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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Genuine Parts
GPC
$19.4B
| $63M | 0.04% |
449,008
-15,592
| -3% | -$2.19M |
|
477
Entergy
ETR
$39.5B
| $62.9M | 0.04% |
1,117,482
-49,650
| -4% | -$2.8M |
|
478
KeyCorp
KEY
$21.1B
| $62.8M | 0.04% |
2,716,572
-1,456,322
| -35% | -$33.7M |
|
479
Cencora
COR
$57.4B
| $62.5M | 0.04% |
470,443
+26,996
| +6% | +$3.59M |
|
480
Cable One
CABO
$893M
| $62.4M | 0.04% |
35,365
+14,653
| +71% | +$25.8M |
|
481
Viatris
VTRS
$11.9B
| $62.2M | 0.04% |
4,599,345
+796,939
| +21% | +$10.8M |
|
482
Huntington Bancshares
HBAN
$25.8B
| $61.3M | 0.04% |
3,972,857
-1,881,690
| -32% | -$29M |
|
483
Brown & Brown
BRO
$30.5B
| $60.9M | 0.04% |
866,711
+159,875
| +23% | +$11.2M |
|
484
Palomar
PLMR
$3.18B
| $60.6M | 0.04% |
934,874
+60,444
| +7% | +$3.91M |
|
485
Paycom
PAYC
$12.4B
| $60.2M | 0.04% |
144,975
-3,659
| -2% | -$1.52M |
|
486
Avery Dennison
AVY
$12.8B
| $60M | 0.04% |
276,988
+36,717
| +15% | +$7.95M |
|
487
Xylem
XYL
$33.5B
| $59.9M | 0.04% |
499,747
-29,873
| -6% | -$3.58M |
|
488
Vornado Realty Trust
VNO
$7.77B
| $59.3M | 0.04% |
1,416,749
-399,539
| -22% | -$16.7M |
|
489
Wheaton Precious Metals
WPM
$47.9B
| $59.1M | 0.04% |
1,376,368
-69,805
| -5% | -$3M |
|
490
CGI
GIB
$20.7B
| $59M | 0.04% |
667,587
-43,918
| -6% | -$3.88M |
|
491
Hewlett Packard
HPE
$32.2B
| $59M | 0.04% |
3,741,252
-102,810
| -3% | -$1.62M |
|
492
Urban Edge Properties
UE
$2.64B
| $58.9M | 0.04% |
3,099,888
-204,221
| -6% | -$3.88M |
|
|
MGP
493
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $58.8M | 0.04% |
1,440,127
-28,578
| -2% | -$1.17M |
|
|
LHCG
494
DELISTED
LHC Group LLC
LHCG
| $58.4M | 0.04% |
425,649
+28,914
| +7% | +$3.97M |
|
495
Outfront Media
OUT
$3.12B
| $58.3M | 0.04% |
2,209,293
-537,713
| -20% | -$14.2M |
|
496
CarMax
KMX
$8.88B
| $57.8M | 0.04% |
443,684
-19,236
| -4% | -$2.51M |
|
497
Jacobs Solutions
J
$17.3B
| $57.7M | 0.04% |
500,827
+35,028
| +8% | +$4.03M |
|
|
HES
498
DELISTED
Hess
HES
| $57.6M | 0.04% |
778,667
-40,486
| -5% | -$3M |
|
499
International Paper
IP
$24.5B
| $57.5M | 0.04% |
1,224,486
-358,426
| -23% | -$16.8M |
|
500
W.P. Carey
WPC
$14.8B
| $57.5M | 0.04% |
715,443
-10,573
| -1% | -$850K |
|