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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
LPL Financial
LPLA
$27.2B
| $40.8M | 0.03% |
175,199
+4,572
| +3% | +$1.06M |
|
502
Dollar General
DG
$23.3B
| $40.7M | 0.03% |
480,824
+8,388
| +2% | +$709K |
|
503
Schrodinger
SDGR
$1.35B
| $40.6M | 0.03% |
2,191,054
+29,920
| +1% | +$555K |
|
504
Snap-on
SNA
$16.8B
| $40.5M | 0.03% |
139,926
-1,158
| -0.8% | -$335K |
|
505
W.P. Carey
WPC
$14.8B
| $40.5M | 0.03% |
650,609
+8,049
| +1% | +$501K |
|
506
Akamai
AKAM
$11.1B
| $40.4M | 0.03% |
400,273
+8,402
| +2% | +$848K |
|
507
Loews
L
$19.8B
| $40.3M | 0.03% |
509,349
+5,655
| +1% | +$447K |
|
508
Americold
COLD
$3.77B
| $39.9M | 0.03% |
1,412,678
+123,776
| +10% | +$3.5M |
|
509
Conagra Brands
CAG
$9.21B
| $39.9M | 0.03% |
1,225,637
+30,685
| +3% | +$998K |
|
510
Adaptive Biotechnologies
ADPT
$1.95B
| $39.6M | 0.03% |
7,733,884
+834,253
| +12% | +$4.27M |
|
511
Coterra Energy
CTRA
$18.5B
| $39.5M | 0.03% |
1,650,859
+40,569
| +3% | +$972K |
|
512
Avantor
AVTR
$8.6B
| $39.5M | 0.03% |
1,525,590
-5,670
| -0.4% | -$147K |
|
513
Yum China
YUMC
$16.2B
| $39.5M | 0.03% |
876,571
-26,747
| -3% | -$1.2M |
|
514
Amcor
AMCR
$18.9B
| $39.3M | 0.03% |
3,464,540
-42,887
| -1% | -$486K |
|
515
Avery Dennison
AVY
$12.8B
| $39.1M | 0.03% |
177,007
-359
| -0.2% | -$79.3K |
|
516
SS&C Technologies
SSNC
$21.6B
| $39M | 0.03% |
525,197
+43,815
| +9% | +$3.25M |
|
517
Equity Lifestyle Properties
ELS
$11.7B
| $39M | 0.03% |
546,295
-33,263
| -6% | -$2.37M |
|
518
Zillow
Z
$20.8B
| $38.9M | 0.03% |
609,407
-3,523
| -0.6% | -$225K |
|
519
National Health Investors
NHI
$3.69B
| $38.8M | 0.03% |
461,124
-11,835
| -3% | -$995K |
|
520
Gen Digital
GEN
$18.2B
| $38.7M | 0.03% |
1,411,249
+14,807
| +1% | +$406K |
|
521
Factset
FDS
$13.7B
| $38.7M | 0.03% |
84,082
+270
| +0.3% | +$124K |
|
522
Fidelity National Financial
FNF
$16B
| $38.5M | 0.03% |
620,223
-5,784
| -0.9% | -$359K |
|
523
Live Nation Entertainment
LYV
$39.5B
| $38.4M | 0.03% |
350,497
+6,512
| +2% | +$713K |
|
524
Burlington
BURL
$17.6B
| $38.4M | 0.03% |
145,552
+3,246
| +2% | +$855K |
|
525
Revvity
RVTY
$9.69B
| $38.3M | 0.03% |
299,723
+9,473
| +3% | +$1.21M |
|