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 |
Bristol-Myers Squibb
BMY
|
$200M |
| 2 |
Alibaba
BABA
|
$176M |
| 3 |
Blackstone
BX
|
$127M |
| 4 |
Truist Financial
TFC
|
$127M |
| 5 |
Mercado Libre
MELI
|
$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$116M |
| 3 |
Tesla
TSLA
|
$92.4M |
| 4 |
Apple
AAPL
|
$90.7M |
| 5 |
NVIDIA
NVDA
|
$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Insulet
PODD
$24.5B
| $38.7M | 0.03% |
+226,216
| New | +$38.7M |
|
552
NiSource
NI
$19B
| $38.7M | 0.03% |
1,391,012
+2,219
| +0.2% | +$61.8K |
|
553
UGI
UGI
$7.43B
| $38.2M | 0.03% |
844,834
-7,594
| -0.9% | -$343K |
|
554
West Pharmaceutical
WST
$18B
| $38M | 0.03% |
+253,306
| New | +$38M |
|
555
Crown Holdings
CCK
$11B
| $38M | 0.03% |
523,526
-7,288
| -1% | -$529K |
|
556
Zions Bancorporation
ZION
$8.34B
| $37.7M | 0.03% |
725,363
+8,157
| +1% | +$424K |
|
557
F5
FFIV
$18.1B
| $37.6M | 0.03% |
269,394
+301
| +0.1% | +$42K |
|
558
Teck Resources
TECK
$16.8B
| $37.5M | 0.03% |
2,160,751
-218,373
| -9% | -$3.79M |
|
559
RPM International
RPM
$16.2B
| $37.4M | 0.03% |
489,264
+445,312
| +1,013% | +$34M |
|
560
Molson Coors Class B
TAP
$9.96B
| $37.3M | 0.03% |
692,478
+11,626
| +2% | +$627K |
|
561
Cognex
CGNX
$7.55B
| $37.3M | 0.03% |
665,060
+3,666
| +0.6% | +$205K |
|
562
HF Sinclair
DINO
$9.56B
| $37.2M | 0.03% |
734,282
+17,876
| +2% | +$906K |
|
563
Dolby
DLB
$6.96B
| $37.1M | 0.03% |
539,371
+53,183
| +11% | +$3.66M |
|
564
Fortune Brands Innovations
FBIN
$7.3B
| $37M | 0.03% |
663,301
+48,611
| +8% | +$2.71M |
|
565
Snap-on
SNA
$17.1B
| $36.9M | 0.03% |
217,837
+5,616
| +3% | +$951K |
|
566
Iovance Biotherapeutics
IOVA
$901M
| $36.7M | 0.03% |
1,326,509
-29,793
| -2% | -$825K |
|
567
Woodward
WWD
$14.6B
| $36.6M | 0.03% |
309,368
+84,044
| +37% | +$9.95M |
|
568
NOV
NOV
$4.95B
| $36.1M | 0.03% |
1,440,093
+30,030
| +2% | +$752K |
|
569
Liberty Media Series C
FWONK
$25.2B
| $36.1M | 0.03% |
811,580
+26,335
| +3% | +$1.17M |
|
570
Vail Resorts
MTN
$5.87B
| $36M | 0.03% |
150,119
+2,053
| +1% | +$492K |
|
571
Albemarle
ALB
$9.6B
| $36M | 0.03% |
492,560
+1,114
| +0.2% | +$81.4K |
|
572
APA Corp
APA
$8.14B
| $36M | 0.03% |
1,416,520
-245,896
| -15% | -$6.24M |
|
573
Steel Dynamics
STLD
$19.8B
| $35.9M | 0.03% |
1,053,700
-29,238
| -3% | -$995K |
|
|
FLIR
574
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $35.8M | 0.03% |
687,934
+13,348
| +2% | +$695K |
|
575
BorgWarner
BWA
$9.53B
| $35.8M | 0.03% |
937,618
+43
| +0% | +$1.64K |
|