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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Brown-Forman Class B
BF.B
$12.9B
| $57.3M | 0.03% |
785,816
-49,695
| -6% | -$3.62M |
|
502
Halliburton
HAL
$19.3B
| $57.1M | 0.03% |
2,494,577
-689,963
| -22% | -$15.8M |
|
503
Toast
TOST
$23.3B
| $57M | 0.03% |
+1,641,905
| New | +$57M |
|
504
XPeng
XPEV
$19.1B
| $56.8M | 0.03% |
1,128,503
+239,997
| +27% | +$12.1M |
|
505
Pinterest
PINS
$24B
| $56.6M | 0.03% |
1,558,213
-2,666,132
| -63% | -$96.9M |
|
506
Carvana
CVNA
$50.4B
| $56.6M | 0.03% |
244,079
+38,015
| +18% | +$8.81M |
|
507
Citizens Financial Group
CFG
$22.3B
| $56.5M | 0.03% |
1,196,369
-342,962
| -22% | -$16.2M |
|
508
Incyte
INCY
$16.8B
| $56.2M | 0.03% |
765,586
-70,582
| -8% | -$5.18M |
|
509
CMS Energy
CMS
$21.3B
| $56.1M | 0.03% |
862,791
-34,475
| -4% | -$2.24M |
|
510
NVR
NVR
$23B
| $55.9M | 0.03% |
9,457
-668
| -7% | -$3.95M |
|
511
Healthcare Realty
HR
$6.44B
| $55.5M | 0.03% |
1,662,818
-254,433
| -13% | -$8.5M |
|
512
M&T Bank
MTB
$31B
| $55.2M | 0.03% |
359,517
-24,244
| -6% | -$3.72M |
|
513
Molina Healthcare
MOH
$9.71B
| $55.2M | 0.03% |
173,534
+18,055
| +12% | +$5.74M |
|
514
Fortis
FTS
$24.7B
| $55.2M | 0.03% |
1,143,655
-45,565
| -4% | -$2.2M |
|
515
Opendoor
OPEN
$4.31B
| $55.2M | 0.03% |
3,776,158
-12,966,110
| -77% | -$189M |
|
516
Alnylam Pharmaceuticals
ALNY
$61.5B
| $55M | 0.03% |
324,452
-8,119
| -2% | -$1.38M |
|
517
Assurant
AIZ
$10.6B
| $54.9M | 0.03% |
352,049
+23,881
| +7% | +$3.72M |
|
518
Principal Financial Group
PFG
$17.8B
| $54.8M | 0.03% |
758,216
-201,882
| -21% | -$14.6M |
|
519
Diamondback Energy
FANG
$40.4B
| $54.5M | 0.03% |
505,677
+459,318
| +991% | +$49.5M |
|
520
HDFC Bank
HDB
$180B
| $54.4M | 0.03% |
835,644
+19,749
| +2% | +$1.29M |
|
521
iShares Core MSCI Emerging Markets ETF
IEMG
$105B
| $53.9M | 0.03% |
900,557
-890,707
| -50% | -$53.3M |
|
522
Celanese
CE
$4.84B
| $53.6M | 0.03% |
318,926
-15,109
| -5% | -$2.54M |
|
523
Bilibili
BILI
$10.2B
| $53.4M | 0.03% |
1,151,476
-105,038
| -8% | -$4.87M |
|
524
Kellanova
K
$27.5B
| $53M | 0.03% |
876,406
-981,815
| -53% | -$59.4M |
|
525
Kilroy Realty
KRC
$4.98B
| $52.5M | 0.03% |
789,776
+639,450
| +425% | +$42.5M |
|