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 |
Broadcom
AVGO
|
+$192M |
| 2 |
Cencora
COR
|
+$123M |
| 3 |
IQVIA
IQV
|
+$60.2M |
| 4 |
CRH
CRH
|
+$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
+$56M |
Top Sells
| 1 |
Coinbase
COIN
|
+$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$184M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
NVIDIA
NVDA
|
+$125M |
| 5 |
VMW
VMware, Inc
VMW
|
+$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Masimo
MASI
$7.92B
| $48.5M | 0.04% |
413,815
+8,498
| +2% | +$996K |
|
477
Darden Restaurants
DRI
$24.7B
| $48.1M | 0.04% |
292,469
-18,329
| -6% | -$3.01M |
|
478
Align Technology
ALGN
$9.63B
| $47.9M | 0.04% |
174,918
-6,519
| -4% | -$1.79M |
|
479
PPL Corp
PPL
$26.5B
| $47.9M | 0.04% |
1,768,200
-24,265
| -1% | -$658K |
|
480
Jacobs Solutions
J
$17.3B
| $47.7M | 0.04% |
444,535
-9,483
| -2% | -$1.02M |
|
481
Atmos Energy
ATO
$26.3B
| $47.7M | 0.04% |
411,776
+20,520
| +5% | +$2.38M |
|
482
AeroVironment
AVAV
$12.3B
| $47.7M | 0.04% |
378,568
-53,313
| -12% | -$6.72M |
|
483
Kellanova
K
$27.5B
| $47.7M | 0.04% |
852,927
-48,395
| -5% | -$2.71M |
|
484
Veralto
VLTO
$26.3B
| $47.2M | 0.03% |
+574,144
| New | +$47.2M |
|
485
Fortis
FTS
$24.7B
| $47.2M | 0.03% |
1,143,816
+12,773
| +1% | +$527K |
|
486
FirstEnergy
FE
$25B
| $47.2M | 0.03% |
1,286,200
-13,689
| -1% | -$502K |
|
487
Waters Corp
WAT
$17.4B
| $47.1M | 0.03% |
143,058
-1,464
| -1% | -$482K |
|
488
LPL Financial
LPLA
$27.4B
| $47M | 0.03% |
206,520
+11,736
| +6% | +$2.67M |
|
489
Alerian MLP ETF
AMLP
$10.4B
| $46.9M | 0.03% |
1,104,069
-82,344
| -7% | -$3.5M |
|
490
Brown & Brown
BRO
$30.5B
| $46.7M | 0.03% |
657,284
+18,557
| +3% | +$1.32M |
|
|
CHX
491
DELISTED
ChampionX
CHX
| $46.7M | 0.03% |
1,598,635
+24,854
| +2% | +$726K |
|
492
J.M. Smucker
SJM
$11.7B
| $46.7M | 0.03% |
369,188
+17,410
| +5% | +$2.2M |
|
493
Corpay
CPAY
$21.5B
| $46.5M | 0.03% |
164,706
-2,383
| -1% | -$673K |
|
494
Baxter International
BAX
$12.3B
| $46.5M | 0.03% |
1,202,909
-1,078
| -0.1% | -$41.7K |
|
495
BioMarin Pharmaceuticals
BMRN
$10.5B
| $46.4M | 0.03% |
481,596
-5,805
| -1% | -$560K |
|
496
Clorox
CLX
$15.1B
| $46.4M | 0.03% |
325,556
-24,873
| -7% | -$3.55M |
|
497
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $46.1M | 0.03% |
517,572
-9,738
| -2% | -$867K |
|
498
Skyworks Solutions
SWKS
$10.9B
| $45.8M | 0.03% |
407,544
-9,437
| -2% | -$1.06M |
|
499
Omnicom Group
OMC
$14.7B
| $45.6M | 0.03% |
527,373
-11,977
| -2% | -$1.04M |
|
500
Synchrony
SYF
$27.8B
| $45.2M | 0.03% |
1,183,826
-233,162
| -16% | -$8.9M |
|