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 |
UiPath
PATH
|
+$425M |
| 2 |
Coinbase
COIN
|
+$339M |
| 3 |
Palantir
PLTR
|
+$252M |
| 4 |
Teladoc Health
TDOC
|
+$215M |
| 5 |
Robinhood
HOOD
|
+$193M |
Top Sells
| 1 |
Apple
AAPL
|
+$425M |
| 2 |
Microsoft
MSFT
|
+$311M |
| 3 |
JD.com
JD
|
+$309M |
| 4 |
Sea Limited
SE
|
+$262M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$260M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Communication Services | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Liberty Broadband Class C
LBRDK
$8.65B
| $74.3M | 0.05% |
430,447
-41,174
| -9% | -$7.11M |
|
427
Fate Therapeutics
FATE
$118M
| $73.9M | 0.05% |
1,246,570
+214,490
| +21% | +$12.7M |
|
428
CDW
CDW
$22.2B
| $73.8M | 0.05% |
405,271
-26,832
| -6% | -$4.88M |
|
429
Oneok
OKE
$45.6B
| $73.7M | 0.05% |
1,271,358
-56,076
| -4% | -$3.25M |
|
430
Paycom
PAYC
$12.5B
| $73.7M | 0.05% |
148,634
-5,665
| -4% | -$2.81M |
|
431
Nasdaq
NDAQ
$54.4B
| $73.4M | 0.05% |
1,141,458
-64,938
| -5% | -$4.18M |
|
|
CERN
432
DELISTED
Cerner Corp
CERN
| $73.4M | 0.05% |
1,040,286
+32,226
| +3% | +$2.27M |
|
433
Live Nation Entertainment
LYV
$39.6B
| $72.9M | 0.05% |
800,439
+12,550
| +2% | +$1.14M |
|
434
Hasbro
HAS
$10.9B
| $72.9M | 0.05% |
817,212
-25,520
| -3% | -$2.28M |
|
435
Devon Energy
DVN
$22.2B
| $72.6M | 0.05% |
2,045,370
-70,069
| -3% | -$2.49M |
|
436
Regions Financial
RF
$24.2B
| $72.5M | 0.05% |
3,400,879
-155,760
| -4% | -$3.32M |
|
437
Citizens Financial Group
CFG
$22.4B
| $72.3M | 0.05% |
1,539,331
+19,991
| +1% | +$939K |
|
438
Dover
DOV
$24.2B
| $71.9M | 0.04% |
462,638
+9,509
| +2% | +$1.48M |
|
|
SGEN
439
DELISTED
Seagen Inc. Common Stock
SGEN
| $71.2M | 0.04% |
419,137
-23,076
| -5% | -$3.92M |
|
440
Palomar
PLMR
$3.22B
| $70.7M | 0.04% |
874,430
-3,018
| -0.3% | -$244K |
|
|
KSU
441
DELISTED
Kansas City Southern
KSU
| $70.5M | 0.04% |
260,597
-12,422
| -5% | -$3.36M |
|
442
Adaptive Biotechnologies
ADPT
$1.98B
| $70.1M | 0.04% |
2,062,001
+238,060
| +13% | +$8.09M |
|
443
Dollar Tree
DLTR
$20B
| $69.9M | 0.04% |
730,045
-32,327
| -4% | -$3.09M |
|
444
CareDx
CDNA
$707M
| $69.5M | 0.04% |
1,096,523
-80,478
| -7% | -$5.1M |
|
445
Cheniere Energy
LNG
$52B
| $69.2M | 0.04% |
708,283
-38,707
| -5% | -$3.78M |
|
446
Halliburton
HAL
$18.9B
| $68.9M | 0.04% |
3,184,540
+192,244
| +6% | +$4.16M |
|
447
PPL Corp
PPL
$26.4B
| $68.7M | 0.04% |
2,465,132
+86,868
| +4% | +$2.42M |
|
448
Outfront Media
OUT
$3.13B
| $68.1M | 0.04% |
2,747,006
+399,598
| +17% | +$9.91M |
|
449
Broadridge
BR
$29.2B
| $68.1M | 0.04% |
408,442
-19,493
| -5% | -$3.25M |
|
|
NIU
450
Niu Technologies
NIU
$323M
| $68M | 0.04% |
2,934,054
+1,039,166
| +55% | +$24.1M |
|