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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Sun Life Financial
SLF
$32.8B
| $100M | 0.06% |
1,982,525
-44,214
| -2% | -$2.23M |
|
352
Lennar Class A
LEN
$34.4B
| $100M | 0.06% |
987,455
-24,084
| -2% | -$2.44M |
|
353
Public Service Enterprise Group
PEG
$41.1B
| $99.9M | 0.06% |
1,659,885
-46,123
| -3% | -$2.78M |
|
|
COUP
354
DELISTED
Coupa Software Incorporated
COUP
| $99.7M | 0.06% |
391,733
+55,238
| +16% | +$14.1M |
|
355
First Industrial Realty Trust
FR
$6.97B
| $99.5M | 0.06% |
2,173,334
-516,085
| -19% | -$23.6M |
|
356
Ametek
AME
$42.7B
| $98.5M | 0.06% |
770,968
-42,724
| -5% | -$5.46M |
|
357
Eversource Energy
ES
$23.8B
| $98.4M | 0.06% |
1,136,728
-16,786
| -1% | -$1.45M |
|
358
Suncor Energy
SU
$50.1B
| $97.9M | 0.06% |
4,683,232
-328,213
| -7% | -$6.86M |
|
359
Cloudflare
NET
$72.7B
| $97.2M | 0.06% |
1,383,077
+275,948
| +25% | +$19.4M |
|
360
Akamai
AKAM
$11.3B
| $97.1M | 0.06% |
953,214
-13,146
| -1% | -$1.34M |
|
361
International Paper
IP
$26B
| $97.1M | 0.06% |
1,795,674
+324,303
| +22% | +$17.5M |
|
362
TransDigm Group
TDG
$78.8B
| $96.4M | 0.06% |
164,009
-3,845
| -2% | -$2.26M |
|
363
Copart
CPRT
$46.9B
| $95M | 0.06% |
874,407
-101,267
| -10% | -$11M |
|
364
Ameriprise Financial
AMP
$48.5B
| $94.8M | 0.06% |
407,742
-15,410
| -4% | -$3.58M |
|
365
Nucor
NUE
$33.6B
| $94M | 0.06% |
1,171,453
+86,334
| +8% | +$6.93M |
|
|
MTLS
366
Materialise
MTLS
$292M
| $93.9M | 0.06% |
2,612,016
-43,182
| -2% | -$1.55M |
|
367
Take-Two Interactive
TTWO
$44.4B
| $93.9M | 0.06% |
531,329
-121,680
| -19% | -$21.5M |
|
368
Williams Companies
WMB
$70.1B
| $93M | 0.06% |
3,925,272
-465,100
| -11% | -$11M |
|
369
Hershey
HSY
$37.7B
| $92.9M | 0.06% |
587,339
-17,234
| -3% | -$2.73M |
|
370
Regency Centers
REG
$13.2B
| $92.2M | 0.06% |
1,625,133
-343,837
| -17% | -$19.5M |
|
371
Dollar Tree
DLTR
$23.2B
| $91.5M | 0.06% |
799,662
-27,464
| -3% | -$3.14M |
|
|
FRC
372
DELISTED
First Republic Bank
FRC
| $91.5M | 0.06% |
548,899
-6,175
| -1% | -$1.03M |
|
373
Leidos
LDOS
$23.2B
| $90.2M | 0.06% |
936,587
+22,614
| +2% | +$2.18M |
|
374
DTE Energy
DTE
$28.2B
| $89.9M | 0.06% |
675,372
-18,227
| -3% | -$2.43M |
|
|
CERN
375
DELISTED
Cerner Corp
CERN
| $89.5M | 0.06% |
1,244,455
+223,803
| +22% | +$16.1M |
|