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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Corpay
CPAY
$21.6B
| $54.3M | 0.04% |
160,441
+10,579
| +7% | +$3.58M |
|
427
Regency Centers
REG
$13.1B
| $54M | 0.04% |
731,045
+57,020
| +8% | +$4.22M |
|
428
Warner Bros
WBD
$30B
| $54M | 0.04% |
5,108,231
+498,689
| +11% | +$5.27M |
|
429
Americold
COLD
$3.78B
| $54M | 0.04% |
2,522,206
+1,109,528
| +79% | +$23.7M |
|
430
Zimmer Biomet
ZBH
$20.4B
| $53.3M | 0.04% |
504,362
+22,396
| +5% | +$2.37M |
|
431
Exact Sciences
EXAS
$10.3B
| $53.1M | 0.04% |
944,961
-104,974
| -10% | -$5.9M |
|
432
PPL Corp
PPL
$26.3B
| $52.6M | 0.04% |
1,621,949
-27,827
| -2% | -$903K |
|
433
Kratos Defense & Security Solutions
KTOS
$10.9B
| $52.6M | 0.04% |
1,993,236
-369,231
| -16% | -$9.74M |
|
434
Teva Pharmaceuticals
TEVA
$22.4B
| $52.2M | 0.04% |
2,369,302
+405,741
| +21% | +$8.94M |
|
435
Expedia Group
EXPE
$26.4B
| $52.1M | 0.04% |
279,609
-5,592
| -2% | -$1.04M |
|
436
FirstEnergy
FE
$24.8B
| $51.9M | 0.04% |
1,305,644
+85,514
| +7% | +$3.4M |
|
437
EQT Corp
EQT
$31.8B
| $51.5M | 0.03% |
1,116,073
-104,483
| -9% | -$4.82M |
|
438
Clorox
CLX
$15.1B
| $51.3M | 0.03% |
315,982
+8,333
| +3% | +$1.35M |
|
439
Ulta Beauty
ULTA
$23.1B
| $51.2M | 0.03% |
117,770
+5,861
| +5% | +$2.55M |
|
440
Cognex
CGNX
$7.48B
| $51.2M | 0.03% |
1,428,351
+41,378
| +3% | +$1.48M |
|
441
Devon Energy
DVN
$22B
| $51.2M | 0.03% |
1,564,355
-78,408
| -5% | -$2.57M |
|
442
Packaging Corp of America
PKG
$19.2B
| $50.6M | 0.03% |
224,726
-5,263
| -2% | -$1.18M |
|
443
International Flavors & Fragrances
IFF
$16.4B
| $50.3M | 0.03% |
595,328
-19,678
| -3% | -$1.66M |
|
444
CMS Energy
CMS
$21.2B
| $50.3M | 0.03% |
755,162
+32,474
| +4% | +$2.16M |
|
445
Waters Corp
WAT
$17.5B
| $50.3M | 0.03% |
135,463
+1,675
| +1% | +$621K |
|
446
Western Digital
WDC
$33.1B
| $50.2M | 0.03% |
1,113,569
+66,399
| +6% | +$2.99M |
|
447
Healthpeak Properties
DOC
$12.5B
| $50.1M | 0.03% |
2,471,651
-2,015,230
| -45% | -$40.8M |
|
448
Darden Restaurants
DRI
$24.4B
| $50M | 0.03% |
267,631
-6,427
| -2% | -$1.2M |
|
449
LyondellBasell Industries
LYB
$17.5B
| $49.8M | 0.03% |
670,475
-76,185
| -10% | -$5.66M |
|
450
Markel Group
MKL
$24.4B
| $49.7M | 0.03% |
28,805
-2,398
| -8% | -$4.14M |
|