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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
iShares Core US Aggregate Bond ETF
AGG
$132B
| $59.1M | 0.04% |
+512,765
| New | +$59.1M |
|
502
Alnylam Pharmaceuticals
ALNY
$61.5B
| $59M | 0.03% |
347,915
-22,469
| -6% | -$3.81M |
|
503
Campbell Soup
CPB
$9.98B
| $58.6M | 0.03% |
1,284,374
+17,894
| +1% | +$816K |
|
504
M&T Bank
MTB
$31B
| $58.4M | 0.03% |
401,866
-28,354
| -7% | -$4.12M |
|
505
Genuine Parts
GPC
$19.4B
| $58M | 0.03% |
458,986
-21,064
| -4% | -$2.66M |
|
506
Healthcare Realty
HR
$6.44B
| $57.7M | 0.03% |
2,162,331
-591,699
| -21% | -$15.8M |
|
507
Jacobs Solutions
J
$17.3B
| $57.7M | 0.03% |
523,107
-29,425
| -5% | -$3.25M |
|
508
Datadog
DDOG
$48.5B
| $57.5M | 0.03% |
552,913
-854,315
| -61% | -$88.9M |
|
|
CTLT
509
DELISTED
CATALENT, INC.
CTLT
| $57.3M | 0.03% |
530,053
-19,679
| -4% | -$2.13M |
|
510
Assurant
AIZ
$10.6B
| $57.2M | 0.03% |
366,150
-43,396
| -11% | -$6.78M |
|
511
CMS Energy
CMS
$21.3B
| $56.9M | 0.03% |
962,957
-50,669
| -5% | -$2.99M |
|
|
COUP
512
DELISTED
Coupa Software Incorporated
COUP
| $56.7M | 0.03% |
216,429
-175,304
| -45% | -$45.9M |
|
513
MarketAxess Holdings
MKTX
$6.9B
| $56.7M | 0.03% |
122,306
-49,228
| -29% | -$22.8M |
|
514
Encompass Health
EHC
$12.6B
| $56.6M | 0.03% |
912,138
-20,115
| -2% | -$1.25M |
|
515
Pool Corp
POOL
$11.9B
| $56.4M | 0.03% |
123,027
-6,731
| -5% | -$3.09M |
|
516
Revvity
RVTY
$9.58B
| $56.3M | 0.03% |
364,893
-24,078
| -6% | -$3.72M |
|
517
Teleflex
TFX
$5.76B
| $56.3M | 0.03% |
140,008
-7,732
| -5% | -$3.11M |
|
518
Cincinnati Financial
CINF
$23.8B
| $56.1M | 0.03% |
480,934
-24,608
| -5% | -$2.87M |
|
519
Paycom
PAYC
$12.4B
| $56.1M | 0.03% |
154,299
-6,523
| -4% | -$2.37M |
|
520
Ingersoll Rand
IR
$31.9B
| $56M | 0.03% |
1,147,068
-30,999
| -3% | -$1.51M |
|
521
Avantor
AVTR
$8.6B
| $55.7M | 0.03% |
1,567,198
-41,999
| -3% | -$1.49M |
|
522
Ulta Beauty
ULTA
$23.1B
| $55.6M | 0.03% |
160,701
-9,030
| -5% | -$3.12M |
|
523
Outfront Media
OUT
$3.12B
| $55.5M | 0.03% |
2,347,408
+1,568,118
| +201% | +$37.1M |
|
524
Fortis
FTS
$24.7B
| $55.5M | 0.03% |
1,254,805
-78,417
| -6% | -$3.47M |
|
525
J.M. Smucker
SJM
$11.7B
| $55.5M | 0.03% |
427,998
-37,687
| -8% | -$4.88M |
|