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
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
GE Aerospace
GE
|
$86.4M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Restaurant Brands International
QSR
$20.7B
| $49.5M | 0.04% |
737,803
+7,799
| +1% | +$523K |
|
502
IDEX
IEX
$12.4B
| $49.3M | 0.04% |
213,211
-16,226
| -7% | -$3.75M |
|
503
The Mosaic Company
MOS
$10.3B
| $49.2M | 0.04% |
1,072,676
+24,200
| +2% | +$1.11M |
|
504
Bunge Global
BG
$16.9B
| $49.2M | 0.04% |
514,855
-1,113
| -0.2% | -$106K |
|
505
Fair Isaac
FICO
$36.8B
| $48.8M | 0.04% |
69,419
-1,521
| -2% | -$1.07M |
|
506
Amcor
AMCR
$19.1B
| $48.4M | 0.04% |
4,255,353
-744,091
| -15% | -$8.47M |
|
507
LPL Financial
LPLA
$26.6B
| $48.4M | 0.04% |
239,068
+17,398
| +8% | +$3.52M |
|
508
Factset
FDS
$14B
| $48.4M | 0.04% |
116,563
+626
| +0.5% | +$260K |
|
509
Trip.com Group
TCOM
$47.6B
| $48.4M | 0.04% |
1,283,519
-7,945
| -0.6% | -$299K |
|
510
Revvity
RVTY
$10.1B
| $48.1M | 0.04% |
361,070
-45,872
| -11% | -$6.11M |
|
511
Citizens Financial Group
CFG
$22.3B
| $48.1M | 0.04% |
1,583,539
+110,240
| +7% | +$3.35M |
|
512
Atmos Energy
ATO
$26.7B
| $47.9M | 0.04% |
426,589
-108,590
| -20% | -$12.2M |
|
513
EPAM Systems
EPAM
$9.44B
| $47.7M | 0.04% |
159,591
-430
| -0.3% | -$129K |
|
514
Markel Group
MKL
$24.2B
| $47.3M | 0.04% |
37,037
-3,196
| -8% | -$4.08M |
|
515
Healthpeak Properties
DOC
$12.8B
| $47.1M | 0.04% |
2,145,289
-19,892
| -0.9% | -$437K |
|
516
Kimco Realty
KIM
$15.4B
| $47.1M | 0.04% |
2,412,808
-23,729
| -1% | -$463K |
|
517
Adaptive Biotechnologies
ADPT
$1.96B
| $47M | 0.04% |
5,322,536
-29,779
| -0.6% | -$263K |
|
518
MongoDB
MDB
$26.4B
| $46.4M | 0.03% |
199,204
-2,158
| -1% | -$503K |
|
519
Royalty Pharma
RPRX
$15.6B
| $46.4M | 0.03% |
1,287,830
+279,667
| +28% | +$10.1M |
|
520
Check Point Software Technologies
CHKP
$20.7B
| $46.4M | 0.03% |
356,846
+69,327
| +24% | +$9.01M |
|
521
Snap-on
SNA
$17.1B
| $46M | 0.03% |
186,352
+5,611
| +3% | +$1.39M |
|
522
Howmet Aerospace
HWM
$71.8B
| $45.9M | 0.03% |
1,083,705
-16,499
| -1% | -$699K |
|
523
NetApp
NTAP
$23.7B
| $45.8M | 0.03% |
717,147
-3,938
| -0.5% | -$251K |
|
524
C.H. Robinson
CHRW
$14.9B
| $45.4M | 0.03% |
456,934
-106,736
| -19% | -$10.6M |
|
525
Textron
TXT
$14.5B
| $45.2M | 0.03% |
640,297
+9,317
| +1% | +$658K |
|