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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
JB Hunt Transport Services
JBHT
$13.9B
| $49M | 0.03% |
291,689
-16,786
| -5% | -$2.82M |
|
552
Whirlpool
WHR
$5.28B
| $49M | 0.03% |
222,388
-9,968
| -4% | -$2.2M |
|
|
ZEN
553
DELISTED
ZENDESK INC
ZEN
| $48.6M | 0.03% |
366,470
-177,159
| -33% | -$23.5M |
|
554
Zillow
ZG
$20.5B
| $48.5M | 0.03% |
368,992
+86,773
| +31% | +$11.4M |
|
555
Iron Mountain
IRM
$27.2B
| $48.4M | 0.03% |
1,307,844
-60,232
| -4% | -$2.23M |
|
556
Trip.com Group
TCOM
$47.6B
| $48M | 0.03% |
1,210,231
-43,094
| -3% | -$1.71M |
|
|
WRK
557
DELISTED
WestRock Company
WRK
| $47.8M | 0.03% |
918,765
-19,912
| -2% | -$1.04M |
|
558
Jack Henry & Associates
JKHY
$11.8B
| $47.8M | 0.03% |
315,118
-10,451
| -3% | -$1.59M |
|
559
Alliant Energy
LNT
$16.6B
| $47.7M | 0.03% |
880,521
-23,202
| -3% | -$1.26M |
|
560
DaVita
DVA
$9.86B
| $47.4M | 0.03% |
440,093
+175,381
| +66% | +$18.9M |
|
561
Wabtec
WAB
$33B
| $46.9M | 0.03% |
592,761
-19,840
| -3% | -$1.57M |
|
562
Fortune Brands Innovations
FBIN
$7.3B
| $46.7M | 0.03% |
570,713
-21,065
| -4% | -$1.73M |
|
563
Avantor
AVTR
$9.07B
| $46.6M | 0.03% |
1,609,197
-68,486
| -4% | -$1.98M |
|
564
Fate Therapeutics
FATE
$116M
| $46.3M | 0.03% |
561,595
+23,931
| +4% | +$1.97M |
|
565
Pembina Pipeline
PBA
$22.1B
| $46.3M | 0.03% |
1,602,773
-69,818
| -4% | -$2.02M |
|
566
Factset
FDS
$14B
| $45.7M | 0.03% |
148,080
-4,037
| -3% | -$1.25M |
|
|
XONE
567
DELISTED
The ExOne Company
XONE
| $45.7M | 0.03% |
1,457,036
| – | – |
|
568
FMC
FMC
$4.72B
| $45.7M | 0.03% |
412,971
-19,052
| -4% | -$2.11M |
|
569
Evergy
EVRG
$16.5B
| $45.6M | 0.03% |
765,874
-23,770
| -3% | -$1.42M |
|
|
ABMD
570
DELISTED
Abiomed Inc
ABMD
| $45.6M | 0.03% |
142,974
-6,398
| -4% | -$2.04M |
|
571
Zscaler
ZS
$42.7B
| $45.4M | 0.03% |
264,478
-3,946
| -1% | -$677K |
|
572
COPT Defense Properties
CDP
$3.46B
| $45.2M | 0.03% |
1,717,042
+521,614
| +44% | +$13.7M |
|
573
Fair Isaac
FICO
$36.8B
| $44.9M | 0.03% |
92,398
-4,340
| -4% | -$2.11M |
|
|
BKI
574
DELISTED
Black Knight, Inc. Common Stock
BKI
| $44.9M | 0.03% |
606,626
-62,826
| -9% | -$4.65M |
|
575
Pool Corp
POOL
$12.4B
| $44.8M | 0.03% |
129,758
-2,752
| -2% | -$950K |
|