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
|
+$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$85.3M |
| 3 |
GE HealthCare
GEHC
|
+$83.7M |
| 4 |
Atlassian
TEAM
|
+$63.8M |
| 5 |
Tesla
TSLA
|
+$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
+$215M |
| 2 |
Deere & Co
DE
|
+$123M |
| 3 |
iShares Gold Trust
IAU
|
+$114M |
| 4 |
Exact Sciences
EXAS
|
+$108M |
| 5 |
GE Aerospace
GE
|
+$86.4M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Paycom
PAYC
$12.6B
| $45.2M | 0.03% |
148,601
-1,403
| -0.9% | -$427K |
|
527
Ball Corp
BALL
$13.9B
| $45.1M | 0.03% |
819,050
-12,906
| -2% | -$711K |
|
528
AES
AES
$9.06B
| $45.1M | 0.03% |
1,870,956
-9,187
| -0.5% | -$221K |
|
529
MarketAxess Holdings
MKTX
$6.99B
| $45M | 0.03% |
115,036
-18,990
| -14% | -$7.43M |
|
|
MRO
530
DELISTED
Marathon Oil Corporation
MRO
| $44.9M | 0.03% |
1,872,144
-26,123
| -1% | -$626K |
|
531
Pembina Pipeline
PBA
$22.1B
| $44.8M | 0.03% |
1,383,912
-16,290
| -1% | -$527K |
|
532
Lamb Weston
LW
$8.02B
| $44.7M | 0.03% |
428,116
-5,749
| -1% | -$601K |
|
533
Molina Healthcare
MOH
$9.51B
| $44.4M | 0.03% |
166,088
-15,958
| -9% | -$4.27M |
|
534
Targa Resources
TRGP
$34.5B
| $44.4M | 0.03% |
608,194
+50,074
| +9% | +$3.65M |
|
535
Tenet Healthcare
THC
$17B
| $44.4M | 0.03% |
746,526
+71,113
| +11% | +$4.23M |
|
536
Camden Property Trust
CPT
$11.9B
| $44.3M | 0.03% |
422,550
-943
| -0.2% | -$98.9K |
|
537
Royal Caribbean
RCL
$95.4B
| $44.3M | 0.03% |
678,258
+38,797
| +6% | +$2.53M |
|
538
LKQ Corp
LKQ
$8.39B
| $44.2M | 0.03% |
778,049
-160,160
| -17% | -$9.09M |
|
539
Expedia Group
EXPE
$26.9B
| $43.9M | 0.03% |
452,276
-2,226
| -0.5% | -$216K |
|
540
Stanley Black & Decker
SWK
$12.1B
| $43.8M | 0.03% |
543,248
+54,887
| +11% | +$4.42M |
|
541
Okta
OKTA
$16.3B
| $43.8M | 0.03% |
507,497
+26,744
| +6% | +$2.31M |
|
542
Iridium Communications
IRDM
$2.27B
| $43.6M | 0.03% |
703,336
-8,188
| -1% | -$507K |
|
543
Interpublic Group of Companies
IPG
$9.89B
| $43.4M | 0.03% |
1,166,251
-512,694
| -31% | -$19.1M |
|
544
Pultegroup
PHM
$27.9B
| $43.4M | 0.03% |
744,452
-16,834
| -2% | -$981K |
|
545
Akamai
AKAM
$11.3B
| $43.4M | 0.03% |
553,769
-13,953
| -2% | -$1.09M |
|
546
International Paper
IP
$25B
| $43.2M | 0.03% |
1,198,768
-49,651
| -4% | -$1.79M |
|
547
Everest Group
EG
$14.2B
| $42.5M | 0.03% |
118,680
+5,901
| +5% | +$2.11M |
|
548
JB Hunt Transport Services
JBHT
$13.8B
| $42.3M | 0.03% |
240,962
-4,029
| -2% | -$707K |
|
549
Brown & Brown
BRO
$31.5B
| $41.8M | 0.03% |
728,800
+11,080
| +2% | +$636K |
|
550
Urban Edge Properties
UE
$2.66B
| $41.8M | 0.03% |
2,776,068
+237,224
| +9% | +$3.57M |
|