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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
VeriSign
VRSN
$25.4B
| $72M | 0.05% |
362,334
-11,481
| -3% | -$2.28M |
|
427
Boston Properties
BXP
$11.9B
| $71.8M | 0.04% |
709,023
-36,450
| -5% | -$3.69M |
|
428
Oneok
OKE
$46.5B
| $71.6M | 0.04% |
1,414,303
-46,066
| -3% | -$2.33M |
|
429
Fortive
FTV
$15.9B
| $71.1M | 0.04% |
1,006,296
-119,428
| -11% | -$8.44M |
|
430
Tyler Technologies
TYL
$23.7B
| $70.9M | 0.04% |
166,941
-5,928
| -3% | -$2.52M |
|
431
Vulcan Materials
VMC
$38.1B
| $70.8M | 0.04% |
419,541
-11,904
| -3% | -$2.01M |
|
432
Wayfair
W
$10.4B
| $70.8M | 0.04% |
224,889
+8,786
| +4% | +$2.77M |
|
433
EPAM Systems
EPAM
$9.37B
| $70.4M | 0.04% |
177,500
-4,183
| -2% | -$1.66M |
|
434
iShares Core MSCI Emerging Markets ETF
IEMG
$101B
| $70M | 0.04% |
1,087,298
-211,488
| -16% | -$13.6M |
|
435
Equifax
EFX
$29.2B
| $69.9M | 0.04% |
386,063
-13,085
| -3% | -$2.37M |
|
436
Western Digital
WDC
$30.7B
| $69.9M | 0.04% |
1,385,874
+84,661
| +7% | +$4.27M |
|
437
Keurig Dr Pepper
KDP
$39.5B
| $69.9M | 0.04% |
2,032,510
+180,865
| +10% | +$6.22M |
|
438
Host Hotels & Resorts
HST
$11.9B
| $69.4M | 0.04% |
4,117,783
-1,597,604
| -28% | -$26.9M |
|
439
Dell
DELL
$84.9B
| $69.4M | 0.04% |
1,552,370
+4,039
| +0.3% | +$180K |
|
440
CarMax
KMX
$8.89B
| $69.1M | 0.04% |
521,208
-21,983
| -4% | -$2.92M |
|
441
Broadridge
BR
$29.3B
| $69.1M | 0.04% |
451,550
-13,562
| -3% | -$2.08M |
|
|
API
442
Agora
API
$298M
| $69M | 0.04% |
1,372,124
+158,697
| +13% | +$7.98M |
|
443
Waters Corp
WAT
$17.4B
| $69M | 0.04% |
242,646
+35,640
| +17% | +$10.1M |
|
444
Robert Half
RHI
$3.75B
| $68.7M | 0.04% |
879,879
-3,634
| -0.4% | -$284K |
|
445
Agree Realty
ADC
$7.96B
| $68.6M | 0.04% |
1,019,715
+50,721
| +5% | +$3.41M |
|
446
Sunstone Hotel Investors
SHO
$1.8B
| $68.5M | 0.04% |
5,498,805
+296,385
| +6% | +$3.69M |
|
447
Regions Financial
RF
$24.2B
| $68M | 0.04% |
3,292,850
-161,157
| -5% | -$3.33M |
|
448
Martin Marietta Materials
MLM
$36.8B
| $67.7M | 0.04% |
201,453
-5,950
| -3% | -$2M |
|
449
CGI
GIB
$21.4B
| $67.6M | 0.04% |
812,238
-26,704
| -3% | -$2.22M |
|
450
Qorvo
QRVO
$8.34B
| $67M | 0.04% |
366,882
-12,023
| -3% | -$2.2M |
|