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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Hershey
HSY
$38B
| $95.8M | 0.06% |
495,269
-29,273
| -6% | -$5.66M |
|
352
Essex Property Trust
ESS
$17.1B
| $95.8M | 0.06% |
271,965
-66,801
| -20% | -$23.5M |
|
353
Dover
DOV
$24.4B
| $95.4M | 0.06% |
525,144
+62,506
| +14% | +$11.4M |
|
354
Suncor Energy
SU
$49.7B
| $95M | 0.06% |
3,795,785
-280,142
| -7% | -$7.01M |
|
|
B
355
Barrick Mining Corporation
B
$49.7B
| $94.8M | 0.06% |
4,986,063
-680,762
| -12% | -$12.9M |
|
356
Iovance Biotherapeutics
IOVA
$858M
| $94.8M | 0.06% |
4,965,096
-1,415,707
| -22% | -$27M |
|
357
Cooper Companies
COO
$13.6B
| $94.7M | 0.06% |
903,972
+326,812
| +57% | +$34.2M |
|
358
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $94.6M | 0.06% |
1,755,420
+116,509
| +7% | +$6.28M |
|
359
Ameriprise Financial
AMP
$46.4B
| $94M | 0.06% |
311,619
-25,691
| -8% | -$7.75M |
|
360
Ginkgo Bioworks
DNA
$637M
| $94M | 0.06% |
282,675
+168,858
| +148% | +$56.1M |
|
361
American Water Works
AWK
$27.3B
| $93.9M | 0.06% |
497,343
-70,368
| -12% | -$13.3M |
|
|
FTCH
362
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $93.6M | 0.06% |
2,801,072
-543,935
| -16% | -$18.2M |
|
363
Zscaler
ZS
$44B
| $93.3M | 0.06% |
290,346
+37,232
| +15% | +$12M |
|
364
Dollar Tree
DLTR
$19.6B
| $92.8M | 0.06% |
660,462
-69,583
| -10% | -$9.78M |
|
365
Ametek
AME
$43.3B
| $92.1M | 0.06% |
626,614
-35,706
| -5% | -$5.25M |
|
366
Copart
CPRT
$46.5B
| $91.9M | 0.06% |
2,425,644
-117,824
| -5% | -$4.47M |
|
367
Lennar Class A
LEN
$35.6B
| $91.8M | 0.06% |
816,621
-17,951
| -2% | -$2.02M |
|
368
SS&C Technologies
SSNC
$21.7B
| $91.4M | 0.06% |
1,115,286
+426,453
| +62% | +$35M |
|
369
Arista Networks
ANET
$178B
| $90.8M | 0.06% |
2,525,668
-105,580
| -4% | -$3.79M |
|
370
TransDigm Group
TDG
$72.9B
| $90.5M | 0.06% |
142,231
-6,377
| -4% | -$4.06M |
|
371
Live Nation Entertainment
LYV
$39.3B
| $89.8M | 0.05% |
750,341
-50,098
| -6% | -$6M |
|
372
Eversource Energy
ES
$23.3B
| $89.7M | 0.05% |
986,430
-48,400
| -5% | -$4.4M |
|
373
Adaptive Biotechnologies
ADPT
$1.91B
| $89.7M | 0.05% |
3,195,446
+1,133,445
| +55% | +$31.8M |
|
374
Match Group
MTCH
$9.19B
| $89.1M | 0.05% |
673,771
-14,041
| -2% | -$1.86M |
|
375
BILL Holdings
BILL
$5.17B
| $88.9M | 0.05% |
356,735
+167,839
| +89% | +$41.8M |
|