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
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
Automatic Data Processing
ADP
|
$82M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Ingersoll Rand
IR
$31.6B
| $74.1M | 0.06% |
1,273,831
-218,033
| -15% | -$12.7M |
|
377
Hartford Financial Services
HIG
$37.2B
| $74M | 0.06% |
1,062,012
-53,805
| -5% | -$3.75M |
|
378
CDW
CDW
$21.6B
| $73.5M | 0.05% |
377,270
-2,037
| -0.5% | -$397K |
|
379
Veracyte
VCYT
$2.39B
| $73.5M | 0.05% |
3,295,116
+230,671
| +8% | +$5.14M |
|
380
HDFC Bank
HDB
$182B
| $73M | 0.05% |
1,094,671
+118,832
| +12% | +$7.92M |
|
381
Agnico Eagle Mines
AEM
$72.4B
| $72.5M | 0.05% |
1,422,999
-6,230
| -0.4% | -$317K |
|
|
382
Atlassian
TEAM
$46.6B
| $72.3M | 0.05% |
422,411
+372,644
| +749% | +$63.8M |
|
383
Gartner
IT
$19B
| $72.2M | 0.05% |
221,692
-16,414
| -7% | -$5.35M |
|
384
Apollo Global Management
APO
$77.9B
| $72.2M | 0.05% |
1,143,116
-8,204
| -0.7% | -$518K |
|
385
Cenovus Energy
CVE
$30.5B
| $72.2M | 0.05% |
4,139,257
+153,569
| +4% | +$2.68M |
|
386
SBA Communications
SBAC
$22B
| $71.8M | 0.05% |
275,003
-23,952
| -8% | -$6.25M |
|
387
Align Technology
ALGN
$10.3B
| $71.3M | 0.05% |
213,501
-1,185
| -0.6% | -$396K |
|
388
Thomson Reuters
TRI
$80B
| $71.2M | 0.05% |
532,245
-62,122
| -10% | -$8.31M |
|
389
Church & Dwight Co
CHD
$22.7B
| $70.4M | 0.05% |
795,929
-1,851
| -0.2% | -$164K |
|
390
SolarEdge
SEDG
$1.87B
| $70.4M | 0.05% |
231,491
-204,404
| -47% | -$62.1M |
|
391
Global E Online
GLBE
$5.68B
| $70M | 0.05% |
2,171,094
-31,789
| -1% | -$1.02M |
|
392
iShares Core S&P 500 ETF
IVV
$657B
| $69.3M | 0.05% |
168,638
+40,590
| +32% | +$16.7M |
|
393
Steel Dynamics
STLD
$19.3B
| $69.1M | 0.05% |
611,400
-4,789
| -0.8% | -$541K |
|
394
Ameren
AEE
$27B
| $69M | 0.05% |
798,379
-4,280
| -0.5% | -$370K |
|
|
HZNP
395
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $69M | 0.05% |
631,868
-19,621
| -3% | -$2.14M |
|
396
Alnylam Pharmaceuticals
ALNY
$58.5B
| $68.3M | 0.05% |
340,967
+3,991
| +1% | +$799K |
|
397
Wheaton Precious Metals
WPM
$46.1B
| $67.9M | 0.05% |
1,410,732
+1,948
| +0.1% | +$93.8K |
|
398
PG&E
PCG
$33.6B
| $67.7M | 0.05% |
4,187,285
-574,770
| -12% | -$9.29M |
|
399
M&T Bank
MTB
$31.5B
| $67.2M | 0.05% |
562,068
+52,380
| +10% | +$6.26M |
|
400
AeroVironment
AVAV
$12.1B
| $67.1M | 0.05% |
732,158
-30,590
| -4% | -$2.8M |
|