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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NIU
451
Niu Technologies
NIU
$317M
| $68.4M | 0.04% |
4,248,698
+1,314,644
| +45% | +$21.2M |
|
452
Teledyne Technologies
TDY
$25.6B
| $68.4M | 0.04% |
156,654
+5,217
| +3% | +$2.28M |
|
453
CareDx
CDNA
$710M
| $68.3M | 0.04% |
1,501,915
+405,392
| +37% | +$18.4M |
|
454
Northern Trust
NTRS
$24.2B
| $68.3M | 0.04% |
570,736
-150,599
| -21% | -$18M |
|
455
Clorox
CLX
$15.1B
| $68.1M | 0.04% |
390,403
-76,007
| -16% | -$13.3M |
|
456
Avantor
AVTR
$8.6B
| $68M | 0.04% |
1,613,160
+119,678
| +8% | +$5.04M |
|
457
Revvity
RVTY
$9.58B
| $67.9M | 0.04% |
337,902
+17,699
| +6% | +$3.56M |
|
458
Take-Two Interactive
TTWO
$45B
| $67.4M | 0.04% |
379,173
-144,277
| -28% | -$25.6M |
|
459
FirstEnergy
FE
$25B
| $66.5M | 0.04% |
1,599,324
-83,457
| -5% | -$3.47M |
|
|
VMW
460
DELISTED
VMware, Inc
VMW
| $66.4M | 0.04% |
573,192
+337,976
| +144% | +$39.2M |
|
461
Encompass Health
EHC
$12.6B
| $66M | 0.04% |
1,270,361
+353,897
| +39% | +$18.4M |
|
462
Dolby
DLB
$6.8B
| $65.2M | 0.04% |
684,441
+49,834
| +8% | +$4.75M |
|
463
Burlington
BURL
$17.6B
| $64.7M | 0.04% |
222,026
+24,907
| +13% | +$7.26M |
|
464
Monolithic Power Systems
MPWR
$41B
| $64.7M | 0.04% |
131,078
-6,046
| -4% | -$2.98M |
|
465
Pool Corp
POOL
$11.9B
| $64.5M | 0.04% |
113,987
-2,557
| -2% | -$1.45M |
|
466
Agree Realty
ADC
$7.96B
| $64.2M | 0.04% |
900,317
-36,473
| -4% | -$2.6M |
|
467
Enphase Energy
ENPH
$4.85B
| $64.2M | 0.04% |
350,902
-15,849
| -4% | -$2.9M |
|
468
Conagra Brands
CAG
$9.27B
| $64M | 0.04% |
1,875,529
-1,290,315
| -41% | -$44.1M |
|
469
Boston Properties
BXP
$11.7B
| $64M | 0.04% |
555,979
-31,221
| -5% | -$3.6M |
|
470
PPL Corp
PPL
$26.5B
| $64M | 0.04% |
2,130,318
-334,814
| -14% | -$10.1M |
|
471
Western Digital
WDC
$33B
| $64M | 0.04% |
1,298,587
+30,891
| +2% | +$1.52M |
|
472
DTE Energy
DTE
$28.2B
| $63.7M | 0.04% |
532,678
-23,090
| -4% | -$2.76M |
|
473
NetApp
NTAP
$24.7B
| $63.6M | 0.04% |
690,940
-66,171
| -9% | -$6.09M |
|
|
MTLS
474
Materialise
MTLS
$299M
| $63M | 0.04% |
2,640,699
| – | – |
|
475
Regions Financial
RF
$24.1B
| $63M | 0.04% |
2,888,221
-512,658
| -15% | -$11.2M |
|