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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Teledyne Technologies
TDY
$25.6B
| $52.9M | 0.04% |
128,669
-17,028
| -12% | -$7M |
|
|
LSI
452
DELISTED
Life Storage, Inc.
LSI
| $52.9M | 0.04% |
397,704
-13,215
| -3% | -$1.76M |
|
453
Coterra Energy
CTRA
$18.6B
| $52.8M | 0.04% |
2,087,645
-234,824
| -10% | -$5.94M |
|
454
Omnicom Group
OMC
$14.7B
| $52.6M | 0.04% |
553,173
-138,205
| -20% | -$13.2M |
|
455
Darden Restaurants
DRI
$24.7B
| $52.5M | 0.04% |
314,264
-8,038
| -2% | -$1.34M |
|
456
Wabtec
WAB
$32.3B
| $52.5M | 0.04% |
478,322
-47,031
| -9% | -$5.16M |
|
457
Clorox
CLX
$15.2B
| $52M | 0.04% |
327,087
-44,187
| -12% | -$7.03M |
|
458
W.P. Carey
WPC
$14.8B
| $51.6M | 0.04% |
779,244
+7,397
| +1% | +$489K |
|
459
Entergy
ETR
$39.5B
| $51.4M | 0.04% |
1,055,150
-98,182
| -9% | -$4.78M |
|
460
Principal Financial Group
PFG
$17.8B
| $51.3M | 0.04% |
676,869
-68,228
| -9% | -$5.17M |
|
461
J.M. Smucker
SJM
$11.7B
| $51.2M | 0.04% |
346,961
-39,325
| -10% | -$5.81M |
|
462
Wheaton Precious Metals
WPM
$47.9B
| $51.1M | 0.04% |
1,181,465
-229,267
| -16% | -$9.91M |
|
463
DoorDash
DASH
$109B
| $51M | 0.04% |
667,564
+15,196
| +2% | +$1.16M |
|
464
Insulet
PODD
$23.6B
| $51M | 0.04% |
176,813
-25,588
| -13% | -$7.38M |
|
465
Teck Resources
TECK
$19.8B
| $50.6M | 0.04% |
1,199,063
-322,572
| -21% | -$13.6M |
|
466
Healthcare Realty
HR
$6.48B
| $50.6M | 0.04% |
2,681,517
-54,556
| -2% | -$1.03M |
|
467
Ferrari
RACE
$84.4B
| $50.3M | 0.04% |
153,752
+4,512
| +3% | +$1.48M |
|
468
Molina Healthcare
MOH
$9.68B
| $50M | 0.04% |
166,006
-82
| -0% | -$24.7K |
|
469
Nasdaq
NDAQ
$54.3B
| $50M | 0.04% |
1,002,725
-115,661
| -10% | -$5.77M |
|
470
Labcorp
LH
$22.9B
| $49.7M | 0.04% |
278,841
-35,621
| -11% | -$6.34M |
|
471
International Flavors & Fragrances
IFF
$16.5B
| $49.5M | 0.04% |
621,629
-225,996
| -27% | -$18M |
|
472
Fair Isaac
FICO
$36.9B
| $49.3M | 0.04% |
60,974
-8,445
| -12% | -$6.83M |
|
473
Pultegroup
PHM
$26.8B
| $49.3M | 0.04% |
635,072
-109,380
| -15% | -$8.5M |
|
474
AeroVironment
AVAV
$12B
| $49M | 0.04% |
478,793
-253,365
| -35% | -$25.9M |
|
475
Howmet Aerospace
HWM
$73.6B
| $48.9M | 0.04% |
986,346
-97,359
| -9% | -$4.83M |
|