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 |
Broadcom
AVGO
|
+$192M |
| 2 |
Cencora
COR
|
+$123M |
| 3 |
IQVIA
IQV
|
+$60.2M |
| 4 |
CRH
CRH
|
+$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
+$56M |
Top Sells
| 1 |
Coinbase
COIN
|
+$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$184M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
NVIDIA
NVDA
|
+$125M |
| 5 |
VMW
VMware, Inc
VMW
|
+$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Warner Bros
WBD
$31B
| $55.2M | 0.04% |
4,849,580
-23,958
| -0.5% | -$273K |
|
452
Agree Realty
ADC
$7.96B
| $55M | 0.04% |
874,368
-104,298
| -11% | -$6.57M |
|
453
Eversource Energy
ES
$23.8B
| $54M | 0.04% |
875,561
-17,237
| -2% | -$1.06M |
|
454
CF Industries
CF
$14.1B
| $53.7M | 0.04% |
675,201
-8,007
| -1% | -$637K |
|
455
Labcorp
LH
$22.7B
| $53.5M | 0.04% |
235,472
+66
| +0% | +$15K |
|
456
Illumina
ILMN
$14.7B
| $53.5M | 0.04% |
394,753
-6,863
| -2% | -$930K |
|
457
Palomar
PLMR
$3.18B
| $53M | 0.04% |
954,290
+9,462
| +1% | +$525K |
|
458
Howmet Aerospace
HWM
$74.1B
| $52.4M | 0.04% |
967,691
-24,373
| -2% | -$1.32M |
|
459
Huntington Bancshares
HBAN
$25.8B
| $52.3M | 0.04% |
4,114,663
+35,395
| +0.9% | +$450K |
|
460
Akamai
AKAM
$11B
| $52.3M | 0.04% |
441,848
-993
| -0.2% | -$118K |
|
461
Zscaler
ZS
$43.4B
| $51.9M | 0.04% |
234,290
+10,406
| +5% | +$2.31M |
|
462
Steris
STE
$24B
| $51.9M | 0.04% |
236,080
-265
| -0.1% | -$58.3K |
|
463
Entergy
ETR
$39.5B
| $51.6M | 0.04% |
1,019,306
-19,212
| -2% | -$972K |
|
464
Mid-America Apartment Communities
MAA
$16.6B
| $51.4M | 0.04% |
382,483
+4,544
| +1% | +$611K |
|
465
Regions Financial
RF
$24.1B
| $51.4M | 0.04% |
2,651,140
-171,438
| -6% | -$3.32M |
|
466
Expedia Group
EXPE
$26.7B
| $51.1M | 0.04% |
336,957
-5,723
| -2% | -$869K |
|
467
Principal Financial Group
PFG
$17.8B
| $51.1M | 0.04% |
649,504
-19,003
| -3% | -$1.49M |
|
468
Coterra Energy
CTRA
$18.6B
| $51.1M | 0.04% |
2,001,691
-103,425
| -5% | -$2.64M |
|
469
BILL Holdings
BILL
$5.38B
| $50.4M | 0.04% |
617,534
-36,745
| -6% | -$3M |
|
470
Ameren
AEE
$26.8B
| $50.2M | 0.04% |
693,556
+2,448
| +0.4% | +$177K |
|
471
W.P. Carey
WPC
$14.8B
| $49.4M | 0.04% |
762,912
-3,156
| -0.4% | -$205K |
|
472
Albemarle
ALB
$8.63B
| $49.4M | 0.04% |
342,119
+8,778
| +3% | +$1.27M |
|
473
NetApp
NTAP
$24.7B
| $49.4M | 0.04% |
560,305
-4,547
| -0.8% | -$401K |
|
474
Regency Centers
REG
$13.1B
| $49.2M | 0.04% |
733,610
-105,817
| -13% | -$7.09M |
|
475
International Flavors & Fragrances
IFF
$16.5B
| $48.7M | 0.04% |
601,265
-11,536
| -2% | -$934K |
|