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 |
GE Vernova
GEV
|
+$104M |
| 2 |
Curtiss-Wright
CW
|
+$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$68.6M |
| 4 |
Roblox
RBLX
|
+$55.5M |
| 5 |
10x Genomics
TXG
|
+$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$605M |
| 2 |
Microsoft
MSFT
|
+$537M |
| 3 |
Apple
AAPL
|
+$515M |
| 4 |
Royal Bank of Canada
RY
|
+$328M |
| 5 |
Toronto Dominion Bank
TD
|
+$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
W.R. Berkley
WRB
$27.2B
| $37.7M | 0.03% |
720,392
-59,709
| -8% | -$3.13M |
|
502
Baxter International
BAX
$12.4B
| $37.7M | 0.03% |
1,126,301
-66,650
| -6% | -$2.23M |
|
503
Loews
L
$19.8B
| $37.6M | 0.03% |
503,694
+5,899
| +1% | +$441K |
|
504
Northern Trust
NTRS
$24.3B
| $37.2M | 0.03% |
442,500
-47,987
| -10% | -$4.03M |
|
505
Emcor
EME
$28.5B
| $37M | 0.03% |
101,287
+91,837
| +972% | +$33.5M |
|
506
Liberty Media Series C
FWONK
$24.8B
| $37M | 0.03% |
514,631
+23,877
| +5% | +$1.72M |
|
507
American Homes 4 Rent
AMH
$12.7B
| $36.9M | 0.03% |
992,545
-58,594
| -6% | -$2.18M |
|
508
Snap-on
SNA
$16.8B
| $36.9M | 0.03% |
141,084
-6,460
| -4% | -$1.69M |
|
509
Citizens Financial Group
CFG
$22.3B
| $36.7M | 0.03% |
1,018,405
-192,123
| -16% | -$6.92M |
|
510
AerCap
AER
$21.5B
| $36.4M | 0.03% |
390,584
-27,487
| -7% | -$2.56M |
|
511
Reliance Steel & Aluminium
RS
$15.3B
| $36M | 0.03% |
126,110
-16,347
| -11% | -$4.67M |
|
512
BioMarin Pharmaceuticals
BMRN
$10.5B
| $35.9M | 0.03% |
435,466
-42,034
| -9% | -$3.46M |
|
|
MRO
513
DELISTED
Marathon Oil Corporation
MRO
| $35.8M | 0.03% |
1,250,102
-256,338
| -17% | -$7.35M |
|
514
Expedia Group
EXPE
$26.5B
| $35.7M | 0.03% |
283,140
-60,249
| -18% | -$7.59M |
|
515
W.P. Carey
WPC
$14.8B
| $35.4M | 0.03% |
642,560
-113,409
| -15% | -$6.24M |
|
516
Archer Aviation
ACHR
$5.36B
| $35.3M | 0.03% |
10,029,474
-768,714
| -7% | -$2.71M |
|
517
Akamai
AKAM
$11.1B
| $35.3M | 0.03% |
391,871
-33,361
| -8% | -$3.01M |
|
518
Gen Digital
GEN
$18.2B
| $34.9M | 0.03% |
1,396,442
-208,560
| -13% | -$5.21M |
|
519
Owens Corning
OC
$12.7B
| $34.8M | 0.03% |
200,481
-29,727
| -13% | -$5.16M |
|
520
EQT Corp
EQT
$31.8B
| $34.7M | 0.03% |
938,133
+41,531
| +5% | +$1.54M |
|
521
Amcor
AMCR
$18.9B
| $34.3M | 0.03% |
3,507,427
-284,651
| -8% | -$2.78M |
|
522
Factset
FDS
$13.7B
| $34.2M | 0.03% |
83,812
-9,184
| -10% | -$3.75M |
|
523
Rollins
ROL
$27.4B
| $34.2M | 0.03% |
700,735
-13,014
| -2% | -$635K |
|
524
Burlington
BURL
$17.6B
| $34.2M | 0.03% |
142,306
-10,504
| -7% | -$2.52M |
|
525
Conagra Brands
CAG
$9.21B
| $34M | 0.03% |
1,194,952
-110,332
| -8% | -$3.14M |
|