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 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
| 2 |
Roku
ROKU
|
$79.4M |
| 3 |
Zoom
ZM
|
$78.8M |
| 4 |
UiPath
PATH
|
$65.2M |
| 5 |
Gaming and Leisure Properties
GLPI
|
$55.1M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Tesla
TSLA
|
$94.5M |
| 5 |
Coinbase
COIN
|
$90.5M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Dover
DOV
$24.4B
| $55.8M | 0.05% |
478,285
-18,537
| -4% | -$2.16M |
|
452
Molina Healthcare
MOH
$9.47B
| $55.7M | 0.05% |
168,988
+284
| +0.2% | +$93.7K |
|
453
Hewlett Packard
HPE
$31B
| $55.3M | 0.05% |
4,614,722
-107,135
| -2% | -$1.28M |
|
454
Raymond James Financial
RJF
$33B
| $55.2M | 0.05% |
558,819
+6,758
| +1% | +$668K |
|
455
Seagate
STX
$40B
| $55M | 0.05% |
1,032,961
-131,130
| -11% | -$6.98M |
|
456
AdaptHealth
AHCO
$1.29B
| $54.8M | 0.05% |
2,917,783
-481,992
| -14% | -$9.05M |
|
457
UDR
UDR
$13B
| $54.6M | 0.04% |
1,308,580
+53,693
| +4% | +$2.24M |
|
458
Thomson Reuters
TRI
$78.7B
| $54.4M | 0.04% |
510,116
-396
| -0.1% | -$42.3K |
|
459
Principal Financial Group
PFG
$17.8B
| $54.3M | 0.04% |
752,219
-13,181
| -2% | -$951K |
|
460
Teledyne Technologies
TDY
$25.7B
| $54.1M | 0.04% |
160,339
-1,558
| -1% | -$526K |
|
461
Arch Capital
ACGL
$34.1B
| $54M | 0.04% |
1,186,401
-6,349
| -0.5% | -$289K |
|
462
Masimo
MASI
$8B
| $54M | 0.04% |
382,697
+6,038
| +2% | +$852K |
|
463
NIO
NIO
$13.4B
| $53.7M | 0.04% |
3,407,627
+132,493
| +4% | +$2.09M |
|
464
Apollo Global Management
APO
$75.3B
| $53.7M | 0.04% |
1,155,127
+88,208
| +8% | +$4.1M |
|
465
Garmin
GRMN
$45.7B
| $53M | 0.04% |
659,825
-58,189
| -8% | -$4.67M |
|
466
PG&E
PCG
$33.2B
| $52.9M | 0.04% |
4,229,643
-283,781
| -6% | -$3.55M |
|
467
HDFC Bank
HDB
$361B
| $52.6M | 0.04% |
900,921
+33,146
| +4% | +$1.94M |
|
468
CGI
GIB
$21.6B
| $51.9M | 0.04% |
688,188
-2,109
| -0.3% | -$159K |
|
469
Incyte
INCY
$16.9B
| $51.8M | 0.04% |
778,012
+6,916
| +0.9% | +$461K |
|
470
CMS Energy
CMS
$21.4B
| $51.8M | 0.04% |
889,634
-9,324
| -1% | -$543K |
|
471
W.P. Carey
WPC
$14.9B
| $51.7M | 0.04% |
755,567
+33,538
| +5% | +$2.29M |
|
472
Take-Two Interactive
TTWO
$44.2B
| $51.6M | 0.04% |
473,845
+4,947
| +1% | +$539K |
|
473
Hormel Foods
HRL
$14.1B
| $51.3M | 0.04% |
1,129,855
-112,075
| -9% | -$5.09M |
|
474
Citizens Financial Group
CFG
$22.3B
| $51.3M | 0.04% |
1,492,999
-17,443
| -1% | -$599K |
|
475
Interpublic Group of Companies
IPG
$9.94B
| $51.1M | 0.04% |
1,996,181
-315,278
| -14% | -$8.07M |
|