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 |
iShares Gold Trust
IAU
|
$997M |
| 2 |
UiPath
PATH
|
$437M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
| 4 |
Coinbase
COIN
|
$326M |
| 5 |
GE Aerospace
GE
|
$198M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
AT&T
T
|
$118M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Citizens Financial Group
CFG
$22.3B
| $53.9M | 0.04% |
1,510,442
+185,712
| +14% | +$6.63M |
|
477
Avantor
AVTR
$9.07B
| $53.8M | 0.04% |
1,728,577
+236,420
| +16% | +$7.35M |
|
478
International Paper
IP
$25.7B
| $53.6M | 0.04% |
1,281,019
+78,356
| +7% | +$3.28M |
|
|
CTLT
479
DELISTED
CATALENT, INC.
CTLT
| $53.5M | 0.04% |
498,918
-47,474
| -9% | -$5.09M |
|
480
Magna International
MGA
$12.9B
| $53.5M | 0.04% |
973,566
+43,066
| +5% | +$2.36M |
|
481
Align Technology
ALGN
$10.1B
| $53.4M | 0.04% |
225,688
-23,091
| -9% | -$5.46M |
|
482
Cincinnati Financial
CINF
$24B
| $53.4M | 0.04% |
448,618
+17,147
| +4% | +$2.04M |
|
483
Vulcan Materials
VMC
$39B
| $53.3M | 0.04% |
375,262
+19,126
| +5% | +$2.72M |
|
484
Match Group
MTCH
$9.18B
| $53.3M | 0.04% |
764,995
+69,144
| +10% | +$4.82M |
|
485
Markel Group
MKL
$24.2B
| $53.3M | 0.04% |
41,184
+1,573
| +4% | +$2.03M |
|
486
Li Auto
LI
$24B
| $53M | 0.04% |
1,383,768
+73,387
| +6% | +$2.81M |
|
|
PARA
487
DELISTED
Paramount Global Class B
PARA
| $52.9M | 0.04% |
2,144,831
+422,779
| +25% | +$10.4M |
|
488
Martin Marietta Materials
MLM
$37.5B
| $52.9M | 0.04% |
176,847
+5,466
| +3% | +$1.64M |
|
489
IDEX
IEX
$12.4B
| $52.7M | 0.04% |
289,885
+83,179
| +40% | +$15.1M |
|
490
Fortive
FTV
$16.2B
| $52.6M | 0.04% |
967,684
-25,313
| -3% | -$1.38M |
|
491
LivaNova
LIVN
$3.17B
| $52.3M | 0.04% |
836,489
+47,302
| +6% | +$2.95M |
|
492
Toast
TOST
$24B
| $52.1M | 0.04% |
+4,027,657
| New | +$52.1M |
|
493
XPeng
XPEV
$18.9B
| $52.1M | 0.04% |
1,640,195
+216,100
| +15% | +$6.86M |
|
494
Ginkgo Bioworks
DNA
$660M
| $52M | 0.04% |
+546,454
| New | +$52M |
|
495
Nu Holdings
NU
$71.2B
| $51.8M | 0.04% |
+13,858,354
| New | +$51.8M |
|
496
Wheaton Precious Metals
WPM
$47.3B
| $51.8M | 0.04% |
1,437,386
+64,432
| +5% | +$2.32M |
|
497
Apollo Global Management
APO
$75.3B
| $51.7M | 0.04% |
+1,066,919
| New | +$51.7M |
|
498
Rogers Communications
RCI
$19.4B
| $51.6M | 0.04% |
1,077,331
+78,283
| +8% | +$3.75M |
|
|
HZNP
499
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $51.6M | 0.04% |
646,389
+31,038
| +5% | +$2.48M |
|
500
Trade Desk
TTD
$25.5B
| $51.6M | 0.04% |
1,230,722
+65,000
| +6% | +$2.72M |
|