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 |
UiPath
PATH
|
+$425M |
| 2 |
Coinbase
COIN
|
+$339M |
| 3 |
Palantir
PLTR
|
+$252M |
| 4 |
Teladoc Health
TDOC
|
+$215M |
| 5 |
Robinhood
HOOD
|
+$193M |
Top Sells
| 1 |
Apple
AAPL
|
+$425M |
| 2 |
Microsoft
MSFT
|
+$311M |
| 3 |
JD.com
JD
|
+$309M |
| 4 |
Sea Limited
SE
|
+$262M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$260M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Communication Services | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Gen Digital
GEN
$18.1B
| $94.2M | 0.06% |
3,722,505
-69,641
| -2% | -$1.76M |
|
352
Ameren
AEE
$27B
| $94M | 0.06% |
1,160,793
+171,238
| +17% | +$13.9M |
|
353
Waters Corp
WAT
$18.4B
| $93.1M | 0.06% |
260,562
-10,547
| -4% | -$3.77M |
|
354
Public Service Enterprise Group
PEG
$40B
| $92.9M | 0.06% |
1,525,471
-36,416
| -2% | -$2.22M |
|
355
TransDigm Group
TDG
$72.9B
| $92.8M | 0.06% |
148,608
-6,651
| -4% | -$4.15M |
|
356
Akamai
AKAM
$11.2B
| $92.8M | 0.06% |
886,876
-24,864
| -3% | -$2.6M |
|
357
McKesson
MCK
$87.8B
| $91.7M | 0.06% |
459,917
-20,691
| -4% | -$4.13M |
|
358
SPDR S&P 500 ETF Trust
SPY
$663B
| $91.6M | 0.06% |
213,408
| – | – |
|
359
Williams Companies
WMB
$69.4B
| $90.9M | 0.06% |
3,504,186
-192,120
| -5% | -$4.98M |
|
360
Interpublic Group of Companies
IPG
$9.89B
| $90.8M | 0.06% |
2,476,274
-45,927
| -2% | -$1.68M |
|
361
Huntington Bancshares
HBAN
$25.7B
| $90.5M | 0.06% |
5,854,547
+1,135,597
| +24% | +$17.6M |
|
362
KeyCorp
KEY
$20.9B
| $90.2M | 0.06% |
4,172,894
+446,205
| +12% | +$9.65M |
|
363
Carlisle Companies
CSL
$16.8B
| $89.9M | 0.06% |
452,085
+60,624
| +15% | +$12.1M |
|
|
VER
364
DELISTED
VEREIT, Inc.
VER
| $89.8M | 0.06% |
1,984,784
-116,819
| -6% | -$5.28M |
|
365
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $89.6M | 0.06% |
1,638,911
+1,618,446
| +7,908% | +$88.4M |
|
366
Sun Communities
SUI
$16.2B
| $89.2M | 0.06% |
481,796
-4,676
| -1% | -$866K |
|
367
Ameriprise Financial
AMP
$46.4B
| $89.1M | 0.06% |
337,310
-23,185
| -6% | -$6.12M |
|
368
United Rentals
URI
$62.4B
| $88.8M | 0.06% |
253,092
+11,673
| +5% | +$4.1M |
|
369
Hershey
HSY
$38B
| $88.8M | 0.06% |
524,542
-34,011
| -6% | -$5.76M |
|
370
KKR & Co
KKR
$122B
| $88.7M | 0.06% |
1,457,672
-59,492
| -4% | -$3.62M |
|
371
Tyson Foods
TSN
$19.9B
| $88.4M | 0.06% |
1,119,511
-272,095
| -20% | -$21.5M |
|
372
Copart
CPRT
$46.5B
| $88.2M | 0.05% |
2,543,468
-253,920
| -9% | -$8.81M |
|
373
Phillips 66
PSX
$53.5B
| $88M | 0.05% |
1,256,927
-74,915
| -6% | -$5.25M |
|
374
CubeSmart
CUBE
$9.38B
| $88M | 0.05% |
1,816,391
+404,064
| +29% | +$19.6M |
|
|
SGFY
375
DELISTED
Signify Health, Inc.
SGFY
| $88M | 0.05% |
4,924,159
+4,430,436
| +897% | +$79.2M |
|