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 |
Teladoc Health
TDOC
|
$200M |
| 2 |
Sea Limited
SE
|
$176M |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
| 4 |
Twilio
TWLO
|
$153M |
| 5 |
TSMC
TSM
|
$129M |
Top Sells
| 1 |
Apple
AAPL
|
$701M |
| 2 |
Microsoft
MSFT
|
$440M |
| 3 |
Tesla
TSLA
|
$325M |
| 4 |
Amazon
AMZN
|
$316M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$192M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Burlington
BURL
$18.4B
| $52.7M | 0.04% |
255,819
-12,465
| -5% | -$2.57M |
|
|
SJR
477
DELISTED
Shaw Communications Inc.
SJR
| $52.6M | 0.04% |
2,881,371
+550,678
| +24% | +$10.1M |
|
478
Revvity
RVTY
$10.1B
| $52.2M | 0.04% |
416,155
-27,389
| -6% | -$3.44M |
|
479
IDEX
IEX
$12.4B
| $52M | 0.04% |
285,252
-53,433
| -16% | -$9.75M |
|
|
TIF
480
DELISTED
Tiffany & Co.
TIF
| $51.9M | 0.03% |
447,698
-70,486
| -14% | -$8.17M |
|
481
Alliant Energy
LNT
$16.6B
| $51.8M | 0.03% |
1,003,376
-103,464
| -9% | -$5.34M |
|
482
United Rentals
URI
$62.7B
| $51.8M | 0.03% |
296,923
-38,998
| -12% | -$6.81M |
|
483
Assurant
AIZ
$10.7B
| $51.7M | 0.03% |
426,483
+18,049
| +4% | +$2.19M |
|
484
Pultegroup
PHM
$27.7B
| $51.7M | 0.03% |
1,116,517
-436,843
| -28% | -$20.2M |
|
485
FMC
FMC
$4.72B
| $51.5M | 0.03% |
486,321
-86,404
| -15% | -$9.15M |
|
486
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $51.4M | 0.03% |
463,188
-10,514
| -2% | -$1.17M |
|
487
Ally Financial
ALLY
$12.7B
| $51.4M | 0.03% |
2,048,430
+324,144
| +19% | +$8.13M |
|
|
AYX
488
DELISTED
Alteryx, Inc.
AYX
| $50.9M | 0.03% |
448,366
+173,932
| +63% | +$19.7M |
|
489
Ingersoll Rand
IR
$32.2B
| $50.1M | 0.03% |
1,408,415
-116,426
| -8% | -$4.14M |
|
490
Medical Properties Trust
MPW
$2.77B
| $49.5M | 0.03% |
2,809,232
-419,738
| -13% | -$7.4M |
|
491
M&T Bank
MTB
$31.2B
| $49.2M | 0.03% |
534,028
-43,749
| -8% | -$4.03M |
|
492
Newell Brands
NWL
$2.68B
| $48.9M | 0.03% |
2,848,143
+382,286
| +16% | +$6.56M |
|
493
Booz Allen Hamilton
BAH
$12.6B
| $48.6M | 0.03% |
585,455
-109,050
| -16% | -$9.05M |
|
|
LHCG
494
DELISTED
LHC Group LLC
LHCG
| $48.3M | 0.03% |
227,097
-56,988
| -20% | -$12.1M |
|
495
Kinross Gold
KGC
$26.9B
| $48.2M | 0.03% |
5,460,592
-1,409,224
| -21% | -$12.4M |
|
496
Cincinnati Financial
CINF
$24B
| $47.8M | 0.03% |
613,208
-319,384
| -34% | -$24.9M |
|
497
Iridium Communications
IRDM
$2.67B
| $47.6M | 0.03% |
1,859,263
-279,416
| -13% | -$7.15M |
|
498
Lamb Weston
LW
$8.08B
| $47.5M | 0.03% |
716,460
-38,635
| -5% | -$2.56M |
|
499
GoDaddy
GDDY
$20.1B
| $47.4M | 0.03% |
624,479
-122,543
| -16% | -$9.31M |
|
500
Interpublic Group of Companies
IPG
$9.94B
| $47.4M | 0.03% |
2,843,150
+623,215
| +28% | +$10.4M |
|