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 |
Tesla
TSLA
|
$198M |
| 2 |
Amazon
AMZN
|
$188M |
| 3 |
Roku
ROKU
|
$95M |
| 4 |
Unity
U
|
$74.2M |
| 5 |
Flutter Entertainment
FLUT
|
$70.4M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
West Pharmaceutical
WST
$17.9B
| $75.8M | 0.05% |
191,469
+2,759
| +1% | +$1.09M |
|
377
Fair Isaac
FICO
$36.5B
| $75.6M | 0.05% |
60,468
+419
| +0.7% | +$524K |
|
378
Willis Towers Watson
WTW
$31.9B
| $75.4M | 0.05% |
274,305
-1,682
| -0.6% | -$463K |
|
379
Pultegroup
PHM
$26.3B
| $74.9M | 0.05% |
621,064
+28,774
| +5% | +$3.47M |
|
380
Deutsche Bank
DB
$67B
| $74.3M | 0.05% |
4,731,598
-15,539
| -0.3% | -$244K |
|
381
Veracyte
VCYT
$2.41B
| $74.2M | 0.05% |
3,347,436
+242,760
| +8% | +$5.38M |
|
382
Builders FirstSource
BLDR
$15.1B
| $73.6M | 0.05% |
352,741
-15,220
| -4% | -$3.17M |
|
383
Keysight
KEYS
$28.4B
| $73.2M | 0.05% |
468,367
-12,029
| -3% | -$1.88M |
|
384
State Street
STT
$32.1B
| $72.8M | 0.05% |
941,404
+40,835
| +5% | +$3.16M |
|
385
M&T Bank
MTB
$31B
| $72.4M | 0.05% |
497,503
+35,692
| +8% | +$5.19M |
|
386
Fortive
FTV
$15.9B
| $72.3M | 0.05% |
841,041
+4,669
| +0.6% | +$402K |
|
387
StoneCo
STNE
$4.38B
| $72.3M | 0.05% |
4,350,037
-3,431,697
| -44% | -$57M |
|
388
Cardinal Health
CAH
$36B
| $71.9M | 0.05% |
642,945
-21,351
| -3% | -$2.39M |
|
389
WEC Energy
WEC
$34.4B
| $71.9M | 0.05% |
875,195
-22,034
| -2% | -$1.81M |
|
390
Kimco Realty
KIM
$15.2B
| $71.7M | 0.05% |
3,657,448
-180,543
| -5% | -$3.54M |
|
391
Cameco
CCJ
$33.6B
| $71.7M | 0.05% |
1,655,676
+160,113
| +11% | +$6.94M |
|
392
Church & Dwight Co
CHD
$22.7B
| $71.4M | 0.05% |
684,906
-10,514
| -2% | -$1.1M |
|
393
Ferrari
RACE
$88.2B
| $70.5M | 0.05% |
161,601
-4,774
| -3% | -$2.08M |
|
394
Charter Communications
CHTR
$35.7B
| $70.4M | 0.05% |
242,254
+1,467
| +0.6% | +$426K |
|
|
395
Flutter Entertainment
FLUT
$51.8B
| $70.4M | 0.05% |
+353,002
| New | +$70.4M |
|
396
Fifth Third Bancorp
FITB
$30.2B
| $69.5M | 0.05% |
1,869,027
-35,806
| -2% | -$1.33M |
|
397
ResMed
RMD
$39.4B
| $69.4M | 0.05% |
350,541
+1,797
| +0.5% | +$356K |
|
398
Mettler-Toledo International
MTD
$26.1B
| $69.2M | 0.05% |
51,994
+357
| +0.7% | +$475K |
|
399
Corning
GLW
$59.4B
| $69.1M | 0.05% |
2,096,759
+42,832
| +2% | +$1.41M |
|
400
HP
HPQ
$26.8B
| $68.8M | 0.05% |
2,278,175
+148,298
| +7% | +$4.48M |
|