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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
TAL Education Group
TAL
$6.17B
| $52.6M | 0.03% |
977,610
-47,458
| -5% | -$2.56M |
|
527
SS&C Technologies
SSNC
$21.7B
| $52.6M | 0.03% |
753,163
-22,031
| -3% | -$1.54M |
|
528
Monolithic Power Systems
MPWR
$41.5B
| $52.5M | 0.03% |
148,676
-1,861
| -1% | -$657K |
|
529
Ulta Beauty
ULTA
$23.1B
| $52.5M | 0.03% |
169,731
-8,229
| -5% | -$2.54M |
|
530
Alnylam Pharmaceuticals
ALNY
$59.4B
| $52.3M | 0.03% |
370,384
-11,027
| -3% | -$1.56M |
|
|
VAR
531
DELISTED
Varian Medical Systems, Inc.
VAR
| $52.3M | 0.03% |
296,051
-5,854
| -2% | -$1.03M |
|
532
Avery Dennison
AVY
$13.1B
| $52.1M | 0.03% |
283,906
-7,131
| -2% | -$1.31M |
|
533
Cincinnati Financial
CINF
$24B
| $52.1M | 0.03% |
505,542
-22,701
| -4% | -$2.34M |
|
534
Gartner
IT
$18.6B
| $52M | 0.03% |
284,673
-11,485
| -4% | -$2.1M |
|
535
Carvana
CVNA
$50.9B
| $51.8M | 0.03% |
197,283
-5,057
| -2% | -$1.33M |
|
536
NetApp
NTAP
$23.7B
| $51.6M | 0.03% |
710,414
-31,772
| -4% | -$2.31M |
|
537
Medical Properties Trust
MPW
$2.77B
| $51.5M | 0.03% |
2,419,577
-123,628
| -5% | -$2.63M |
|
538
Huntington Bancshares
HBAN
$25.7B
| $51.4M | 0.03% |
3,270,263
-130,246
| -4% | -$2.05M |
|
539
Palomar
PLMR
$3.3B
| $51.3M | 0.03% |
764,878
-20,917
| -3% | -$1.4M |
|
540
IDEX
IEX
$12.4B
| $50.5M | 0.03% |
241,353
-12,443
| -5% | -$2.6M |
|
541
Thomson Reuters
TRI
$78.7B
| $50.3M | 0.03% |
553,814
+64,703
| +13% | +$5.88M |
|
542
Masco
MAS
$15.9B
| $50.2M | 0.03% |
838,088
-68,803
| -8% | -$4.12M |
|
|
ACC
543
DELISTED
American Campus Communities, Inc.
ACC
| $50.1M | 0.03% |
1,160,010
-33,135
| -3% | -$1.43M |
|
544
Live Nation Entertainment
LYV
$37.9B
| $50M | 0.03% |
591,005
+61,356
| +12% | +$5.19M |
|
545
Revvity
RVTY
$10.1B
| $49.9M | 0.03% |
388,971
-10,509
| -3% | -$1.35M |
|
546
GoDaddy
GDDY
$20.1B
| $49.9M | 0.03% |
642,805
+89,763
| +16% | +$6.97M |
|
547
ON Semiconductor
ON
$20.1B
| $49.8M | 0.03% |
1,196,214
-158,139
| -12% | -$6.58M |
|
548
Raymond James Financial
RJF
$33B
| $49.6M | 0.03% |
606,449
-9,319
| -2% | -$761K |
|
549
Baker Hughes
BKR
$44.9B
| $49.2M | 0.03% |
2,278,379
+27,500
| +1% | +$594K |
|
550
C.H. Robinson
CHRW
$14.9B
| $49.1M | 0.03% |
514,403
-9,536
| -2% | -$910K |
|