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 |
Teladoc Health
TDOC
|
$200M |
| 2 |
Sea Limited
SE
|
$176M |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
| 4 |
Twilio
TWLO
|
$153M |
| 5 |
TSMC
TSM
|
$129M |
Top Sells
| 1 |
Apple
AAPL
|
$701M |
| 2 |
Microsoft
MSFT
|
$440M |
| 3 |
Tesla
TSLA
|
$325M |
| 4 |
Amazon
AMZN
|
$316M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$192M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Expedia Group
EXPE
$26.6B
| $47.2M | 0.03% |
515,114
-101,406
| -16% | -$9.3M |
|
502
Sarepta Therapeutics
SRPT
$1.96B
| $47.1M | 0.03% |
335,639
-47,952
| -13% | -$6.73M |
|
503
Thomson Reuters
TRI
$78.7B
| $47.1M | 0.03% |
568,206
-106,461
| -16% | -$8.82M |
|
504
Fair Isaac
FICO
$36.8B
| $46.5M | 0.03% |
109,345
-6,856
| -6% | -$2.92M |
|
505
Trip.com Group
TCOM
$47.6B
| $46.5M | 0.03% |
1,492,342
-111,827
| -7% | -$3.48M |
|
506
Ulta Beauty
ULTA
$23.1B
| $46.3M | 0.03% |
206,629
-19,603
| -9% | -$4.39M |
|
507
Reinsurance Group of America
RGA
$12.8B
| $46.3M | 0.03% |
486,096
+25,535
| +6% | +$2.43M |
|
|
AVLR
508
DELISTED
Avalara, Inc.
AVLR
| $46.2M | 0.03% |
363,009
+79,724
| +28% | +$10.2M |
|
509
Jacobs Solutions
J
$17.4B
| $46.1M | 0.03% |
600,859
-136,818
| -19% | -$10.5M |
|
510
Eastman Chemical
EMN
$7.93B
| $46.1M | 0.03% |
589,561
-32,318
| -5% | -$2.52M |
|
511
Whirlpool
WHR
$5.28B
| $46M | 0.03% |
249,958
-22,656
| -8% | -$4.17M |
|
512
Principal Financial Group
PFG
$17.8B
| $45.9M | 0.03% |
1,140,080
-74,513
| -6% | -$3M |
|
513
Citizens Financial Group
CFG
$22.3B
| $45.8M | 0.03% |
1,813,119
-20,167
| -1% | -$510K |
|
514
NRG Energy
NRG
$28.6B
| $45.8M | 0.03% |
1,488,640
+142,035
| +11% | +$4.37M |
|
515
Evergy
EVRG
$16.5B
| $45.8M | 0.03% |
900,333
-73,842
| -8% | -$3.75M |
|
516
Arista Networks
ANET
$180B
| $45.6M | 0.03% |
3,522,736
-258,688
| -7% | -$3.35M |
|
517
AES
AES
$9.21B
| $45.5M | 0.03% |
2,511,654
-1,252,542
| -33% | -$22.7M |
|
518
Fortune Brands Innovations
FBIN
$7.3B
| $45.4M | 0.03% |
614,607
-98,803
| -14% | -$7.31M |
|
519
Atmos Energy
ATO
$26.7B
| $45.2M | 0.03% |
472,541
-33,496
| -7% | -$3.2M |
|
520
Masimo
MASI
$8B
| $45.1M | 0.03% |
191,131
-13,802
| -7% | -$3.26M |
|
521
Bilibili
BILI
$9.25B
| $45.1M | 0.03% |
1,083,254
+634,049
| +141% | +$26.4M |
|
|
VMW
522
DELISTED
VMware, Inc
VMW
| $44.4M | 0.03% |
309,147
-54,104
| -15% | -$7.77M |
|
523
JB Hunt Transport Services
JBHT
$13.9B
| $43.6M | 0.03% |
344,875
-36,136
| -9% | -$4.57M |
|
524
KeyCorp
KEY
$20.8B
| $43.5M | 0.03% |
3,648,430
-238,739
| -6% | -$2.85M |
|
525
Oneok
OKE
$45.7B
| $43.3M | 0.03% |
1,668,179
-8,880
| -0.5% | -$231K |
|