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 |
Extra Space Storage
EXR
|
+$90M |
| 2 |
Advanced Micro Devices
AMD
|
+$76.6M |
| 3 |
Amphenol
APH
|
+$71M |
| 4 |
Kenvue
KVUE
|
+$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
+$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
+$153M |
| 2 |
Johnson & Johnson
JNJ
|
+$96.2M |
| 3 |
Coinbase
COIN
|
+$94.4M |
| 4 |
Tesla
TSLA
|
+$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Tractor Supply
TSCO
$31.3B
| $62.8M | 0.05% |
1,546,010
-1,177,900
| -43% | -$47.8M |
|
377
Corning
GLW
$62B
| $62.7M | 0.05% |
2,057,911
-21,521
| -1% | -$656K |
|
378
Kimco Realty
KIM
$15.1B
| $62.5M | 0.05% |
3,553,892
+1,526,324
| +75% | +$26.8M |
|
379
HubSpot
HUBS
$26.5B
| $62.5M | 0.05% |
126,909
-815
| -0.6% | -$401K |
|
380
Agnico Eagle Mines
AEM
$76.7B
| $62.5M | 0.05% |
1,371,733
+110,849
| +9% | +$5.05M |
|
381
M&T Bank
MTB
$31.2B
| $62.5M | 0.05% |
494,095
-17,533
| -3% | -$2.22M |
|
382
Stellantis
STLA
$25.8B
| $62.3M | 0.05% |
3,236,780
-28,578
| -0.9% | -$550K |
|
383
Healthpeak Properties
DOC
$12.6B
| $62M | 0.05% |
3,379,502
+1,393,552
| +70% | +$25.6M |
|
384
Zimmer Biomet
ZBH
$20.6B
| $61.4M | 0.05% |
547,479
+32,557
| +6% | +$3.65M |
|
|
WBA
385
DELISTED
Walgreens Boots Alliance
WBA
| $60.9M | 0.05% |
2,738,193
+40,940
| +2% | +$911K |
|
386
Martin Marietta Materials
MLM
$37B
| $60.5M | 0.05% |
147,321
-1,818
| -1% | -$746K |
|
387
MongoDB
MDB
$26.9B
| $60.2M | 0.05% |
174,093
-3,721
| -2% | -$1.29M |
|
388
Cameco
CCJ
$33.7B
| $60.2M | 0.05% |
1,515,403
+629,581
| +71% | +$25M |
|
389
Hewlett Packard
HPE
$31.5B
| $60M | 0.05% |
3,453,396
-76,111
| -2% | -$1.32M |
|
390
Archer Aviation
ACHR
$5.44B
| $59.5M | 0.05% |
11,754,499
+4,154,340
| +55% | +$21M |
|
391
HDFC Bank
HDB
$179B
| $59.3M | 0.05% |
1,005,001
+58,262
| +6% | +$3.44M |
|
392
Edison International
EIX
$21.1B
| $59M | 0.05% |
932,595
-33,844
| -4% | -$2.14M |
|
393
Garmin
GRMN
$45.9B
| $58.9M | 0.05% |
559,517
-3,789
| -0.7% | -$399K |
|
394
eBay
EBAY
$42.2B
| $58.7M | 0.05% |
1,331,986
-21,342
| -2% | -$941K |
|
395
Cardinal Health
CAH
$36B
| $58.7M | 0.05% |
675,891
-23,730
| -3% | -$2.06M |
|
396
Mettler-Toledo International
MTD
$26.5B
| $58.6M | 0.05% |
52,894
-1,779
| -3% | -$1.97M |
|
397
CF Industries
CF
$13.7B
| $58.6M | 0.05% |
683,208
+15,722
| +2% | +$1.35M |
|
398
CGI
GIB
$21.3B
| $58.5M | 0.05% |
592,264
+20,233
| +4% | +$2M |
|
399
Willis Towers Watson
WTW
$32.1B
| $58.5M | 0.05% |
279,781
-7,025
| -2% | -$1.47M |
|
|
400
Ryan Specialty Holdings
RYAN
$6.74B
| $58.1M | 0.05% |
+1,199,970
| New | +$58.1M |
|