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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CTXS
451
DELISTED
Citrix Systems Inc
CTXS
| $66.7M | 0.04% |
475,110
-24,777
| -5% | -$3.48M |
|
452
Bio-Techne
TECH
$8.3B
| $66.5M | 0.04% |
174,062
-11,997
| -6% | -$4.58M |
|
453
Northern Trust
NTRS
$24.7B
| $66.4M | 0.04% |
631,833
-23,115
| -4% | -$2.43M |
|
454
Sherwin-Williams
SHW
$90.5B
| $66.2M | 0.04% |
269,044
-33,970
| -11% | -$8.36M |
|
455
FirstEnergy
FE
$25.1B
| $65.9M | 0.04% |
1,899,494
+117,551
| +7% | +$4.08M |
|
456
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $65.8M | 0.04% |
1,816,177
-124,757
| -6% | -$4.52M |
|
457
Teledyne Technologies
TDY
$25.5B
| $65.6M | 0.04% |
158,619
+36,664
| +30% | +$15.2M |
|
458
Dover
DOV
$24B
| $65.5M | 0.04% |
477,504
-13,195
| -3% | -$1.81M |
|
459
M&T Bank
MTB
$31B
| $65.2M | 0.04% |
430,220
-12,302
| -3% | -$1.87M |
|
460
Entergy
ETR
$38.9B
| $64.9M | 0.04% |
652,422
-16,145
| -2% | -$1.61M |
|
461
Carnival Corp
CCL
$42.5B
| $64.7M | 0.04% |
2,437,466
+745,360
| +44% | +$19.8M |
|
462
UDR
UDR
$12.7B
| $64.5M | 0.04% |
1,471,090
-70,926
| -5% | -$3.11M |
|
|
463
TSMC
TSM
$1.2T
| $64.5M | 0.04% |
544,965
-2,462,058
| -82% | -$291M |
|
464
Cooper Companies
COO
$13.3B
| $64.4M | 0.04% |
167,628
-5,711
| -3% | -$2.19M |
|
|
HES
465
DELISTED
Hess
HES
| $64.2M | 0.04% |
907,796
-37,474
| -4% | -$2.65M |
|
466
Brown-Forman Class B
BF.B
$13.3B
| $64.2M | 0.04% |
930,199
-23,219
| -2% | -$1.6M |
|
467
Dolby
DLB
$6.94B
| $64M | 0.04% |
648,531
-27,752
| -4% | -$2.74M |
|
468
Burlington
BURL
$18.5B
| $63.9M | 0.04% |
213,869
-10,042
| -4% | -$3M |
|
469
Campbell Soup
CPB
$10.1B
| $63.7M | 0.04% |
1,266,480
-76,551
| -6% | -$3.85M |
|
470
Wheaton Precious Metals
WPM
$46.5B
| $63.6M | 0.04% |
1,666,421
-69,981
| -4% | -$2.67M |
|
471
Citizens Financial Group
CFG
$22.3B
| $63.1M | 0.04% |
1,429,748
-55,875
| -4% | -$2.47M |
|
|
LHCG
472
DELISTED
LHC Group LLC
LHCG
| $62.8M | 0.04% |
328,376
+757
| +0.2% | +$145K |
|
473
Domino's
DPZ
$15.8B
| $62.8M | 0.04% |
170,701
-1,781
| -1% | -$655K |
|
474
Xylem
XYL
$34B
| $62.6M | 0.04% |
595,281
-6,191
| -1% | -$651K |
|
475
CMS Energy
CMS
$21.4B
| $62.1M | 0.04% |
1,013,626
-42,811
| -4% | -$2.62M |
|