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
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
GE Aerospace
GE
|
$86.4M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Toast
TOST
$24B
| $53.4M | 0.04% |
3,005,737
-1,559,168
| -34% | -$27.7M |
|
477
Wabtec
WAB
$33B
| $53.1M | 0.04% |
525,353
+14,752
| +3% | +$1.49M |
|
478
Best Buy
BBY
$16.1B
| $52.9M | 0.04% |
676,040
-267,866
| -28% | -$21M |
|
479
Healthcare Realty
HR
$6.35B
| $52.9M | 0.04% |
2,736,073
+208,598
| +8% | +$4.03M |
|
480
UDR
UDR
$13B
| $52.8M | 0.04% |
1,285,671
-13,284
| -1% | -$545K |
|
481
Las Vegas Sands
LVS
$36.9B
| $52.7M | 0.04% |
916,685
-7,335
| -0.8% | -$421K |
|
482
Raymond James Financial
RJF
$33B
| $52.5M | 0.04% |
563,338
+8,657
| +2% | +$807K |
|
483
Rogers Communications
RCI
$19.4B
| $52.2M | 0.04% |
1,127,180
+10,573
| +0.9% | +$490K |
|
484
Northern Trust
NTRS
$24.3B
| $52M | 0.04% |
590,052
-249,508
| -30% | -$22M |
|
485
Chart Industries
GTLS
$8.96B
| $52M | 0.04% |
414,647
+27,568
| +7% | +$3.46M |
|
486
Magna International
MGA
$12.9B
| $51.9M | 0.04% |
969,113
+28,499
| +3% | +$1.53M |
|
487
Twist Bioscience
TWST
$1.55B
| $51.3M | 0.04% |
3,401,914
+467,881
| +16% | +$7.06M |
|
488
CenterPoint Energy
CNP
$24.7B
| $51.2M | 0.04% |
1,738,045
-52,302
| -3% | -$1.54M |
|
489
Etsy
ETSY
$5.36B
| $51.2M | 0.04% |
459,476
-3,895
| -0.8% | -$434K |
|
490
CF Industries
CF
$13.7B
| $51M | 0.04% |
703,945
-33,119
| -4% | -$2.4M |
|
491
FMC
FMC
$4.72B
| $51M | 0.04% |
417,725
+7,524
| +2% | +$919K |
|
492
Fortis
FTS
$24.8B
| $51M | 0.04% |
1,200,549
-9,057
| -0.7% | -$385K |
|
493
NVR
NVR
$23.5B
| $51M | 0.04% |
9,151
+198
| +2% | +$1.1M |
|
494
Cincinnati Financial
CINF
$24B
| $50.6M | 0.04% |
451,094
-6,609
| -1% | -$741K |
|
495
Quest Diagnostics
DGX
$20.5B
| $50.1M | 0.04% |
354,070
-126,375
| -26% | -$17.9M |
|
|
CNH
496
CNH Industrial
CNH
$14.3B
| $50.1M | 0.04% |
3,276,849
+7,780
| +0.2% | +$119K |
|
497
Darden Restaurants
DRI
$24.5B
| $50M | 0.04% |
322,302
-10,696
| -3% | -$1.66M |
|
498
Alerian MLP ETF
AMLP
$10.5B
| $49.9M | 0.04% |
1,291,890
-82,503
| -6% | -$3.19M |
|
499
Huntington Bancshares
HBAN
$25.7B
| $49.9M | 0.04% |
4,455,089
-222,931
| -5% | -$2.5M |
|
500
Synchrony
SYF
$28.1B
| $49.6M | 0.04% |
1,707,344
-584,917
| -26% | -$17M |
|