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 |
Extra Space Storage
EXR
|
+$90M |
| 2 |
Advanced Micro Devices
AMD
|
+$76.6M |
| 3 |
Amphenol
APH
|
+$71M |
| 4 |
Kenvue
KVUE
|
+$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
+$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
+$153M |
| 2 |
Johnson & Johnson
JNJ
|
+$96.2M |
| 3 |
Coinbase
COIN
|
+$94.4M |
| 4 |
Tesla
TSLA
|
+$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
PPL Corp
PPL
$26.5B
| $42.2M | 0.03% |
1,792,465
-25,354
| -1% | -$597K |
|
502
Everest Group
EG
$14.3B
| $41.8M | 0.03% |
112,521
+78
| +0.1% | +$29K |
|
503
International Flavors & Fragrances
IFF
$16.5B
| $41.8M | 0.03% |
612,801
-8,828
| -1% | -$602K |
|
504
Textron
TXT
$14.4B
| $41.5M | 0.03% |
531,500
-22,082
| -4% | -$1.73M |
|
505
Atmos Energy
ATO
$26.3B
| $41.4M | 0.03% |
391,256
-5,455
| -1% | -$578K |
|
506
NNN REIT
NNN
$8.06B
| $41.4M | 0.03% |
1,170,288
+934,728
| +397% | +$33M |
|
507
Skyworks Solutions
SWKS
$10.9B
| $41.1M | 0.03% |
416,981
-7,044
| -2% | -$694K |
|
508
Dell
DELL
$84.2B
| $41.1M | 0.03% |
595,903
-42,577
| -7% | -$2.93M |
|
509
Factset
FDS
$13.7B
| $41M | 0.03% |
93,846
-8,976
| -9% | -$3.92M |
|
510
CenterPoint Energy
CNP
$24.7B
| $41M | 0.03% |
1,526,186
-7,157
| -0.5% | -$192K |
|
511
Rivian
RIVN
$16.9B
| $40.9M | 0.03% |
1,684,788
+151,724
| +10% | +$3.68M |
|
512
Enphase Energy
ENPH
$4.85B
| $40.8M | 0.03% |
339,402
-1,727
| -0.5% | -$207K |
|
513
CMS Energy
CMS
$21.3B
| $40.7M | 0.03% |
765,504
-8,237
| -1% | -$437K |
|
|
AIRC
514
DELISTED
Apartment Income REIT Corp.
AIRC
| $40.6M | 0.03% |
1,323,687
+618,134
| +88% | +$19M |
|
515
W.P. Carey
WPC
$14.8B
| $40.6M | 0.03% |
766,068
-13,176
| -2% | -$698K |
|
516
Brown-Forman Class B
BF.B
$12.9B
| $40.6M | 0.03% |
703,296
-1,270
| -0.2% | -$73.3K |
|
517
Schrodinger
SDGR
$1.34B
| $40.6M | 0.03% |
1,434,883
-991,122
| -41% | -$28M |
|
518
Equity Lifestyle Properties
ELS
$11.7B
| $40.3M | 0.03% |
633,002
-542,706
| -46% | -$34.6M |
|
519
Omnicom Group
OMC
$14.7B
| $40.2M | 0.03% |
539,350
-13,823
| -2% | -$1.03M |
|
520
Best Buy
BBY
$16.1B
| $40.1M | 0.03% |
577,042
-14,695
| -2% | -$1.02M |
|
521
Pure Storage
PSTG
$26.5B
| $40.1M | 0.03% |
1,124,405
-24,073
| -2% | -$857K |
|
522
Tyler Technologies
TYL
$23.6B
| $39.9M | 0.03% |
103,369
+762
| +0.7% | +$294K |
|
523
First Solar
FSLR
$21.9B
| $39.7M | 0.03% |
245,634
-5,195
| -2% | -$839K |
|
524
Waters Corp
WAT
$17.4B
| $39.6M | 0.03% |
144,522
-504
| -0.3% | -$138K |
|
525
Hubbell
HUBB
$23.5B
| $39.5M | 0.03% |
126,174
+14,502
| +13% | +$4.55M |
|