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 |
iShares Gold Trust
IAU
|
$997M |
| 2 |
UiPath
PATH
|
$437M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
| 4 |
Coinbase
COIN
|
$326M |
| 5 |
GE Aerospace
GE
|
$198M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
AT&T
T
|
$118M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Hewlett Packard
HPE
$30.4B
| $62.6M | 0.05% |
4,721,857
+1,005,249
| +27% | +$13.3M |
|
427
Gartner
IT
$17.9B
| $62.3M | 0.05% |
257,704
-38,984
| -13% | -$9.43M |
|
428
Zimmer Biomet
ZBH
$20.8B
| $62M | 0.05% |
590,345
-16,399
| -3% | -$1.72M |
|
429
Palomar
PLMR
$3.38B
| $62M | 0.05% |
962,580
+64,806
| +7% | +$4.17M |
|
430
Genuine Parts
GPC
$19.6B
| $61.9M | 0.05% |
465,091
+15,101
| +3% | +$2.01M |
|
|
WRK
431
DELISTED
WestRock Company
WRK
| $61.9M | 0.05% |
1,552,466
+723,026
| +87% | +$28.8M |
|
432
AdaptHealth
AHCO
$1.25B
| $61.3M | 0.05% |
3,399,775
+876,148
| +35% | +$15.8M |
|
433
Medical Properties Trust
MPW
$2.67B
| $61.3M | 0.05% |
4,016,015
+563,610
| +16% | +$8.61M |
|
434
Akamai
AKAM
$11.1B
| $61.2M | 0.05% |
669,765
+136,131
| +26% | +$12.4M |
|
435
CDW
CDW
$21.8B
| $60.8M | 0.05% |
385,932
-121,794
| -24% | -$19.2M |
|
436
Teledyne Technologies
TDY
$25.6B
| $60.7M | 0.05% |
161,897
+7,777
| +5% | +$2.92M |
|
437
CMS Energy
CMS
$21.4B
| $60.7M | 0.05% |
898,958
+45,186
| +5% | +$3.05M |
|
438
Brown-Forman Class B
BF.B
$13.3B
| $60.7M | 0.05% |
864,454
+81,633
| +10% | +$5.73M |
|
439
Domino's
DPZ
$15.7B
| $60.6M | 0.05% |
155,617
+14,548
| +10% | +$5.67M |
|
440
Dover
DOV
$24.5B
| $60.3M | 0.05% |
496,822
+43,018
| +9% | +$5.22M |
|
441
Hasbro
HAS
$11.3B
| $59.7M | 0.05% |
729,088
+285,615
| +64% | +$23.4M |
|
442
Cardinal Health
CAH
$35.7B
| $59.3M | 0.05% |
1,134,067
-55,687
| -5% | -$2.91M |
|
443
FirstEnergy
FE
$25.1B
| $59.2M | 0.05% |
1,542,183
-35,780
| -2% | -$1.37M |
|
444
Constellation Energy
CEG
$96.6B
| $58.9M | 0.05% |
+1,027,901
| New | +$58.9M |
|
445
Hormel Foods
HRL
$13.9B
| $58.8M | 0.05% |
1,241,930
+267,632
| +27% | +$12.7M |
|
446
Boston Properties
BXP
$11.9B
| $58.7M | 0.05% |
660,024
+116,807
| +22% | +$10.4M |
|
447
W.P. Carey
WPC
$14.7B
| $58.6M | 0.05% |
722,029
+16,839
| +2% | +$1.37M |
|
|
TWOU
448
DELISTED
2U, Inc.
TWOU
| $58.6M | 0.05% |
186,517
-4,616
| -2% | -$1.45M |
|
449
Incyte
INCY
$16.7B
| $58.6M | 0.05% |
771,096
+71,295
| +10% | +$5.42M |
|
450
Ball Corp
BALL
$13.7B
| $58.5M | 0.05% |
851,336
+32,737
| +4% | +$2.25M |
|