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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Occidental Petroleum
OXY
$45.6B
| $74.5M | 0.05% |
2,568,122
-161,077
| -6% | -$4.67M |
|
427
Plug Power
PLUG
$1.66B
| $74.2M | 0.05% |
2,629,183
+1,037,971
| +65% | +$29.3M |
|
428
UDR
UDR
$12.7B
| $73.9M | 0.05% |
1,232,424
-195,593
| -14% | -$11.7M |
|
429
AeroVironment
AVAV
$12.3B
| $73.6M | 0.04% |
1,187,251
+246,686
| +26% | +$15.3M |
|
430
First Industrial Realty Trust
FR
$6.77B
| $73.4M | 0.04% |
1,109,331
-181,179
| -14% | -$12M |
|
431
Keurig Dr Pepper
KDP
$37.3B
| $73.3M | 0.04% |
1,987,243
-462,439
| -19% | -$17M |
|
432
Dentsply Sirona
XRAY
$2.73B
| $73M | 0.04% |
1,309,346
+251,655
| +24% | +$14M |
|
433
Insulet
PODD
$23.8B
| $72.8M | 0.04% |
273,639
-182,144
| -40% | -$48.5M |
|
434
Fate Therapeutics
FATE
$115M
| $72.7M | 0.04% |
1,242,843
-3,727
| -0.3% | -$218K |
|
435
United Rentals
URI
$60.8B
| $72.4M | 0.04% |
217,869
-35,223
| -14% | -$11.7M |
|
436
LendingClub
LC
$1.86B
| $72.2M | 0.04% |
2,987,000
-767,167
| -20% | -$18.6M |
|
437
Expeditors International
EXPD
$16.5B
| $72.1M | 0.04% |
536,970
+9,820
| +2% | +$1.32M |
|
438
Baker Hughes
BKR
$46.3B
| $72M | 0.04% |
2,991,346
-19,802
| -0.7% | -$476K |
|
|
SGEN
439
DELISTED
Seagen Inc. Common Stock
SGEN
| $71.8M | 0.04% |
464,636
+45,499
| +11% | +$7.03M |
|
440
Expedia Group
EXPE
$26.7B
| $71.8M | 0.04% |
397,207
-682
| -0.2% | -$123K |
|
441
Cheniere Energy
LNG
$52.1B
| $71.8M | 0.04% |
707,651
-632
| -0.1% | -$64.1K |
|
442
Rexford Industrial Realty
REXR
$10.1B
| $71.7M | 0.04% |
884,353
-111,219
| -11% | -$9.02M |
|
443
Generac Holdings
GNRC
$10.9B
| $71.5M | 0.04% |
203,147
+20,937
| +11% | +$7.37M |
|
444
Oneok
OKE
$46.2B
| $71.2M | 0.04% |
1,210,917
-60,441
| -5% | -$3.55M |
|
445
Editas Medicine
EDIT
$230M
| $71M | 0.04% |
2,675,235
-1,587,337
| -37% | -$42.1M |
|
446
Edison International
EIX
$21.4B
| $70.6M | 0.04% |
1,034,424
-1,048,145
| -50% | -$71.5M |
|
447
Iron Mountain
IRM
$28.8B
| $70.2M | 0.04% |
1,342,091
+188,979
| +16% | +$9.89M |
|
448
Ameren
AEE
$26.8B
| $69.8M | 0.04% |
784,338
-376,455
| -32% | -$33.5M |
|
449
Darden Restaurants
DRI
$24.7B
| $68.5M | 0.04% |
454,981
-388,636
| -46% | -$58.5M |
|
450
VF Corp
VFC
$5.85B
| $68.5M | 0.04% |
935,165
-549,809
| -37% | -$40.3M |
|