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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PARA
526
DELISTED
Paramount Global Class B
PARA
| $51.9M | 0.03% |
1,719,520
-1,082,244
| -39% | -$32.7M |
|
527
Thomson Reuters
TRI
$77.2B
| $51.8M | 0.03% |
417,577
-83,029
| -17% | -$10.3M |
|
528
Charles River Laboratories
CRL
$7.62B
| $51.7M | 0.03% |
137,319
-4,714
| -3% | -$1.78M |
|
529
J.M. Smucker
SJM
$11.7B
| $51.5M | 0.03% |
379,139
-26,400
| -7% | -$3.59M |
|
530
Caesars Entertainment
CZR
$5.34B
| $51.2M | 0.03% |
547,081
-15,256
| -3% | -$1.43M |
|
531
Raymond James Financial
RJF
$33.1B
| $51M | 0.03% |
508,270
-31,529
| -6% | -$3.17M |
|
532
Bio-Rad Laboratories Class A
BIO
$7.58B
| $50.5M | 0.03% |
66,879
-50,181
| -43% | -$37.9M |
|
533
Medical Properties Trust
MPW
$2.79B
| $50.4M | 0.03% |
2,131,465
-117,371
| -5% | -$2.77M |
|
534
Arcturus Therapeutics
ARCT
$477M
| $50.2M | 0.03% |
1,357,472
-1,060
| -0.1% | -$39.2K |
|
535
BioMarin Pharmaceuticals
BMRN
$10.5B
| $49.8M | 0.03% |
563,683
+34,324
| +6% | +$3.03M |
|
536
Eastman Chemical
EMN
$7.6B
| $49.5M | 0.03% |
409,278
-14,716
| -3% | -$1.78M |
|
537
iShares Core US Aggregate Bond ETF
AGG
$132B
| $49.5M | 0.03% |
433,539
-79,226
| -15% | -$9.04M |
|
538
Cincinnati Financial
CINF
$23.8B
| $49.4M | 0.03% |
433,602
-60,351
| -12% | -$6.88M |
|
539
CenterPoint Energy
CNP
$24.6B
| $49.2M | 0.03% |
1,761,344
-40,030
| -2% | -$1.12M |
|
540
DaVita
DVA
$9.48B
| $49.1M | 0.03% |
431,877
-9,911
| -2% | -$1.13M |
|
541
IDEX
IEX
$12B
| $49M | 0.03% |
207,452
-50,723
| -20% | -$12M |
|
542
Markel Group
MKL
$24.3B
| $49M | 0.03% |
39,676
-2,617
| -6% | -$3.23M |
|
543
JB Hunt Transport Services
JBHT
$13.2B
| $48.9M | 0.03% |
238,990
-14,779
| -6% | -$3.02M |
|
544
Evergy
EVRG
$16.5B
| $48.8M | 0.03% |
711,942
-30,314
| -4% | -$2.08M |
|
545
PG&E
PCG
$33.6B
| $48.8M | 0.03% |
4,017,648
-208,501
| -5% | -$2.53M |
|
546
Rivian
RIVN
$17.1B
| $48.7M | 0.03% |
+469,970
| New | +$48.7M |
|
547
Skillz
SKLZ
$111M
| $48.6M | 0.03% |
326,766
+68,078
| +26% | +$10.1M |
|
548
Hormel Foods
HRL
$13.7B
| $48.5M | 0.03% |
994,607
-45,285
| -4% | -$2.21M |
|
|
SBNY
549
DELISTED
Signature Bank
SBNY
| $48.3M | 0.03% |
+149,375
| New | +$48.3M |
|
550
Corpay
CPAY
$21.5B
| $48.2M | 0.03% |
215,477
-10,466
| -5% | -$2.34M |
|