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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Coinbase
COIN
|
$62.8M |
| 4 |
Tesla
TSLA
|
$59M |
| 5 |
iShares Gold Trust Micro
IAUM
|
$57.4M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Gen Digital
GEN
$18.2B
| $44.6M | 0.04% |
2,082,761
+134,992
| +7% | +$2.89M |
|
527
Chart Industries
GTLS
$8.96B
| $44.6M | 0.04% |
387,079
+8,745
| +2% | +$1.01M |
|
528
Zillow
Z
$21.3B
| $44.6M | 0.04% |
1,384,355
-1,077,054
| -44% | -$34.7M |
|
529
Trip.com Group
TCOM
$47.6B
| $44.4M | 0.04% |
1,291,464
-6,536
| -0.5% | -$225K |
|
530
Las Vegas Sands
LVS
$36.9B
| $44.4M | 0.04% |
924,020
+15,841
| +2% | +$761K |
|
531
Skyworks Solutions
SWKS
$11.2B
| $43.8M | 0.03% |
480,532
-49,982
| -9% | -$4.55M |
|
532
Howmet Aerospace
HWM
$71.8B
| $43.4M | 0.03% |
1,100,204
-17,399
| -2% | -$686K |
|
533
NetApp
NTAP
$23.7B
| $43.3M | 0.03% |
721,085
-22,317
| -3% | -$1.34M |
|
534
International Paper
IP
$25.7B
| $43.2M | 0.03% |
1,248,419
+3,022
| +0.2% | +$105K |
|
535
Domino's
DPZ
$15.7B
| $43.2M | 0.03% |
124,779
-19,506
| -14% | -$6.76M |
|
536
JB Hunt Transport Services
JBHT
$13.9B
| $42.7M | 0.03% |
244,991
-3,066
| -1% | -$535K |
|
|
SJR
537
DELISTED
Shaw Communications Inc.
SJR
| $42.7M | 0.03% |
1,479,361
-218,794
| -13% | -$6.31M |
|
538
Boston Properties
BXP
$12.2B
| $42.6M | 0.03% |
630,640
+67
| +0% | +$4.53K |
|
539
Snap
SNAP
$12.4B
| $42.6M | 0.03% |
4,757,142
+293,043
| +7% | +$2.62M |
|
540
Palomar
PLMR
$3.3B
| $42.6M | 0.03% |
942,289
+19,374
| +2% | +$875K |
|
541
Ball Corp
BALL
$13.9B
| $42.5M | 0.03% |
831,956
-13,158
| -2% | -$673K |
|
542
Fair Isaac
FICO
$36.8B
| $42.5M | 0.03% |
70,940
-2,978
| -4% | -$1.78M |
|
543
Evergy
EVRG
$16.5B
| $42.1M | 0.03% |
668,739
-4,982
| -0.7% | -$314K |
|
544
Bath & Body Works
BBWI
$6.06B
| $41.5M | 0.03% |
985,878
-248,555
| -20% | -$10.5M |
|
545
Avery Dennison
AVY
$13.1B
| $41.4M | 0.03% |
228,741
-8,366
| -4% | -$1.51M |
|
546
Snap-on
SNA
$17.1B
| $41.3M | 0.03% |
180,741
-3,804
| -2% | -$869K |
|
547
NVR
NVR
$23.5B
| $41.3M | 0.03% |
8,953
-852
| -9% | -$3.93M |
|
548
Targa Resources
TRGP
$34.9B
| $41M | 0.03% |
558,120
-474
| -0.1% | -$34.8K |
|
549
Alliant Energy
LNT
$16.6B
| $41M | 0.03% |
741,811
-21,205
| -3% | -$1.17M |
|
550
Viatris
VTRS
$12.2B
| $40.9M | 0.03% |
3,679,008
+3,865
| +0.1% | +$43K |
|