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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Ulta Beauty
ULTA
$23.1B
| $88.4M | 0.05% |
214,409
+52,464
| +32% | +$21.6M |
|
377
Kinder Morgan
KMI
$60.8B
| $88.2M | 0.05% |
5,562,971
-262,210
| -5% | -$4.16M |
|
378
PACCAR
PCAR
$51.8B
| $87.9M | 0.05% |
1,493,057
-63,289
| -4% | -$3.72M |
|
379
Albemarle
ALB
$8.63B
| $87.6M | 0.05% |
374,821
+18,952
| +5% | +$4.43M |
|
380
Phillips 66
PSX
$53.1B
| $87.5M | 0.05% |
1,207,668
-49,259
| -4% | -$3.57M |
|
381
Stanley Black & Decker
SWK
$11.9B
| $87.3M | 0.05% |
463,002
-15,132
| -3% | -$2.85M |
|
382
Williams Companies
WMB
$71.8B
| $87.3M | 0.05% |
3,353,646
-150,540
| -4% | -$3.92M |
|
383
W.W. Grainger
GWW
$47.5B
| $87.3M | 0.05% |
168,457
-48,795
| -22% | -$25.3M |
|
384
Kraft Heinz
KHC
$31.5B
| $87M | 0.05% |
2,424,398
-1,643,275
| -40% | -$59M |
|
385
CoStar Group
CSGP
$36.6B
| $86M | 0.05% |
1,088,785
-182,529
| -14% | -$14.4M |
|
386
Lumen
LUMN
$6.3B
| $86M | 0.05% |
6,852,413
+469,514
| +7% | +$5.89M |
|
387
Devon Energy
DVN
$22.5B
| $85.3M | 0.05% |
1,936,131
-109,239
| -5% | -$4.81M |
|
388
VeriSign
VRSN
$26.5B
| $85.1M | 0.05% |
335,298
+14,082
| +4% | +$3.57M |
|
389
Domino's
DPZ
$15.3B
| $84.5M | 0.05% |
149,809
-15,159
| -9% | -$8.55M |
|
|
CTLT
390
DELISTED
CATALENT, INC.
CTLT
| $84.5M | 0.05% |
659,943
+160,358
| +32% | +$20.5M |
|
391
Valero Energy
VLO
$49.2B
| $84.3M | 0.05% |
1,122,624
-777,677
| -41% | -$58.4M |
|
392
Fifth Third Bancorp
FITB
$30.1B
| $83.9M | 0.05% |
1,925,646
-110,776
| -5% | -$4.82M |
|
393
Robert Half
RHI
$3.56B
| $83.3M | 0.05% |
746,742
+111,597
| +18% | +$12.4M |
|
394
Synchrony
SYF
$27.8B
| $82.8M | 0.05% |
1,784,445
-2,067,980
| -54% | -$95.9M |
|
395
iShares Core S&P 500 ETF
IVV
$670B
| $82.8M | 0.05% |
173,537
+48,669
| +39% | +$23.2M |
|
396
Qorvo
QRVO
$8.26B
| $82.7M | 0.05% |
528,635
+204,199
| +63% | +$31.9M |
|
397
Corning
GLW
$64.2B
| $82.2M | 0.05% |
2,207,057
-99,542
| -4% | -$3.71M |
|
398
Akamai
AKAM
$11B
| $81.4M | 0.05% |
695,067
-191,809
| -22% | -$22.4M |
|
399
Franco-Nevada
FNV
$38.3B
| $81.1M | 0.05% |
586,482
-33,656
| -5% | -$4.65M |
|
400
Sun Life Financial
SLF
$33B
| $81M | 0.05% |
1,454,996
-82,706
| -5% | -$4.6M |
|