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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Huntington Bancshares
HBAN
$26B
| $70.7M | 0.06% |
5,361,419
-722,254
| -12% | -$9.52M |
|
377
Hartford Financial Services
HIG
$37.2B
| $70.5M | 0.06% |
1,137,987
-69,568
| -6% | -$4.31M |
|
378
Zillow
Z
$19.8B
| $70.4M | 0.06% |
2,461,409
-2,861
| -0.1% | -$81.9K |
|
379
AeroVironment
AVAV
$12.1B
| $70.3M | 0.06% |
842,786
-160,686
| -16% | -$13.4M |
|
|
380
Sea Limited
SE
$106B
| $70.2M | 0.06% |
1,251,737
-1,753,964
| -58% | -$98.3M |
|
381
Gartner
IT
$19B
| $70.1M | 0.06% |
253,510
-4,194
| -2% | -$1.16M |
|
382
Genuine Parts
GPC
$19.4B
| $70.1M | 0.06% |
469,699
+4,608
| +1% | +$688K |
|
383
Chart Industries
GTLS
$8.96B
| $69.7M | 0.06% |
378,334
+268,848
| +246% | +$49.6M |
|
384
Best Buy
BBY
$15.6B
| $69.6M | 0.06% |
1,098,258
-283,342
| -21% | -$17.9M |
|
385
Mid-America Apartment Communities
MAA
$17.1B
| $69.3M | 0.06% |
447,055
+2,734
| +0.6% | +$424K |
|
386
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.5B
| $69M | 0.06% |
1,400,730
-248,497
| -15% | -$12.2M |
|
387
Warner Bros
WBD
$28.8B
| $67.9M | 0.06% |
5,900,789
+143,766
| +2% | +$1.65M |
|
388
Alnylam Pharmaceuticals
ALNY
$58.5B
| $67.8M | 0.06% |
338,685
+843
| +0.2% | +$169K |
|
389
LyondellBasell Industries
LYB
$18.1B
| $67.5M | 0.06% |
896,927
-9,138
| -1% | -$688K |
|
|
FRC
390
DELISTED
First Republic Bank
FRC
| $67.5M | 0.06% |
516,657
+7,884
| +2% | +$1.03M |
|
391
TransUnion
TRU
$16.8B
| $67.4M | 0.06% |
1,133,696
+25,249
| +2% | +$1.5M |
|
392
KKR & Co
KKR
$124B
| $67.3M | 0.06% |
1,564,346
+15,748
| +1% | +$677K |
|
393
Toast
TOST
$26.3B
| $67.2M | 0.06% |
4,019,415
-8,242
| -0.2% | -$138K |
|
394
Kellanova
K
$27.6B
| $67M | 0.06% |
961,497
-33,751
| -3% | -$2.35M |
|
395
D.R. Horton
DHI
$50.5B
| $66.9M | 0.06% |
993,305
-9,739
| -1% | -$656K |
|
396
Sun Communities
SUI
$15.9B
| $66.8M | 0.05% |
493,912
-46,624
| -9% | -$6.31M |
|
397
Sun Life Financial
SLF
$32.8B
| $66.8M | 0.05% |
1,676,114
-39,267
| -2% | -$1.56M |
|
398
Weyerhaeuser
WY
$18.7B
| $66.6M | 0.05% |
2,331,412
-141,626
| -6% | -$4.04M |
|
399
Ulta Beauty
ULTA
$22.1B
| $66.5M | 0.05% |
165,831
-826
| -0.5% | -$331K |
|
400
Corning
GLW
$58.7B
| $66.3M | 0.05% |
2,285,154
-211,572
| -8% | -$6.14M |
|