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 |
Accenture
ACN
|
+$918M |
| 2 |
Linde
LIN
|
+$504M |
| 3 |
Medtronic
MDT
|
+$482M |
| 4 |
Chubb
CB
|
+$336M |
| 5 |
Spotify
SPOT
|
+$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.17B |
| 2 |
Coinbase
COIN
|
+$1.12B |
| 3 |
UiPath
PATH
|
+$760M |
| 4 |
Apple
AAPL
|
+$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Rogers Communications
RCI
$19.1B
| $56.6M | 0.04% |
999,048
+3,397
| +0.3% | +$193K |
|
502
Coterra Energy
CTRA
$18.5B
| $56.6M | 0.04% |
2,098,332
-19,128
| -0.9% | -$516K |
|
503
Take-Two Interactive
TTWO
$45.1B
| $56.2M | 0.04% |
365,250
-13,923
| -4% | -$2.14M |
|
504
Revvity
RVTY
$9.7B
| $56.1M | 0.04% |
321,702
-16,200
| -5% | -$2.83M |
|
505
Raymond James Financial
RJF
$33.1B
| $56.1M | 0.04% |
510,611
+2,341
| +0.5% | +$257K |
|
506
W.P. Carey
WPC
$14.8B
| $55.8M | 0.04% |
705,190
-10,253
| -1% | -$812K |
|
507
Incyte
INCY
$16.7B
| $55.6M | 0.04% |
699,801
-65,785
| -9% | -$5.22M |
|
508
International Paper
IP
$24.7B
| $55.5M | 0.04% |
1,202,663
-21,823
| -2% | -$1.01M |
|
509
Steel Dynamics
STLD
$19.3B
| $55.5M | 0.04% |
665,158
-24,660
| -4% | -$2.06M |
|
510
Cenovus Energy
CVE
$30.6B
| $54.9M | 0.04% |
3,289,193
+170,801
| +5% | +$2.85M |
|
511
Principal Financial Group
PFG
$17.7B
| $54.8M | 0.04% |
746,506
-11,710
| -2% | -$860K |
|
512
Expeditors International
EXPD
$16.3B
| $54.8M | 0.04% |
530,770
-6,200
| -1% | -$640K |
|
513
Masimo
MASI
$7.94B
| $54.3M | 0.04% |
373,307
-3,028
| -0.8% | -$441K |
|
514
Urban Edge Properties
UE
$2.64B
| $54.1M | 0.04% |
2,834,997
-264,891
| -9% | -$5.06M |
|
515
Western Digital
WDC
$32.8B
| $53.8M | 0.04% |
1,433,343
+134,756
| +10% | +$5.06M |
|
516
VF Corp
VFC
$5.85B
| $53.1M | 0.04% |
933,594
-1,571
| -0.2% | -$89.3K |
|
517
CGI
GIB
$20.8B
| $52.9M | 0.04% |
663,299
-4,288
| -0.6% | -$342K |
|
518
Alnylam Pharmaceuticals
ALNY
$61.5B
| $52.7M | 0.04% |
322,743
-1,709
| -0.5% | -$279K |
|
519
Kellanova
K
$27.5B
| $52.7M | 0.04% |
869,633
-6,773
| -0.8% | -$410K |
|
|
SBNY
520
DELISTED
Signature Bank
SBNY
| $52.5M | 0.04% |
179,020
+29,645
| +20% | +$8.7M |
|
521
Corpay
CPAY
$21.5B
| $52.5M | 0.04% |
210,936
-4,541
| -2% | -$1.13M |
|
522
Brown-Forman Class B
BF.B
$12.9B
| $52.5M | 0.03% |
782,821
-2,995
| -0.4% | -$201K |
|
523
American Homes 4 Rent
AMH
$12.7B
| $52.4M | 0.03% |
1,309,187
+789,565
| +152% | +$31.6M |
|
|
MTLS
524
Materialise
MTLS
$299M
| $52.2M | 0.03% |
2,698,044
+57,345
| +2% | +$1.11M |
|
525
NNN REIT
NNN
$8.07B
| $52M | 0.03% |
1,156,190
+184,153
| +19% | +$8.28M |
|