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 |
GE Vernova
GEV
|
+$104M |
| 2 |
Curtiss-Wright
CW
|
+$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$68.6M |
| 4 |
Roblox
RBLX
|
+$55.5M |
| 5 |
10x Genomics
TXG
|
+$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$605M |
| 2 |
Microsoft
MSFT
|
+$537M |
| 3 |
Apple
AAPL
|
+$515M |
| 4 |
Royal Bank of Canada
RY
|
+$328M |
| 5 |
Toronto Dominion Bank
TD
|
+$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Global E Online
GLBE
$6.16B
| $56.1M | 0.04% |
1,546,061
-836,517
| -35% | -$30.3M |
|
402
Snap
SNAP
$12.2B
| $55.1M | 0.04% |
3,314,938
-299,848
| -8% | -$4.98M |
|
403
Ferrari
RACE
$85.3B
| $54.8M | 0.04% |
134,217
-27,384
| -17% | -$11.2M |
|
404
American Water Works
AWK
$27.3B
| $54.8M | 0.04% |
424,111
-40,480
| -9% | -$5.23M |
|
405
Steel Dynamics
STLD
$19.8B
| $53.3M | 0.04% |
411,362
-39,784
| -9% | -$5.15M |
|
406
Zimmer Biomet
ZBH
$20.7B
| $52.9M | 0.04% |
487,083
-8,910
| -2% | -$967K |
|
407
Ares Management
ARES
$38.7B
| $52.7M | 0.04% |
395,421
-1,864
| -0.5% | -$248K |
|
408
Regency Centers
REG
$13.3B
| $52.3M | 0.04% |
841,208
-111,984
| -12% | -$6.97M |
|
409
Genuine Parts
GPC
$19.5B
| $52.2M | 0.04% |
377,292
-22,529
| -6% | -$3.12M |
|
410
Kratos Defense & Security Solutions
KTOS
$10.8B
| $52.2M | 0.04% |
2,606,872
-504,159
| -16% | -$10.1M |
|
411
Beam Therapeutics
BEAM
$2.02B
| $52.1M | 0.04% |
2,224,415
-137,402
| -6% | -$3.22M |
|
412
Brown & Brown
BRO
$31.5B
| $51.9M | 0.04% |
580,124
-47,884
| -8% | -$4.28M |
|
413
Broadridge
BR
$29.7B
| $51.8M | 0.04% |
262,725
-18,428
| -7% | -$3.63M |
|
414
First Solar
FSLR
$21.8B
| $51.8M | 0.04% |
229,543
-29,634
| -11% | -$6.68M |
|
415
Mid-America Apartment Communities
MAA
$16.9B
| $51.7M | 0.04% |
362,319
-13,816
| -4% | -$1.97M |
|
416
Entergy
ETR
$38.8B
| $51.6M | 0.04% |
964,022
-59,268
| -6% | -$3.17M |
|
417
DTE Energy
DTE
$28B
| $51.4M | 0.04% |
462,608
-33,972
| -7% | -$3.77M |
|
418
Synchrony
SYF
$28B
| $51.3M | 0.04% |
1,086,254
-90,448
| -8% | -$4.27M |
|
419
Dollar Tree
DLTR
$20.3B
| $51M | 0.04% |
477,995
-27,373
| -5% | -$2.92M |
|
420
Waste Connections
WCN
$45.9B
| $51M | 0.04% |
290,673
-407,427
| -58% | -$71.4M |
|
421
Teledyne Technologies
TDY
$25.6B
| $51M | 0.04% |
131,341
+586
| +0.4% | +$227K |
|
422
Leidos
LDOS
$22.9B
| $50.8M | 0.04% |
348,439
-23,219
| -6% | -$3.39M |
|
423
Regions Financial
RF
$24.1B
| $50.8M | 0.04% |
2,534,938
-287,482
| -10% | -$5.76M |
|
424
FirstEnergy
FE
$25B
| $50.4M | 0.04% |
1,317,521
+42,484
| +3% | +$1.63M |
|
425
Huntington Bancshares
HBAN
$25.9B
| $50M | 0.04% |
3,796,441
-262,397
| -6% | -$3.46M |
|