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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DFS
351
DELISTED
Discover Financial Services
DFS
| $77.1M | 0.06% |
659,823
-120,419
| -15% | -$14.1M |
|
|
WBA
352
DELISTED
Walgreens Boots Alliance
WBA
| $76.8M | 0.06% |
2,697,253
+174,068
| +7% | +$4.96M |
|
353
Illumina
ILMN
$15.1B
| $75.7M | 0.06% |
415,270
-58,264
| -12% | -$10.6M |
|
354
PG&E
PCG
$32.9B
| $75.3M | 0.06% |
4,357,916
+170,631
| +4% | +$2.95M |
|
355
CubeSmart
CUBE
$9.29B
| $75.3M | 0.06% |
1,685,491
-168,396
| -9% | -$7.52M |
|
356
Box
BOX
$4.86B
| $75.2M | 0.06% |
2,559,390
+105,631
| +4% | +$3.1M |
|
357
Albemarle
ALB
$8.54B
| $75.2M | 0.06% |
337,038
-15,200
| -4% | -$3.39M |
|
358
West Pharmaceutical
WST
$18.1B
| $75.1M | 0.06% |
196,464
-27,302
| -12% | -$10.4M |
|
359
Zimmer Biomet
ZBH
$20.6B
| $75M | 0.06% |
514,922
-68,087
| -12% | -$9.91M |
|
360
SPDR Gold Trust
GLD
$115B
| $74.4M | 0.06% |
417,542
-357,693
| -46% | -$63.8M |
|
|
SGEN
361
DELISTED
Seagen Inc. Common Stock
SGEN
| $74.4M | 0.06% |
386,322
-61,012
| -14% | -$11.7M |
|
362
Halliburton
HAL
$18.5B
| $74.1M | 0.06% |
2,245,745
-332,678
| -13% | -$11M |
|
363
CBRE Group
CBRE
$48.2B
| $73.5M | 0.06% |
911,196
-126,118
| -12% | -$10.2M |
|
364
Tenet Healthcare
THC
$17.4B
| $73.4M | 0.06% |
901,584
+155,058
| +21% | +$12.6M |
|
365
Thomson Reuters
TRI
$79.2B
| $73.1M | 0.06% |
540,641
+27,580
| +5% | +$3.73M |
|
366
MongoDB
MDB
$26.9B
| $73.1M | 0.06% |
177,814
-21,390
| -11% | -$8.79M |
|
367
Twist Bioscience
TWST
$1.51B
| $73M | 0.06% |
3,566,239
+164,325
| +5% | +$3.36M |
|
368
Allstate
ALL
$52.7B
| $72.9M | 0.06% |
669,010
-93,440
| -12% | -$10.2M |
|
369
Corning
GLW
$62B
| $72.9M | 0.06% |
2,079,432
-272,292
| -12% | -$9.54M |
|
370
Extra Space Storage
EXR
$30.8B
| $72.3M | 0.06% |
485,772
-56,895
| -10% | -$8.47M |
|
371
Genuine Parts
GPC
$19.3B
| $72.2M | 0.06% |
426,511
-28,691
| -6% | -$4.86M |
|
372
Franco-Nevada
FNV
$37.8B
| $72.1M | 0.06% |
505,476
-109,785
| -18% | -$15.7M |
|
373
LyondellBasell Industries
LYB
$17.5B
| $72.1M | 0.06% |
784,895
-125,498
| -14% | -$11.5M |
|
374
Vulcan Materials
VMC
$38.6B
| $72M | 0.06% |
319,279
-47,417
| -13% | -$10.7M |
|
375
Mettler-Toledo International
MTD
$26.5B
| $71.7M | 0.06% |
54,673
-12,250
| -18% | -$16.1M |
|