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 |
Teladoc Health
TDOC
|
$200M |
| 2 |
Sea Limited
SE
|
$176M |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
| 4 |
Twilio
TWLO
|
$153M |
| 5 |
TSMC
TSM
|
$129M |
Top Sells
| 1 |
Apple
AAPL
|
$701M |
| 2 |
Microsoft
MSFT
|
$440M |
| 3 |
Tesla
TSLA
|
$325M |
| 4 |
Amazon
AMZN
|
$316M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$192M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Vail Resorts
MTN
$5.9B
| $63.9M | 0.04% |
298,844
+17,478
| +6% | +$3.74M |
|
|
BKI
427
DELISTED
Black Knight, Inc. Common Stock
BKI
| $63.9M | 0.04% |
733,962
-88,744
| -11% | -$7.73M |
|
428
CDW
CDW
$21.8B
| $63.5M | 0.04% |
531,342
-43,327
| -8% | -$5.18M |
|
429
KKR & Co
KKR
$122B
| $63.4M | 0.04% |
1,846,664
-200,646
| -10% | -$6.89M |
|
430
Tractor Supply
TSCO
$32.1B
| $63.2M | 0.04% |
2,203,420
-189,085
| -8% | -$5.42M |
|
431
NNN REIT
NNN
$8B
| $63.2M | 0.04% |
1,829,993
-486,608
| -21% | -$16.8M |
|
432
CBRE Group
CBRE
$48.1B
| $62.3M | 0.04% |
1,327,086
-133,803
| -9% | -$6.28M |
|
433
Gen Digital
GEN
$18.2B
| $62.3M | 0.04% |
2,988,810
+149,997
| +5% | +$3.13M |
|
434
UDR
UDR
$12.9B
| $61.7M | 0.04% |
1,892,397
-165,178
| -8% | -$5.39M |
|
435
Factset
FDS
$14B
| $61.5M | 0.04% |
183,515
+4,424
| +2% | +$1.48M |
|
436
Fortinet
FTNT
$58.6B
| $61.3M | 0.04% |
2,602,225
-323,385
| -11% | -$7.62M |
|
|
PARA
437
DELISTED
Paramount Global Class B
PARA
| $61.3M | 0.04% |
2,188,273
-174,182
| -7% | -$4.88M |
|
438
Yum China
YUMC
$16.4B
| $61.3M | 0.04% |
1,157,464
-91,915
| -7% | -$4.87M |
|
439
J.M. Smucker
SJM
$12B
| $60.7M | 0.04% |
525,053
-11,106
| -2% | -$1.28M |
|
440
Dover
DOV
$24.5B
| $60.6M | 0.04% |
559,230
-127,047
| -19% | -$13.8M |
|
441
W.P. Carey
WPC
$14.7B
| $60.5M | 0.04% |
948,688
-64,147
| -6% | -$4.09M |
|
442
Cerus
CERS
$255M
| $60.5M | 0.04% |
9,668,702
-1,058,184
| -10% | -$6.62M |
|
443
Dell
DELL
$85.7B
| $60.3M | 0.04% |
1,759,040
-64,783
| -4% | -$2.22M |
|
444
Markel Group
MKL
$24.8B
| $59.9M | 0.04% |
61,547
+932
| +2% | +$907K |
|
445
Snap-on
SNA
$17.1B
| $59.9M | 0.04% |
406,927
+18,689
| +5% | +$2.75M |
|
446
C.H. Robinson
CHRW
$15.1B
| $59.5M | 0.04% |
582,688
-42,112
| -7% | -$4.3M |
|
447
CubeSmart
CUBE
$9.34B
| $59.3M | 0.04% |
1,834,350
-622,352
| -25% | -$20.1M |
|
448
Paycom
PAYC
$12.6B
| $59.2M | 0.04% |
190,155
-33,907
| -15% | -$10.6M |
|
449
Teleflex
TFX
$5.7B
| $59.1M | 0.04% |
173,476
-15,715
| -8% | -$5.35M |
|
450
Fifth Third Bancorp
FITB
$30.6B
| $59M | 0.04% |
2,766,960
-215,360
| -7% | -$4.59M |
|