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 |
Accenture
ACN
|
+$918M |
| 2 |
Linde
LIN
|
+$504M |
| 3 |
Medtronic
MDT
|
+$482M |
| 4 |
Chubb
CB
|
+$336M |
| 5 |
Spotify
SPOT
|
+$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.17B |
| 2 |
Coinbase
COIN
|
+$1.12B |
| 3 |
UiPath
PATH
|
+$760M |
| 4 |
Apple
AAPL
|
+$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Iron Mountain
IRM
$28.6B
| $75.8M | 0.05% |
1,368,732
+26,641
| +2% | +$1.48M |
|
402
Copart
CPRT
$46.5B
| $75.7M | 0.05% |
2,412,336
-13,308
| -0.5% | -$417K |
|
403
Match Group
MTCH
$9.33B
| $75.7M | 0.05% |
695,851
+22,080
| +3% | +$2.4M |
|
404
W.W. Grainger
GWW
$47.7B
| $75.4M | 0.05% |
146,099
-22,358
| -13% | -$11.5M |
|
405
Keurig Dr Pepper
KDP
$37.5B
| $74.8M | 0.05% |
1,972,702
-14,541
| -0.7% | -$551K |
|
406
Healthpeak Properties
DOC
$12.6B
| $74.5M | 0.05% |
2,170,879
-50,874
| -2% | -$1.75M |
|
407
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $74.4M | 0.05% |
1,439,160
-316,260
| -18% | -$16.4M |
|
408
Plug Power
PLUG
$1.63B
| $74M | 0.05% |
2,585,496
-43,687
| -2% | -$1.25M |
|
409
Ball Corp
BALL
$13.9B
| $73.7M | 0.05% |
818,599
-10,368
| -1% | -$933K |
|
410
Weyerhaeuser
WY
$18.7B
| $73.5M | 0.05% |
1,939,950
-12,458
| -0.6% | -$472K |
|
411
VeriSign
VRSN
$26.4B
| $73.4M | 0.05% |
329,807
-5,491
| -2% | -$1.22M |
|
412
Ulta Beauty
ULTA
$23.3B
| $73.2M | 0.05% |
183,854
-30,555
| -14% | -$12.2M |
|
413
Live Nation Entertainment
LYV
$39.3B
| $73.2M | 0.05% |
622,298
-128,043
| -17% | -$15.1M |
|
414
Ameren
AEE
$27B
| $73M | 0.05% |
778,755
-5,583
| -0.7% | -$523K |
|
415
Medical Properties Trust
MPW
$2.77B
| $73M | 0.05% |
3,452,405
+1,320,940
| +62% | +$27.9M |
|
416
KBR
KBR
$6.35B
| $72.9M | 0.05% |
1,332,807
+953,223
| +251% | +$52.2M |
|
417
Ingersoll Rand
IR
$31.9B
| $72.9M | 0.05% |
1,446,953
+220,617
| +18% | +$11.1M |
|
418
Teledyne Technologies
TDY
$25.5B
| $72.8M | 0.05% |
154,120
-2,534
| -2% | -$1.2M |
|
419
CareDx
CDNA
$710M
| $72.8M | 0.05% |
1,967,234
+465,319
| +31% | +$17.2M |
|
420
Cencora
COR
$57.9B
| $72.6M | 0.05% |
469,504
-939
| -0.2% | -$145K |
|
421
FirstEnergy
FE
$25B
| $72.4M | 0.05% |
1,577,963
-21,361
| -1% | -$980K |
|
422
CoStar Group
CSGP
$37.3B
| $72.3M | 0.05% |
1,084,916
-3,869
| -0.4% | -$258K |
|
423
Edison International
EIX
$21.1B
| $72.2M | 0.05% |
1,029,893
-4,531
| -0.4% | -$318K |
|
424
The Mosaic Company
MOS
$10.2B
| $71.6M | 0.05% |
1,077,088
-24,065
| -2% | -$1.6M |
|
425
D.R. Horton
DHI
$53B
| $71.5M | 0.05% |
959,273
-4,518
| -0.5% | -$337K |
|