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 |
Microsoft
MSFT
|
$200M |
| 2 |
NVIDIA
NVDA
|
$184M |
| 3 |
Amazon
AMZN
|
$173M |
| 4 |
Mastercard
MA
|
$123M |
| 5 |
Apple
AAPL
|
$120M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
American Water Works
AWK
$28B
| $62.5M | 0.04% |
449,503
+4,214
| +0.9% | +$586K |
|
402
Americold
COLD
$3.98B
| $62.5M | 0.04% |
3,756,461
+1,182,707
| +46% | +$19.7M |
|
403
SoFi Technologies
SOFI
$30.7B
| $61.9M | 0.04% |
3,399,960
+773,308
| +29% | +$14.1M |
|
404
International Paper
IP
$25.7B
| $61.8M | 0.04% |
1,319,032
-26,184
| -2% | -$1.23M |
|
|
CRCL
405
Circle Internet Group, Inc.
CRCL
$26.5B
| $61.7M | 0.04% |
+340,065
| New | +$61.7M |
|
406
NVR
NVR
$23.5B
| $61.5M | 0.04% |
8,332
+1,078
| +15% | +$7.96M |
|
407
Eversource Energy
ES
$23.6B
| $61.3M | 0.04% |
964,270
+39,743
| +4% | +$2.53M |
|
408
Amcor
AMCR
$19.1B
| $61.2M | 0.04% |
6,658,569
+2,552,174
| +62% | +$23.5M |
|
409
Regions Financial
RF
$24.1B
| $61.2M | 0.04% |
2,599,974
+171,883
| +7% | +$4.04M |
|
410
Markel Group
MKL
$24.2B
| $60.8M | 0.04% |
30,453
+1,787
| +6% | +$3.57M |
|
411
Hershey
HSY
$37.6B
| $60.8M | 0.04% |
366,121
+618
| +0.2% | +$103K |
|
412
Kellanova
K
$27.8B
| $60.5M | 0.04% |
760,768
+20,851
| +3% | +$1.66M |
|
413
AeroVironment
AVAV
$11.3B
| $60.5M | 0.04% |
212,321
+14,033
| +7% | +$4M |
|
414
Super Micro Computer
SMCI
$24B
| $59.8M | 0.04% |
1,219,444
-86,066
| -7% | -$4.22M |
|
415
Devon Energy
DVN
$22.1B
| $59.5M | 0.04% |
1,868,972
+395,208
| +27% | +$12.6M |
|
416
Cincinnati Financial
CINF
$24B
| $58.7M | 0.04% |
393,888
+8,439
| +2% | +$1.26M |
|
417
Darden Restaurants
DRI
$24.5B
| $58.4M | 0.04% |
267,741
+8,526
| +3% | +$1.86M |
|
418
Constellation Brands
STZ
$26.2B
| $58.3M | 0.04% |
358,219
+3,638
| +1% | +$592K |
|
419
Northern Trust
NTRS
$24.3B
| $57.6M | 0.04% |
454,038
+5,323
| +1% | +$675K |
|
420
Dollar General
DG
$24.1B
| $57.5M | 0.04% |
502,456
+4,907
| +1% | +$561K |
|
421
Pultegroup
PHM
$27.7B
| $57.3M | 0.04% |
542,933
+17,271
| +3% | +$1.82M |
|
422
Mettler-Toledo International
MTD
$26.9B
| $56.9M | 0.04% |
48,446
-147
| -0.3% | -$173K |
|
423
PPL Corp
PPL
$26.6B
| $56.6M | 0.04% |
1,669,327
+9,751
| +0.6% | +$330K |
|
424
Live Nation Entertainment
LYV
$37.9B
| $56.5M | 0.04% |
373,396
+14,994
| +4% | +$2.27M |
|
425
Waste Connections
WCN
$46.1B
| $56.2M | 0.04% |
300,935
-7,829
| -3% | -$1.46M |
|