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
|
$385M |
| 2 |
Shopify
SHOP
|
$235M |
| 3 |
KE Holdings
BEKE
|
$200M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
$172M |
| 5 |
Baidu
BIDU
|
$157M |
Top Sells
| 1 |
Apple
AAPL
|
$1.15B |
| 2 |
Microsoft
MSFT
|
$788M |
| 3 |
Amazon
AMZN
|
$604M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$418M |
| 5 |
Meta Platforms (Facebook)
META
|
$299M |
Sector Composition
| 1 | Technology | 25.28% |
| 2 | Healthcare | 13.29% |
| 3 | Consumer Discretionary | 12.57% |
| 4 | Financials | 11.94% |
| 5 | Communication Services | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
IDEX
IEX
$12.4B
| $50.6M | 0.03% |
253,796
-31,456
| -11% | -$6.27M |
|
527
Masimo
MASI
$8B
| $50.3M | 0.03% |
187,492
-3,639
| -2% | -$977K |
|
528
Genuine Parts
GPC
$19.4B
| $50.3M | 0.03% |
500,605
-62,951
| -11% | -$6.32M |
|
529
Camden Property Trust
CPT
$11.9B
| $50.2M | 0.03% |
502,644
-421,557
| -46% | -$42.1M |
|
530
Cheniere Energy
LNG
$51.8B
| $50.2M | 0.03% |
835,679
-100,709
| -11% | -$6.05M |
|
531
Cencora
COR
$56.7B
| $50M | 0.03% |
511,879
-66,765
| -12% | -$6.53M |
|
|
HES
532
DELISTED
Hess
HES
| $49.9M | 0.03% |
945,270
-113,042
| -11% | -$5.97M |
|
533
Masco
MAS
$15.9B
| $49.8M | 0.03% |
906,891
-145,719
| -14% | -$8M |
|
534
Urban Edge Properties
UE
$2.67B
| $49.7M | 0.03% |
3,843,478
+2,694,555
| +235% | +$34.9M |
|
535
FMC
FMC
$4.72B
| $49.7M | 0.03% |
432,023
-54,298
| -11% | -$6.24M |
|
536
Crown Holdings
CCK
$11B
| $49.6M | 0.03% |
494,769
-21,012
| -4% | -$2.11M |
|
537
Alnylam Pharmaceuticals
ALNY
$59.2B
| $49.6M | 0.03% |
381,411
-61,284
| -14% | -$7.97M |
|
538
Fair Isaac
FICO
$36.8B
| $49.4M | 0.03% |
96,738
-12,607
| -12% | -$6.44M |
|
539
Eastman Chemical
EMN
$7.93B
| $49.4M | 0.03% |
492,521
-97,040
| -16% | -$9.73M |
|
540
Pool Corp
POOL
$12.5B
| $49.4M | 0.03% |
132,510
+128,638
| +3,322% | +$47.9M |
|
541
C.H. Robinson
CHRW
$14.9B
| $49.2M | 0.03% |
523,939
-58,749
| -10% | -$5.51M |
|
542
NetApp
NTAP
$23.7B
| $49.2M | 0.03% |
742,186
-120,458
| -14% | -$7.98M |
|
543
Fate Therapeutics
FATE
$115M
| $48.9M | 0.03% |
537,664
+55,238
| +11% | +$5.02M |
|
544
Wayfair
W
$11.6B
| $48.8M | 0.03% |
216,103
-26,105
| -11% | -$5.89M |
|
545
NVR
NVR
$23.5B
| $48.6M | 0.03% |
11,923
-2,013
| -14% | -$8.21M |
|
546
Carvana
CVNA
$50.9B
| $48.5M | 0.03% |
+202,340
| New | +$48.5M |
|
|
ABMD
547
DELISTED
Abiomed Inc
ABMD
| $48.4M | 0.03% |
149,372
-97,839
| -40% | -$31.7M |
|
548
FIVE9
FIVN
$2.06B
| $48.1M | 0.03% |
275,612
+108,165
| +65% | +$18.9M |
|
549
LendingClub
LC
$1.9B
| $48M | 0.03% |
4,548,260
-1,344,084
| -23% | -$14.2M |
|
|
API
550
Agora
API
$310M
| $48M | 0.03% |
+1,213,427
| New | +$48M |
|