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 |
GE Vernova
GEV
|
+$104M |
| 2 |
Curtiss-Wright
CW
|
+$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$68.6M |
| 4 |
Roblox
RBLX
|
+$55.5M |
| 5 |
10x Genomics
TXG
|
+$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$605M |
| 2 |
Microsoft
MSFT
|
+$537M |
| 3 |
Apple
AAPL
|
+$515M |
| 4 |
Royal Bank of Canada
RY
|
+$328M |
| 5 |
Toronto Dominion Bank
TD
|
+$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
GoDaddy
GDDY
$20.6B
| $49.7M | 0.04% |
355,684
-327
| -0.1% | -$45.7K |
|
427
Deckers Outdoor
DECK
$17.1B
| $49.5M | 0.04% |
307,074
-22,938
| -7% | -$3.7M |
|
428
Markel Group
MKL
$24.6B
| $49.3M | 0.04% |
31,304
-515
| -2% | -$811K |
|
429
Alerian MLP ETF
AMLP
$10.5B
| $49.3M | 0.04% |
1,027,043
-40,409
| -4% | -$1.94M |
|
430
Masimo
MASI
$8.01B
| $49.2M | 0.04% |
391,026
-863
| -0.2% | -$109K |
|
431
Atmos Energy
ATO
$26.5B
| $49M | 0.04% |
419,721
+14,440
| +4% | +$1.68M |
|
432
Cboe Global Markets
CBOE
$24.4B
| $49M | 0.04% |
287,893
-18,446
| -6% | -$3.14M |
|
433
Aptiv
APTV
$17.8B
| $48.7M | 0.04% |
691,431
-1,489
| -0.2% | -$105K |
|
434
Expeditors International
EXPD
$16.4B
| $48.4M | 0.04% |
387,871
-53,575
| -12% | -$6.69M |
|
435
Exact Sciences
EXAS
$10.4B
| $48.3M | 0.04% |
1,142,776
-830,816
| -42% | -$35.1M |
|
436
Jacobs Solutions
J
$17.3B
| $48.2M | 0.04% |
416,737
-35,193
| -8% | -$4.07M |
|
437
Steris
STE
$24.4B
| $48.1M | 0.04% |
219,160
-17,995
| -8% | -$3.95M |
|
438
Bunge Global
BG
$16.3B
| $48M | 0.04% |
449,561
+39,132
| +10% | +$4.18M |
|
439
Agree Realty
ADC
$7.99B
| $47.8M | 0.04% |
771,032
-115,495
| -13% | -$7.15M |
|
440
LPL Financial
LPLA
$27.2B
| $47.7M | 0.04% |
170,627
-17,156
| -9% | -$4.79M |
|
441
Tyler Technologies
TYL
$23.8B
| $47.5M | 0.04% |
94,531
-6,115
| -6% | -$3.07M |
|
442
Kellanova
K
$27.6B
| $47.4M | 0.04% |
821,390
-908
| -0.1% | -$52.4K |
|
443
Seagate
STX
$40.9B
| $47M | 0.03% |
455,306
-31,927
| -7% | -$3.3M |
|
444
Weyerhaeuser
WY
$18.2B
| $47M | 0.03% |
1,655,407
-146,475
| -8% | -$4.16M |
|
445
AeroVironment
AVAV
$11.6B
| $46.2M | 0.03% |
253,550
-75,483
| -23% | -$13.7M |
|
446
Best Buy
BBY
$15.9B
| $46.1M | 0.03% |
547,099
-29,317
| -5% | -$2.47M |
|
447
Carnival Corp
CCL
$43.2B
| $46.1M | 0.03% |
2,462,283
+95,178
| +4% | +$1.78M |
|
448
Eversource Energy
ES
$23.7B
| $45.8M | 0.03% |
808,060
-70,908
| -8% | -$4.02M |
|
449
Skyworks Solutions
SWKS
$10.8B
| $45.8M | 0.03% |
429,377
-21,540
| -5% | -$2.3M |
|
450
Axon Enterprise
AXON
$58.7B
| $45.7M | 0.03% |
155,398
-14,978
| -9% | -$4.41M |
|