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 |
Broadcom
AVGO
|
+$192M |
| 2 |
Cencora
COR
|
+$123M |
| 3 |
IQVIA
IQV
|
+$60.2M |
| 4 |
CRH
CRH
|
+$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
+$56M |
Top Sells
| 1 |
Coinbase
COIN
|
+$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$184M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
NVIDIA
NVDA
|
+$125M |
| 5 |
VMW
VMware, Inc
VMW
|
+$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Deutsche Bank
DB
$69.7B
| $64.9M | 0.05% |
4,747,137
+353,600
| +8% | +$4.84M |
|
402
Cameco
CCJ
$35B
| $64.6M | 0.05% |
1,495,563
-19,840
| -1% | -$857K |
|
403
Beam Therapeutics
BEAM
$2.05B
| $64.2M | 0.05% |
2,358,091
+715,911
| +44% | +$19.5M |
|
404
HP
HPQ
$26.5B
| $64.1M | 0.05% |
2,129,877
-2,846
| -0.1% | -$85.6K |
|
405
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
| $64.1M | 0.05% |
1,232,236
-358,500
| -23% | -$18.6M |
|
406
Wheaton Precious Metals
WPM
$47.7B
| $63.9M | 0.05% |
1,291,128
+2,773
| +0.2% | +$137K |
|
407
Rexford Industrial Realty
REXR
$10.1B
| $63.9M | 0.05% |
1,138,625
-374,717
| -25% | -$21M |
|
408
Thomson Reuters
TRI
$77.5B
| $63.8M | 0.05% |
435,092
-32,110
| -7% | -$4.71M |
|
409
DoorDash
DASH
$109B
| $63.5M | 0.05% |
642,060
-15,202
| -2% | -$1.5M |
|
410
M&T Bank
MTB
$30.9B
| $63.3M | 0.05% |
461,811
-32,284
| -7% | -$4.43M |
|
411
Kratos Defense & Security Solutions
KTOS
$11B
| $63.1M | 0.05% |
3,109,206
-421,098
| -12% | -$8.54M |
|
412
Weyerhaeuser
WY
$18.2B
| $63M | 0.05% |
1,813,247
-75,084
| -4% | -$2.61M |
|
413
Mettler-Toledo International
MTD
$26.2B
| $62.6M | 0.05% |
51,637
-1,257
| -2% | -$1.52M |
|
414
Corning
GLW
$64.2B
| $62.5M | 0.05% |
2,053,927
-3,984
| -0.2% | -$121K |
|
415
Hewlett Packard
HPE
$32.2B
| $62.1M | 0.05% |
3,659,265
+205,869
| +6% | +$3.5M |
|
416
NVR
NVR
$22.9B
| $61.7M | 0.05% |
8,810
-130
| -1% | -$910K |
|
417
Fortive
FTV
$16.2B
| $61.6M | 0.05% |
836,372
-10,522
| -1% | -$775K |
|
418
Tractor Supply
TSCO
$31B
| $61.5M | 0.05% |
1,429,055
-116,955
| -8% | -$5.03M |
|
419
Builders FirstSource
BLDR
$15.5B
| $61.4M | 0.05% |
367,961
-10,145
| -3% | -$1.69M |
|
420
Pultegroup
PHM
$26.6B
| $61.1M | 0.05% |
592,290
-28,482
| -5% | -$2.94M |
|
421
American Water Works
AWK
$27B
| $61.1M | 0.05% |
463,110
-3,943
| -0.8% | -$520K |
|
422
Franco-Nevada
FNV
$38.2B
| $60.8M | 0.05% |
547,082
-11,813
| -2% | -$1.31M |
|
423
Ulta Beauty
ULTA
$23B
| $60.5M | 0.04% |
123,513
-2,378
| -2% | -$1.17M |
|
424
Zimmer Biomet
ZBH
$20.4B
| $60.3M | 0.04% |
495,240
-52,239
| -10% | -$6.36M |
|
425
ResMed
RMD
$39.2B
| $60M | 0.04% |
348,744
-4,022
| -1% | -$692K |
|