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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
RingCentral
RNG
$2.8B
| $81.1M | 0.05% |
279,002
-82,046
| -23% | -$23.8M |
|
402
Mid-America Apartment Communities
MAA
$16.8B
| $80.8M | 0.05% |
479,740
-41,234
| -8% | -$6.94M |
|
403
Domino's
DPZ
$15.2B
| $80.4M | 0.05% |
172,453
+1,752
| +1% | +$817K |
|
404
Dentsply Sirona
XRAY
$2.75B
| $80.4M | 0.05% |
1,270,528
+141,856
| +13% | +$8.97M |
|
405
Healthpeak Properties
DOC
$12.6B
| $80.1M | 0.05% |
2,405,652
-210,977
| -8% | -$7.02M |
|
406
W.W. Grainger
GWW
$47.2B
| $79.9M | 0.05% |
182,470
-21,608
| -11% | -$9.46M |
|
407
Hasbro
HAS
$10.8B
| $79.7M | 0.05% |
842,732
+16,332
| +2% | +$1.54M |
|
408
Ameren
AEE
$26.8B
| $79.2M | 0.05% |
989,555
+95,098
| +11% | +$7.61M |
|
409
Northern Trust
NTRS
$24.5B
| $78.9M | 0.05% |
682,061
+50,228
| +8% | +$5.81M |
|
|
CERN
410
DELISTED
Cerner Corp
CERN
| $78.8M | 0.05% |
1,008,060
-236,395
| -19% | -$18.5M |
|
411
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $78.4M | 0.05% |
2,135,577
+319,400
| +18% | +$11.7M |
|
412
Dell
DELL
$84.6B
| $78.1M | 0.05% |
1,546,396
-5,974
| -0.4% | -$302K |
|
413
Cerus
CERS
$238M
| $77.7M | 0.05% |
13,151,108
-130,076
| -1% | -$769K |
|
|
KSU
414
DELISTED
Kansas City Southern
KSU
| $77.4M | 0.05% |
273,019
-62,691
| -19% | -$17.8M |
|
415
McCormick & Company Non-Voting
MKC
$18.3B
| $77.2M | 0.05% |
874,241
-38,823
| -4% | -$3.43M |
|
416
VeriSign
VRSN
$26.5B
| $77M | 0.05% |
338,299
-24,035
| -7% | -$5.47M |
|
417
United Rentals
URI
$61.3B
| $77M | 0.05% |
241,419
-14,302
| -6% | -$4.56M |
|
418
KeyCorp
KEY
$21.2B
| $77M | 0.05% |
3,726,689
+641,456
| +21% | +$13.2M |
|
419
Old Dominion Freight Line
ODFL
$30.7B
| $76.8M | 0.05% |
605,492
-4,186
| -0.7% | -$531K |
|
|
LHCG
420
DELISTED
LHC Group LLC
LHCG
| $76.3M | 0.05% |
381,118
+52,742
| +16% | +$10.6M |
|
421
HubSpot
HUBS
$26B
| $76.3M | 0.05% |
130,919
-212,975
| -62% | -$124M |
|
422
Newell Brands
NWL
$2.54B
| $75.9M | 0.04% |
2,763,846
-105,363
| -4% | -$2.89M |
|
423
Clorox
CLX
$15.1B
| $75.9M | 0.04% |
421,894
-26,373
| -6% | -$4.74M |
|
424
Dollar Tree
DLTR
$20B
| $75.9M | 0.04% |
762,372
-37,290
| -5% | -$3.71M |
|
425
Boston Properties
BXP
$11.6B
| $75.7M | 0.04% |
660,338
-48,685
| -7% | -$5.58M |
|