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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Warner Bros
WBD
$31B
| $38M | 0.03% |
4,609,542
+106,372
| +2% | +$878K |
|
527
C.H. Robinson
CHRW
$15.1B
| $38M | 0.03% |
344,316
+3,436
| +1% | +$379K |
|
528
Williams-Sonoma
WSM
$24.7B
| $37.9M | 0.03% |
244,846
+12,200
| +5% | +$1.89M |
|
529
J.M. Smucker
SJM
$11.7B
| $37.9M | 0.03% |
313,042
+3,934
| +1% | +$476K |
|
530
Outfront Media
OUT
$3.12B
| $37.8M | 0.03% |
2,091,988
-79,708
| -4% | -$1.44M |
|
531
Check Point Software Technologies
CHKP
$20.9B
| $37.8M | 0.03% |
196,273
+531
| +0.3% | +$102K |
|
532
Lennox International
LII
$19.6B
| $37.3M | 0.03% |
61,737
-108
| -0.2% | -$65.3K |
|
533
Eastman Chemical
EMN
$7.47B
| $37.3M | 0.03% |
333,174
+17,031
| +5% | +$1.91M |
|
534
Zscaler
ZS
$43.4B
| $37.3M | 0.03% |
218,116
+4,330
| +2% | +$740K |
|
535
AerCap
AER
$21.7B
| $37.2M | 0.03% |
392,727
+2,143
| +0.5% | +$203K |
|
536
Universal Health Services
UHS
$11.8B
| $37.2M | 0.03% |
162,338
+15,827
| +11% | +$3.62M |
|
537
Reliance Steel & Aluminium
RS
$15.4B
| $37M | 0.03% |
127,806
+1,696
| +1% | +$491K |
|
538
Boston Properties
BXP
$11.7B
| $36.5M | 0.03% |
453,729
+9,782
| +2% | +$787K |
|
539
Manhattan Associates
MANH
$12.8B
| $36.5M | 0.03% |
129,578
+1,779
| +1% | +$501K |
|
540
Las Vegas Sands
LVS
$37.4B
| $36.4M | 0.03% |
723,061
-26,100
| -3% | -$1.31M |
|
541
Insulet
PODD
$23.8B
| $36.4M | 0.03% |
156,326
+5,226
| +3% | +$1.22M |
|
542
Kaspi.kz JSC
KSPI
$16.2B
| $36.3M | 0.03% |
342,041
-112,374
| -25% | -$11.9M |
|
543
IDEX
IEX
$12.1B
| $36M | 0.03% |
168,023
+4,465
| +3% | +$958K |
|
544
Camden Property Trust
CPT
$11.6B
| $35.9M | 0.02% |
290,969
+1,786
| +0.6% | +$221K |
|
545
Alliant Energy
LNT
$16.4B
| $35.7M | 0.02% |
588,744
+14,740
| +3% | +$895K |
|
546
United Therapeutics
UTHR
$17.9B
| $35.6M | 0.02% |
99,409
-425
| -0.4% | -$152K |
|
547
Enphase Energy
ENPH
$4.85B
| $35.6M | 0.02% |
314,643
+721
| +0.2% | +$81.5K |
|
548
Teva Pharmaceuticals
TEVA
$22.4B
| $35.4M | 0.02% |
1,963,561
-10,545
| -0.5% | -$190K |
|
549
Owens Corning
OC
$12.8B
| $35.3M | 0.02% |
199,779
-702
| -0.4% | -$124K |
|
550
KeyCorp
KEY
$21.1B
| $35.2M | 0.02% |
2,101,067
-4,184
| -0.2% | -$70.1K |
|