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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Teledyne Technologies
TDY
$25.6B
| $64.8M | 0.04% |
154,744
-3,875
| -2% | -$1.62M |
|
477
Cheniere Energy
LNG
$52.1B
| $64.8M | 0.04% |
746,990
-35,779
| -5% | -$3.1M |
|
478
Robert Half
RHI
$3.56B
| $64.8M | 0.04% |
727,998
-151,881
| -17% | -$13.5M |
|
479
Carnival Corp
CCL
$42.2B
| $64.6M | 0.04% |
2,450,079
+12,613
| +0.5% | +$332K |
|
480
Gartner
IT
$17.6B
| $64.4M | 0.04% |
266,026
-18,647
| -7% | -$4.52M |
|
|
MTLS
481
Materialise
MTLS
$299M
| $63.6M | 0.04% |
2,640,699
+28,683
| +1% | +$691K |
|
482
Dolby
DLB
$6.82B
| $63.6M | 0.04% |
647,202
-1,329
| -0.2% | -$131K |
|
|
WORK
483
DELISTED
Slack Technologies, Inc.
WORK
| $63.6M | 0.04% |
1,435,531
-12,297
| -0.8% | -$545K |
|
484
Hewlett Packard
HPE
$32.4B
| $63.5M | 0.04% |
4,355,572
-249,217
| -5% | -$3.63M |
|
485
CarMax
KMX
$8.9B
| $63.4M | 0.04% |
491,129
-30,079
| -6% | -$3.88M |
|
486
Arista Networks
ANET
$189B
| $63.3M | 0.04% |
2,793,840
-200,784
| -7% | -$4.55M |
|
487
Albemarle
ALB
$8.69B
| $63.2M | 0.04% |
375,109
-10,426
| -3% | -$1.76M |
|
488
Carvana
CVNA
$50.1B
| $63.1M | 0.04% |
209,109
+11,826
| +6% | +$3.57M |
|
489
NetApp
NTAP
$24.6B
| $62.9M | 0.04% |
768,630
+58,216
| +8% | +$4.76M |
|
|
MGP
490
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $62.8M | 0.04% |
1,716,100
+1,289,792
| +303% | +$47.2M |
|
|
NIU
491
Niu Technologies
NIU
$318M
| $61.9M | 0.04% |
1,894,888
+1,436,575
| +313% | +$46.9M |
|
492
Devon Energy
DVN
$22.5B
| $61.8M | 0.04% |
2,115,439
+173,195
| +9% | +$5.06M |
|
493
Rogers Communications
RCI
$19.1B
| $61.1M | 0.04% |
1,150,190
-97,128
| -8% | -$5.16M |
|
494
Corpay
CPAY
$21.5B
| $61M | 0.04% |
238,191
-32,787
| -12% | -$8.4M |
|
495
Entergy
ETR
$39.5B
| $60.8M | 0.04% |
1,220,168
-84,676
| -6% | -$4.22M |
|
496
FirstEnergy
FE
$24.9B
| $60.5M | 0.04% |
1,625,283
-274,211
| -14% | -$10.2M |
|
497
Caesars Entertainment
CZR
$5.35B
| $60.3M | 0.04% |
581,573
+555,280
| +2,112% | +$57.6M |
|
|
WRK
498
DELISTED
WestRock Company
WRK
| $60M | 0.04% |
1,127,068
+208,303
| +23% | +$11.1M |
|
499
Cooper Companies
COO
$13.5B
| $59.7M | 0.04% |
602,660
-67,852
| -10% | -$6.72M |
|
500
IDEX
IEX
$12.1B
| $59.6M | 0.04% |
270,765
+29,412
| +12% | +$6.47M |
|