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 |
Extra Space Storage
EXR
|
+$90M |
| 2 |
Advanced Micro Devices
AMD
|
+$76.6M |
| 3 |
Amphenol
APH
|
+$71M |
| 4 |
Kenvue
KVUE
|
+$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
+$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
+$153M |
| 2 |
Johnson & Johnson
JNJ
|
+$96.2M |
| 3 |
Coinbase
COIN
|
+$94.4M |
| 4 |
Tesla
TSLA
|
+$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Broadridge
BR
$29.2B
| $50.4M | 0.04% |
281,762
-4,962
| -2% | -$888K |
|
452
Ulta Beauty
ULTA
$23B
| $50.3M | 0.04% |
125,891
-14,216
| -10% | -$5.68M |
|
453
Cboe Global Markets
CBOE
$24.6B
| $50.2M | 0.04% |
321,227
-6,834
| -2% | -$1.07M |
|
454
Alerian MLP ETF
AMLP
$10.5B
| $50.1M | 0.04% |
1,186,413
-58,600
| -5% | -$2.47M |
|
455
Tenet Healthcare
THC
$17B
| $50M | 0.04% |
759,129
-142,455
| -16% | -$9.39M |
|
456
VeriSign
VRSN
$26.5B
| $49.9M | 0.04% |
246,464
-7,729
| -3% | -$1.57M |
|
457
Regency Centers
REG
$13.1B
| $49.9M | 0.04% |
839,427
-23,512
| -3% | -$1.4M |
|
458
McCormick & Company Non-Voting
MKC
$18.5B
| $49M | 0.04% |
648,029
-7,836
| -1% | -$593K |
|
459
First Industrial Realty Trust
FR
$6.79B
| $48.9M | 0.04% |
1,028,277
-3,944
| -0.4% | -$188K |
|
460
Mid-America Apartment Communities
MAA
$16.6B
| $48.6M | 0.04% |
377,939
-5,384
| -1% | -$693K |
|
461
Regions Financial
RF
$24.2B
| $48.5M | 0.04% |
2,822,578
+147,218
| +6% | +$2.53M |
|
462
Bunge Global
BG
$16.4B
| $48.5M | 0.04% |
447,737
-9,436
| -2% | -$1.02M |
|
463
Deutsche Bank
DB
$69.7B
| $48.4M | 0.04% |
4,393,537
-190,881
| -4% | -$2.1M |
|
464
Nasdaq
NDAQ
$54.3B
| $48.3M | 0.04% |
994,575
-8,150
| -0.8% | -$396K |
|
465
Principal Financial Group
PFG
$17.8B
| $48.2M | 0.04% |
668,507
-8,362
| -1% | -$603K |
|
466
AeroVironment
AVAV
$12B
| $48.2M | 0.04% |
431,881
-46,912
| -10% | -$5.23M |
|
467
Entergy
ETR
$39.5B
| $48M | 0.04% |
1,038,518
-16,632
| -2% | -$769K |
|
468
Palomar
PLMR
$3.17B
| $48M | 0.04% |
944,828
-6,592
| -0.7% | -$335K |
|
469
Restaurant Brands International
QSR
$20.3B
| $47.3M | 0.04% |
708,859
+90,887
| +15% | +$6.07M |
|
470
Labcorp
LH
$22.9B
| $47.3M | 0.04% |
235,406
-43,435
| -16% | -$8.73M |
|
471
Kellanova
K
$27.5B
| $47.3M | 0.04% |
901,322
-6,081
| -0.7% | -$319K |
|
472
Akamai
AKAM
$11.1B
| $47.2M | 0.04% |
442,841
-16,845
| -4% | -$1.79M |
|
473
Builders FirstSource
BLDR
$15.5B
| $47.1M | 0.04% |
378,106
+20,108
| +6% | +$2.5M |
|
474
Healthcare Realty
HR
$6.48B
| $46.9M | 0.04% |
3,071,884
+390,367
| +15% | +$5.96M |
|
475
Fifth Third Bancorp
FITB
$30.2B
| $46.4M | 0.04% |
1,831,158
-11,092
| -0.6% | -$281K |
|