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 |
iShares Gold Trust
IAU
|
$997M |
| 2 |
UiPath
PATH
|
$437M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
| 4 |
Coinbase
COIN
|
$326M |
| 5 |
GE Aerospace
GE
|
$198M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
AT&T
T
|
$118M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Pool Corp
POOL
$12.4B
| $47.2M | 0.04% |
134,468
+21,610
| +19% | +$7.59M |
|
527
Molina Healthcare
MOH
$9.47B
| $47.2M | 0.04% |
168,704
+20,523
| +14% | +$5.74M |
|
528
Conagra Brands
CAG
$9.23B
| $47.1M | 0.04% |
1,374,119
-489,318
| -26% | -$16.8M |
|
|
NIU
529
Niu Technologies
NIU
$338M
| $46.8M | 0.04% |
5,442,590
+940,441
| +21% | +$8.09M |
|
530
J.M. Smucker
SJM
$12B
| $46.7M | 0.04% |
365,003
-13,286
| -4% | -$1.7M |
|
531
CareDx
CDNA
$736M
| $46.7M | 0.04% |
2,173,025
+205,791
| +10% | +$4.42M |
|
532
Pentair
PNR
$18.1B
| $46.3M | 0.04% |
1,012,380
+524,920
| +108% | +$24M |
|
533
Teck Resources
TECK
$16.8B
| $46M | 0.04% |
1,503,817
+53,218
| +4% | +$1.63M |
|
|
MRO
534
DELISTED
Marathon Oil Corporation
MRO
| $45.9M | 0.04% |
2,043,561
+1,843,765
| +923% | +$41.4M |
|
535
Corpay
CPAY
$22.4B
| $45.9M | 0.04% |
218,509
+7,573
| +4% | +$1.59M |
|
536
Cboe Global Markets
CBOE
$24.3B
| $45.6M | 0.04% |
402,490
+15,668
| +4% | +$1.77M |
|
537
Western Digital
WDC
$31.9B
| $45.4M | 0.03% |
1,339,698
-93,645
| -7% | -$3.17M |
|
538
C.H. Robinson
CHRW
$14.9B
| $45.3M | 0.03% |
447,259
+5,196
| +1% | +$527K |
|
539
Global E Online
GLBE
$6.07B
| $45.3M | 0.03% |
+2,246,939
| New | +$45.3M |
|
540
PG&E
PCG
$33.2B
| $45M | 0.03% |
4,513,424
+379,827
| +9% | +$3.79M |
|
541
Evergy
EVRG
$16.5B
| $44.6M | 0.03% |
683,608
-47,610
| -7% | -$3.11M |
|
542
Alliant Energy
LNT
$16.6B
| $44.5M | 0.03% |
759,196
+33,879
| +5% | +$1.99M |
|
543
Outfront Media
OUT
$3.05B
| $44.4M | 0.03% |
2,662,484
+934,421
| +54% | +$15.6M |
|
544
Palantir
PLTR
$363B
| $44.4M | 0.03% |
4,897,152
-67,812
| -1% | -$615K |
|
545
Darden Restaurants
DRI
$24.5B
| $44.4M | 0.03% |
392,647
-91,180
| -19% | -$10.3M |
|
546
Plug Power
PLUG
$1.69B
| $44.1M | 0.03% |
2,662,953
+77,457
| +3% | +$1.28M |
|
547
iShares Core MSCI Emerging Markets ETF
IEMG
$103B
| $44M | 0.03% |
897,757
+19,345
| +2% | +$949K |
|
548
Snap-on
SNA
$17.1B
| $43.9M | 0.03% |
222,849
+42,733
| +24% | +$8.42M |
|
549
Okta
OKTA
$16.1B
| $43.9M | 0.03% |
485,451
-248,813
| -34% | -$22.5M |
|
550
Insulet
PODD
$24.5B
| $43.8M | 0.03% |
200,800
+17,052
| +9% | +$3.72M |
|