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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Outfront Media
OUT
$3.12B
| $37.2M | 0.03% |
2,044,311
-47,677
| -2% | -$867K |
|
527
Jabil
JBL
$23.2B
| $36.9M | 0.02% |
256,441
-7,693
| -3% | -$1.11M |
|
528
SS&C Technologies
SSNC
$21.6B
| $36.8M | 0.02% |
486,234
-38,963
| -7% | -$2.95M |
|
529
W.P. Carey
WPC
$14.8B
| $36.5M | 0.02% |
670,027
+19,418
| +3% | +$1.06M |
|
530
Alliant Energy
LNT
$16.4B
| $36.4M | 0.02% |
615,474
+26,730
| +5% | +$1.58M |
|
531
Textron
TXT
$14.4B
| $36.4M | 0.02% |
475,420
+4,381
| +0.9% | +$335K |
|
532
Dollar Tree
DLTR
$20.2B
| $36.3M | 0.02% |
484,797
+4,397
| +0.9% | +$330K |
|
533
Check Point Software Technologies
CHKP
$20.9B
| $36.2M | 0.02% |
194,061
-2,212
| -1% | -$413K |
|
534
IDEX
IEX
$12.1B
| $36M | 0.02% |
172,101
+4,078
| +2% | +$853K |
|
535
Rubrik
RBRK
$15.6B
| $35.9M | 0.02% |
548,940
-97,212
| -15% | -$6.35M |
|
536
J.M. Smucker
SJM
$11.7B
| $35.7M | 0.02% |
324,381
+11,339
| +4% | +$1.25M |
|
537
Masco
MAS
$15.3B
| $35.6M | 0.02% |
489,955
-3,490
| -0.7% | -$253K |
|
538
KeyCorp
KEY
$21.1B
| $35.3M | 0.02% |
2,059,620
-41,447
| -2% | -$710K |
|
539
American Homes 4 Rent
AMH
$12.7B
| $35.2M | 0.02% |
940,368
+57,606
| +7% | +$2.16M |
|
540
Conagra Brands
CAG
$9.27B
| $35.2M | 0.02% |
1,267,200
+41,563
| +3% | +$1.15M |
|
541
Arcturus Therapeutics
ARCT
$489M
| $35M | 0.02% |
2,065,050
-210,665
| -9% | -$3.57M |
|
542
Snap
SNAP
$11.9B
| $35M | 0.02% |
3,245,128
+15,294
| +0.5% | +$165K |
|
543
Intellia Therapeutics
NTLA
$1.21B
| $34.9M | 0.02% |
2,992,663
-156,736
| -5% | -$1.83M |
|
544
Boston Properties
BXP
$11.7B
| $34.7M | 0.02% |
466,265
+12,536
| +3% | +$932K |
|
545
Camden Property Trust
CPT
$11.6B
| $34.5M | 0.02% |
297,519
+6,550
| +2% | +$760K |
|
546
Avery Dennison
AVY
$12.8B
| $34.5M | 0.02% |
184,244
+7,237
| +4% | +$1.35M |
|
547
Booz Allen Hamilton
BAH
$12.6B
| $34.4M | 0.02% |
267,182
+8,301
| +3% | +$1.07M |
|
548
Revvity
RVTY
$9.58B
| $34.2M | 0.02% |
306,537
+6,814
| +2% | +$761K |
|
|
JNPR
549
DELISTED
Juniper Networks
JNPR
| $34.2M | 0.02% |
913,047
+29,990
| +3% | +$1.12M |
|
550
C.H. Robinson
CHRW
$15.1B
| $34.2M | 0.02% |
330,814
-13,502
| -4% | -$1.4M |
|