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 |
Accenture
ACN
|
+$918M |
| 2 |
Linde
LIN
|
+$504M |
| 3 |
Medtronic
MDT
|
+$482M |
| 4 |
Chubb
CB
|
+$336M |
| 5 |
Spotify
SPOT
|
+$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.17B |
| 2 |
Coinbase
COIN
|
+$1.12B |
| 3 |
UiPath
PATH
|
+$760M |
| 4 |
Apple
AAPL
|
+$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
UDR
UDR
$12.8B
| $71.4M | 0.05% |
1,244,347
+11,923
| +1% | +$684K |
|
427
Iridium Communications
IRDM
$2.27B
| $71.3M | 0.05% |
1,768,094
-2,507,467
| -59% | -$101M |
|
428
Dover
DOV
$24.4B
| $71.2M | 0.05% |
453,804
-71,340
| -14% | -$11.2M |
|
429
Regions Financial
RF
$24.1B
| $70.8M | 0.05% |
3,178,503
+290,282
| +10% | +$6.46M |
|
430
Enphase Energy
ENPH
$5.07B
| $70.5M | 0.05% |
349,592
-1,310
| -0.4% | -$264K |
|
431
DTE Energy
DTE
$28B
| $70.1M | 0.05% |
529,907
-2,771
| -0.5% | -$366K |
|
432
Boston Properties
BXP
$12B
| $70M | 0.05% |
543,217
-12,762
| -2% | -$1.64M |
|
433
Diamondback Energy
FANG
$39.7B
| $69.5M | 0.05% |
507,166
+1,489
| +0.3% | +$204K |
|
434
First Industrial Realty Trust
FR
$6.9B
| $69.5M | 0.05% |
1,122,162
+12,831
| +1% | +$794K |
|
435
Palantir
PLTR
$370B
| $68.2M | 0.05% |
4,964,964
-16,173,554
| -77% | -$222M |
|
436
Hologic
HOLX
$14.8B
| $67.8M | 0.05% |
882,952
-112,676
| -11% | -$8.66M |
|
437
NIO
NIO
$13.9B
| $67.7M | 0.05% |
3,216,875
+171,144
| +6% | +$3.6M |
|
438
KeyCorp
KEY
$21B
| $67.6M | 0.05% |
3,022,198
+305,626
| +11% | +$6.84M |
|
439
Lennar Class A
LEN
$36.9B
| $67.5M | 0.05% |
859,571
+42,950
| +5% | +$3.37M |
|
440
Cardinal Health
CAH
$35.9B
| $67.5M | 0.04% |
1,189,754
-318,806
| -21% | -$18.1M |
|
441
Everest Group
EG
$14.2B
| $67.4M | 0.04% |
+223,560
| New | +$67.4M |
|
442
Deutsche Bank
DB
$67.8B
| $67.2M | 0.04% |
+5,293,961
| New | +$67.2M |
|
443
Quest Diagnostics
DGX
$20.4B
| $67.2M | 0.04% |
491,130
-155,496
| -24% | -$21.3M |
|
444
HubSpot
HUBS
$26.3B
| $66.8M | 0.04% |
140,716
-8,525
| -6% | -$4.05M |
|
445
CF Industries
CF
$13.7B
| $66.5M | 0.04% |
644,955
+27,949
| +5% | +$2.88M |
|
446
Martin Marietta Materials
MLM
$37.8B
| $66M | 0.04% |
171,381
-986
| -0.6% | -$380K |
|
447
Clorox
CLX
$15.4B
| $65.8M | 0.04% |
473,012
+82,609
| +21% | +$11.5M |
|
448
Vulcan Materials
VMC
$39.5B
| $65.4M | 0.04% |
356,136
-3,770
| -1% | -$693K |
|
449
Wheaton Precious Metals
WPM
$48.1B
| $65.4M | 0.04% |
1,372,954
-3,414
| -0.2% | -$163K |
|
450
Nasdaq
NDAQ
$54.5B
| $65.3M | 0.04% |
1,099,620
-11,664
| -1% | -$693K |
|