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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Coinbase
COIN
|
$62.8M |
| 4 |
Tesla
TSLA
|
$59M |
| 5 |
iShares Gold Trust Micro
IAUM
|
$57.4M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Healthcare Realty
HR
$6.35B
| $48.7M | 0.04% |
2,527,475
+609,199
| +32% | +$11.7M |
|
502
LivaNova
LIVN
$3.17B
| $48.6M | 0.04% |
875,937
+13,280
| +2% | +$738K |
|
503
Fortis
FTS
$24.8B
| $48.4M | 0.04% |
1,209,606
-8,895
| -0.7% | -$356K |
|
504
LPL Financial
LPLA
$26.6B
| $47.9M | 0.04% |
221,670
-2,376
| -1% | -$514K |
|
505
Akamai
AKAM
$11.3B
| $47.9M | 0.04% |
567,722
-33,021
| -5% | -$2.78M |
|
506
W.R. Berkley
WRB
$27.3B
| $47.7M | 0.04% |
986,102
+51,363
| +5% | +$2.48M |
|
507
Pembina Pipeline
PBA
$22.1B
| $47.6M | 0.04% |
1,400,202
-3,324
| -0.2% | -$113K |
|
508
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $47.4M | 0.04% |
560,215
+412,354
| +279% | +$34.9M |
|
509
Camden Property Trust
CPT
$11.9B
| $47.4M | 0.04% |
423,493
-70,021
| -14% | -$7.83M |
|
510
Restaurant Brands International
QSR
$20.7B
| $47.2M | 0.04% |
730,004
-11,529
| -2% | -$746K |
|
511
Cincinnati Financial
CINF
$24B
| $46.9M | 0.04% |
457,703
+5,018
| +1% | +$514K |
|
512
Schrodinger
SDGR
$1.41B
| $46.8M | 0.04% |
2,504,407
+94,630
| +4% | +$1.77M |
|
513
Monolithic Power Systems
MPWR
$41.5B
| $46.8M | 0.04% |
132,330
+4,386
| +3% | +$1.55M |
|
514
NiSource
NI
$19B
| $46.6M | 0.04% |
1,699,717
-313,762
| -16% | -$8.6M |
|
515
Paycom
PAYC
$12.6B
| $46.5M | 0.04% |
150,004
+78
| +0.1% | +$24.2K |
|
516
Factset
FDS
$14B
| $46.5M | 0.04% |
115,937
-5,886
| -5% | -$2.36M |
|
517
BILL Holdings
BILL
$5.24B
| $46.2M | 0.04% |
424,299
-4,816
| -1% | -$525K |
|
518
Cooper Companies
COO
$13.5B
| $46.1M | 0.04% |
557,400
+2,852
| +0.5% | +$236K |
|
519
Darden Restaurants
DRI
$24.5B
| $46.1M | 0.04% |
332,998
-42,935
| -11% | -$5.94M |
|
520
The Mosaic Company
MOS
$10.3B
| $46M | 0.04% |
1,048,476
-177,735
| -14% | -$7.8M |
|
521
Medical Properties Trust
MPW
$2.77B
| $45.7M | 0.04% |
4,099,996
-806,422
| -16% | -$8.98M |
|
522
Global E Online
GLBE
$6.07B
| $45.5M | 0.04% |
2,202,883
-36,008
| -2% | -$743K |
|
523
Seagate
STX
$40B
| $45.3M | 0.04% |
861,429
-171,532
| -17% | -$9.02M |
|
524
Align Technology
ALGN
$10.1B
| $45.3M | 0.04% |
214,686
-9,928
| -4% | -$2.09M |
|
525
Textron
TXT
$14.5B
| $44.7M | 0.04% |
630,980
-2,153
| -0.3% | -$152K |
|