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
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
GE Aerospace
GE
|
$86.4M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Broadridge
BR
$29.5B
| $57.3M | 0.04% |
390,737
-145,503
| -27% | -$21.3M |
|
452
Baxter International
BAX
$12.1B
| $57.3M | 0.04% |
1,411,924
-10,140
| -0.7% | -$411K |
|
453
Fifth Third Bancorp
FITB
$30.6B
| $57.2M | 0.04% |
2,148,036
+125,636
| +6% | +$3.35M |
|
454
Coterra Energy
CTRA
$18.6B
| $57M | 0.04% |
2,322,469
+14,894
| +0.6% | +$365K |
|
455
BioMarin Pharmaceuticals
BMRN
$10.9B
| $56.8M | 0.04% |
583,900
-2,320
| -0.4% | -$226K |
|
456
Ginkgo Bioworks
DNA
$691M
| $56.7M | 0.04% |
1,064,915
+127,057
| +14% | +$6.76M |
|
457
Regency Centers
REG
$13.4B
| $56.6M | 0.04% |
925,890
-118,407
| -11% | -$7.24M |
|
458
Take-Two Interactive
TTWO
$44.4B
| $56.5M | 0.04% |
473,881
-471
| -0.1% | -$56.2K |
|
459
Deutsche Bank
DB
$68B
| $56.4M | 0.04% |
5,537,017
-536,121
| -9% | -$5.46M |
|
460
Agree Realty
ADC
$7.97B
| $56.3M | 0.04% |
821,176
+115,929
| +16% | +$7.95M |
|
461
Iron Mountain
IRM
$26.9B
| $56.3M | 0.04% |
1,064,393
-395,926
| -27% | -$20.9M |
|
462
Xylem
XYL
$34.5B
| $55.8M | 0.04% |
532,642
-220
| -0% | -$23K |
|
463
Jacobs Solutions
J
$17.2B
| $55.5M | 0.04% |
570,958
-105,972
| -16% | -$10.3M |
|
464
Conagra Brands
CAG
$9.07B
| $55.4M | 0.04% |
1,476,151
+101,039
| +7% | +$3.8M |
|
465
Teck Resources
TECK
$16B
| $55.4M | 0.04% |
1,521,635
+29,338
| +2% | +$1.07M |
|
466
Principal Financial Group
PFG
$18.1B
| $55.4M | 0.04% |
745,097
-83,592
| -10% | -$6.21M |
|
467
Tyson Foods
TSN
$20B
| $54.9M | 0.04% |
925,519
+64,393
| +7% | +$3.82M |
|
468
Snap
SNAP
$12B
| $54.8M | 0.04% |
4,891,911
+134,769
| +3% | +$1.51M |
|
469
Regions Financial
RF
$24.4B
| $54.4M | 0.04% |
2,929,116
-378,216
| -11% | -$7.02M |
|
470
Incyte
INCY
$16.7B
| $54.3M | 0.04% |
750,766
+5,411
| +0.7% | +$391K |
|
471
CMS Energy
CMS
$21.4B
| $54.1M | 0.04% |
881,404
+1,595
| +0.2% | +$97.9K |
|
|
LSI
472
DELISTED
Life Storage, Inc.
LSI
| $53.9M | 0.04% |
410,919
-100,955
| -20% | -$13.2M |
|
473
NNN REIT
NNN
$8B
| $53.8M | 0.04% |
1,218,008
-18,632
| -2% | -$823K |
|
474
Cboe Global Markets
CBOE
$24.5B
| $53.7M | 0.04% |
399,807
+3,611
| +0.9% | +$485K |
|
475
Steris
STE
$24B
| $53.6M | 0.04% |
280,382
-106,589
| -28% | -$20.4M |
|