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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
DTE Energy
DTE
$28B
| $60.1M | 0.04% |
497,810
+37,124
| +8% | +$4.48M |
|
402
Ferrari
RACE
$85.3B
| $60.1M | 0.04% |
141,473
+4,882
| +4% | +$2.07M |
|
403
NetApp
NTAP
$24.2B
| $60.1M | 0.04% |
517,356
-6,075
| -1% | -$705K |
|
404
Mettler-Toledo International
MTD
$27.1B
| $60M | 0.04% |
49,007
+791
| +2% | +$968K |
|
405
Biogen
BIIB
$20.7B
| $59.9M | 0.04% |
391,496
+21,368
| +6% | +$3.27M |
|
406
First Industrial Realty Trust
FR
$6.9B
| $59.7M | 0.04% |
1,191,328
-71,866
| -6% | -$3.6M |
|
407
NVR
NVR
$23.6B
| $59.5M | 0.04% |
7,275
-270
| -4% | -$2.21M |
|
408
Fortive
FTV
$16.2B
| $59.3M | 0.04% |
790,543
-8,264
| -1% | -$620K |
|
409
Broadridge
BR
$29.7B
| $59.3M | 0.04% |
262,159
-3,281
| -1% | -$742K |
|
410
Atmos Energy
ATO
$26.3B
| $59.2M | 0.04% |
425,040
+5,382
| +1% | +$750K |
|
411
Synchrony
SYF
$28B
| $58.9M | 0.04% |
906,761
-162,333
| -15% | -$10.6M |
|
412
Brown & Brown
BRO
$30.8B
| $58.9M | 0.04% |
577,705
+5,790
| +1% | +$591K |
|
413
West Pharmaceutical
WST
$18.2B
| $58.8M | 0.04% |
179,369
+1,786
| +1% | +$585K |
|
414
CDW
CDW
$22B
| $58M | 0.04% |
333,296
+1,327
| +0.4% | +$231K |
|
415
Pultegroup
PHM
$27B
| $57.9M | 0.04% |
531,426
-4,806
| -0.9% | -$523K |
|
416
Ameren
AEE
$27B
| $57.9M | 0.04% |
649,162
+7,927
| +1% | +$707K |
|
|
SW
417
Smurfit Westrock plc
SW
$23.7B
| $57M | 0.04% |
1,059,201
+18,536
| +2% | +$998K |
|
418
Carnival Corp
CCL
$42.8B
| $56.9M | 0.04% |
2,283,258
-207,428
| -8% | -$5.17M |
|
419
Palomar
PLMR
$3.32B
| $56.8M | 0.04% |
538,232
-106,203
| -16% | -$11.2M |
|
420
Regions Financial
RF
$24.1B
| $56.6M | 0.04% |
2,406,922
-105,980
| -4% | -$2.49M |
|
421
LPL Financial
LPLA
$27.2B
| $56.5M | 0.04% |
173,024
-2,175
| -1% | -$710K |
|
422
Cincinnati Financial
CINF
$24B
| $55.3M | 0.04% |
384,563
+3,367
| +0.9% | +$484K |
|
423
Mid-America Apartment Communities
MAA
$17B
| $55.1M | 0.04% |
356,614
-3,312
| -0.9% | -$512K |
|
424
American Water Works
AWK
$27.3B
| $54.8M | 0.04% |
440,316
+6,778
| +2% | +$844K |
|
425
Cboe Global Markets
CBOE
$24.5B
| $54.8M | 0.04% |
280,265
-8,585
| -3% | -$1.68M |
|