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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Palomar
PLMR
$3.32B
| $61M | 0.04% |
644,435
-206,906
| -24% | -$19.6M |
|
402
First Solar
FSLR
$21.8B
| $60.9M | 0.04% |
244,140
+14,597
| +6% | +$3.64M |
|
403
Builders FirstSource
BLDR
$16.3B
| $59.5M | 0.04% |
306,985
-2,565
| -0.8% | -$497K |
|
404
Brown & Brown
BRO
$31.5B
| $59.3M | 0.04% |
571,915
-8,209
| -1% | -$850K |
|
405
Cboe Global Markets
CBOE
$24.5B
| $59.2M | 0.04% |
288,850
+957
| +0.3% | +$196K |
|
406
DTE Energy
DTE
$28B
| $59.2M | 0.04% |
460,686
-1,922
| -0.4% | -$247K |
|
407
Regions Financial
RF
$24.1B
| $58.6M | 0.04% |
2,512,902
-22,036
| -0.9% | -$514K |
|
408
GoDaddy
GDDY
$20.5B
| $58.5M | 0.04% |
373,257
+17,573
| +5% | +$2.76M |
|
409
Atmos Energy
ATO
$26.3B
| $58.2M | 0.04% |
419,658
-63
| -0% | -$8.74K |
|
410
Atlassian
TEAM
$45.3B
| $58.2M | 0.04% |
366,254
+6,470
| +2% | +$1.03M |
|
411
Raymond James Financial
RJF
$33.1B
| $57.9M | 0.04% |
473,140
+7,028
| +2% | +$861K |
|
412
Best Buy
BBY
$16.3B
| $57.9M | 0.04% |
560,897
+13,798
| +3% | +$1.43M |
|
413
Strategy Inc Common Stock Class A
MSTR
$93.5B
| $57.9M | 0.04% |
343,164
+51,594
| +18% | +$8.7M |
|
414
Teledyne Technologies
TDY
$25.6B
| $57.8M | 0.04% |
131,965
+624
| +0.5% | +$273K |
|
415
Deckers Outdoor
DECK
$17.4B
| $57.3M | 0.04% |
359,623
+52,549
| +17% | +$8.38M |
|
416
Mid-America Apartment Communities
MAA
$16.9B
| $57.2M | 0.04% |
359,926
-2,393
| -0.7% | -$380K |
|
417
Leidos
LDOS
$22.9B
| $57.2M | 0.04% |
350,806
+2,367
| +0.7% | +$386K |
|
418
Broadridge
BR
$29.7B
| $57.1M | 0.04% |
265,440
+2,715
| +1% | +$584K |
|
419
Global E Online
GLBE
$6.16B
| $56.4M | 0.04% |
1,468,090
-77,971
| -5% | -$3M |
|
420
Cognex
CGNX
$7.49B
| $56.2M | 0.04% |
1,386,973
+77,146
| +6% | +$3.12M |
|
421
Ameren
AEE
$27B
| $56.1M | 0.04% |
641,235
+499
| +0.1% | +$43.6K |
|
422
Tyler Technologies
TYL
$24.5B
| $55.9M | 0.04% |
95,789
+1,258
| +1% | +$734K |
|
423
Huntington Bancshares
HBAN
$25.9B
| $55.8M | 0.04% |
3,796,853
+412
| +0% | +$6.06K |
|
424
Weyerhaeuser
WY
$18.7B
| $55.4M | 0.04% |
1,635,317
-20,090
| -1% | -$680K |
|
425
Estee Lauder
EL
$32B
| $55.1M | 0.04% |
552,336
+595
| +0.1% | +$59.3K |
|