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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
MongoDB
MDB
$27.2B
| $45.5M | 0.03% |
195,443
+21,308
| +12% | +$4.96M |
|
477
Alerian MLP ETF
AMLP
$10.5B
| $45.4M | 0.03% |
942,736
-78,406
| -8% | -$3.78M |
|
478
Coterra Energy
CTRA
$18.6B
| $44.8M | 0.03% |
1,753,907
+103,048
| +6% | +$2.63M |
|
479
Guardant Health
GH
$7.12B
| $44.7M | 0.03% |
1,464,213
+238,037
| +19% | +$7.27M |
|
480
Carvana
CVNA
$50.5B
| $44.6M | 0.03% |
219,256
+216,736
| +8,601% | +$44.1M |
|
481
Citizens Financial Group
CFG
$22.4B
| $44.4M | 0.03% |
1,015,624
+3,833
| +0.4% | +$168K |
|
482
First Solar
FSLR
$21.7B
| $44M | 0.03% |
249,831
+5,691
| +2% | +$1M |
|
483
Labcorp
LH
$22.8B
| $43.6M | 0.03% |
190,322
+1,779
| +0.9% | +$408K |
|
484
Molina Healthcare
MOH
$9.65B
| $43.5M | 0.03% |
149,573
+3,238
| +2% | +$942K |
|
485
Zillow
Z
$20.9B
| $43.5M | 0.03% |
586,906
-22,501
| -4% | -$1.67M |
|
486
Omnicom Group
OMC
$14.7B
| $43.5M | 0.03% |
505,094
+14,990
| +3% | +$1.29M |
|
487
Loews
L
$19.9B
| $43.3M | 0.03% |
511,291
+1,942
| +0.4% | +$164K |
|
488
W.R. Berkley
WRB
$27.3B
| $43.2M | 0.03% |
738,051
+579
| +0.1% | +$33.9K |
|
489
Expeditors International
EXPD
$16.5B
| $43.1M | 0.03% |
389,191
+2,869
| +0.7% | +$318K |
|
490
Jacobs Solutions
J
$17.3B
| $43.1M | 0.03% |
325,701
-25,710
| -7% | -$3.4M |
|
491
Factset
FDS
$13.7B
| $42.5M | 0.03% |
88,485
+4,403
| +5% | +$2.11M |
|
492
NRG Energy
NRG
$31.1B
| $42.4M | 0.03% |
470,174
-53,584
| -10% | -$4.83M |
|
493
Pentair
PNR
$17.9B
| $42.4M | 0.03% |
421,430
+543
| +0.1% | +$54.6K |
|
494
Coca-Cola Europacific Partners
CCEP
$40.4B
| $42.3M | 0.03% |
550,630
+28,867
| +6% | +$2.22M |
|
495
Everest Group
EG
$14.2B
| $42.1M | 0.03% |
116,163
-589
| -0.5% | -$213K |
|
496
Yum China
YUMC
$16.3B
| $42.1M | 0.03% |
873,048
-3,523
| -0.4% | -$170K |
|
497
CF Industries
CF
$14B
| $42M | 0.03% |
492,171
-26,023
| -5% | -$2.22M |
|
498
Builders FirstSource
BLDR
$15.5B
| $41.8M | 0.03% |
292,425
-14,560
| -5% | -$2.08M |
|
499
Quest Diagnostics
DGX
$20.2B
| $41.8M | 0.03% |
276,973
-8,149
| -3% | -$1.23M |
|
500
Insulet
PODD
$23.7B
| $41.7M | 0.03% |
159,680
+3,354
| +2% | +$876K |
|