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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Equitable Holdings
EQH
$16.2B
| $61.7M | 0.04% |
1,890,605
+238,510
| +14% | +$7.78M |
|
|
SGEN
477
DELISTED
Seagen Inc. Common Stock
SGEN
| $61.7M | 0.04% |
444,013
-124,989
| -22% | -$17.4M |
|
478
KeyCorp
KEY
$21B
| $61.6M | 0.04% |
3,085,233
-98,957
| -3% | -$1.98M |
|
479
Markel Group
MKL
$24.8B
| $61.6M | 0.04% |
54,051
-1,563
| -3% | -$1.78M |
|
480
Enphase Energy
ENPH
$4.78B
| $61.5M | 0.04% |
379,206
-9,756
| -3% | -$1.58M |
|
481
Teleflex
TFX
$5.7B
| $61.4M | 0.04% |
147,740
-5,072
| -3% | -$2.11M |
|
482
CubeSmart
CUBE
$9.34B
| $61.2M | 0.04% |
1,617,361
-785,111
| -33% | -$29.7M |
|
483
Encompass Health
EHC
$12.5B
| $60.7M | 0.04% |
932,253
-29,435
| -3% | -$1.92M |
|
484
Expeditors International
EXPD
$16.5B
| $60.6M | 0.04% |
562,471
-49,846
| -8% | -$5.37M |
|
485
Las Vegas Sands
LVS
$37.8B
| $60.5M | 0.04% |
995,253
-26,873
| -3% | -$1.63M |
|
486
Generac Holdings
GNRC
$10.5B
| $60.3M | 0.04% |
184,260
-19,561
| -10% | -$6.41M |
|
487
Paycom
PAYC
$12.6B
| $59.5M | 0.04% |
160,822
-5,483
| -3% | -$2.03M |
|
488
AES
AES
$9.12B
| $59.1M | 0.04% |
2,204,861
-6,862
| -0.3% | -$184K |
|
489
Jacobs Solutions
J
$17.2B
| $59.1M | 0.04% |
552,532
-16,915
| -3% | -$1.81M |
|
490
J.M. Smucker
SJM
$12B
| $58.9M | 0.04% |
465,685
-10,966
| -2% | -$1.39M |
|
|
WORK
491
DELISTED
Slack Technologies, Inc.
WORK
| $58.8M | 0.04% |
1,447,828
+183,957
| +15% | +$7.47M |
|
492
Yum China
YUMC
$16.4B
| $58.5M | 0.04% |
988,396
-37,941
| -4% | -$2.25M |
|
493
Cencora
COR
$56.7B
| $58.1M | 0.04% |
492,306
-19,573
| -4% | -$2.31M |
|
494
Assurant
AIZ
$10.9B
| $58.1M | 0.04% |
409,546
+10,435
| +3% | +$1.48M |
|
495
Ingersoll Rand
IR
$31.5B
| $58M | 0.04% |
1,178,067
-75,796
| -6% | -$3.73M |
|
|
CTLT
496
DELISTED
CATALENT, INC.
CTLT
| $57.9M | 0.04% |
549,732
-69,712
| -11% | -$7.34M |
|
497
Fortis
FTS
$25B
| $57.8M | 0.04% |
1,333,222
-38,602
| -3% | -$1.67M |
|
498
Plug Power
PLUG
$1.66B
| $57.7M | 0.04% |
+1,609,363
| New | +$57.7M |
|
499
Rogers Communications
RCI
$19.2B
| $57.5M | 0.04% |
1,247,318
-55,688
| -4% | -$2.57M |
|
500
News Corp Class A
NWSA
$16.5B
| $57.4M | 0.04% |
2,256,298
+727,430
| +48% | +$18.5M |
|