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 |
Tesla
TSLA
|
$198M |
| 2 |
Amazon
AMZN
|
$188M |
| 3 |
Roku
ROKU
|
$95M |
| 4 |
Unity
U
|
$74.2M |
| 5 |
Flutter Entertainment
FLUT
|
$70.4M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Markel Group
MKL
$24.2B
| $48.4M | 0.03% |
31,819
+888
| +3% | +$1.35M |
|
502
PPL Corp
PPL
$26.6B
| $48.3M | 0.03% |
1,756,133
-12,067
| -0.7% | -$332K |
|
503
Atmos Energy
ATO
$26.7B
| $48.2M | 0.03% |
405,281
-6,495
| -2% | -$772K |
|
504
Waters Corp
WAT
$18.2B
| $48.2M | 0.03% |
139,936
-3,122
| -2% | -$1.07M |
|
505
Pacific Biosciences
PACB
$381M
| $48.1M | 0.03% |
12,824,385
-375,990
| -3% | -$1.41M |
|
506
Darden Restaurants
DRI
$24.5B
| $48M | 0.03% |
287,071
-5,398
| -2% | -$902K |
|
507
Cooper Companies
COO
$13.5B
| $47.7M | 0.03% |
470,437
-987
| -0.2% | -$100K |
|
508
Reliance Steel & Aluminium
RS
$15.7B
| $47.6M | 0.03% |
142,457
-955
| -0.7% | -$319K |
|
509
Expedia Group
EXPE
$26.6B
| $47.3M | 0.03% |
343,389
+6,432
| +2% | +$886K |
|
510
Best Buy
BBY
$16.1B
| $47.3M | 0.03% |
576,416
+2,235
| +0.4% | +$183K |
|
511
Kellanova
K
$27.8B
| $47.1M | 0.03% |
822,298
-30,629
| -4% | -$1.75M |
|
512
Akamai
AKAM
$11.3B
| $46.2M | 0.03% |
425,232
-16,616
| -4% | -$1.81M |
|
513
Hologic
HOLX
$14.8B
| $46.2M | 0.03% |
592,323
-8,947
| -1% | -$698K |
|
514
Packaging Corp of America
PKG
$19.8B
| $46.2M | 0.03% |
243,245
-15,312
| -6% | -$2.91M |
|
515
W.R. Berkley
WRB
$27.3B
| $46M | 0.03% |
780,101
+665
| +0.1% | +$39.2K |
|
516
Albemarle
ALB
$9.6B
| $45.9M | 0.03% |
348,544
+6,425
| +2% | +$846K |
|
517
Fortis
FTS
$24.8B
| $45.4M | 0.03% |
1,147,377
+3,561
| +0.3% | +$141K |
|
518
Pembina Pipeline
PBA
$22.1B
| $45.4M | 0.03% |
1,284,326
+29,743
| +2% | +$1.05M |
|
519
Seagate
STX
$40B
| $45.3M | 0.03% |
487,233
-3,374
| -0.7% | -$314K |
|
520
CMS Energy
CMS
$21.4B
| $45.2M | 0.03% |
749,348
-14,200
| -2% | -$857K |
|
521
Domino's
DPZ
$15.7B
| $45M | 0.03% |
90,537
-4,065
| -4% | -$2.02M |
|
522
IDEX
IEX
$12.4B
| $44.9M | 0.03% |
183,945
+3,391
| +2% | +$827K |
|
523
Zscaler
ZS
$42.7B
| $44.5M | 0.03% |
230,945
-3,345
| -1% | -$644K |
|
524
Everest Group
EG
$14.3B
| $44M | 0.03% |
110,625
-2,482
| -2% | -$987K |
|
525
Citizens Financial Group
CFG
$22.3B
| $43.9M | 0.03% |
1,210,528
-18,636
| -2% | -$676K |
|