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 |
GE Vernova
GEV
|
+$104M |
| 2 |
Curtiss-Wright
CW
|
+$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$68.6M |
| 4 |
Roblox
RBLX
|
+$55.5M |
| 5 |
10x Genomics
TXG
|
+$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$605M |
| 2 |
Microsoft
MSFT
|
+$537M |
| 3 |
Apple
AAPL
|
+$515M |
| 4 |
Royal Bank of Canada
RY
|
+$328M |
| 5 |
Toronto Dominion Bank
TD
|
+$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Atlassian
TEAM
$47.8B
| $63.6M | 0.05% |
359,784
-44,154
| -11% | -$7.81M |
|
377
ResMed
RMD
$40.9B
| $63.4M | 0.05% |
331,077
-19,464
| -6% | -$3.73M |
|
378
Fifth Third Bancorp
FITB
$30.1B
| $62.5M | 0.05% |
1,712,084
-156,943
| -8% | -$5.73M |
|
379
Dollar General
DG
$23B
| $62.5M | 0.05% |
472,436
-46,289
| -9% | -$6.12M |
|
380
Nasdaq
NDAQ
$54.4B
| $62.4M | 0.05% |
1,035,936
+44,432
| +4% | +$2.68M |
|
381
Dover
DOV
$24B
| $62.4M | 0.05% |
345,536
-33,567
| -9% | -$6.06M |
|
382
Essex Property Trust
ESS
$17.3B
| $61.9M | 0.05% |
227,474
-6,052
| -3% | -$1.65M |
|
383
First Industrial Realty Trust
FR
$6.79B
| $61.6M | 0.05% |
1,297,240
+26,353
| +2% | +$1.25M |
|
384
Cognex
CGNX
$7.45B
| $61.2M | 0.05% |
1,309,827
+15,871
| +1% | +$742K |
|
385
Take-Two Interactive
TTWO
$45.7B
| $61M | 0.05% |
392,052
-31,915
| -8% | -$4.96M |
|
386
Targa Resources
TRGP
$34.7B
| $60.9M | 0.04% |
472,573
-34,054
| -7% | -$4.39M |
|
387
Global Payments
GPN
$21.1B
| $60.6M | 0.04% |
626,410
-43,700
| -7% | -$4.23M |
|
388
Cardinal Health
CAH
$36B
| $60.6M | 0.04% |
615,908
-27,037
| -4% | -$2.66M |
|
389
Fortive
FTV
$16.1B
| $59.3M | 0.04% |
799,762
-41,279
| -5% | -$3.06M |
|
390
Pultegroup
PHM
$27B
| $58.9M | 0.04% |
535,275
-85,789
| -14% | -$9.45M |
|
391
Estee Lauder
EL
$31.9B
| $58.7M | 0.04% |
551,741
-52,082
| -9% | -$5.54M |
|
392
Kaspi.kz JSC
KSPI
$16.6B
| $58.6M | 0.04% |
454,415
-43,497
| -9% | -$5.61M |
|
393
West Pharmaceutical
WST
$18.1B
| $58.6M | 0.04% |
177,807
-13,662
| -7% | -$4.5M |
|
394
Keysight
KEYS
$29.1B
| $58.4M | 0.04% |
427,342
-41,025
| -9% | -$5.61M |
|
395
International Flavors & Fragrances
IFF
$16.7B
| $57.8M | 0.04% |
607,453
-43,426
| -7% | -$4.13M |
|
396
Raymond James Financial
RJF
$33B
| $57.6M | 0.04% |
466,112
-33,869
| -7% | -$4.19M |
|
397
State Street
STT
$31.8B
| $57.2M | 0.04% |
772,656
-168,748
| -18% | -$12.5M |
|
398
NVR
NVR
$22.9B
| $57.2M | 0.04% |
7,534
-535
| -7% | -$4.06M |
|
399
Veralto
VLTO
$26.1B
| $56.6M | 0.04% |
593,093
-15,148
| -2% | -$1.45M |
|
400
Natera
NTRA
$24.2B
| $56.1M | 0.04% |
517,941
+146,670
| +40% | +$15.9M |
|