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 |
Bristol-Myers Squibb
BMY
|
$200M |
| 2 |
Alibaba
BABA
|
$176M |
| 3 |
Blackstone
BX
|
$127M |
| 4 |
Truist Financial
TFC
|
$127M |
| 5 |
Mercado Libre
MELI
|
$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$116M |
| 3 |
Tesla
TSLA
|
$92.4M |
| 4 |
Apple
AAPL
|
$90.7M |
| 5 |
NVIDIA
NVDA
|
$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Medical Properties Trust
MPW
$2.75B
| $57M | 0.04% |
2,699,533
+2,093,277
| +345% | +$44.2M |
|
427
NVR
NVR
$23.6B
| $56.9M | 0.04% |
14,951
+410
| +3% | +$1.56M |
|
428
DocuSign
DOCU
$16.5B
| $56.9M | 0.04% |
767,793
+357,875
| +87% | +$26.5M |
|
429
Vornado Realty Trust
VNO
$7.81B
| $56.5M | 0.04% |
849,702
+39,630
| +5% | +$2.64M |
|
430
Ulta Beauty
ULTA
$23.3B
| $56.5M | 0.04% |
223,147
-50,560
| -18% | -$12.8M |
|
431
Dentsply Sirona
XRAY
$2.83B
| $56.1M | 0.04% |
990,658
-13,330
| -1% | -$754K |
|
432
MarketAxess Holdings
MKTX
$6.99B
| $55.9M | 0.04% |
147,509
+929
| +0.6% | +$352K |
|
433
Wabtec
WAB
$32.6B
| $55.8M | 0.04% |
717,756
+9,713
| +1% | +$756K |
|
434
Ally Financial
ALLY
$12.7B
| $55.8M | 0.04% |
1,826,935
-6,736
| -0.4% | -$206K |
|
435
Fidelity National Financial
FNF
$16.4B
| $55.8M | 0.04% |
1,279,552
+149,980
| +13% | +$6.54M |
|
436
Cheniere Energy
LNG
$51.3B
| $55.7M | 0.04% |
911,862
-44,548
| -5% | -$2.72M |
|
437
Darden Restaurants
DRI
$24.6B
| $55.4M | 0.04% |
511,784
+8,066
| +2% | +$872K |
|
438
CarMax
KMX
$9.21B
| $55.2M | 0.04% |
629,533
+3,725
| +0.6% | +$327K |
|
439
Masco
MAS
$15.9B
| $55.2M | 0.04% |
1,153,010
-19,526
| -2% | -$934K |
|
440
Cboe Global Markets
CBOE
$24.5B
| $54.7M | 0.04% |
455,454
+31,932
| +8% | +$3.83M |
|
441
Western Union
WU
$2.82B
| $54.5M | 0.04% |
2,033,328
+90,162
| +5% | +$2.41M |
|
442
KKR & Co
KKR
$124B
| $54.3M | 0.04% |
1,860,384
+36,587
| +2% | +$1.07M |
|
443
Quest Diagnostics
DGX
$20.4B
| $54.2M | 0.04% |
509,748
+6,537
| +1% | +$695K |
|
444
Take-Two Interactive
TTWO
$45.9B
| $54.1M | 0.04% |
441,515
+7,269
| +2% | +$890K |
|
445
Gartner
IT
$18.7B
| $53.9M | 0.04% |
350,051
-6,971
| -2% | -$1.07M |
|
446
Xylem
XYL
$34.1B
| $53.9M | 0.04% |
684,601
+6,068
| +0.9% | +$478K |
|
447
FMC
FMC
$4.73B
| $53.9M | 0.04% |
539,844
+40,805
| +8% | +$4.07M |
|
448
Expeditors International
EXPD
$16.5B
| $53.6M | 0.04% |
687,471
+33,736
| +5% | +$2.63M |
|
449
Leidos
LDOS
$22.9B
| $53.6M | 0.04% |
547,063
-25,866
| -5% | -$2.53M |
|
450
SS&C Technologies
SSNC
$21.7B
| $53.5M | 0.04% |
871,342
+55,135
| +7% | +$3.39M |
|