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 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
| 2 |
Roku
ROKU
|
$79.4M |
| 3 |
Zoom
ZM
|
$78.8M |
| 4 |
UiPath
PATH
|
$65.2M |
| 5 |
Gaming and Leisure Properties
GLPI
|
$55.1M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Tesla
TSLA
|
$94.5M |
| 5 |
Coinbase
COIN
|
$90.5M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Global E Online
GLBE
$5.95B
| $59.9M | 0.05% |
2,238,891
-8,048
| -0.4% | -$215K |
|
427
Coterra Energy
CTRA
$18.6B
| $59.9M | 0.05% |
2,293,243
-154,055
| -6% | -$4.02M |
|
428
CDW
CDW
$21.8B
| $59.7M | 0.05% |
382,753
-3,179
| -0.8% | -$496K |
|
429
Encompass Health
EHC
$12.5B
| $59.3M | 0.05% |
1,311,981
-285,456
| -18% | -$12.9M |
|
430
The Mosaic Company
MOS
$10.4B
| $59.3M | 0.05% |
1,226,211
-360,410
| -23% | -$17.4M |
|
431
Cardinal Health
CAH
$35.7B
| $59.2M | 0.05% |
887,541
-246,526
| -22% | -$16.4M |
|
432
VeriSign
VRSN
$25.9B
| $59M | 0.05% |
339,684
-260
| -0.1% | -$45.2K |
|
433
Camden Property Trust
CPT
$11.8B
| $59M | 0.05% |
493,514
-55,348
| -10% | -$6.61M |
|
434
Vulcan Materials
VMC
$38.6B
| $58.9M | 0.05% |
373,447
-1,815
| -0.5% | -$286K |
|
435
Amcor
AMCR
$19.2B
| $58.8M | 0.05% |
5,483,868
+430,241
| +9% | +$4.62M |
|
436
Entergy
ETR
$39.4B
| $58.6M | 0.05% |
1,164,872
-7,068
| -0.6% | -$356K |
|
437
EPAM Systems
EPAM
$9.36B
| $58.6M | 0.05% |
161,674
+86
| +0.1% | +$31.1K |
|
438
Brown-Forman Class B
BF.B
$13.3B
| $58.5M | 0.05% |
879,202
+14,748
| +2% | +$982K |
|
439
McCormick & Company Non-Voting
MKC
$18.8B
| $58.3M | 0.05% |
818,710
+2,670
| +0.3% | +$190K |
|
440
Medical Properties Trust
MPW
$2.67B
| $58.2M | 0.05% |
4,906,418
+890,403
| +22% | +$10.6M |
|
441
Ferguson
FERG
$47.8B
| $58.2M | 0.05% |
556,099
-117,442
| -17% | -$12.3M |
|
442
Church & Dwight Co
CHD
$23.2B
| $57.4M | 0.05% |
803,738
-1,906
| -0.2% | -$136K |
|
443
Revvity
RVTY
$9.95B
| $57.3M | 0.05% |
476,395
-18,624
| -4% | -$2.24M |
|
444
Lennar Class A
LEN
$35.8B
| $57.3M | 0.05% |
793,599
-13,845
| -2% | -$999K |
|
445
PPL Corp
PPL
$27B
| $57.3M | 0.05% |
2,259,075
+131,035
| +6% | +$3.32M |
|
|
SIVB
446
DELISTED
SVB Financial Group
SIVB
| $57.1M | 0.05% |
170,041
-104,193
| -38% | -$35M |
|
447
Martin Marietta Materials
MLM
$37.3B
| $56.8M | 0.05% |
176,406
-441
| -0.2% | -$142K |
|
448
FirstEnergy
FE
$25.1B
| $56.8M | 0.05% |
1,535,248
-6,935
| -0.4% | -$257K |
|
449
BILL Holdings
BILL
$4.75B
| $56.8M | 0.05% |
429,115
-2,394
| -0.6% | -$317K |
|
450
Fortive
FTV
$16.1B
| $56.5M | 0.05% |
969,741
+2,057
| +0.2% | +$120K |
|