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 |
Amazon
AMZN
|
$2.8B |
| 2 |
iShares Gold Trust
IAU
|
$997M |
| 3 |
UiPath
PATH
|
$437M |
| 4 |
Shopify
SHOP
|
$355M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
Baidu
BIDU
|
$99.6M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
SPDR Gold Trust
GLD
$110B
| $82.4M | 0.06% |
488,870
-65,961
| -12% | -$11.1M |
|
352
Kraft Heinz
KHC
$30.8B
| $82.3M | 0.06% |
2,157,262
-255,851
| -11% | -$9.76M |
|
353
Ventas
VTR
$30.9B
| $82.3M | 0.06% |
1,599,788
-438,799
| -22% | -$22.6M |
|
354
Weyerhaeuser
WY
$18.7B
| $81.9M | 0.06% |
2,473,038
+533,088
| +27% | +$17.7M |
|
|
SGEN
355
DELISTED
Seagen Inc. Common Stock
SGEN
| $81.4M | 0.06% |
459,882
+11,604
| +3% | +$2.05M |
|
356
DuPont de Nemours
DD
$32.2B
| $80.4M | 0.06% |
1,446,798
+41,197
| +3% | +$2.29M |
|
357
TransDigm Group
TDG
$78.8B
| $80.2M | 0.06% |
149,520
+7,855
| +6% | +$4.22M |
|
358
Tyson Foods
TSN
$20.2B
| $79.9M | 0.06% |
928,674
+47,476
| +5% | +$4.09M |
|
359
KBR
KBR
$6.5B
| $79.8M | 0.06% |
1,649,204
+316,397
| +24% | +$15.3M |
|
360
LyondellBasell Industries
LYB
$18.1B
| $79.2M | 0.06% |
906,065
+66,381
| +8% | +$5.81M |
|
361
Pinduoduo
PDD
$173B
| $79.1M | 0.06% |
1,280,215
+61,206
| +5% | +$3.78M |
|
362
Hartford Financial Services
HIG
$37.2B
| $79M | 0.06% |
1,207,555
-525,319
| -30% | -$34.4M |
|
363
Quest Diagnostics
DGX
$20.3B
| $79M | 0.06% |
594,099
+102,969
| +21% | +$13.7M |
|
|
SPLK
364
DELISTED
Splunk Inc
SPLK
| $78.8M | 0.06% |
890,595
+31,144
| +4% | +$2.75M |
|
365
Corning
GLW
$58.7B
| $78.7M | 0.06% |
2,496,726
+228,349
| +10% | +$7.2M |
|
366
Sun Life Financial
SLF
$32.8B
| $78.6M | 0.06% |
1,715,381
+254,798
| +17% | +$11.7M |
|
367
Leidos
LDOS
$23.2B
| $78.5M | 0.06% |
779,822
+8,022
| +1% | +$808K |
|
368
Zillow
Z
$19.8B
| $78.2M | 0.06% |
2,464,270
-363,552
| -13% | -$11.5M |
|
369
Rexford Industrial Realty
REXR
$9.8B
| $78.1M | 0.06% |
1,355,675
+531,539
| +64% | +$30.6M |
|
370
Stratasys
SSYS
$906M
| $77.8M | 0.06% |
4,150,531
-84,283
| -2% | -$1.58M |
|
371
Ameriprise Financial
AMP
$48.5B
| $77.7M | 0.06% |
327,050
+20,792
| +7% | +$4.94M |
|
372
Mid-America Apartment Communities
MAA
$17.1B
| $77.6M | 0.06% |
444,321
+7,269
| +2% | +$1.27M |
|
373
Synchrony
SYF
$28.4B
| $77.3M | 0.06% |
2,799,388
+943,553
| +51% | +$26.1M |
|
374
Warner Bros
WBD
$28.8B
| $77.3M | 0.06% |
+5,757,023
| New | +$77.3M |
|
375
Oneok
OKE
$47B
| $75.7M | 0.06% |
1,363,112
+157,404
| +13% | +$8.74M |
|