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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
AbbVie
ABBV
|
$158M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$154M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
SS&C Technologies
SSNC
$21.7B
| $53.4M | 0.04% |
944,636
-120,644
| -11% | -$6.81M |
|
477
Alliant Energy
LNT
$16.6B
| $53M | 0.04% |
1,106,840
-77,280
| -7% | -$3.7M |
|
478
Pultegroup
PHM
$27.7B
| $52.9M | 0.04% |
1,553,360
-223,526
| -13% | -$7.61M |
|
479
Burlington
BURL
$18.4B
| $52.8M | 0.04% |
268,284
-2,118
| -0.8% | -$417K |
|
480
Celanese
CE
$5.34B
| $52.3M | 0.04% |
606,254
-195,374
| -24% | -$16.9M |
|
481
Neurocrine Biosciences
NBIX
$14.3B
| $52M | 0.04% |
425,845
-127,819
| -23% | -$15.6M |
|
482
Jacobs Solutions
J
$17.4B
| $51.7M | 0.04% |
737,677
-19,549
| -3% | -$1.37M |
|
483
MongoDB
MDB
$26.4B
| $51.7M | 0.04% |
228,471
+33,714
| +17% | +$7.63M |
|
484
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $51.6M | 0.04% |
473,702
+122,246
| +35% | +$13.3M |
|
485
Vail Resorts
MTN
$5.87B
| $51.3M | 0.04% |
281,366
+125,876
| +81% | +$22.9M |
|
486
Exact Sciences
EXAS
$10.2B
| $51.1M | 0.04% |
587,897
-468
| -0.1% | -$40.7K |
|
487
Pembina Pipeline
PBA
$22.1B
| $51.1M | 0.04% |
2,048,082
-58,321
| -3% | -$1.45M |
|
488
Teva Pharmaceuticals
TEVA
$21.7B
| $51M | 0.04% |
4,134,033
-68,540
| -2% | -$845K |
|
489
Dell
DELL
$84.4B
| $50.8M | 0.04% |
1,823,823
+587,143
| +47% | +$16.3M |
|
490
Expedia Group
EXPE
$26.6B
| $50.7M | 0.04% |
616,520
-32,177
| -5% | -$2.64M |
|
491
Teledyne Technologies
TDY
$25.7B
| $50.6M | 0.04% |
162,787
-56,315
| -26% | -$17.5M |
|
492
Principal Financial Group
PFG
$17.8B
| $50.5M | 0.04% |
1,214,593
-881
| -0.1% | -$36.6K |
|
493
Atmos Energy
ATO
$26.7B
| $50.4M | 0.04% |
506,037
-8,005
| -2% | -$797K |
|
|
SYRS
494
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
| $50.4M | 0.04% |
472,477
-20,044
| -4% | -$2.14M |
|
495
United Rentals
URI
$62.7B
| $50.1M | 0.04% |
335,921
-174,487
| -34% | -$26M |
|
496
Arista Networks
ANET
$180B
| $49.6M | 0.04% |
3,781,424
+263,680
| +7% | +$3.46M |
|
|
LHCG
497
DELISTED
LHC Group LLC
LHCG
| $49.5M | 0.04% |
284,085
-85,087
| -23% | -$14.8M |
|
498
Kinross Gold
KGC
$26.9B
| $49.4M | 0.03% |
6,869,816
-1,627,145
| -19% | -$11.7M |
|
499
C.H. Robinson
CHRW
$14.9B
| $49.4M | 0.03% |
624,800
+29,465
| +5% | +$2.33M |
|
|
CTLT
500
DELISTED
CATALENT, INC.
CTLT
| $49.2M | 0.03% |
670,993
+614,980
| +1,098% | +$45.1M |
|