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 |
GE Vernova
GEV
|
+$104M |
| 2 |
Curtiss-Wright
CW
|
+$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$68.6M |
| 4 |
Roblox
RBLX
|
+$55.5M |
| 5 |
10x Genomics
TXG
|
+$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$605M |
| 2 |
Microsoft
MSFT
|
+$537M |
| 3 |
Apple
AAPL
|
+$515M |
| 4 |
Royal Bank of Canada
RY
|
+$328M |
| 5 |
Toronto Dominion Bank
TD
|
+$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
J.M. Smucker
SJM
$11.7B
| $33.7M | 0.02% |
309,108
-31,323
| -9% | -$3.42M |
|
527
Neurocrine Biosciences
NBIX
$14B
| $33.5M | 0.02% |
243,443
-9,122
| -4% | -$1.26M |
|
528
Warner Bros
WBD
$31B
| $33.5M | 0.02% |
4,503,170
-365,493
| -8% | -$2.72M |
|
529
iShares Core MSCI Emerging Markets ETF
IEMG
$105B
| $33.3M | 0.02% |
622,222
-66,315
| -10% | -$3.55M |
|
530
Las Vegas Sands
LVS
$37.4B
| $33.2M | 0.02% |
749,161
-87,869
| -10% | -$3.89M |
|
531
Lennox International
LII
$19.6B
| $33.1M | 0.02% |
61,845
-11,290
| -15% | -$6.04M |
|
532
Americold
COLD
$3.76B
| $32.9M | 0.02% |
1,288,902
+183,313
| +17% | +$4.68M |
|
533
IDEX
IEX
$12.1B
| $32.9M | 0.02% |
163,558
-20,387
| -11% | -$4.1M |
|
|
WBA
534
DELISTED
Walgreens Boots Alliance
WBA
| $32.9M | 0.02% |
2,718,659
+156,484
| +6% | +$1.89M |
|
535
Williams-Sonoma
WSM
$24.7B
| $32.8M | 0.02% |
232,646
-19,674
| -8% | -$2.78M |
|
536
Celanese
CE
$4.84B
| $32.7M | 0.02% |
242,063
-3,703
| -2% | -$499K |
|
537
Avantor
AVTR
$8.6B
| $32.5M | 0.02% |
1,531,260
-63,815
| -4% | -$1.35M |
|
538
Masco
MAS
$15.3B
| $32.4M | 0.02% |
485,594
-53,804
| -10% | -$3.59M |
|
539
Incyte
INCY
$16.8B
| $32.3M | 0.02% |
533,194
-92,256
| -15% | -$5.59M |
|
540
Check Point Software Technologies
CHKP
$20.9B
| $32.3M | 0.02% |
195,742
-29,687
| -13% | -$4.9M |
|
541
Live Nation Entertainment
LYV
$39.6B
| $32.2M | 0.02% |
343,985
-36,591
| -10% | -$3.43M |
|
542
Okta
OKTA
$15.9B
| $32.1M | 0.02% |
343,176
-21,985
| -6% | -$2.06M |
|
543
Teva Pharmaceuticals
TEVA
$22.4B
| $32.1M | 0.02% |
1,974,106
-185,227
| -9% | -$3.01M |
|
544
Texas Pacific Land
TPL
$21.6B
| $32.1M | 0.02% |
43,671
+1,071
| +3% | +$786K |
|
545
National Health Investors
NHI
$3.71B
| $32M | 0.02% |
472,959
+65,104
| +16% | +$4.41M |
|
546
United Therapeutics
UTHR
$17.9B
| $31.8M | 0.02% |
99,834
-1,208
| -1% | -$385K |
|
|
JNPR
547
DELISTED
Juniper Networks
JNPR
| $31.8M | 0.02% |
871,370
-59,218
| -6% | -$2.16M |
|
548
Pentair
PNR
$17.9B
| $31.7M | 0.02% |
413,944
-37,711
| -8% | -$2.89M |
|
549
Camden Property Trust
CPT
$11.6B
| $31.6M | 0.02% |
289,183
-22,395
| -7% | -$2.44M |
|
550
Manhattan Associates
MANH
$12.8B
| $31.5M | 0.02% |
127,799
-10,302
| -7% | -$2.54M |
|