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 |
Broadcom
AVGO
|
+$192M |
| 2 |
Cencora
COR
|
+$123M |
| 3 |
IQVIA
IQV
|
+$60.2M |
| 4 |
CRH
CRH
|
+$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
+$56M |
Top Sells
| 1 |
Coinbase
COIN
|
+$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$184M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
NVIDIA
NVDA
|
+$125M |
| 5 |
VMW
VMware, Inc
VMW
|
+$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
GE HealthCare
GEHC
$35.9B
| $77.7M | 0.06% |
1,004,544
-10,645
| -1% | -$823K |
|
352
Sun Life Financial
SLF
$32.9B
| $77.6M | 0.06% |
1,491,459
-28,010
| -2% | -$1.46M |
|
353
Datadog
DDOG
$49B
| $77.3M | 0.06% |
636,740
+5,898
| +0.9% | +$716K |
|
354
CBRE Group
CBRE
$48.2B
| $77.3M | 0.06% |
830,100
-58,692
| -7% | -$5.46M |
|
355
Veeva Systems
VEEV
$46.3B
| $76.5M | 0.06% |
397,223
+10,316
| +3% | +$1.99M |
|
356
Keysight
KEYS
$29.1B
| $76.4M | 0.06% |
480,396
-54,631
| -10% | -$8.69M |
|
357
WEC Energy
WEC
$34.6B
| $75.5M | 0.06% |
897,229
-4,871
| -0.5% | -$410K |
|
358
Arch Capital
ACGL
$33.4B
| $75.1M | 0.06% |
1,010,982
-3,405
| -0.3% | -$253K |
|
359
Royal Caribbean
RCL
$93.8B
| $74.7M | 0.06% |
577,201
-15,634
| -3% | -$2.02M |
|
360
Equity Residential
EQR
$25.4B
| $74.6M | 0.06% |
1,220,481
+2,315
| +0.2% | +$142K |
|
361
Martin Marietta Materials
MLM
$37B
| $73.8M | 0.05% |
147,889
+568
| +0.4% | +$283K |
|
362
Pure Storage
PSTG
$25.9B
| $73.8M | 0.05% |
2,068,255
+943,850
| +84% | +$33.7M |
|
363
Dollar Tree
DLTR
$19.6B
| $73.6M | 0.05% |
518,309
-7,510
| -1% | -$1.07M |
|
364
Spotify
SPOT
$148B
| $73.5M | 0.05% |
391,296
-71,112
| -15% | -$13.4M |
|
365
MongoDB
MDB
$26.9B
| $73.1M | 0.05% |
178,693
+4,600
| +3% | +$1.88M |
|
366
HubSpot
HUBS
$26.5B
| $73.1M | 0.05% |
125,843
-1,066
| -0.8% | -$619K |
|
367
Garmin
GRMN
$45.9B
| $72.1M | 0.05% |
560,985
+1,468
| +0.3% | +$189K |
|
368
Iridium Communications
IRDM
$2.04B
| $71.8M | 0.05% |
1,743,482
+539,909
| +45% | +$22.2M |
|
369
Equifax
EFX
$31B
| $71.7M | 0.05% |
289,750
-6,220
| -2% | -$1.54M |
|
370
Vulcan Materials
VMC
$38.6B
| $71.6M | 0.05% |
315,195
-4,327
| -1% | -$982K |
|
371
iShares Core S&P 500 ETF
IVV
$668B
| $71.4M | 0.05% |
149,581
-161,867
| -52% | -$77.3M |
|
372
Hartford Financial Services
HIG
$36.8B
| $71.3M | 0.05% |
887,198
-12,831
| -1% | -$1.03M |
|
373
T Rowe Price
TROW
$23.5B
| $70.7M | 0.05% |
656,709
+35,863
| +6% | +$3.86M |
|
374
Snap
SNAP
$12.3B
| $70.6M | 0.05% |
4,168,007
-133,293
| -3% | -$2.26M |
|
375
Stellantis
STLA
$25.8B
| $70.4M | 0.05% |
3,009,145
-227,635
| -7% | -$5.33M |
|