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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Akamai
AKAM
$11B
| $41.3M | 0.03% |
459,686
-94,083
| -17% | -$8.46M |
|
527
Factset
FDS
$13.7B
| $41.2M | 0.03% |
102,822
-13,741
| -12% | -$5.51M |
|
|
VERV
528
DELISTED
Verve Therapeutics
VERV
| $41M | 0.03% |
2,185,857
+587,863
| +37% | +$11M |
|
529
Incyte
INCY
$16.8B
| $40.9M | 0.03% |
657,290
-93,476
| -12% | -$5.82M |
|
530
Joby Aviation
JOBY
$11.4B
| $40.8M | 0.03% |
3,976,572
-264,164
| -6% | -$2.71M |
|
531
Cincinnati Financial
CINF
$23.8B
| $40.8M | 0.03% |
418,830
-32,264
| -7% | -$3.14M |
|
532
Reliance Steel & Aluminium
RS
$15.4B
| $40.5M | 0.03% |
149,139
-9,593
| -6% | -$2.61M |
|
533
Arcturus Therapeutics
ARCT
$489M
| $40.3M | 0.03% |
1,404,932
-16,393
| -1% | -$470K |
|
534
Targa Resources
TRGP
$35.2B
| $40.2M | 0.03% |
528,257
-79,937
| -13% | -$6.08M |
|
535
Royalty Pharma
RPRX
$15.6B
| $40.1M | 0.03% |
1,305,889
+18,059
| +1% | +$555K |
|
536
IDEX
IEX
$12.1B
| $40.1M | 0.03% |
186,401
-26,810
| -13% | -$5.77M |
|
537
Kimco Realty
KIM
$15.1B
| $40M | 0.03% |
2,027,568
-385,240
| -16% | -$7.6M |
|
538
Healthpeak Properties
DOC
$12.5B
| $39.9M | 0.03% |
1,985,950
-159,339
| -7% | -$3.2M |
|
539
Rogers Communications
RCI
$19.1B
| $39.9M | 0.03% |
873,378
-253,802
| -23% | -$11.6M |
|
540
FMC
FMC
$4.61B
| $39.6M | 0.03% |
379,226
-38,499
| -9% | -$4.02M |
|
541
Stanley Black & Decker
SWK
$11.9B
| $39.1M | 0.03% |
417,227
-126,021
| -23% | -$11.8M |
|
542
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $38.9M | 0.03% |
449,607
-232,098
| -34% | -$20.1M |
|
|
MRO
543
DELISTED
Marathon Oil Corporation
MRO
| $38.9M | 0.03% |
1,687,771
-184,373
| -10% | -$4.24M |
|
544
Beam Therapeutics
BEAM
$2.01B
| $38.8M | 0.03% |
1,215,080
+556,514
| +85% | +$17.8M |
|
545
TSMC
TSM
$1.35T
| $38.7M | 0.03% |
383,739
+51,304
| +15% | +$5.18M |
|
546
Interpublic Group of Companies
IPG
$9.51B
| $38.7M | 0.03% |
1,003,550
-162,701
| -14% | -$6.28M |
|
547
Waters Corp
WAT
$17.4B
| $38.7M | 0.03% |
145,026
-46,337
| -24% | -$12.4M |
|
548
iShares Core MSCI Emerging Markets ETF
IEMG
$105B
| $38.6M | 0.03% |
782,537
-49,560
| -6% | -$2.44M |
|
549
JB Hunt Transport Services
JBHT
$13.3B
| $38.5M | 0.03% |
212,527
-28,435
| -12% | -$5.15M |
|
550
Everest Group
EG
$14.3B
| $38.4M | 0.03% |
112,443
-6,237
| -5% | -$2.13M |
|