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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Liberty Media Series C
FWONK
$24.6B
| $49.6M | 0.03% |
535,753
+5,559
| +1% | +$515K |
|
452
Genius Sports
GENI
$2.99B
| $49.6M | 0.03% |
5,733,342
-944,357
| -14% | -$8.17M |
|
453
International Paper
IP
$24.7B
| $49.5M | 0.03% |
919,005
-18,319
| -2% | -$986K |
|
454
Hubbell
HUBB
$23.5B
| $49.5M | 0.03% |
118,058
+1,435
| +1% | +$601K |
|
455
Leidos
LDOS
$23B
| $49.4M | 0.03% |
342,710
-8,096
| -2% | -$1.17M |
|
456
Texas Pacific Land
TPL
$21.2B
| $48.9M | 0.03% |
44,183
-2,601
| -6% | -$2.88M |
|
457
Waste Connections
WCN
$45.3B
| $48.7M | 0.03% |
284,094
-7,911
| -3% | -$1.36M |
|
458
Zoom
ZM
$25.2B
| $48.2M | 0.03% |
590,487
-15,632
| -3% | -$1.28M |
|
459
VeriSign
VRSN
$26.5B
| $48.1M | 0.03% |
232,307
+833
| +0.4% | +$172K |
|
460
McCormick & Company Non-Voting
MKC
$18.2B
| $47.6M | 0.03% |
623,774
+11,417
| +2% | +$870K |
|
|
EXE
461
Expand Energy Corporation Common Stock
EXE
$22.7B
| $47.4M | 0.03% |
476,120
+271,225
| +132% | +$27M |
|
462
Best Buy
BBY
$16B
| $47.3M | 0.03% |
551,846
-9,051
| -2% | -$777K |
|
463
Emcor
EME
$28.4B
| $47.3M | 0.03% |
104,201
+1,447
| +1% | +$657K |
|
464
Eversource Energy
ES
$23.7B
| $47.3M | 0.03% |
823,144
+14,771
| +2% | +$848K |
|
465
Genuine Parts
GPC
$19.3B
| $47.2M | 0.03% |
404,470
+19,444
| +5% | +$2.27M |
|
466
CenterPoint Energy
CNP
$24.6B
| $47.1M | 0.03% |
1,484,528
+42,578
| +3% | +$1.35M |
|
467
Snap-on
SNA
$16.8B
| $47M | 0.03% |
138,367
-1,559
| -1% | -$529K |
|
468
Live Nation Entertainment
LYV
$39.7B
| $46.8M | 0.03% |
361,048
+10,551
| +3% | +$1.37M |
|
469
Williams-Sonoma
WSM
$24.7B
| $46.7M | 0.03% |
252,289
+7,443
| +3% | +$1.38M |
|
470
Steel Dynamics
STLD
$19.4B
| $46.5M | 0.03% |
407,444
+1,006
| +0.2% | +$115K |
|
471
Aptiv
APTV
$17.7B
| $46.4M | 0.03% |
767,430
+44,468
| +6% | +$2.69M |
|
472
Northern Trust
NTRS
$24.3B
| $46.3M | 0.03% |
452,169
-533
| -0.1% | -$54.6K |
|
473
SBA Communications
SBAC
$20.7B
| $46M | 0.03% |
225,944
+1,708
| +0.8% | +$348K |
|
474
Weyerhaeuser
WY
$18.2B
| $46M | 0.03% |
1,633,497
-1,820
| -0.1% | -$51.2K |
|
475
Steris
STE
$24.3B
| $45.7M | 0.03% |
222,260
+1,394
| +0.6% | +$287K |
|