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 |
iShares Gold Trust
IAU
|
$997M |
| 2 |
UiPath
PATH
|
$437M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
| 4 |
Coinbase
COIN
|
$326M |
| 5 |
GE Aerospace
GE
|
$198M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
AT&T
T
|
$118M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Assurant
AIZ
$10.7B
| $58.5M | 0.05% |
338,189
+116,613
| +53% | +$20.2M |
|
452
Veracyte
VCYT
$2.55B
| $58.1M | 0.04% |
2,921,478
-93,563
| -3% | -$1.86M |
|
453
UDR
UDR
$13B
| $57.8M | 0.04% |
1,254,887
+10,540
| +0.8% | +$485K |
|
454
PPL Corp
PPL
$26.6B
| $57.7M | 0.04% |
2,128,040
+35,037
| +2% | +$951K |
|
455
Xylem
XYL
$34.2B
| $57.5M | 0.04% |
734,962
+230,492
| +46% | +$18M |
|
456
Take-Two Interactive
TTWO
$44.2B
| $57.5M | 0.04% |
468,898
+103,648
| +28% | +$12.7M |
|
457
Nasdaq
NDAQ
$53.6B
| $57.4M | 0.04% |
1,129,392
+29,772
| +3% | +$1.51M |
|
458
Fortis
FTS
$24.8B
| $57M | 0.04% |
1,205,115
+56,184
| +5% | +$2.66M |
|
459
VeriSign
VRSN
$26.2B
| $56.9M | 0.04% |
339,944
+10,137
| +3% | +$1.7M |
|
460
CF Industries
CF
$13.7B
| $56.9M | 0.04% |
663,440
+18,485
| +3% | +$1.58M |
|
461
Encompass Health
EHC
$12.6B
| $56.6M | 0.04% |
1,597,437
+93,181
| +6% | +$3.3M |
|
462
Healthpeak Properties
DOC
$12.8B
| $56.6M | 0.04% |
2,185,555
+14,676
| +0.7% | +$380K |
|
463
NNN REIT
NNN
$8.18B
| $55.9M | 0.04% |
1,300,916
+144,726
| +13% | +$6.22M |
|
464
Agree Realty
ADC
$8.08B
| $55.4M | 0.04% |
767,582
-144,284
| -16% | -$10.4M |
|
465
Quanta Services
PWR
$55.5B
| $55.3M | 0.04% |
441,520
+337,408
| +324% | +$42.3M |
|
466
Thomson Reuters
TRI
$78.7B
| $55.2M | 0.04% |
510,512
+105,003
| +26% | +$11.4M |
|
467
Lennar Class A
LEN
$36.7B
| $55.2M | 0.04% |
807,444
-52,127
| -6% | -$3.56M |
|
468
CGI
GIB
$21.6B
| $55M | 0.04% |
690,297
+26,998
| +4% | +$2.15M |
|
469
Liberty Broadband Class C
LBRDK
$8.61B
| $55M | 0.04% |
475,435
+2,983
| +0.6% | +$345K |
|
470
iShares Core US Aggregate Bond ETF
AGG
$131B
| $54.8M | 0.04% |
539,003
+186,577
| +53% | +$19M |
|
471
Cerus
CERS
$255M
| $54.4M | 0.04% |
10,287,351
-349,955
| -3% | -$1.85M |
|
472
CenterPoint Energy
CNP
$24.7B
| $54.4M | 0.04% |
1,839,187
-34,795
| -2% | -$1.03M |
|
473
Factset
FDS
$14B
| $54.3M | 0.04% |
141,141
-86,408
| -38% | -$33.2M |
|
474
Arch Capital
ACGL
$34.1B
| $54.3M | 0.04% |
1,192,750
+585
| +0% | +$26.6K |
|
475
Deutsche Bank
DB
$67.8B
| $53.9M | 0.04% |
6,183,979
+890,018
| +17% | +$7.76M |
|