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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Stellantis
STLA
$25.3B
| $57.4M | 0.04% |
3,265,358
+23,027
| +0.7% | +$405K |
|
427
McCormick & Company Non-Voting
MKC
$18.3B
| $57.2M | 0.04% |
655,865
-83,433
| -11% | -$7.28M |
|
428
Yum China
YUMC
$16.2B
| $57.2M | 0.04% |
1,011,684
-3,240
| -0.3% | -$183K |
|
429
Enphase Energy
ENPH
$4.91B
| $57.1M | 0.04% |
341,129
-46,774
| -12% | -$7.83M |
|
430
DTE Energy
DTE
$28.1B
| $57.1M | 0.04% |
518,619
-44,211
| -8% | -$4.86M |
|
431
Diamondback Energy
FANG
$40.2B
| $56.9M | 0.04% |
433,380
-54,530
| -11% | -$7.16M |
|
|
HZNP
432
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $56.8M | 0.04% |
552,006
-79,862
| -13% | -$8.21M |
|
433
Alnylam Pharmaceuticals
ALNY
$61.4B
| $56.7M | 0.04% |
298,629
-42,338
| -12% | -$8.04M |
|
434
Cenovus Energy
CVE
$30.3B
| $56.3M | 0.04% |
3,310,701
-828,556
| -20% | -$14.1M |
|
435
Dover
DOV
$24.2B
| $56.2M | 0.04% |
380,914
-51,653
| -12% | -$7.63M |
|
436
Sun Communities
SUI
$16.2B
| $56.2M | 0.04% |
431,019
-44,844
| -9% | -$5.85M |
|
437
SolarEdge
SEDG
$1.75B
| $56.2M | 0.04% |
208,824
-22,667
| -10% | -$6.1M |
|
438
Berkshire Hathaway Class A
BRK.A
$1.06T
| $55.9M | 0.04% |
108
+25
| +30% | +$12.9M |
|
439
NVR
NVR
$23B
| $55.7M | 0.04% |
8,776
-375
| -4% | -$2.38M |
|
440
Baxter International
BAX
$12.5B
| $55.5M | 0.04% |
1,219,087
-192,837
| -14% | -$8.79M |
|
441
FirstEnergy
FE
$24.9B
| $55.3M | 0.04% |
1,422,751
-90,201
| -6% | -$3.51M |
|
442
Palomar
PLMR
$3.22B
| $55.2M | 0.04% |
951,420
-86,115
| -8% | -$5M |
|
443
Steel Dynamics
STLD
$19.5B
| $55.2M | 0.04% |
506,296
-105,104
| -17% | -$11.4M |
|
444
Iron Mountain
IRM
$28.9B
| $54.7M | 0.04% |
963,316
-101,077
| -9% | -$5.74M |
|
445
Steris
STE
$24.3B
| $54.7M | 0.04% |
243,177
-37,205
| -13% | -$8.37M |
|
446
Raymond James Financial
RJF
$33.2B
| $54.4M | 0.04% |
524,640
-38,698
| -7% | -$4.02M |
|
447
First Industrial Realty Trust
FR
$6.79B
| $54.3M | 0.04% |
1,032,221
-123,247
| -11% | -$6.49M |
|
448
SBA Communications
SBAC
$20.7B
| $54.2M | 0.04% |
233,742
-41,261
| -15% | -$9.56M |
|
449
Regency Centers
REG
$13.1B
| $53.3M | 0.04% |
862,939
-62,951
| -7% | -$3.89M |
|
450
Hologic
HOLX
$14.7B
| $53M | 0.04% |
654,151
-93,417
| -12% | -$7.56M |
|