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 |
iShares Gold Trust
IAU
|
$997M |
| 2 |
UiPath
PATH
|
$437M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
| 4 |
Coinbase
COIN
|
$326M |
| 5 |
GE Aerospace
GE
|
$198M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
AT&T
T
|
$118M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
CoStar Group
CSGP
$37.7B
| $68.9M | 0.05% |
1,140,944
+56,028
| +5% | +$3.38M |
|
402
American Homes 4 Rent
AMH
$12.8B
| $68.8M | 0.05% |
1,941,454
+632,267
| +48% | +$22.4M |
|
403
Cencora
COR
$56.7B
| $68.5M | 0.05% |
484,199
+14,695
| +3% | +$2.08M |
|
404
McCormick & Company Non-Voting
MKC
$18.8B
| $67.9M | 0.05% |
816,040
+30,981
| +4% | +$2.58M |
|
405
NiSource
NI
$18.8B
| $67.3M | 0.05% |
2,282,794
+1,185,284
| +108% | +$35M |
|
|
406
Spotify
SPOT
$145B
| $67.3M | 0.05% |
717,297
-1,414,128
| -66% | -$133M |
|
407
Arista Networks
ANET
$177B
| $67.2M | 0.05% |
2,869,132
+371,296
| +15% | +$8.7M |
|
408
Fifth Third Bancorp
FITB
$30.6B
| $67M | 0.05% |
1,994,421
+83,243
| +4% | +$2.8M |
|
409
Atmos Energy
ATO
$26.5B
| $66.7M | 0.05% |
594,832
+203,700
| +52% | +$22.8M |
|
|
VMW
410
DELISTED
VMware, Inc
VMW
| $66.6M | 0.05% |
584,104
+16,710
| +3% | +$1.9M |
|
411
D.R. Horton
DHI
$52.7B
| $66.4M | 0.05% |
1,003,044
+43,771
| +5% | +$2.9M |
|
412
Entergy
ETR
$39.4B
| $66M | 0.05% |
1,171,940
+60,778
| +5% | +$3.42M |
|
413
Agnico Eagle Mines
AEM
$74.5B
| $65.7M | 0.05% |
1,436,247
+128,327
| +10% | +$5.87M |
|
414
Carlisle Companies
CSL
$16.8B
| $65.7M | 0.05% |
275,480
-34,999
| -11% | -$8.35M |
|
415
Kratos Defense & Security Solutions
KTOS
$10.7B
| $64.8M | 0.05% |
4,666,609
+237,758
| +5% | +$3.3M |
|
416
Cloudflare
NET
$73.2B
| $64.4M | 0.05% |
1,472,578
+126,857
| +9% | +$5.55M |
|
417
Ulta Beauty
ULTA
$23.7B
| $64.2M | 0.05% |
166,657
-17,197
| -9% | -$6.63M |
|
418
10x Genomics
TXG
$1.69B
| $64M | 0.05% |
1,413,839
-204,514
| -13% | -$9.25M |
|
419
Interpublic Group of Companies
IPG
$9.83B
| $63.6M | 0.05% |
2,311,459
+56,920
| +3% | +$1.57M |
|
420
Ingersoll Rand
IR
$31.5B
| $63.6M | 0.05% |
1,511,790
+64,837
| +4% | +$2.73M |
|
421
Pacific Biosciences
PACB
$372M
| $63.4M | 0.05% |
14,345,485
+324,280
| +2% | +$1.43M |
|
422
Coterra Energy
CTRA
$18.6B
| $63.1M | 0.05% |
2,447,298
+348,966
| +17% | +$9M |
|
423
Datadog
DDOG
$46B
| $63M | 0.05% |
661,813
+42,213
| +7% | +$4.02M |
|
424
Amcor
AMCR
$19.2B
| $62.8M | 0.05% |
5,053,627
+956,759
| +23% | +$11.9M |
|
425
Diamondback Energy
FANG
$41.3B
| $62.7M | 0.05% |
517,864
+10,698
| +2% | +$1.3M |
|