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 |
Walmart
WMT
|
$490M |
| 2 |
Tesla
TSLA
|
$198M |
| 3 |
Amazon
AMZN
|
$188M |
| 4 |
Roku
ROKU
|
$95M |
| 5 |
Unity
U
|
$74.2M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Ventas
VTR
$30.9B
| $68.8M | 0.05% |
1,580,159
-237,299
| -13% | -$10.3M |
|
402
LyondellBasell Industries
LYB
$18B
| $68.8M | 0.05% |
672,535
-58,158
| -8% | -$5.95M |
|
403
Tractor Supply
TSCO
$32.6B
| $68.4M | 0.05% |
261,477
-24,334
| -9% | -$6.37M |
|
404
Hewlett Packard
HPE
$29.8B
| $68.4M | 0.05% |
3,855,377
+196,112
| +5% | +$3.48M |
|
405
Wabtec
WAB
$32.9B
| $67.5M | 0.05% |
463,637
-4,616
| -1% | -$672K |
|
406
Dollar Tree
DLTR
$23.2B
| $67.3M | 0.05% |
505,368
-12,941
| -2% | -$1.72M |
|
407
Dover
DOV
$24.1B
| $67.2M | 0.05% |
379,103
+3,620
| +1% | +$641K |
|
408
CGI
GIB
$21.5B
| $66.9M | 0.05% |
605,886
-20,189
| -3% | -$2.23M |
|
409
Steel Dynamics
STLD
$19B
| $66.9M | 0.05% |
451,146
-45,015
| -9% | -$6.67M |
|
410
First Industrial Realty Trust
FR
$6.79B
| $66.8M | 0.05% |
1,270,887
-41,024
| -3% | -$2.16M |
|
411
eBay
EBAY
$41.1B
| $66.7M | 0.05% |
1,263,714
-20,111
| -2% | -$1.06M |
|
412
Howmet Aerospace
HWM
$69.8B
| $66.2M | 0.05% |
967,286
-405
| -0% | -$27.7K |
|
413
Berkshire Hathaway Class A
BRK.A
$1.08T
| $66M | 0.05% |
104
| – | – |
|
414
Vertiv
VRT
$47.4B
| $65.8M | 0.05% |
805,087
+98,022
| +14% | +$8.01M |
|
415
Sea Limited
SE
$106B
| $65.6M | 0.05% |
1,220,930
+363,694
| +42% | +$19.5M |
|
416
MongoDB
MDB
$26B
| $65.5M | 0.05% |
182,727
+4,034
| +2% | +$1.45M |
|
417
Zimmer Biomet
ZBH
$20.8B
| $65.5M | 0.04% |
495,993
+753
| +0.2% | +$99.4K |
|
418
NVR
NVR
$22.6B
| $65.4M | 0.04% |
8,069
-741
| -8% | -$6M |
|
419
Thomson Reuters
TRI
$80.1B
| $65.1M | 0.04% |
418,179
-16,913
| -4% | -$2.63M |
|
420
Ginkgo Bioworks
DNA
$652M
| $64.8M | 0.04% |
55,865,048
-2,373,867
| -4% | -$2.75M |
|
421
Weyerhaeuser
WY
$18B
| $64.7M | 0.04% |
1,801,882
-11,365
| -0.6% | -$408K |
|
422
Edison International
EIX
$21.5B
| $64.7M | 0.04% |
914,680
+754
| +0.1% | +$53.3K |
|
423
Raymond James Financial
RJF
$33.6B
| $64.2M | 0.04% |
499,981
-3,127
| -0.6% | -$402K |
|
424
Vistra
VST
$63B
| $64.1M | 0.04% |
920,518
-23,086
| -2% | -$1.61M |
|
425
Kaspi.kz JSC
KSPI
$17.4B
| $64.1M | 0.04% |
+497,912
| New | +$64.1M |
|