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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Cousins Properties
CUZ
$4.89B
| $57.4M | 0.04% |
1,623,018
+269,748
| +20% | +$9.54M |
|
502
Celanese
CE
$5.24B
| $57.2M | 0.04% |
381,650
-322,999
| -46% | -$48.4M |
|
503
MGM Resorts International
MGM
$10.1B
| $56.8M | 0.04% |
1,495,989
+110,379
| +8% | +$4.19M |
|
504
Arista Networks
ANET
$177B
| $56.5M | 0.04% |
2,994,624
-103,168
| -3% | -$1.95M |
|
505
Cheniere Energy
LNG
$51B
| $56.4M | 0.04% |
782,769
-52,910
| -6% | -$3.81M |
|
506
Albemarle
ALB
$9.57B
| $56.3M | 0.04% |
385,535
+5,358
| +1% | +$783K |
|
507
Viatris
VTRS
$12.2B
| $55.9M | 0.03% |
4,002,682
-76,434
| -2% | -$1.07M |
|
508
Hormel Foods
HRL
$14.2B
| $55.9M | 0.03% |
1,169,160
-26,656
| -2% | -$1.27M |
|
509
CareDx
CDNA
$713M
| $55.8M | 0.03% |
820,146
+35,363
| +5% | +$2.41M |
|
510
Genuine Parts
GPC
$19.4B
| $55.5M | 0.03% |
480,050
-20,555
| -4% | -$2.38M |
|
511
W.P. Carey
WPC
$14.8B
| $55.4M | 0.03% |
800,015
-33,825
| -4% | -$2.34M |
|
512
Agnico Eagle Mines
AEM
$75.6B
| $55.4M | 0.03% |
958,611
-40,265
| -4% | -$2.33M |
|
|
HUYA
513
Huya Inc
HUYA
$800M
| $55.2M | 0.03% |
2,833,823
-425,755
| -13% | -$8.29M |
|
514
Industrial Select Sector SPDR Fund
XLI
$22.9B
| $55.1M | 0.03% |
+560,000
| New | +$55.1M |
|
515
IAC Inc
IAC
$2.97B
| $54.7M | 0.03% |
462,938
-58,069
| -11% | -$6.86M |
|
516
Nasdaq
NDAQ
$53.1B
| $54.3M | 0.03% |
1,105,011
-64,152
| -5% | -$3.15M |
|
517
Principal Financial Group
PFG
$17.8B
| $54.2M | 0.03% |
904,604
-39,057
| -4% | -$2.34M |
|
518
PG&E
PCG
$33.1B
| $53.9M | 0.03% |
4,607,007
-65,806
| -1% | -$771K |
|
519
NVR
NVR
$23.4B
| $53.9M | 0.03% |
11,431
-492
| -4% | -$2.32M |
|
520
Pultegroup
PHM
$27.6B
| $53.8M | 0.03% |
1,025,117
+39,986
| +4% | +$2.1M |
|
521
New Oriental
EDU
$7.95B
| $53.6M | 0.03% |
382,712
-8,158
| -2% | -$1.14M |
|
522
Restaurant Brands International
QSR
$20.7B
| $53.6M | 0.03% |
824,040
-16,082
| -2% | -$1.05M |
|
523
Omnicom Group
OMC
$15.4B
| $53.3M | 0.03% |
719,008
-430,105
| -37% | -$31.9M |
|
|
PLAN
524
DELISTED
Anaplan, Inc.
PLAN
| $53.1M | 0.03% |
985,736
+650,602
| +194% | +$35M |
|
525
Eastman Chemical
EMN
$7.87B
| $52.7M | 0.03% |
478,697
-13,824
| -3% | -$1.52M |
|