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 |
Extra Space Storage
EXR
|
+$90M |
| 2 |
Advanced Micro Devices
AMD
|
+$76.6M |
| 3 |
Amphenol
APH
|
+$71M |
| 4 |
Kenvue
KVUE
|
+$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
+$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
+$153M |
| 2 |
Johnson & Johnson
JNJ
|
+$96.2M |
| 3 |
Coinbase
COIN
|
+$94.4M |
| 4 |
Tesla
TSLA
|
+$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Beam Therapeutics
BEAM
$2.01B
| $39.5M | 0.03% |
1,642,180
+427,100
| +35% | +$10.3M |
|
527
JB Hunt Transport Services
JBHT
$13.3B
| $39.3M | 0.03% |
208,510
-4,017
| -2% | -$757K |
|
528
Incyte
INCY
$16.8B
| $38.8M | 0.03% |
671,136
+13,846
| +2% | +$800K |
|
529
Domino's
DPZ
$15.3B
| $38.8M | 0.03% |
102,349
-2,762
| -3% | -$1.05M |
|
530
Reliance Steel & Aluminium
RS
$15.4B
| $38.7M | 0.03% |
147,705
-1,434
| -1% | -$376K |
|
531
Packaging Corp of America
PKG
$19.2B
| $38.7M | 0.03% |
251,800
-7,939
| -3% | -$1.22M |
|
532
Snap
SNAP
$11.9B
| $38.3M | 0.03% |
4,301,300
+245,555
| +6% | +$2.19M |
|
533
Pembina Pipeline
PBA
$22.5B
| $38.1M | 0.03% |
1,264,880
+114,545
| +10% | +$3.45M |
|
534
Snap-on
SNA
$16.9B
| $38.1M | 0.03% |
149,276
-4,516
| -3% | -$1.15M |
|
535
IDEX
IEX
$12.1B
| $37.8M | 0.03% |
181,851
-4,550
| -2% | -$946K |
|
536
Cooper Companies
COO
$13.5B
| $37.7M | 0.03% |
474,328
-5,660
| -1% | -$450K |
|
537
Quest Diagnostics
DGX
$20.1B
| $37.6M | 0.03% |
308,725
-1,213
| -0.4% | -$148K |
|
538
Ball Corp
BALL
$13.6B
| $37.6M | 0.03% |
755,300
-14,436
| -2% | -$719K |
|
539
Genius Sports
GENI
$2.99B
| $37.6M | 0.03% |
7,047,580
+1,491,777
| +27% | +$7.95M |
|
540
Imperial Oil
IMO
$46.6B
| $37.6M | 0.03% |
607,971
+123,571
| +26% | +$7.63M |
|
541
EQT Corp
EQT
$31.9B
| $37M | 0.03% |
911,707
+46,559
| +5% | +$1.89M |
|
542
Sea Limited
SE
$114B
| $36.8M | 0.03% |
838,260
-191,390
| -19% | -$8.41M |
|
543
International Paper
IP
$24.5B
| $36.7M | 0.03% |
1,034,874
-36,896
| -3% | -$1.31M |
|
544
UDR
UDR
$12.7B
| $36.4M | 0.03% |
1,021,164
-89,538
| -8% | -$3.19M |
|
545
Camden Property Trust
CPT
$11.6B
| $36.2M | 0.03% |
382,525
-7,680
| -2% | -$726K |
|
546
Adaptive Biotechnologies
ADPT
$1.89B
| $35.8M | 0.03% |
6,570,939
+186,892
| +3% | +$1.02M |
|
547
Western Digital
WDC
$33B
| $35.7M | 0.03% |
1,036,097
-7,253
| -0.7% | -$250K |
|
548
Coca-Cola Europacific Partners
CCEP
$40.4B
| $35.5M | 0.03% |
568,974
+36,296
| +7% | +$2.27M |
|
549
Masimo
MASI
$7.92B
| $35.5M | 0.03% |
405,317
-84,790
| -17% | -$7.43M |
|
550
Avery Dennison
AVY
$12.8B
| $35.5M | 0.03% |
194,359
-3,206
| -2% | -$586K |
|