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
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
Automatic Data Processing
ADP
|
$82M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Sun Communities
SUI
$15.7B
| $67M | 0.05% |
475,863
-3,805
| -0.8% | -$536K |
|
402
Diamondback Energy
FANG
$41.5B
| $66M | 0.05% |
487,910
-5,707
| -1% | -$771K |
|
403
Box
BOX
$4.67B
| $65.7M | 0.05% |
2,453,759
+229,047
| +10% | +$6.14M |
|
404
Dover
DOV
$23.9B
| $65.7M | 0.05% |
432,567
-30,146
| -7% | -$4.58M |
|
405
Mid-America Apartment Communities
MAA
$16.7B
| $65.6M | 0.05% |
434,309
-1,600
| -0.4% | -$242K |
|
406
Cardinal Health
CAH
$35.8B
| $65.3M | 0.05% |
865,446
-30,853
| -3% | -$2.33M |
|
407
Omnicom Group
OMC
$14.9B
| $65.2M | 0.05% |
691,378
+79,968
| +13% | +$7.54M |
|
408
Teledyne Technologies
TDY
$25.3B
| $65.2M | 0.05% |
145,697
-858
| -0.6% | -$384K |
|
409
Schrodinger
SDGR
$1.4B
| $64.9M | 0.05% |
2,466,622
-37,785
| -2% | -$995K |
|
410
Nu Holdings
NU
$71.7B
| $64.8M | 0.05% |
13,605,085
-168,681
| -1% | -$803K |
|
411
Fortive
FTV
$15.8B
| $64.7M | 0.05% |
949,768
-46,851
| -5% | -$3.19M |
|
412
CGI
GIB
$21.6B
| $64.6M | 0.05% |
671,000
-242
| -0% | -$23.3K |
|
413
Weyerhaeuser
WY
$17.9B
| $64.6M | 0.05% |
2,143,369
-81,716
| -4% | -$2.46M |
|
414
Insulet
PODD
$24B
| $64.6M | 0.05% |
202,401
+2,757
| +1% | +$879K |
|
415
Yum China
YUMC
$16.3B
| $64.3M | 0.05% |
1,014,924
-5,823
| -0.6% | -$369K |
|
416
Garmin
GRMN
$45.5B
| $64.3M | 0.05% |
636,666
+4,588
| +0.7% | +$463K |
|
417
Datadog
DDOG
$46.1B
| $64.1M | 0.05% |
881,788
+163,333
| +23% | +$11.9M |
|
418
Kratos Defense & Security Solutions
KTOS
$11B
| $64.1M | 0.05% |
4,752,131
-286,058
| -6% | -$3.86M |
|
419
Encompass Health
EHC
$12.4B
| $63.6M | 0.05% |
1,175,422
-163,369
| -12% | -$8.84M |
|
420
Monolithic Power Systems
MPWR
$39.1B
| $63.3M | 0.05% |
126,445
-5,885
| -4% | -$2.95M |
|
421
Vulcan Materials
VMC
$38B
| $62.9M | 0.05% |
366,696
-4,092
| -1% | -$702K |
|
422
VeriSign
VRSN
$25.5B
| $62.5M | 0.05% |
295,618
-8,120
| -3% | -$1.72M |
|
423
Entergy
ETR
$38.8B
| $62.1M | 0.05% |
576,666
-5,775
| -1% | -$622K |
|
424
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $62.1M | 0.05% |
1,228,157
-129,573
| -10% | -$6.55M |
|
425
Kellanova
K
$27.4B
| $62M | 0.05% |
925,983
-69,981
| -7% | -$4.69M |
|