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 |
Accenture
ACN
|
+$918M |
| 2 |
Linde
LIN
|
+$504M |
| 3 |
Medtronic
MDT
|
+$482M |
| 4 |
Chubb
CB
|
+$336M |
| 5 |
Spotify
SPOT
|
+$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.17B |
| 2 |
Coinbase
COIN
|
+$1.12B |
| 3 |
UiPath
PATH
|
+$760M |
| 4 |
Apple
AAPL
|
+$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Expedia Group
EXPE
$26.9B
| $83.2M | 0.06% |
425,429
+28,222
| +7% | +$5.52M |
|
377
Veracyte
VCYT
$2.52B
| $83.1M | 0.06% |
3,015,041
-106,062
| -3% | -$2.92M |
|
378
Gen Digital
GEN
$18.1B
| $83.1M | 0.06% |
3,133,858
+18,324
| +0.6% | +$486K |
|
379
Old Dominion Freight Line
ODFL
$31.2B
| $82.8M | 0.06% |
554,310
+4,604
| +0.8% | +$688K |
|
|
HES
380
DELISTED
Hess
HES
| $82.7M | 0.06% |
773,003
-5,664
| -0.7% | -$606K |
|
381
Fifth Third Bancorp
FITB
$30.1B
| $82.3M | 0.05% |
1,911,178
-14,468
| -0.8% | -$623K |
|
382
IPG Photonics
IPGP
$3.46B
| $82.2M | 0.05% |
749,208
+5,678
| +0.8% | +$623K |
|
383
American Water Works
AWK
$27.3B
| $81.8M | 0.05% |
494,200
-3,143
| -0.6% | -$520K |
|
384
Sun Life Financial
SLF
$32.9B
| $81.7M | 0.05% |
1,460,583
+5,587
| +0.4% | +$312K |
|
385
Cooper Companies
COO
$13.6B
| $81.5M | 0.05% |
780,356
-123,616
| -14% | -$12.9M |
|
386
Trade Desk
TTD
$25.6B
| $80.7M | 0.05% |
1,165,722
-3,706
| -0.3% | -$257K |
|
387
Garmin
GRMN
$45.9B
| $80.7M | 0.05% |
+679,999
| New | +$80.7M |
|
388
Agnico Eagle Mines
AEM
$76.7B
| $80.2M | 0.05% |
1,307,920
+506,750
| +63% | +$31.1M |
|
389
Interpublic Group of Companies
IPG
$9.74B
| $79.9M | 0.05% |
2,254,539
-505,279
| -18% | -$17.9M |
|
390
Labcorp
LH
$23.1B
| $79.7M | 0.05% |
351,892
-65,942
| -16% | -$14.9M |
|
391
Tyson Foods
TSN
$19.9B
| $79M | 0.05% |
881,198
-25,053
| -3% | -$2.25M |
|
392
McCormick & Company Non-Voting
MKC
$18.7B
| $78.3M | 0.05% |
785,059
-21,752
| -3% | -$2.17M |
|
393
Zimmer Biomet
ZBH
$20.6B
| $77.6M | 0.05% |
606,744
-188,233
| -24% | -$24.1M |
|
|
FRC
394
DELISTED
First Republic Bank
FRC
| $77.4M | 0.05% |
477,465
+156
| +0% | +$25.3K |
|
395
Church & Dwight Co
CHD
$23.1B
| $77.2M | 0.05% |
776,464
+11,219
| +1% | +$1.11M |
|
396
Robert Half
RHI
$3.65B
| $76.6M | 0.05% |
670,472
-76,270
| -10% | -$8.71M |
|
397
United Rentals
URI
$60.8B
| $76.5M | 0.05% |
215,241
-2,628
| -1% | -$933K |
|
398
Carlisle Companies
CSL
$16.3B
| $76.4M | 0.05% |
310,479
-167,268
| -35% | -$41.1M |
|
|
TWOU
399
DELISTED
2U, Inc.
TWOU
| $76.1M | 0.05% |
191,133
+15,358
| +9% | +$6.12M |
|
400
Albemarle
ALB
$8.54B
| $76M | 0.05% |
343,628
-31,193
| -8% | -$6.9M |
|