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 |
Coinbase
COIN
|
+$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$85.3M |
| 3 |
GE HealthCare
GEHC
|
+$83.7M |
| 4 |
Atlassian
TEAM
|
+$63.8M |
| 5 |
Tesla
TSLA
|
+$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
+$215M |
| 2 |
Deere & Co
DE
|
+$123M |
| 3 |
iShares Gold Trust
IAU
|
+$114M |
| 4 |
Exact Sciences
EXAS
|
+$108M |
| 5 |
GE Aerospace
GE
|
+$86.4M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
W.R. Berkley
WRB
$27.5B
| $41.8M | 0.03% |
1,006,551
+20,449
| +2% | +$849K |
|
552
Tyler Technologies
TYL
$24.5B
| $41.6M | 0.03% |
117,366
-985
| -0.8% | -$349K |
|
553
Corpay
CPAY
$22B
| $41.5M | 0.03% |
196,714
-8,673
| -4% | -$1.83M |
|
554
DoorDash
DASH
$107B
| $41.5M | 0.03% |
652,368
+6,091
| +0.9% | +$387K |
|
555
Packaging Corp of America
PKG
$19.4B
| $41M | 0.03% |
295,240
+6,713
| +2% | +$932K |
|
556
Hormel Foods
HRL
$14B
| $41M | 0.03% |
1,027,266
-54,152
| -5% | -$2.16M |
|
557
AdaptHealth
AHCO
$1.27B
| $40.9M | 0.03% |
3,286,482
+308,727
| +10% | +$3.84M |
|
558
Reliance Steel & Aluminium
RS
$15.7B
| $40.8M | 0.03% |
158,732
+145,964
| +1,143% | +$37.5M |
|
559
Evergy
EVRG
$16.3B
| $40.7M | 0.03% |
665,510
-3,229
| -0.5% | -$197K |
|
560
iShares Core MSCI Emerging Markets ETF
IEMG
$104B
| $40.6M | 0.03% |
832,097
-18,155
| -2% | -$886K |
|
561
Celanese
CE
$5.09B
| $40.5M | 0.03% |
371,731
+48,716
| +15% | +$5.3M |
|
562
Domino's
DPZ
$15.8B
| $40.5M | 0.03% |
122,629
-2,150
| -2% | -$709K |
|
563
Ferrari
RACE
$85.3B
| $40.4M | 0.03% |
149,240
-4,002
| -3% | -$1.08M |
|
564
Avery Dennison
AVY
$13.1B
| $40.2M | 0.03% |
224,752
-3,989
| -2% | -$714K |
|
565
3D Systems Corporation
DDD
$278M
| $40.2M | 0.03% |
3,748,085
-49,751
| -1% | -$533K |
|
566
Alliant Energy
LNT
$16.5B
| $39.4M | 0.03% |
737,909
-3,902
| -0.5% | -$208K |
|
567
Palantir
PLTR
$370B
| $39.4M | 0.03% |
4,659,360
-3,291
| -0.1% | -$27.8K |
|
|
CHX
568
DELISTED
ChampionX
CHX
| $39.1M | 0.03% |
1,442,824
+1,400,265
| +3,290% | +$38M |
|
569
Liberty Media Series C
FWONK
$25.5B
| $39M | 0.03% |
539,384
-1,798
| -0.3% | -$130K |
|
|
SJR
570
DELISTED
Shaw Communications Inc.
SJR
| $38.9M | 0.03% |
1,302,151
-177,210
| -12% | -$5.3M |
|
571
Pool Corp
POOL
$12.5B
| $38.9M | 0.03% |
113,688
-2,764
| -2% | -$947K |
|
572
Avantor
AVTR
$8.95B
| $38.9M | 0.03% |
1,839,275
-1,481
| -0.1% | -$31.3K |
|
573
Liberty Broadband Class C
LBRDK
$8.69B
| $38.8M | 0.03% |
474,697
+109,470
| +30% | +$8.94M |
|
574
Berkshire Hathaway Class A
BRK.A
$1.06T
| $38.6M | 0.03% |
83
| – | – |
|
575
BorgWarner
BWA
$9.61B
| $38.6M | 0.03% |
891,989
+35,964
| +4% | +$1.55M |
|