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 |
Teladoc Health
TDOC
|
$385M |
| 2 |
Shopify
SHOP
|
$235M |
| 3 |
KE Holdings
BEKE
|
$200M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
$172M |
| 5 |
Baidu
BIDU
|
$157M |
Top Sells
| 1 |
Apple
AAPL
|
$1.15B |
| 2 |
Microsoft
MSFT
|
$788M |
| 3 |
Amazon
AMZN
|
$604M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$418M |
| 5 |
Meta Platforms (Facebook)
META
|
$299M |
Sector Composition
| 1 | Technology | 25.28% |
| 2 | Healthcare | 13.29% |
| 3 | Consumer Discretionary | 12.57% |
| 4 | Financials | 11.94% |
| 5 | Communication Services | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Cooper Companies
COO
$13.5B
| $63M | 0.04% |
693,356
-98,956
| -12% | -$8.99M |
|
452
Teleflex
TFX
$5.78B
| $62.9M | 0.04% |
152,812
-20,664
| -12% | -$8.5M |
|
453
Fastly
FSLY
$1.1B
| $62.9M | 0.04% |
719,429
+317,839
| +79% | +$27.8M |
|
454
Hartford Financial Services
HIG
$37B
| $62.3M | 0.04% |
1,271,086
-693,269
| -35% | -$34M |
|
455
Interpublic Group of Companies
IPG
$9.94B
| $62.2M | 0.04% |
2,642,691
-200,459
| -7% | -$4.71M |
|
456
CDW
CDW
$22.2B
| $62.1M | 0.04% |
471,070
-60,272
| -11% | -$7.94M |
|
457
Dover
DOV
$24.4B
| $62M | 0.04% |
490,699
-68,531
| -12% | -$8.65M |
|
458
Old Dominion Freight Line
ODFL
$31.7B
| $61.3M | 0.04% |
628,552
-154,560
| -20% | -$15.1M |
|
459
Xylem
XYL
$34.2B
| $61.2M | 0.04% |
601,472
-89,169
| -13% | -$9.08M |
|
460
Northern Trust
NTRS
$24.3B
| $61M | 0.04% |
654,948
-95,083
| -13% | -$8.86M |
|
461
Las Vegas Sands
LVS
$36.9B
| $60.9M | 0.04% |
1,022,126
-172,827
| -14% | -$10.3M |
|
|
TIF
462
DELISTED
Tiffany & Co.
TIF
| $60.8M | 0.04% |
462,788
+15,090
| +3% | +$1.98M |
|
463
Rogers Communications
RCI
$19.4B
| $60.5M | 0.04% |
1,303,006
-890,906
| -41% | -$41.3M |
|
464
United Rentals
URI
$62.7B
| $60.1M | 0.04% |
259,111
-37,812
| -13% | -$8.77M |
|
465
Dentsply Sirona
XRAY
$2.92B
| $59.8M | 0.04% |
1,141,300
-147,194
| -11% | -$7.71M |
|
466
Tractor Supply
TSCO
$32.1B
| $59.4M | 0.04% |
2,114,235
-89,185
| -4% | -$2.51M |
|
467
UDR
UDR
$13B
| $59.3M | 0.04% |
1,542,016
-350,381
| -19% | -$13.5M |
|
468
Keurig Dr Pepper
KDP
$38.9B
| $59.3M | 0.04% |
1,851,645
+542,984
| +41% | +$17.4M |
|
|
BKI
469
DELISTED
Black Knight, Inc. Common Stock
BKI
| $59.1M | 0.04% |
669,452
-64,510
| -9% | -$5.7M |
|
470
Expedia Group
EXPE
$26.6B
| $59.1M | 0.04% |
446,509
-68,605
| -13% | -$9.08M |
|
471
Bio-Techne
TECH
$8.46B
| $59.1M | 0.04% |
744,236
+241,216
| +48% | +$19.1M |
|
472
Sunstone Hotel Investors
SHO
$1.81B
| $58.9M | 0.04% |
5,202,420
+599,588
| +13% | +$6.79M |
|
473
Martin Marietta Materials
MLM
$37.5B
| $58.9M | 0.04% |
207,403
-26,586
| -11% | -$7.55M |
|
474
Yum China
YUMC
$16.5B
| $58.6M | 0.04% |
1,026,337
-131,127
| -11% | -$7.49M |
|
475
Burlington
BURL
$18.4B
| $58.6M | 0.04% |
223,911
-31,908
| -12% | -$8.35M |
|