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 |
Amazon
AMZN
|
$2.8B |
| 2 |
iShares Gold Trust
IAU
|
$997M |
| 3 |
UiPath
PATH
|
$437M |
| 4 |
Shopify
SHOP
|
$355M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
Baidu
BIDU
|
$99.6M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Cenovus Energy
CVE
$30.5B
| $75.4M | 0.06% |
3,964,289
+675,096
| +21% | +$12.8M |
|
377
Ferguson
FERG
$46.1B
| $75.3M | 0.06% |
673,541
-514,280
| -43% | -$57.5M |
|
378
The Mosaic Company
MOS
$10.6B
| $74.9M | 0.06% |
1,586,621
+509,533
| +47% | +$24.1M |
|
379
Church & Dwight Co
CHD
$22.7B
| $74.7M | 0.06% |
805,644
+29,180
| +4% | +$2.7M |
|
380
Jack Henry & Associates
JKHY
$11.9B
| $74.3M | 0.06% |
412,796
+160,655
| +64% | +$28.9M |
|
381
Enphase Energy
ENPH
$4.84B
| $73.9M | 0.06% |
378,580
+28,988
| +8% | +$5.66M |
|
382
Old Dominion Freight Line
ODFL
$31.7B
| $73.9M | 0.06% |
288,184
+11,029
| +4% | +$2.83M |
|
383
Camden Property Trust
CPT
$12B
| $73.8M | 0.06% |
548,862
-3,928
| -0.7% | -$528K |
|
384
Ameren
AEE
$27B
| $73.8M | 0.06% |
816,283
+37,528
| +5% | +$3.39M |
|
385
StoneCo
STNE
$4.41B
| $73.8M | 0.06% |
9,578,416
+213,825
| +2% | +$1.65M |
|
|
FRC
386
DELISTED
First Republic Bank
FRC
| $73.4M | 0.06% |
508,773
+31,308
| +7% | +$4.51M |
|
387
ON Semiconductor
ON
$20.3B
| $73.3M | 0.06% |
1,456,795
+1,478
| +0.1% | +$74.4K |
|
388
Huntington Bancshares
HBAN
$26B
| $73.2M | 0.06% |
6,083,673
+1,833,676
| +43% | +$22.1M |
|
389
Ametek
AME
$42.7B
| $72.4M | 0.06% |
658,915
+32,369
| +5% | +$3.56M |
|
390
Host Hotels & Resorts
HST
$11.8B
| $72.2M | 0.06% |
4,607,233
-334,791
| -7% | -$5.25M |
|
|
SGFY
391
DELISTED
Signify Health, Inc.
SGFY
| $71.8M | 0.06% |
5,203,195
-137,229
| -3% | -$1.89M |
|
392
Ross Stores
ROST
$48.1B
| $71.8M | 0.06% |
1,021,720
+46,696
| +5% | +$3.28M |
|
393
KKR & Co
KKR
$124B
| $71.7M | 0.06% |
1,548,598
-160,814
| -9% | -$7.44M |
|
394
NIO
NIO
$14.8B
| $71.1M | 0.05% |
3,275,134
+58,259
| +2% | +$1.27M |
|
395
Kellanova
K
$27.6B
| $71M | 0.05% |
995,248
+178,691
| +22% | +$12.7M |
|
396
Garmin
GRMN
$45.1B
| $70.5M | 0.05% |
718,014
+38,015
| +6% | +$3.73M |
|
397
Revvity
RVTY
$10.5B
| $70.4M | 0.05% |
495,019
+173,317
| +54% | +$24.6M |
|
398
Regions Financial
RF
$24.4B
| $69.9M | 0.05% |
3,730,154
+551,651
| +17% | +$10.3M |
|
|
AZPN
399
DELISTED
Aspen Technology Inc
AZPN
| $69.9M | 0.05% |
+380,703
| New | +$69.9M |
|
400
Iridium Communications
IRDM
$2.64B
| $69.2M | 0.05% |
1,842,671
+74,577
| +4% | +$2.8M |
|