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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
CDW
CDW
$22.2B
| $75.5M | 0.04% |
432,103
-27,088
| -6% | -$4.73M |
|
427
Carlisle Companies
CSL
$16.4B
| $74.9M | 0.04% |
391,461
+389,261
| +17,694% | +$74.5M |
|
|
HES
428
DELISTED
Hess
HES
| $74.6M | 0.04% |
854,110
-53,686
| -6% | -$4.69M |
|
429
Adaptive Biotechnologies
ADPT
$1.98B
| $74.5M | 0.04% |
1,823,941
+1,394,838
| +325% | +$57M |
|
430
Roblox
RBLX
$90.7B
| $74.5M | 0.04% |
827,864
+413,753
| +100% | +$37.2M |
|
431
Weyerhaeuser
WY
$18.3B
| $74.5M | 0.04% |
2,163,868
-283,503
| -12% | -$9.76M |
|
432
Ball Corp
BALL
$13.6B
| $74.3M | 0.04% |
916,800
-66,790
| -7% | -$5.41M |
|
433
UDR
UDR
$12.8B
| $74.3M | 0.04% |
1,515,991
+44,901
| +3% | +$2.2M |
|
|
AIRC
434
DELISTED
Apartment Income REIT Corp.
AIRC
| $74.2M | 0.04% |
1,564,906
-410,654
| -21% | -$19.5M |
|
435
Oneok
OKE
$45.6B
| $73.9M | 0.04% |
1,327,434
-86,869
| -6% | -$4.83M |
|
436
News Corp Class A
NWSA
$16.3B
| $73.5M | 0.04% |
2,851,381
+595,083
| +26% | +$15.3M |
|
437
Generac Holdings
GNRC
$10.9B
| $73.4M | 0.04% |
176,894
-7,366
| -4% | -$3.06M |
|
438
Incyte
INCY
$16.7B
| $72.3M | 0.04% |
859,459
-52,940
| -6% | -$4.45M |
|
439
Church & Dwight Co
CHD
$22.6B
| $72.2M | 0.04% |
846,686
-40,691
| -5% | -$3.47M |
|
440
Regions Financial
RF
$24.2B
| $71.8M | 0.04% |
3,556,639
+263,789
| +8% | +$5.32M |
|
441
Agree Realty
ADC
$7.99B
| $71.5M | 0.04% |
1,015,025
-4,690
| -0.5% | -$331K |
|
442
Kratos Defense & Security Solutions
KTOS
$11B
| $71M | 0.04% |
2,493,638
+1,162,337
| +87% | +$33.1M |
|
443
Western Digital
WDC
$32.9B
| $70.8M | 0.04% |
1,316,316
-69,558
| -5% | -$3.74M |
|
444
Nasdaq
NDAQ
$54.4B
| $70.7M | 0.04% |
1,206,396
+101,385
| +9% | +$5.94M |
|
445
DTE Energy
DTE
$28.1B
| $70.3M | 0.04% |
749,020
-44,542
| -6% | -$4.18M |
|
446
Tyler Technologies
TYL
$23.7B
| $70.3M | 0.04% |
155,373
-11,568
| -7% | -$5.23M |
|
447
Wayfair
W
$11.2B
| $70.1M | 0.04% |
222,010
-2,879
| -1% | -$909K |
|
|
SGEN
448
DELISTED
Seagen Inc. Common Stock
SGEN
| $69.8M | 0.04% |
442,213
-1,800
| -0.4% | -$284K |
|
449
Expeditors International
EXPD
$16.3B
| $69.7M | 0.04% |
550,693
-11,778
| -2% | -$1.49M |
|
450
Citizens Financial Group
CFG
$22.4B
| $69.7M | 0.04% |
1,519,340
+89,592
| +6% | +$4.11M |
|