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 |
SPDR Gold MiniShares Trust
GLDM
|
+$89M |
| 2 |
Roku
ROKU
|
+$79.4M |
| 3 |
Zoom
ZM
|
+$78.8M |
| 4 |
UiPath
PATH
|
+$65.2M |
| 5 |
Gaming and Leisure Properties
GLPI
|
+$55.1M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
+$148M |
| 2 |
Apple
AAPL
|
+$131M |
| 3 |
Sea Limited
SE
|
+$98.3M |
| 4 |
Tesla
TSLA
|
+$94.5M |
| 5 |
Coinbase
COIN
|
+$90.5M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Omnicom Group
OMC
$15.3B
| $39.4M | 0.03% |
625,140
+17,538
| +3% | +$1.11M |
|
552
Gen Digital
GEN
$18.4B
| $39.2M | 0.03% |
1,947,769
+23,763
| +1% | +$479K |
|
553
NVR
NVR
$23.6B
| $39.1M | 0.03% |
9,805
-252
| -3% | -$1M |
|
554
JB Hunt Transport Services
JBHT
$13.8B
| $38.8M | 0.03% |
248,057
-1,515
| -0.6% | -$237K |
|
555
Agree Realty
ADC
$8.04B
| $38.8M | 0.03% |
573,775
-193,807
| -25% | -$13.1M |
|
556
Pinterest
PINS
$25.8B
| $38.6M | 0.03% |
1,658,425
+8,131
| +0.5% | +$189K |
|
557
Avery Dennison
AVY
$13.1B
| $38.6M | 0.03% |
237,107
-1,854
| -0.8% | -$302K |
|
558
iShares Core MSCI Emerging Markets ETF
IEMG
$104B
| $38.3M | 0.03% |
891,647
-6,110
| -0.7% | -$263K |
|
559
Iridium Communications
IRDM
$2.27B
| $37.9M | 0.03% |
854,020
-988,651
| -54% | -$43.9M |
|
560
Corpay
CPAY
$22B
| $37.7M | 0.03% |
214,011
-4,498
| -2% | -$792K |
|
561
Fortune Brands Innovations
FBIN
$7.29B
| $37.6M | 0.03% |
820,017
-119,959
| -13% | -$5.5M |
|
562
Pool Corp
POOL
$12.5B
| $37.5M | 0.03% |
117,983
-16,485
| -12% | -$5.25M |
|
563
Stellantis
STLA
$25.9B
| $37.4M | 0.03% |
3,114,394
+195,592
| +7% | +$2.35M |
|
564
Snap-on
SNA
$17.1B
| $37.2M | 0.03% |
184,545
-38,304
| -17% | -$7.71M |
|
565
Assurant
AIZ
$10.7B
| $37.1M | 0.03% |
255,649
-82,540
| -24% | -$12M |
|
566
Pentair
PNR
$18.1B
| $36.9M | 0.03% |
908,991
-103,389
| -10% | -$4.2M |
|
567
Textron
TXT
$14.7B
| $36.9M | 0.03% |
633,133
-3,784
| -0.6% | -$220K |
|
568
Cooper Companies
COO
$13.7B
| $36.6M | 0.03% |
554,548
-1,500
| -0.3% | -$99K |
|
569
Live Nation Entertainment
LYV
$39.3B
| $36.6M | 0.03% |
481,104
+8,312
| +2% | +$632K |
|
570
monday.com
MNDY
$9.83B
| $36.3M | 0.03% |
320,432
| – | – |
|
571
Imperial Oil
IMO
$44.5B
| $36.2M | 0.03% |
835,437
-63,661
| -7% | -$2.76M |
|
572
Stanley Black & Decker
SWK
$12.1B
| $36.2M | 0.03% |
481,455
-5,515
| -1% | -$415K |
|
573
Match Group
MTCH
$9.33B
| $36.1M | 0.03% |
755,620
-9,375
| -1% | -$448K |
|
574
Allegion
ALLE
$14.9B
| $35.7M | 0.03% |
398,272
-22,182
| -5% | -$1.99M |
|
|
CTLT
575
DELISTED
CATALENT, INC.
CTLT
| $35.6M | 0.03% |
491,472
-7,446
| -1% | -$539K |
|