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 |
iShares Gold Trust
IAU
|
+$997M |
| 2 |
UiPath
PATH
|
+$437M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
+$334M |
| 4 |
Coinbase
COIN
|
+$326M |
| 5 |
GE Aerospace
GE
|
+$198M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
+$146M |
| 3 |
Spotify
SPOT
|
+$133M |
| 4 |
CERN
Cerner Corp
CERN
|
+$122M |
| 5 |
AT&T
T
|
+$118M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Cooper Companies
COO
$13.7B
| $43.5M | 0.03% |
556,048
-224,308
| -29% | -$17.6M |
|
552
Wabtec
WAB
$32.6B
| $43.5M | 0.03% |
529,755
+19,880
| +4% | +$1.63M |
|
553
Expedia Group
EXPE
$26.9B
| $43.1M | 0.03% |
454,876
+29,447
| +7% | +$2.79M |
|
554
First Industrial Realty Trust
FR
$6.9B
| $43.1M | 0.03% |
908,313
-213,849
| -19% | -$10.2M |
|
555
Steel Dynamics
STLD
$19.8B
| $43M | 0.03% |
650,717
-14,441
| -2% | -$955K |
|
|
AIRC
556
DELISTED
Apartment Income REIT Corp.
AIRC
| $43M | 0.03% |
1,033,572
-744,464
| -42% | -$31M |
|
557
VF Corp
VFC
$6.08B
| $43M | 0.03% |
972,658
+39,064
| +4% | +$1.73M |
|
|
NVTA
558
DELISTED
Invitae Corporation
NVTA
| $42.7M | 0.03% |
17,517,033
-1,294,895
| -7% | -$3.16M |
|
|
CTXS
559
DELISTED
Citrix Systems Inc
CTXS
| $42.5M | 0.03% |
437,426
+19,084
| +5% | +$1.85M |
|
560
Imperial Oil
IMO
$44.5B
| $42.4M | 0.03% |
899,098
+256,637
| +40% | +$12.1M |
|
561
Paycom
PAYC
$12.6B
| $42.3M | 0.03% |
151,127
+7,611
| +5% | +$2.13M |
|
562
W.R. Berkley
WRB
$27.5B
| $42.3M | 0.03% |
928,803
+32,725
| +4% | +$1.49M |
|
563
Gen Digital
GEN
$18.4B
| $42.3M | 0.03% |
1,924,006
-1,209,852
| -39% | -$26.6M |
|
564
Royalty Pharma
RPRX
$15.5B
| $42.2M | 0.03% |
1,004,234
+83,553
| +9% | +$3.51M |
|
565
LPL Financial
LPLA
$27.2B
| $42.1M | 0.03% |
228,303
+222,983
| +4,191% | +$41.1M |
|
566
CarMax
KMX
$9.21B
| $41.3M | 0.03% |
456,822
+21,459
| +5% | +$1.94M |
|
567
Brown & Brown
BRO
$31.5B
| $41.2M | 0.03% |
705,978
+7,273
| +1% | +$424K |
|
568
Allegion
ALLE
$14.9B
| $41.2M | 0.03% |
420,454
+166,046
| +65% | +$16.3M |
|
569
Urban Edge Properties
UE
$2.66B
| $40.8M | 0.03% |
2,680,604
-154,393
| -5% | -$2.35M |
|
570
AES
AES
$9.06B
| $40.4M | 0.03% |
1,923,518
+106,835
| +6% | +$2.24M |
|
571
NVR
NVR
$23.6B
| $40.3M | 0.03% |
10,057
+120
| +1% | +$481K |
|
572
Tyler Technologies
TYL
$24.5B
| $40.1M | 0.03% |
120,484
-19,928
| -14% | -$6.63M |
|
573
Packaging Corp of America
PKG
$19.4B
| $39.7M | 0.03% |
288,507
+3,094
| +1% | +$425K |
|
574
Box
BOX
$4.8B
| $39.5M | 0.03% |
+1,571,934
| New | +$39.5M |
|
575
Check Point Software Technologies
CHKP
$21.1B
| $39.4M | 0.03% |
323,678
+6,048
| +2% | +$737K |
|