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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Cooper Companies
COO
$13.5B
| $41.5M | 0.03% |
451,544
+7,681
| +2% | +$706K |
|
502
Seagate
STX
$41.1B
| $41.4M | 0.03% |
479,613
+14,185
| +3% | +$1.22M |
|
503
Tyson Foods
TSN
$19.7B
| $41.3M | 0.03% |
719,838
-20,309
| -3% | -$1.17M |
|
504
Skyworks Solutions
SWKS
$10.9B
| $41.3M | 0.03% |
465,240
+24,681
| +6% | +$2.19M |
|
505
DocuSign
DOCU
$15.9B
| $41.1M | 0.03% |
457,519
-17,594
| -4% | -$1.58M |
|
506
Adaptive Biotechnologies
ADPT
$1.89B
| $41M | 0.03% |
6,833,137
-900,747
| -12% | -$5.4M |
|
507
Ibotta
IBTA
$745M
| $40.6M | 0.03% |
624,242
+323,997
| +108% | +$21.1M |
|
508
Burlington
BURL
$17.6B
| $40.6M | 0.03% |
142,389
-3,163
| -2% | -$902K |
|
509
Zscaler
ZS
$43.4B
| $40.5M | 0.03% |
224,648
+6,532
| +3% | +$1.18M |
|
510
Super Micro Computer
SMCI
$26.1B
| $40.1M | 0.03% |
1,317,018
+70,498
| +6% | +$2.15M |
|
511
Principal Financial Group
PFG
$17.8B
| $39.7M | 0.03% |
513,166
-9,694
| -2% | -$750K |
|
512
Hologic
HOLX
$14.6B
| $39.2M | 0.03% |
544,170
+15,820
| +3% | +$1.14M |
|
513
Estee Lauder
EL
$31.5B
| $38.8M | 0.03% |
517,777
-34,559
| -6% | -$2.59M |
|
514
AerCap
AER
$21.7B
| $38.4M | 0.03% |
400,770
+8,043
| +2% | +$770K |
|
515
Las Vegas Sands
LVS
$37.4B
| $38.3M | 0.03% |
745,994
+22,933
| +3% | +$1.18M |
|
516
Equity Lifestyle Properties
ELS
$11.7B
| $38.2M | 0.03% |
573,410
+27,115
| +5% | +$1.81M |
|
517
Ball Corp
BALL
$13.6B
| $38.1M | 0.03% |
690,310
-2,070
| -0.3% | -$114K |
|
518
NiSource
NI
$19.2B
| $38M | 0.03% |
1,033,754
+33,671
| +3% | +$1.24M |
|
519
Fidelity National Financial
FNF
$16.2B
| $37.9M | 0.03% |
674,446
+54,223
| +9% | +$3.04M |
|
520
Akamai
AKAM
$11B
| $37.7M | 0.03% |
394,420
-5,853
| -1% | -$560K |
|
521
F5
FFIV
$18.8B
| $37.7M | 0.03% |
149,891
+2,032
| +1% | +$511K |
|
522
Lennox International
LII
$19.6B
| $37.6M | 0.03% |
61,657
-80
| -0.1% | -$48.7K |
|
523
Twilio
TWLO
$16B
| $37.5M | 0.03% |
347,161
-28,601
| -8% | -$3.09M |
|
524
Gen Digital
GEN
$18B
| $37.4M | 0.03% |
1,367,539
-43,710
| -3% | -$1.2M |
|
525
Dollar General
DG
$23.4B
| $37.4M | 0.03% |
493,632
+12,808
| +3% | +$971K |
|