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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Nucor
NUE
$32.4B
| $102M | 0.06% |
1,066,650
-104,803
| -9% | -$10.1M |
|
352
Stanley Black & Decker
SWK
$11.9B
| $102M | 0.06% |
498,596
-57,323
| -10% | -$11.8M |
|
353
WEC Energy
WEC
$34.6B
| $102M | 0.06% |
1,142,579
-65,413
| -5% | -$5.82M |
|
354
Yum! Brands
YUM
$41.1B
| $101M | 0.06% |
881,616
-81,629
| -8% | -$9.39M |
|
355
Extra Space Storage
EXR
$30.8B
| $101M | 0.06% |
614,917
-44,407
| -7% | -$7.27M |
|
356
Hilton Worldwide
HLT
$65.3B
| $101M | 0.06% |
833,266
-46,406
| -5% | -$5.6M |
|
357
TransDigm Group
TDG
$72.9B
| $100M | 0.06% |
155,259
-8,750
| -5% | -$5.66M |
|
358
Essex Property Trust
ESS
$17.1B
| $99.6M | 0.06% |
332,138
+6,492
| +2% | +$1.95M |
|
359
Mettler-Toledo International
MTD
$27.1B
| $98.6M | 0.06% |
71,179
-4,941
| -6% | -$6.84M |
|
360
Magna International
MGA
$13B
| $98.4M | 0.06% |
1,064,035
-96,730
| -8% | -$8.95M |
|
361
Skyworks Solutions
SWKS
$11.2B
| $98.4M | 0.06% |
513,312
-32,801
| -6% | -$6.29M |
|
362
Williams Companies
WMB
$69.4B
| $98.1M | 0.06% |
3,696,306
-228,966
| -6% | -$6.08M |
|
363
PACCAR
PCAR
$51.6B
| $98.1M | 0.06% |
1,648,137
-2,030,123
| -55% | -$121M |
|
364
First Industrial Realty Trust
FR
$6.9B
| $98M | 0.06% |
1,876,181
-297,153
| -14% | -$15.5M |
|
365
State Street
STT
$31.8B
| $97.6M | 0.06% |
1,186,384
-70,799
| -6% | -$5.83M |
|
366
Hershey
HSY
$38B
| $97.3M | 0.06% |
558,553
-28,786
| -5% | -$5.01M |
|
|
FRC
367
DELISTED
First Republic Bank
FRC
| $96.9M | 0.06% |
517,641
-31,258
| -6% | -$5.85M |
|
|
VER
368
DELISTED
VEREIT, Inc.
VER
| $96.5M | 0.06% |
2,101,603
-1,067,830
| -34% | -$49M |
|
369
EPAM Systems
EPAM
$9.19B
| $96.1M | 0.06% |
188,008
+10,508
| +6% | +$5.37M |
|
370
Franco-Nevada
FNV
$38B
| $94.3M | 0.06% |
650,749
-57,955
| -8% | -$8.4M |
|
371
Waters Corp
WAT
$18.4B
| $93.7M | 0.06% |
271,109
+28,463
| +12% | +$9.84M |
|
372
Public Service Enterprise Group
PEG
$40B
| $93.3M | 0.06% |
1,561,887
-97,998
| -6% | -$5.85M |
|
373
Copart
CPRT
$46.5B
| $92.2M | 0.05% |
2,797,388
-700,240
| -20% | -$23.1M |
|
374
McKesson
MCK
$87.8B
| $91.9M | 0.05% |
480,608
-40,926
| -8% | -$7.83M |
|
375
Ametek
AME
$43.3B
| $91.5M | 0.05% |
685,617
-85,351
| -11% | -$11.4M |
|