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 |
Broadcom
AVGO
|
+$192M |
| 2 |
Cencora
COR
|
+$123M |
| 3 |
IQVIA
IQV
|
+$60.2M |
| 4 |
CRH
CRH
|
+$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
+$56M |
Top Sells
| 1 |
Coinbase
COIN
|
+$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$184M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
NVIDIA
NVDA
|
+$125M |
| 5 |
VMW
VMware, Inc
VMW
|
+$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SPLK
426
DELISTED
Splunk Inc
SPLK
| $59.9M | 0.04% |
392,988
-337,427
| -46% | -$51.4M |
|
427
Teledyne Technologies
TDY
$25.6B
| $59.8M | 0.04% |
134,092
+7,006
| +6% | +$3.13M |
|
428
Wabtec
WAB
$32.6B
| $59.4M | 0.04% |
468,253
-18,264
| -4% | -$2.32M |
|
429
Essex Property Trust
ESS
$17.2B
| $58.9M | 0.04% |
237,690
-220,708
| -48% | -$54.7M |
|
430
Expeditors International
EXPD
$16.3B
| $58.8M | 0.04% |
462,032
-10,499
| -2% | -$1.34M |
|
431
Steel Dynamics
STLD
$19.4B
| $58.6M | 0.04% |
496,161
-18,928
| -4% | -$2.24M |
|
432
Broadridge
BR
$29.3B
| $58.6M | 0.04% |
284,577
+2,815
| +1% | +$579K |
|
433
Cboe Global Markets
CBOE
$24.5B
| $58.1M | 0.04% |
325,350
+4,123
| +1% | +$736K |
|
434
Dover
DOV
$24.3B
| $57.8M | 0.04% |
375,483
-858
| -0.2% | -$132K |
|
435
SBA Communications
SBAC
$20.7B
| $57.3M | 0.04% |
225,919
-4,148
| -2% | -$1.05M |
|
436
Nasdaq
NDAQ
$54.3B
| $57.2M | 0.04% |
983,074
-11,501
| -1% | -$669K |
|
|
AIRC
437
DELISTED
Apartment Income REIT Corp.
AIRC
| $56.6M | 0.04% |
1,629,565
+305,878
| +23% | +$10.6M |
|
438
Alnylam Pharmaceuticals
ALNY
$61.7B
| $56.5M | 0.04% |
295,279
-1,421
| -0.5% | -$272K |
|
439
Berkshire Hathaway Class A
BRK.A
$1.05T
| $56.4M | 0.04% |
104
-1
| -1% | -$543K |
|
440
Magna International
MGA
$12.9B
| $56.3M | 0.04% |
950,693
+2,727
| +0.3% | +$162K |
|
441
Cognex
CGNX
$7.46B
| $56.3M | 0.04% |
1,348,427
-365,005
| -21% | -$15.2M |
|
442
Ferrari
RACE
$84.7B
| $56.2M | 0.04% |
166,375
+17,259
| +12% | +$5.83M |
|
443
Teck Resources
TECK
$19.6B
| $56.1M | 0.04% |
1,323,288
+133,019
| +11% | +$5.64M |
|
444
Raymond James Financial
RJF
$33.2B
| $56.1M | 0.04% |
503,108
-8,280
| -2% | -$923K |
|
445
VeriSign
VRSN
$26.5B
| $56M | 0.04% |
272,103
+25,639
| +10% | +$5.28M |
|
446
eBay
EBAY
$41.6B
| $56M | 0.04% |
1,283,825
-48,161
| -4% | -$2.1M |
|
447
Genuine Parts
GPC
$19.3B
| $55.8M | 0.04% |
403,175
+3,222
| +0.8% | +$446K |
|
448
Restaurant Brands International
QSR
$20.2B
| $55.6M | 0.04% |
706,317
-2,542
| -0.4% | -$200K |
|
449
Molina Healthcare
MOH
$9.61B
| $55.3M | 0.04% |
152,967
-2,586
| -2% | -$934K |
|
450
DTE Energy
DTE
$28B
| $55.2M | 0.04% |
500,933
-8,040
| -2% | -$886K |
|