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 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
| 2 |
Roku
ROKU
|
$79.4M |
| 3 |
Zoom
ZM
|
$78.8M |
| 4 |
UiPath
PATH
|
$65.2M |
| 5 |
Gaming and Leisure Properties
GLPI
|
$55.1M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Tesla
TSLA
|
$94.5M |
| 5 |
Coinbase
COIN
|
$90.5M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
CenterPoint Energy
CNP
$24.7B
| $50.8M | 0.04% |
1,803,998
-35,189
| -2% | -$992K |
|
477
Box
BOX
$4.75B
| $50.8M | 0.04% |
2,080,803
+508,869
| +32% | +$12.4M |
|
478
NiSource
NI
$19B
| $50.7M | 0.04% |
2,013,479
-269,315
| -12% | -$6.78M |
|
479
Leidos
LDOS
$23B
| $50.7M | 0.04% |
579,685
-200,137
| -26% | -$17.5M |
|
480
Kratos Defense & Security Solutions
KTOS
$10.9B
| $50.6M | 0.04% |
4,983,337
+316,728
| +7% | +$3.22M |
|
481
Spotify
SPOT
$146B
| $50.5M | 0.04% |
585,635
-131,662
| -18% | -$11.4M |
|
482
BioMarin Pharmaceuticals
BMRN
$11.1B
| $50.2M | 0.04% |
592,692
+3,407
| +0.6% | +$289K |
|
483
J.M. Smucker
SJM
$12B
| $50.1M | 0.04% |
364,648
-355
| -0.1% | -$48.8K |
|
484
Veracyte
VCYT
$2.55B
| $49.9M | 0.04% |
3,003,918
+82,440
| +3% | +$1.37M |
|
485
Paycom
PAYC
$12.6B
| $49.5M | 0.04% |
149,926
-1,201
| -0.8% | -$396K |
|
486
Yum China
YUMC
$16.5B
| $49.3M | 0.04% |
1,040,984
+3,106
| +0.3% | +$147K |
|
487
LPL Financial
LPLA
$26.6B
| $49M | 0.04% |
224,046
-4,257
| -2% | -$930K |
|
|
MRO
488
DELISTED
Marathon Oil Corporation
MRO
| $48.9M | 0.04% |
2,167,031
+123,470
| +6% | +$2.79M |
|
489
NNN REIT
NNN
$8.18B
| $48.9M | 0.04% |
1,227,508
-73,408
| -6% | -$2.93M |
|
490
Factset
FDS
$14B
| $48.7M | 0.04% |
121,823
-19,318
| -14% | -$7.73M |
|
491
Akamai
AKAM
$11.3B
| $48.3M | 0.04% |
600,743
-69,022
| -10% | -$5.54M |
|
492
IDEX
IEX
$12.4B
| $47.8M | 0.04% |
239,250
-50,635
| -17% | -$10.1M |
|
493
Darden Restaurants
DRI
$24.5B
| $47.5M | 0.04% |
375,933
-16,714
| -4% | -$2.11M |
|
494
Etsy
ETSY
$5.36B
| $47.3M | 0.04% |
472,482
-51,899
| -10% | -$5.2M |
|
495
Boston Properties
BXP
$12.2B
| $47.3M | 0.04% |
630,573
-29,451
| -4% | -$2.21M |
|
496
First Industrial Realty Trust
FR
$6.92B
| $46.8M | 0.04% |
1,045,352
+137,039
| +15% | +$6.14M |
|
497
KeyCorp
KEY
$20.8B
| $46.8M | 0.04% |
2,922,461
+74,968
| +3% | +$1.2M |
|
498
C.H. Robinson
CHRW
$14.9B
| $46.8M | 0.04% |
485,517
+38,258
| +9% | +$3.68M |
|
499
Xylem
XYL
$34.2B
| $46.7M | 0.04% |
534,746
-200,216
| -27% | -$17.5M |
|
500
LKQ Corp
LKQ
$8.33B
| $46.6M | 0.04% |
987,577
-47,311
| -5% | -$2.23M |
|