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 |
Microsoft
MSFT
|
$200M |
| 2 |
NVIDIA
NVDA
|
$184M |
| 3 |
Amazon
AMZN
|
$173M |
| 4 |
Mastercard
MA
|
$123M |
| 5 |
Apple
AAPL
|
$120M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Insulet
PODD
$24.5B
| $50.4M | 0.03% |
160,573
+911
| +0.6% | +$286K |
|
452
Kimco Realty
KIM
$15.4B
| $50.4M | 0.03% |
2,397,920
-1,262,617
| -34% | -$26.5M |
|
453
Leidos
LDOS
$23B
| $50.2M | 0.03% |
318,446
-15,244
| -5% | -$2.4M |
|
454
Adaptive Biotechnologies
ADPT
$1.96B
| $50.1M | 0.03% |
4,299,684
-1,786,006
| -29% | -$20.8M |
|
455
Expedia Group
EXPE
$26.6B
| $50M | 0.03% |
296,711
+21,308
| +8% | +$3.59M |
|
456
Global Payments
GPN
$21.3B
| $49.8M | 0.03% |
622,196
+4,502
| +0.7% | +$360K |
|
457
Quest Diagnostics
DGX
$20.5B
| $49.4M | 0.03% |
275,103
-3,077
| -1% | -$553K |
|
458
Halliburton
HAL
$18.8B
| $49.2M | 0.03% |
2,416,360
+189,864
| +9% | +$3.87M |
|
459
Genuine Parts
GPC
$19.4B
| $48.9M | 0.03% |
403,120
+1,240
| +0.3% | +$150K |
|
460
McCormick & Company Non-Voting
MKC
$19B
| $48.8M | 0.03% |
643,242
+18,289
| +3% | +$1.39M |
|
461
Waters Corp
WAT
$18.2B
| $48.5M | 0.03% |
139,081
+4,941
| +4% | +$1.72M |
|
462
Williams-Sonoma
WSM
$24.7B
| $48M | 0.03% |
293,795
+12,710
| +5% | +$2.08M |
|
463
Packaging Corp of America
PKG
$19.8B
| $47.8M | 0.03% |
253,763
+3,566
| +1% | +$672K |
|
464
AerCap
AER
$22B
| $47.8M | 0.03% |
408,169
+3,744
| +0.9% | +$438K |
|
465
HEICO Class A
HEI.A
$35.1B
| $47.7M | 0.03% |
184,438
+20,267
| +12% | +$5.24M |
|
466
Texas Pacific Land
TPL
$20.4B
| $47.6M | 0.03% |
45,068
-2,120
| -4% | -$2.24M |
|
467
Alerian MLP ETF
AMLP
$10.5B
| $46.9M | 0.03% |
960,485
+24,497
| +3% | +$1.2M |
|
468
NiSource
NI
$19B
| $46.8M | 0.03% |
1,160,831
+106,142
| +10% | +$4.28M |
|
469
Molina Healthcare
MOH
$9.47B
| $46.8M | 0.03% |
156,969
+6,684
| +4% | +$1.99M |
|
470
Interactive Brokers
IBKR
$26.8B
| $46.5M | 0.03% |
838,948
-1,320,932
| -61% | -$73.2M |
|
471
Zimmer Biomet
ZBH
$20.9B
| $46.2M | 0.03% |
507,032
+5,317
| +1% | +$485K |
|
472
Futu Holdings
FUTU
$26.1B
| $46.2M | 0.03% |
373,918
+76,972
| +26% | +$9.51M |
|
473
Estee Lauder
EL
$32.1B
| $46M | 0.03% |
568,811
-1,631
| -0.3% | -$132K |
|
474
Citizens Financial Group
CFG
$22.3B
| $45.4M | 0.03% |
1,013,771
-56,042
| -5% | -$2.51M |
|
475
Loews
L
$20B
| $45.3M | 0.03% |
494,280
-11,977
| -2% | -$1.1M |
|