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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Kratos Defense & Security Solutions
KTOS
$11.1B
| $55M | 0.04% |
2,362,467
-244,405
| -9% | -$5.69M |
|
427
Eversource Energy
ES
$23.7B
| $55M | 0.04% |
808,373
+313
| +0% | +$21.3K |
|
428
PPL Corp
PPL
$26.4B
| $54.6M | 0.04% |
1,649,776
+26,365
| +2% | +$872K |
|
429
FirstEnergy
FE
$24.9B
| $54.1M | 0.04% |
1,220,130
-97,391
| -7% | -$4.32M |
|
430
Western Digital
WDC
$33.2B
| $54.1M | 0.04% |
1,047,170
-133,393
| -11% | -$6.89M |
|
431
SBA Communications
SBAC
$20.7B
| $54M | 0.04% |
224,236
+3,207
| +1% | +$772K |
|
432
Genuine Parts
GPC
$19.4B
| $53.8M | 0.04% |
385,026
+7,734
| +2% | +$1.08M |
|
433
Steris
STE
$24.4B
| $53.6M | 0.04% |
220,866
+1,706
| +0.8% | +$414K |
|
434
Synchrony
SYF
$28.2B
| $53.3M | 0.04% |
1,069,094
-17,160
| -2% | -$856K |
|
435
West Pharmaceutical
WST
$18.2B
| $53.3M | 0.04% |
177,583
-224
| -0.1% | -$67.2K |
|
436
Arcturus Therapeutics
ARCT
$478M
| $52.8M | 0.04% |
2,275,715
+712,650
| +46% | +$16.5M |
|
437
Genius Sports
GENI
$3.04B
| $52.4M | 0.04% |
6,677,699
-1,631,274
| -20% | -$12.8M |
|
438
Waste Connections
WCN
$45.6B
| $52.2M | 0.04% |
292,005
+1,332
| +0.5% | +$238K |
|
439
Aptiv
APTV
$17.8B
| $52.1M | 0.04% |
722,962
+31,531
| +5% | +$2.27M |
|
440
Illumina
ILMN
$14.9B
| $52M | 0.04% |
399,027
-939
| -0.2% | -$122K |
|
441
Zimmer Biomet
ZBH
$20.5B
| $52M | 0.04% |
481,966
-5,117
| -1% | -$552K |
|
442
Cincinnati Financial
CINF
$23.9B
| $51.9M | 0.04% |
381,196
-1,719
| -0.4% | -$234K |
|
443
CareDx
CDNA
$700M
| $51.6M | 0.04% |
1,653,927
-922,334
| -36% | -$28.8M |
|
|
SW
444
Smurfit Westrock plc
SW
$23.7B
| $51.4M | 0.04% |
+1,040,665
| New | +$51.4M |
|
445
Steel Dynamics
STLD
$19.5B
| $51.2M | 0.04% |
406,438
-4,924
| -1% | -$621K |
|
446
CMS Energy
CMS
$21.2B
| $51M | 0.04% |
722,688
+9,614
| +1% | +$679K |
|
447
Seagate
STX
$40.9B
| $51M | 0.04% |
465,428
+10,122
| +2% | +$1.11M |
|
448
Expeditors International
EXPD
$16.4B
| $50.8M | 0.04% |
386,322
-1,549
| -0.4% | -$204K |
|
449
Omnicom Group
OMC
$14.8B
| $50.7M | 0.04% |
490,104
+9,864
| +2% | +$1.02M |
|
450
Molina Healthcare
MOH
$9.61B
| $50.4M | 0.03% |
146,335
+1,778
| +1% | +$613K |
|