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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
First Citizens BancShares
FCNCA
$25.1B
| $44.2M | 0.03% |
24,003
-1,377
| -5% | -$2.53M |
|
477
Tyson Foods
TSN
$19.7B
| $44.1M | 0.03% |
740,147
+4,962
| +0.7% | +$296K |
|
478
VeriSign
VRSN
$26.5B
| $44M | 0.03% |
231,474
-5,518
| -2% | -$1.05M |
|
479
Ulta Beauty
ULTA
$23B
| $43.5M | 0.03% |
111,909
+1,687
| +2% | +$656K |
|
480
Skyworks Solutions
SWKS
$10.8B
| $43.5M | 0.03% |
440,559
+11,182
| +3% | +$1.1M |
|
481
Bunge Global
BG
$16.2B
| $43.5M | 0.03% |
450,026
+465
| +0.1% | +$44.9K |
|
482
Baxter International
BAX
$12.4B
| $43.3M | 0.03% |
1,139,074
+12,773
| +1% | +$485K |
|
483
Hologic
HOLX
$14.6B
| $43M | 0.03% |
528,350
+570
| +0.1% | +$46.4K |
|
484
Stanley Black & Decker
SWK
$11.8B
| $42.5M | 0.03% |
385,977
+9,540
| +3% | +$1.05M |
|
485
Carlisle Companies
CSL
$16.4B
| $42.5M | 0.03% |
94,456
-7,343
| -7% | -$3.3M |
|
486
CenterPoint Energy
CNP
$24.6B
| $42.4M | 0.03% |
1,441,950
+5,981
| +0.4% | +$176K |
|
|
487
Zoom
ZM
$25.2B
| $42.3M | 0.03% |
606,119
-3,131,223
| -84% | -$218M |
|
488
Expedia Group
EXPE
$26.5B
| $42.2M | 0.03% |
285,201
+2,061
| +0.7% | +$305K |
|
489
Labcorp
LH
$22.8B
| $42.1M | 0.03% |
188,543
+2,339
| +1% | +$523K |
|
490
Booz Allen Hamilton
BAH
$12.5B
| $42.1M | 0.03% |
258,881
-23,691
| -8% | -$3.86M |
|
491
W.R. Berkley
WRB
$27.2B
| $41.8M | 0.03% |
737,472
+17,080
| +2% | +$969K |
|
492
Textron
TXT
$14.3B
| $41.7M | 0.03% |
471,039
+4,327
| +0.9% | +$383K |
|
493
Citizens Financial Group
CFG
$22.4B
| $41.6M | 0.03% |
1,011,791
-6,614
| -0.6% | -$272K |
|
494
Masco
MAS
$15.4B
| $41.4M | 0.03% |
493,445
+7,851
| +2% | +$659K |
|
495
Texas Pacific Land
TPL
$21.4B
| $41.4M | 0.03% |
46,784
+3,113
| +7% | +$2.75M |
|
496
Align Technology
ALGN
$9.7B
| $41.2M | 0.03% |
162,092
-1,319
| -0.8% | -$335K |
|
497
Pentair
PNR
$17.9B
| $41.2M | 0.03% |
420,887
+6,943
| +2% | +$679K |
|
498
Coca-Cola Europacific Partners
CCEP
$40.3B
| $41.1M | 0.03% |
521,763
-5,008
| -1% | -$394K |
|
499
Liberty Media Series C
FWONK
$24.8B
| $41.1M | 0.03% |
530,194
+15,563
| +3% | +$1.21M |
|
500
Northern Trust
NTRS
$24.2B
| $40.8M | 0.03% |
452,702
+10,202
| +2% | +$918K |
|