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 |
Extra Space Storage
EXR
|
+$90M |
| 2 |
Advanced Micro Devices
AMD
|
+$76.6M |
| 3 |
Amphenol
APH
|
+$71M |
| 4 |
Kenvue
KVUE
|
+$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
+$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
+$153M |
| 2 |
Johnson & Johnson
JNJ
|
+$96.2M |
| 3 |
Coinbase
COIN
|
+$94.4M |
| 4 |
Tesla
TSLA
|
+$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Arcturus Therapeutics
ARCT
$477M
| $35.5M | 0.03% |
1,388,574
-16,358
| -1% | -$418K |
|
552
Royalty Pharma
RPRX
$15.8B
| $35.4M | 0.03% |
1,304,759
-1,130
| -0.1% | -$30.7K |
|
553
Expedia Group
EXPE
$26.6B
| $35.3M | 0.03% |
342,680
-51,069
| -13% | -$5.26M |
|
554
LKQ Corp
LKQ
$8.26B
| $35.2M | 0.03% |
711,580
-3,231
| -0.5% | -$160K |
|
555
Jabil
JBL
$23B
| $35.2M | 0.03% |
+277,184
| New | +$35.2M |
|
556
Las Vegas Sands
LVS
$37.4B
| $35.1M | 0.03% |
766,628
-7,420
| -1% | -$340K |
|
557
iShares Core MSCI Emerging Markets ETF
IEMG
$105B
| $35.1M | 0.03% |
737,957
-44,580
| -6% | -$2.12M |
|
558
First Citizens BancShares
FCNCA
$25B
| $35M | 0.03% |
25,332
+2,662
| +12% | +$3.67M |
|
559
EPAM Systems
EPAM
$8.5B
| $34.9M | 0.03% |
136,651
-2,964
| -2% | -$758K |
|
560
The Mosaic Company
MOS
$10.5B
| $34.8M | 0.03% |
978,582
-20,594
| -2% | -$733K |
|
561
Zscaler
ZS
$43.4B
| $34.8M | 0.03% |
223,884
+1,188
| +0.5% | +$185K |
|
562
Conagra Brands
CAG
$9.26B
| $34.8M | 0.03% |
1,268,718
-157,378
| -11% | -$4.32M |
|
563
Lamb Weston
LW
$7.77B
| $34.8M | 0.03% |
376,249
-4,418
| -1% | -$408K |
|
564
Prime Medicine
PRME
$695M
| $34.7M | 0.03% |
3,634,848
+571,097
| +19% | +$5.45M |
|
565
Avantor
AVTR
$8.62B
| $34.6M | 0.03% |
1,640,288
-8,114
| -0.5% | -$171K |
|
566
Leidos
LDOS
$23.1B
| $34.5M | 0.03% |
374,738
+24,822
| +7% | +$2.29M |
|
567
Northern Trust
NTRS
$24.2B
| $34.5M | 0.03% |
496,420
-6,131
| -1% | -$426K |
|
568
C.H. Robinson
CHRW
$15B
| $34.4M | 0.03% |
399,540
-6,287
| -2% | -$541K |
|
569
Stanley Black & Decker
SWK
$11.8B
| $34.2M | 0.03% |
409,753
-7,474
| -2% | -$625K |
|
570
W.R. Berkley
WRB
$27.3B
| $34.2M | 0.03% |
806,874
-30,086
| -4% | -$1.27M |
|
571
Revvity
RVTY
$9.68B
| $34M | 0.03% |
307,525
-7,286
| -2% | -$807K |
|
572
Pool Corp
POOL
$12B
| $33.9M | 0.03% |
95,187
-2,446
| -3% | -$871K |
|
573
Hormel Foods
HRL
$13.7B
| $33.8M | 0.03% |
889,757
-1,213
| -0.1% | -$46.1K |
|
574
Ares Management
ARES
$39.1B
| $33.6M | 0.03% |
326,718
+1,135
| +0.3% | +$117K |
|
575
Paycom
PAYC
$12.4B
| $33.5M | 0.03% |
129,348
-3,294
| -2% | -$854K |
|