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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Textron
TXT
$14.4B
| $48M | 0.03% |
622,210
-33,104
| -5% | -$2.56M |
|
552
Cboe Global Markets
CBOE
$24.5B
| $48M | 0.03% |
368,073
+30,410
| +9% | +$3.97M |
|
553
Alliant Energy
LNT
$16.4B
| $47.9M | 0.03% |
778,970
-126,523
| -14% | -$7.78M |
|
554
Wabtec
WAB
$32.4B
| $47.6M | 0.03% |
516,570
-33,002
| -6% | -$3.04M |
|
555
Masco
MAS
$15.3B
| $47.6M | 0.03% |
677,170
-46,011
| -6% | -$3.23M |
|
556
Rogers Communications
RCI
$19.1B
| $47.4M | 0.03% |
995,651
-146,777
| -13% | -$6.99M |
|
557
Highwoods Properties
HIW
$3.44B
| $47.3M | 0.03% |
1,061,616
-42,563
| -4% | -$1.9M |
|
558
C.H. Robinson
CHRW
$15.1B
| $47.3M | 0.03% |
439,215
-18,038
| -4% | -$1.94M |
|
559
Protolabs
PRLB
$1.17B
| $46.8M | 0.03% |
911,615
-1,046,414
| -53% | -$53.7M |
|
560
NNN REIT
NNN
$8.06B
| $46.7M | 0.03% |
972,037
-56,431
| -5% | -$2.71M |
|
561
MGM Resorts International
MGM
$9.79B
| $46.7M | 0.03% |
1,040,299
-409,627
| -28% | -$18.4M |
|
562
Regency Centers
REG
$13.1B
| $46.7M | 0.03% |
619,395
-295,451
| -32% | -$22.3M |
|
563
Dynatrace
DT
$14.4B
| $46.5M | 0.03% |
771,206
+302,502
| +65% | +$18.3M |
|
564
Yum China
YUMC
$16.2B
| $46.2M | 0.03% |
927,136
-39,283
| -4% | -$1.96M |
|
|
ROIC
565
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $45.9M | 0.03% |
2,339,511
-308,397
| -12% | -$6.04M |
|
566
Entegris
ENTG
$12B
| $45.8M | 0.03% |
+330,791
| New | +$45.8M |
|
567
Annaly Capital Management
NLY
$14.2B
| $45.7M | 0.03% |
1,462,034
+562,941
| +63% | +$17.6M |
|
568
MarketAxess Holdings
MKTX
$6.9B
| $45.7M | 0.03% |
111,190
-4,683
| -4% | -$1.93M |
|
569
Carnival Corp
CCL
$42.5B
| $45.7M | 0.03% |
2,269,756
-67,472
| -3% | -$1.36M |
|
|
ABMD
570
DELISTED
Abiomed Inc
ABMD
| $45.6M | 0.03% |
127,053
-1,235
| -1% | -$444K |
|
571
DoorDash
DASH
$110B
| $45.2M | 0.03% |
303,353
+72,281
| +31% | +$10.8M |
|
572
AdaptHealth
AHCO
$1.24B
| $45.1M | 0.03% |
+1,843,690
| New | +$45.1M |
|
573
AES
AES
$9.06B
| $44.3M | 0.03% |
1,821,766
-89,045
| -5% | -$2.16M |
|
574
Omnicom Group
OMC
$14.7B
| $44.1M | 0.03% |
602,438
-44,143
| -7% | -$3.23M |
|
575
Fortune Brands Innovations
FBIN
$7.05B
| $44M | 0.03% |
481,397
-19,370
| -4% | -$1.77M |
|