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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Halliburton
HAL
$19.2B
| $69.2M | 0.04% |
2,992,296
-1,796,730
| -38% | -$41.5M |
|
452
Broadridge
BR
$29.2B
| $69.1M | 0.04% |
427,935
-23,615
| -5% | -$3.81M |
|
453
Vulcan Materials
VMC
$38.8B
| $69.1M | 0.04% |
396,837
-22,704
| -5% | -$3.95M |
|
454
Live Nation Entertainment
LYV
$39.4B
| $69M | 0.04% |
787,889
+196,884
| +33% | +$17.2M |
|
455
Hartford Financial Services
HIG
$36.9B
| $69M | 0.04% |
1,113,571
-100,515
| -8% | -$6.23M |
|
456
Fortive
FTV
$16.1B
| $69M | 0.04% |
989,232
-17,064
| -2% | -$1.19M |
|
457
iShares Core MSCI Emerging Markets ETF
IEMG
$105B
| $68.8M | 0.04% |
1,026,684
-60,614
| -6% | -$4.06M |
|
|
ACC
458
DELISTED
American Campus Communities, Inc.
ACC
| $68.4M | 0.04% |
1,464,926
+304,916
| +26% | +$14.2M |
|
459
Dover
DOV
$24B
| $68.2M | 0.04% |
453,129
-24,375
| -5% | -$3.67M |
|
460
MGM Resorts International
MGM
$9.81B
| $67.8M | 0.04% |
1,590,277
+94,288
| +6% | +$4.02M |
|
461
CGI
GIB
$20.7B
| $67.8M | 0.04% |
748,259
-63,979
| -8% | -$5.8M |
|
462
Wheaton Precious Metals
WPM
$47.9B
| $67.6M | 0.04% |
1,536,175
-130,246
| -8% | -$5.74M |
|
463
Huntington Bancshares
HBAN
$25.8B
| $67.3M | 0.04% |
4,718,950
+1,448,687
| +44% | +$20.7M |
|
464
Expedia Group
EXPE
$26.6B
| $67.3M | 0.04% |
411,326
-22,060
| -5% | -$3.61M |
|
465
Enphase Energy
ENPH
$4.86B
| $67.2M | 0.04% |
365,958
-13,248
| -3% | -$2.43M |
|
466
Qorvo
QRVO
$8.15B
| $67.2M | 0.04% |
343,269
-23,613
| -6% | -$4.62M |
|
467
Leidos
LDOS
$23.1B
| $67.1M | 0.04% |
663,334
-273,253
| -29% | -$27.6M |
|
468
Martin Marietta Materials
MLM
$37B
| $66.9M | 0.04% |
190,258
-11,195
| -6% | -$3.94M |
|
469
PPL Corp
PPL
$26.5B
| $66.5M | 0.04% |
2,378,264
-119,647
| -5% | -$3.35M |
|
470
Xylem
XYL
$33.4B
| $66.4M | 0.04% |
553,910
-41,371
| -7% | -$4.96M |
|
471
Palomar
PLMR
$3.17B
| $66.2M | 0.04% |
877,448
+112,570
| +15% | +$8.49M |
|
472
Burlington
BURL
$17.6B
| $66.2M | 0.04% |
205,592
-8,277
| -4% | -$2.67M |
|
473
Yum China
YUMC
$16.3B
| $65.7M | 0.04% |
991,802
+3,406
| +0.3% | +$226K |
|
474
Brown-Forman Class B
BF.B
$12.9B
| $65.5M | 0.04% |
873,844
-56,355
| -6% | -$4.22M |
|
475
CubeSmart
CUBE
$9.27B
| $65.4M | 0.04% |
1,412,327
-205,034
| -13% | -$9.5M |
|