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 |
Bristol-Myers Squibb
BMY
|
+$200M |
| 2 |
Alibaba
BABA
|
+$176M |
| 3 |
Blackstone
BX
|
+$127M |
| 4 |
Truist Financial
TFC
|
+$127M |
| 5 |
Mercado Libre
MELI
|
+$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
+$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$116M |
| 3 |
Tesla
TSLA
|
+$92.4M |
| 4 |
Apple
AAPL
|
+$90.7M |
| 5 |
NVIDIA
NVDA
|
+$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Evergy
EVRG
$16.4B
| $61.8M | 0.05% |
948,711
-101,116
| -10% | -$6.58M |
|
402
Hologic
HOLX
$14.8B
| $61.7M | 0.05% |
1,181,687
+8,911
| +0.8% | +$465K |
|
403
Diamondback Energy
FANG
$39.5B
| $61.7M | 0.05% |
664,279
+20,332
| +3% | +$1.89M |
|
404
Waters Corp
WAT
$17.9B
| $61.7M | 0.05% |
263,994
-24,918
| -9% | -$5.82M |
|
405
Cooper Companies
COO
$13.6B
| $60.8M | 0.05% |
756,972
-10,172
| -1% | -$817K |
|
406
Gen Digital
GEN
$18.1B
| $60.8M | 0.05% |
2,381,304
+15,643
| +0.7% | +$399K |
|
407
Expedia Group
EXPE
$26.9B
| $60.7M | 0.05% |
560,881
-50,415
| -8% | -$5.45M |
|
408
New Oriental
EDU
$8.51B
| $60.5M | 0.05% |
499,244
+19,556
| +4% | +$2.37M |
|
409
Burlington
BURL
$17.7B
| $60.3M | 0.05% |
264,613
-10,637
| -4% | -$2.43M |
|
410
Restaurant Brands International
QSR
$20.3B
| $60.2M | 0.05% |
944,436
+91,390
| +11% | +$5.83M |
|
411
Camden Property Trust
CPT
$11.9B
| $60.1M | 0.05% |
566,572
+44,691
| +9% | +$4.74M |
|
412
Thomson Reuters
TRI
$79.2B
| $60M | 0.05% |
808,406
-7,678
| -0.9% | -$570K |
|
413
Yum China
YUMC
$16.2B
| $59.8M | 0.05% |
1,244,548
+70,721
| +6% | +$3.4M |
|
414
Akamai
AKAM
$11.2B
| $59.7M | 0.05% |
690,587
+6,341
| +0.9% | +$548K |
|
415
Loews
L
$19.9B
| $59.5M | 0.05% |
1,132,683
+19,508
| +2% | +$1.02M |
|
416
Hormel Foods
HRL
$14B
| $59.1M | 0.05% |
1,316,472
+46,595
| +4% | +$2.09M |
|
417
Regency Centers
REG
$13.1B
| $58.6M | 0.05% |
929,290
+69,785
| +8% | +$4.4M |
|
418
Ionis Pharmaceuticals
IONS
$10.3B
| $58.6M | 0.05% |
970,183
+104,720
| +12% | +$6.33M |
|
419
NetApp
NTAP
$24.6B
| $58.6M | 0.05% |
947,910
-75,918
| -7% | -$4.69M |
|
420
Fortinet
FTNT
$61.2B
| $58.3M | 0.05% |
2,732,585
-278,600
| -9% | -$5.95M |
|
421
Annaly Capital Management
NLY
$14.3B
| $57.8M | 0.05% |
1,533,070
+12,107
| +0.8% | +$456K |
|
422
BioMarin Pharmaceuticals
BMRN
$10.7B
| $57.7M | 0.05% |
682,921
+10,398
| +2% | +$879K |
|
423
Trimble
TRMB
$19.1B
| $57.5M | 0.05% |
1,380,065
-62,207
| -4% | -$2.59M |
|
424
Qorvo
QRVO
$8.53B
| $57.4M | 0.05% |
494,190
-15,176
| -3% | -$1.76M |
|
|
TIF
425
DELISTED
Tiffany & Co.
TIF
| $57.1M | 0.04% |
427,393
+315
| +0.1% | +$42.1K |
|