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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Magna International
MGA
$12.9B
| $45.2M | 0.04% |
800,016
-169,097
| -17% | -$9.56M |
|
502
Las Vegas Sands
LVS
$37.4B
| $44.9M | 0.04% |
774,048
-142,637
| -16% | -$8.27M |
|
503
Prime Medicine
PRME
$693M
| $44.9M | 0.04% |
3,063,751
+2,066,179
| +207% | +$30.3M |
|
504
Ball Corp
BALL
$13.6B
| $44.8M | 0.03% |
769,736
-49,314
| -6% | -$2.87M |
|
505
CenterPoint Energy
CNP
$24.7B
| $44.7M | 0.03% |
1,533,343
-204,702
| -12% | -$5.97M |
|
506
NetApp
NTAP
$24.7B
| $44.5M | 0.03% |
582,891
-134,256
| -19% | -$10.3M |
|
507
Huntington Bancshares
HBAN
$25.8B
| $44.4M | 0.03% |
4,123,109
-331,980
| -7% | -$3.58M |
|
508
Snap-on
SNA
$16.9B
| $44.3M | 0.03% |
153,792
-32,560
| -17% | -$9.38M |
|
509
Brown & Brown
BRO
$30.5B
| $44.1M | 0.03% |
640,452
-88,348
| -12% | -$6.08M |
|
510
Lamb Weston
LW
$7.79B
| $43.8M | 0.03% |
380,667
-47,449
| -11% | -$5.45M |
|
511
Tyson Foods
TSN
$19.7B
| $43.7M | 0.03% |
856,146
-69,373
| -7% | -$3.54M |
|
512
Fortis
FTS
$24.7B
| $43.6M | 0.03% |
1,010,610
-189,939
| -16% | -$8.2M |
|
513
iShares MBS ETF
MBB
$41.5B
| $43.6M | 0.03% |
+467,388
| New | +$43.6M |
|
514
Quest Diagnostics
DGX
$20.1B
| $43.6M | 0.03% |
309,938
-44,132
| -12% | -$6.2M |
|
515
BioMarin Pharmaceuticals
BMRN
$10.5B
| $43.5M | 0.03% |
501,523
-82,377
| -14% | -$7.14M |
|
516
Bunge Global
BG
$16.5B
| $43.1M | 0.03% |
457,173
-57,682
| -11% | -$5.44M |
|
517
Expedia Group
EXPE
$26.7B
| $43.1M | 0.03% |
393,749
-58,527
| -13% | -$6.4M |
|
518
Adaptive Biotechnologies
ADPT
$1.89B
| $42.8M | 0.03% |
6,384,047
+1,061,511
| +20% | +$7.12M |
|
519
Tyler Technologies
TYL
$23.6B
| $42.7M | 0.03% |
102,607
-14,759
| -13% | -$6.15M |
|
520
Markel Group
MKL
$24.3B
| $42.7M | 0.03% |
30,872
-6,165
| -17% | -$8.53M |
|
521
Corpay
CPAY
$21.5B
| $42.6M | 0.03% |
169,729
-26,985
| -14% | -$6.78M |
|
522
Paycom
PAYC
$12.4B
| $42.6M | 0.03% |
132,642
-15,959
| -11% | -$5.13M |
|
523
Camden Property Trust
CPT
$11.6B
| $42.5M | 0.03% |
390,205
-32,345
| -8% | -$3.52M |
|
524
Pure Storage
PSTG
$26.5B
| $42.3M | 0.03% |
1,148,478
+768,965
| +203% | +$28.3M |
|
525
LKQ Corp
LKQ
$8.26B
| $41.7M | 0.03% |
714,811
-63,238
| -8% | -$3.68M |
|