
| -6% | -$5.13M |
|
368
Leidos
LDOS
$23.2B
| $79.9M | 0.05% |
896,561
+77,104
| +9% | +$6.87M |
|
|
CTXS
369
DELISTED
Citrix Systems Inc
CTXS
| $79.2M | 0.05% |
575,214
-17,958
| -3% | -$2.47M |
|
370
Ameriprise Financial
AMP
$48.3B
| $79.1M | 0.05% |
513,356
-63,702
| -11% | -$9.82M |
|
371
Trade Desk
TTD
$26.5B
| $78.9M | 0.05% |
152,121
-9,269
| -6% | -$4.81M |
|
372
PPL Corp
PPL
$26.9B
| $78.9M | 0.05% |
2,898,197
-515,557
| -15% | -$14M |
|
373
Waters Corp
WAT
$17.6B
| $78.6M | 0.05% |
401,788
-29,266
| -7% | -$5.73M |
|
374
Akamai
AKAM
$11B
| $78.6M | 0.05% |
711,238
-294,532
| -29% | -$32.6M |
|
375
Incyte
INCY
$16.8B
| $78.1M | 0.05% |
869,785
-42,390
| -5% | -$3.8M |
|