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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AVLR
376
DELISTED
Avalara, Inc.
AVLR
| $88.8M | 0.06% |
665,438
+73,063
| +12% | +$9.75M |
|
377
Franco-Nevada
FNV
$36.7B
| $88.8M | 0.06% |
708,704
-26,847
| -4% | -$3.36M |
|
|
KSU
378
DELISTED
Kansas City Southern
KSU
| $88.6M | 0.06% |
335,710
-8,202
| -2% | -$2.16M |
|
379
Essex Property Trust
ESS
$16.8B
| $88.5M | 0.06% |
325,646
-12,885
| -4% | -$3.5M |
|
380
Fifth Third Bancorp
FITB
$30.2B
| $88M | 0.06% |
2,349,872
-71,878
| -3% | -$2.69M |
|
381
Mettler-Toledo International
MTD
$26.3B
| $88M | 0.06% |
76,120
-2,583
| -3% | -$2.99M |
|
382
Fortinet
FTNT
$58.9B
| $88M | 0.06% |
476,991
-17,874
| -4% | -$3.3M |
|
383
American Water Works
AWK
$27.6B
| $87.7M | 0.05% |
585,162
-7,854
| -1% | -$1.18M |
|
384
Extra Space Storage
EXR
$29.9B
| $87.4M | 0.05% |
659,324
-34,735
| -5% | -$4.6M |
|
385
Weyerhaeuser
WY
$18B
| $87.1M | 0.05% |
2,447,371
-2,424,968
| -50% | -$86.3M |
|
386
CBRE Group
CBRE
$47.5B
| $86.6M | 0.05% |
1,094,875
-29,458
| -3% | -$2.33M |
|
387
Clorox
CLX
$14.7B
| $86.5M | 0.05% |
448,267
-12,592
| -3% | -$2.43M |
|
388
Lumen
LUMN
$4.92B
| $86.2M | 0.05% |
6,457,474
-379,051
| -6% | -$5.06M |
|
389
MarketAxess Holdings
MKTX
$6.73B
| $85.4M | 0.05% |
171,534
-1,673
| -1% | -$833K |
|
390
Guidewire Software
GWRE
$18.3B
| $85.2M | 0.05% |
838,266
-13,391
| -2% | -$1.36M |
|
|
AIRC
391
DELISTED
Apartment Income REIT Corp.
AIRC
| $84.5M | 0.05% |
1,975,560
-608,143
| -24% | -$26M |
|
392
Okta
OKTA
$15.8B
| $84.5M | 0.05% |
383,197
-314,173
| -45% | -$69.3M |
|
393
United Rentals
URI
$61.7B
| $84.2M | 0.05% |
255,721
-3,390
| -1% | -$1.12M |
|
394
SolarEdge
SEDG
$1.87B
| $83.7M | 0.05% |
291,235
-19,465
| -6% | -$5.6M |
|
395
Ball Corp
BALL
$13.9B
| $83.3M | 0.05% |
983,590
-109,131
| -10% | -$9.25M |
|
396
Healthpeak Properties
DOC
$12.5B
| $83.1M | 0.05% |
2,616,629
-90,544
| -3% | -$2.87M |
|
397
Gen Digital
GEN
$18.2B
| $82.6M | 0.05% |
3,887,094
+292,805
| +8% | +$6.23M |
|
398
W.W. Grainger
GWW
$48.6B
| $81.8M | 0.05% |
204,078
-80,282
| -28% | -$32.2M |
|
399
McCormick & Company Non-Voting
MKC
$18.5B
| $81.4M | 0.05% |
913,064
+33,096
| +4% | +$2.95M |
|
400
Hartford Financial Services
HIG
$37.1B
| $81.1M | 0.05% |
1,214,086
-57,000
| -4% | -$3.81M |
|