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 |
Teladoc Health
TDOC
|
$200M |
| 2 |
Sea Limited
SE
|
$176M |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
| 4 |
Twilio
TWLO
|
$153M |
| 5 |
TSMC
TSM
|
$129M |
Top Sells
| 1 |
Apple
AAPL
|
$701M |
| 2 |
Microsoft
MSFT
|
$440M |
| 3 |
Tesla
TSLA
|
$325M |
| 4 |
Amazon
AMZN
|
$316M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$192M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Cheniere Energy
LNG
$51.8B
| $43.3M | 0.03% |
936,388
-67,149
| -7% | -$3.11M |
|
|
HES
527
DELISTED
Hess
HES
| $43.3M | 0.03% |
1,058,312
-49,763
| -4% | -$2.04M |
|
528
iShares Core S&P 500 ETF
IVV
$664B
| $43M | 0.03% |
128,051
+26,761
| +26% | +$8.99M |
|
529
Wabtec
WAB
$33B
| $43M | 0.03% |
695,363
-65,065
| -9% | -$4.03M |
|
530
Bio-Rad Laboratories Class A
BIO
$8B
| $43M | 0.03% |
83,426
-5,579
| -6% | -$2.88M |
|
531
Elanco Animal Health
ELAN
$9.16B
| $42.5M | 0.03% |
1,520,970
-140,449
| -8% | -$3.92M |
|
532
Western Union
WU
$2.86B
| $42.4M | 0.03% |
1,978,133
-865,035
| -30% | -$18.5M |
|
533
Host Hotels & Resorts
HST
$12B
| $42.3M | 0.03% |
3,915,760
-459,655
| -11% | -$4.96M |
|
534
Teledyne Technologies
TDY
$25.7B
| $42.2M | 0.03% |
136,157
-26,630
| -16% | -$8.26M |
|
535
Agree Realty
ADC
$8.08B
| $42.1M | 0.03% |
662,043
+228,897
| +53% | +$14.6M |
|
|
ETFC
536
DELISTED
E*Trade Financial Corporation
ETFC
| $42.1M | 0.03% |
841,321
-137,902
| -14% | -$6.9M |
|
537
Iron Mountain
IRM
$27.2B
| $42M | 0.03% |
1,568,500
-116,295
| -7% | -$3.12M |
|
538
COPT Defense Properties
CDP
$3.46B
| $41.7M | 0.03% |
1,758,308
+455,854
| +35% | +$10.8M |
|
539
Gartner
IT
$18.6B
| $41.7M | 0.03% |
333,759
-50,129
| -13% | -$6.26M |
|
540
Packaging Corp of America
PKG
$19.8B
| $41.5M | 0.03% |
380,923
-66,403
| -15% | -$7.24M |
|
541
W.R. Berkley
WRB
$27.3B
| $41.5M | 0.03% |
1,527,653
-376,068
| -20% | -$10.2M |
|
542
Brown & Brown
BRO
$31.3B
| $41.3M | 0.03% |
912,462
-133,753
| -13% | -$6.05M |
|
543
Regions Financial
RF
$24.1B
| $41.3M | 0.03% |
3,580,633
-810,831
| -18% | -$9.35M |
|
544
Advance Auto Parts
AAP
$3.63B
| $41.2M | 0.03% |
268,130
-18,814
| -7% | -$2.89M |
|
545
Live Nation Entertainment
LYV
$37.9B
| $41.1M | 0.03% |
762,845
-77,039
| -9% | -$4.15M |
|
546
Western Digital
WDC
$31.9B
| $41M | 0.03% |
1,485,173
-261,126
| -15% | -$7.21M |
|
547
Molina Healthcare
MOH
$9.47B
| $40.8M | 0.03% |
222,672
-11,984
| -5% | -$2.19M |
|
548
Pacific Biosciences
PACB
$381M
| $40.6M | 0.03% |
+4,116,553
| New | +$40.6M |
|
549
LivePerson
LPSN
$89.9M
| $40.5M | 0.03% |
+778,432
| New | +$40.5M |
|
550
Halliburton
HAL
$18.8B
| $40.4M | 0.03% |
3,356,187
-371,999
| -10% | -$4.48M |
|