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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Alerian MLP ETF
AMLP
$10.5B
| $48.8M | 0.04% |
1,245,013
-46,877
| -4% | -$1.84M |
|
477
Builders FirstSource
BLDR
$15.5B
| $48.7M | 0.04% |
+357,998
| New | +$48.7M |
|
478
Best Buy
BBY
$16.1B
| $48.5M | 0.04% |
591,737
-84,303
| -12% | -$6.91M |
|
479
Fifth Third Bancorp
FITB
$30.2B
| $48.3M | 0.04% |
1,842,250
-305,786
| -14% | -$8.01M |
|
480
Deutsche Bank
DB
$69.7B
| $48.2M | 0.04% |
4,584,418
-952,599
| -17% | -$10M |
|
481
PPL Corp
PPL
$26.5B
| $48.1M | 0.04% |
1,817,819
-394,128
| -18% | -$10.4M |
|
482
Conagra Brands
CAG
$9.28B
| $48.1M | 0.04% |
1,426,096
-50,055
| -3% | -$1.69M |
|
483
Snap
SNAP
$12B
| $48M | 0.04% |
4,055,745
-836,166
| -17% | -$9.9M |
|
484
Restaurant Brands International
QSR
$20.3B
| $48M | 0.04% |
617,972
-119,831
| -16% | -$9.3M |
|
485
Synchrony
SYF
$28B
| $47.8M | 0.04% |
1,409,726
-297,618
| -17% | -$10.1M |
|
486
UDR
UDR
$12.7B
| $47.7M | 0.04% |
1,110,702
-174,969
| -14% | -$7.52M |
|
487
First Solar
FSLR
$21.8B
| $47.7M | 0.04% |
250,829
-19,995
| -7% | -$3.8M |
|
488
Regions Financial
RF
$24.2B
| $47.7M | 0.04% |
2,675,360
-253,756
| -9% | -$4.52M |
|
489
Broadridge
BR
$29.2B
| $47.5M | 0.04% |
286,724
-104,013
| -27% | -$17.2M |
|
490
Brown-Forman Class B
BF.B
$12.9B
| $47.1M | 0.04% |
704,566
-193,172
| -22% | -$12.9M |
|
491
Skyworks Solutions
SWKS
$10.9B
| $46.9M | 0.04% |
424,025
-63,092
| -13% | -$6.98M |
|
|
CHX
492
DELISTED
ChampionX
CHX
| $46.8M | 0.04% |
1,506,232
+63,408
| +4% | +$1.97M |
|
493
LPL Financial
LPLA
$27.3B
| $46.4M | 0.04% |
213,368
-25,700
| -11% | -$5.59M |
|
494
CF Industries
CF
$14.1B
| $46.3M | 0.04% |
667,486
-36,459
| -5% | -$2.53M |
|
495
Atmos Energy
ATO
$26.4B
| $46.2M | 0.04% |
396,711
-29,878
| -7% | -$3.48M |
|
496
Cooper Companies
COO
$13.5B
| $46M | 0.04% |
479,988
-167,312
| -26% | -$16M |
|
497
Carnival Corp
CCL
$42.2B
| $45.6M | 0.04% |
2,421,321
-528,636
| -18% | -$9.95M |
|
498
CMS Energy
CMS
$21.3B
| $45.5M | 0.04% |
773,741
-107,663
| -12% | -$6.33M |
|
499
Jacobs Solutions
J
$17.3B
| $45.4M | 0.04% |
461,279
-109,679
| -19% | -$10.8M |
|
500
Cboe Global Markets
CBOE
$24.6B
| $45.3M | 0.04% |
328,061
-71,746
| -18% | -$9.9M |
|