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 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
| 2 |
Roku
ROKU
|
$79.4M |
| 3 |
Zoom
ZM
|
$78.8M |
| 4 |
UiPath
PATH
|
$65.2M |
| 5 |
Gaming and Leisure Properties
GLPI
|
$55.1M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Tesla
TSLA
|
$94.5M |
| 5 |
Coinbase
COIN
|
$90.5M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Ventas
VTR
$30.8B
| $65.7M | 0.05% |
1,635,502
+35,714
| +2% | +$1.43M |
|
402
International Flavors & Fragrances
IFF
$16.8B
| $65.6M | 0.05% |
722,360
-3,024
| -0.4% | -$275K |
|
403
Ingersoll Rand
IR
$31.5B
| $65.5M | 0.05% |
1,515,023
+3,233
| +0.2% | +$140K |
|
404
Cencora
COR
$56.7B
| $65.4M | 0.05% |
482,981
-1,218
| -0.3% | -$165K |
|
405
Ameren
AEE
$27.3B
| $65.3M | 0.05% |
810,191
-6,092
| -0.7% | -$491K |
|
|
SPLK
406
DELISTED
Splunk Inc
SPLK
| $64.4M | 0.05% |
856,880
-33,715
| -4% | -$2.54M |
|
407
CF Industries
CF
$13.6B
| $64.1M | 0.05% |
665,459
+2,019
| +0.3% | +$194K |
|
408
Fifth Third Bancorp
FITB
$30.6B
| $63.8M | 0.05% |
1,997,036
+2,615
| +0.1% | +$83.6K |
|
409
Datadog
DDOG
$46B
| $63.6M | 0.05% |
716,183
+54,370
| +8% | +$4.83M |
|
410
Regency Centers
REG
$13.4B
| $63.5M | 0.05% |
1,179,901
+595,343
| +102% | +$32.1M |
|
411
Nasdaq
NDAQ
$54.1B
| $63.3M | 0.05% |
1,117,078
-12,314
| -1% | -$698K |
|
412
American Homes 4 Rent
AMH
$12.8B
| $63.1M | 0.05% |
1,924,673
-16,781
| -0.9% | -$551K |
|
413
10x Genomics
TXG
$1.69B
| $62.9M | 0.05% |
2,207,258
+793,419
| +56% | +$22.6M |
|
|
SGEN
414
DELISTED
Seagen Inc. Common Stock
SGEN
| $62.7M | 0.05% |
458,318
-1,564
| -0.3% | -$214K |
|
415
Diamondback Energy
FANG
$41.3B
| $62.4M | 0.05% |
517,878
+14
| +0% | +$1.69K |
|
|
VMW
416
DELISTED
VMware, Inc
VMW
| $62.3M | 0.05% |
585,333
+1,229
| +0.2% | +$131K |
|
417
Zimmer Biomet
ZBH
$20.8B
| $61.5M | 0.05% |
588,201
-2,144
| -0.4% | -$224K |
|
418
Nu Holdings
NU
$71.9B
| $61.2M | 0.05% |
13,916,668
+58,314
| +0.4% | +$257K |
|
419
Cenovus Energy
CVE
$29.7B
| $61.2M | 0.05% |
3,976,928
+12,639
| +0.3% | +$195K |
|
420
Quanta Services
PWR
$56B
| $60.5M | 0.05% |
474,752
+33,232
| +8% | +$4.23M |
|
421
Tyson Foods
TSN
$20B
| $60.3M | 0.05% |
915,283
-13,391
| -1% | -$883K |
|
422
Schrodinger
SDGR
$1.4B
| $60.2M | 0.05% |
2,409,777
+1,971,292
| +450% | +$49.2M |
|
423
Atmos Energy
ATO
$26.5B
| $60.2M | 0.05% |
590,707
-4,125
| -0.7% | -$420K |
|
424
Agnico Eagle Mines
AEM
$74.5B
| $60.1M | 0.05% |
1,420,575
-15,672
| -1% | -$663K |
|
425
Plug Power
PLUG
$1.66B
| $60.1M | 0.05% |
2,858,286
+195,333
| +7% | +$4.1M |
|