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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
SPDR S&P 500 ETF Trust
SPY
$663B
| $91.4M | 0.05% |
+213,408
| New | +$91.4M |
|
377
Verisk Analytics
VRSK
$37.5B
| $90.8M | 0.05% |
519,876
-168,939
| -25% | -$29.5M |
|
378
KKR & Co
KKR
$122B
| $89.9M | 0.05% |
1,517,164
-99,514
| -6% | -$5.9M |
|
379
Take-Two Interactive
TTWO
$45.7B
| $89.9M | 0.05% |
507,679
-23,650
| -4% | -$4.19M |
|
380
Ameriprise Financial
AMP
$46.5B
| $89.7M | 0.05% |
360,495
-47,247
| -12% | -$11.8M |
|
381
Fate Therapeutics
FATE
$113M
| $89.6M | 0.05% |
1,032,080
+470,485
| +84% | +$40.8M |
|
382
Keurig Dr Pepper
KDP
$37.5B
| $88.8M | 0.05% |
2,520,371
+487,861
| +24% | +$17.2M |
|
383
Occidental Petroleum
OXY
$44.4B
| $88.7M | 0.05% |
2,834,999
-187,788
| -6% | -$5.87M |
|
384
Equifax
EFX
$31B
| $87.5M | 0.05% |
365,393
-20,670
| -5% | -$4.95M |
|
385
Hologic
HOLX
$14.8B
| $87.4M | 0.05% |
1,310,562
-408,259
| -24% | -$27.2M |
|
386
Bio-Rad Laboratories Class A
BIO
$7.74B
| $87M | 0.05% |
135,058
+1,823
| +1% | +$1.17M |
|
387
Eversource Energy
ES
$23.7B
| $87M | 0.05% |
1,083,643
-53,085
| -5% | -$4.26M |
|
|
MXIM
388
DELISTED
Maxim Integrated Products
MXIM
| $86.9M | 0.05% |
824,719
-60,118
| -7% | -$6.33M |
|
389
Sun Life Financial
SLF
$32.9B
| $86.7M | 0.05% |
1,683,326
-299,199
| -15% | -$15.4M |
|
390
Lumen
LUMN
$5.78B
| $85.6M | 0.05% |
6,301,016
-156,458
| -2% | -$2.13M |
|
391
HDFC Bank
HDB
$179B
| $85.5M | 0.05% |
1,169,277
-432,225
| -27% | -$31.6M |
|
392
Lennar Class A
LEN
$35.6B
| $84.6M | 0.05% |
879,728
-140,313
| -14% | -$13.5M |
|
393
American Water Works
AWK
$27.3B
| $84M | 0.05% |
544,799
-40,363
| -7% | -$6.22M |
|
394
Vail Resorts
MTN
$5.48B
| $83.8M | 0.05% |
264,739
+3,082
| +1% | +$976K |
|
395
Sun Communities
SUI
$16.3B
| $83.4M | 0.05% |
486,472
-33,730
| -6% | -$5.78M |
|
396
LendingClub
LC
$1.89B
| $83.1M | 0.05% |
4,581,060
+32,800
| +0.7% | +$595K |
|
397
Fifth Third Bancorp
FITB
$30.1B
| $83M | 0.05% |
2,171,246
-178,626
| -8% | -$6.83M |
|
398
Arthur J. Gallagher & Co
AJG
$76.5B
| $82.1M | 0.05% |
586,085
-28,136
| -5% | -$3.94M |
|
399
Interpublic Group of Companies
IPG
$9.74B
| $81.9M | 0.05% |
2,522,201
-84,063
| -3% | -$2.73M |
|
400
Liberty Broadband Class C
LBRDK
$8.68B
| $81.9M | 0.05% |
471,621
-30,885
| -6% | -$5.36M |
|