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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Charles River Laboratories
CRL
$7.54B
| $55.2M | 0.03% |
+149,273
| New | +$55.2M |
|
527
Equitable Holdings
EQH
$15.8B
| $55.1M | 0.03% |
1,807,970
-82,635
| -4% | -$2.52M |
|
528
Omnicom Group
OMC
$14.7B
| $54.8M | 0.03% |
684,969
-34,039
| -5% | -$2.72M |
|
|
CTXS
529
DELISTED
Citrix Systems Inc
CTXS
| $54.3M | 0.03% |
462,868
-12,242
| -3% | -$1.44M |
|
530
W.P. Carey
WPC
$14.8B
| $54.2M | 0.03% |
741,392
-58,623
| -7% | -$4.28M |
|
531
Celanese
CE
$4.84B
| $54.1M | 0.03% |
356,534
-25,116
| -7% | -$3.81M |
|
532
Thomson Reuters
TRI
$76.8B
| $54M | 0.03% |
524,240
-29,574
| -5% | -$3.04M |
|
533
DaVita
DVA
$9.46B
| $53.9M | 0.03% |
447,302
+7,209
| +2% | +$868K |
|
534
NVR
NVR
$23B
| $53.9M | 0.03% |
10,829
-602
| -5% | -$2.99M |
|
535
Principal Financial Group
PFG
$17.8B
| $53.7M | 0.03% |
850,076
-54,528
| -6% | -$3.45M |
|
536
Markel Group
MKL
$24.3B
| $53.4M | 0.03% |
45,020
-9,031
| -17% | -$10.7M |
|
537
Monolithic Power Systems
MPWR
$41B
| $53.4M | 0.03% |
142,986
-5,690
| -4% | -$2.12M |
|
538
Avery Dennison
AVY
$12.8B
| $53.4M | 0.03% |
253,897
-30,009
| -11% | -$6.31M |
|
539
Agnico Eagle Mines
AEM
$76.8B
| $53.1M | 0.03% |
879,262
-79,349
| -8% | -$4.79M |
|
540
Alliant Energy
LNT
$16.4B
| $53M | 0.03% |
950,058
+69,537
| +8% | +$3.88M |
|
541
Zscaler
ZS
$43.4B
| $52.7M | 0.03% |
243,876
-20,602
| -8% | -$4.45M |
|
542
Cencora
COR
$57.4B
| $52.6M | 0.03% |
459,616
-32,690
| -7% | -$3.74M |
|
543
Viatris
VTRS
$11.9B
| $52.6M | 0.03% |
3,678,269
-324,413
| -8% | -$4.64M |
|
544
Huntington Ingalls Industries
HII
$10.7B
| $52.4M | 0.03% |
248,581
+36,855
| +17% | +$7.77M |
|
545
Hormel Foods
HRL
$13.7B
| $52.3M | 0.03% |
1,095,080
-74,080
| -6% | -$3.54M |
|
546
AES
AES
$9.06B
| $52M | 0.03% |
1,994,406
-210,455
| -10% | -$5.49M |
|
547
SS&C Technologies
SSNC
$21.6B
| $52M | 0.03% |
721,385
-31,778
| -4% | -$2.29M |
|
548
Eastman Chemical
EMN
$7.47B
| $51.9M | 0.03% |
444,515
-34,182
| -7% | -$3.99M |
|
549
Baker Hughes
BKR
$46.3B
| $51.6M | 0.03% |
2,257,914
-20,465
| -0.9% | -$468K |
|
550
Pultegroup
PHM
$26.7B
| $51.4M | 0.03% |
941,771
-83,346
| -8% | -$4.55M |
|