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 |
Tesla
TSLA
|
$198M |
| 2 |
Amazon
AMZN
|
$188M |
| 3 |
Roku
ROKU
|
$95M |
| 4 |
Unity
U
|
$74.2M |
| 5 |
Flutter Entertainment
FLUT
|
$70.4M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
BILL Holdings
BILL
$5.24B
| $40.6M | 0.03% |
590,948
-26,586
| -4% | -$1.83M |
|
552
JB Hunt Transport Services
JBHT
$13.9B
| $40.6M | 0.03% |
203,670
-85
| -0% | -$16.9K |
|
553
Equity Lifestyle Properties
ELS
$12B
| $40.5M | 0.03% |
628,788
-11,448
| -2% | -$737K |
|
554
Tyson Foods
TSN
$20B
| $40.4M | 0.03% |
687,851
+7,833
| +1% | +$460K |
|
555
Logitech
LOGI
$15.8B
| $40.3M | 0.03% |
449,594
-19,900
| -4% | -$1.78M |
|
556
Live Nation Entertainment
LYV
$37.9B
| $40.3M | 0.03% |
380,576
-3,067
| -0.8% | -$324K |
|
557
Jabil
JBL
$22.5B
| $40.2M | 0.03% |
300,044
-10,380
| -3% | -$1.39M |
|
558
Williams-Sonoma
WSM
$24.7B
| $40.1M | 0.03% |
+252,320
| New | +$40.1M |
|
559
Quest Diagnostics
DGX
$20.5B
| $39.9M | 0.03% |
299,596
-6,832
| -2% | -$909K |
|
560
International Paper
IP
$25.7B
| $39.8M | 0.03% |
1,020,577
-3,912
| -0.4% | -$153K |
|
561
Stanley Black & Decker
SWK
$12.1B
| $39.3M | 0.03% |
400,802
-3,870
| -1% | -$379K |
|
562
NRG Energy
NRG
$28.6B
| $39.1M | 0.03% |
577,394
-1,801
| -0.3% | -$122K |
|
563
Enphase Energy
ENPH
$5.18B
| $39.1M | 0.03% |
322,881
-1,779
| -0.5% | -$215K |
|
564
Loews
L
$20B
| $39M | 0.03% |
497,795
+2,553
| +0.5% | +$200K |
|
565
First Citizens BancShares
FCNCA
$24.9B
| $38.8M | 0.03% |
23,752
-1,409
| -6% | -$2.3M |
|
566
Conagra Brands
CAG
$9.23B
| $38.7M | 0.03% |
1,305,284
+509
| +0% | +$15.1K |
|
567
Carnival Corp
CCL
$42.8B
| $38.7M | 0.03% |
2,367,105
-22,530
| -0.9% | -$368K |
|
568
American Homes 4 Rent
AMH
$12.9B
| $38.7M | 0.03% |
1,051,139
-14,913
| -1% | -$549K |
|
569
Pentair
PNR
$18.1B
| $38.6M | 0.03% |
451,655
+4,861
| +1% | +$415K |
|
570
Owens Corning
OC
$13B
| $38.4M | 0.03% |
230,208
-2,555
| -1% | -$426K |
|
571
Okta
OKTA
$16.1B
| $38.2M | 0.03% |
365,161
+134
| +0% | +$14K |
|
|
CNH
572
CNH Industrial
CNH
$14.3B
| $38M | 0.03% |
2,929,764
+279,408
| +11% | +$3.62M |
|
573
LKQ Corp
LKQ
$8.33B
| $37.6M | 0.03% |
703,558
-10,109
| -1% | -$540K |
|
574
EPAM Systems
EPAM
$9.44B
| $37.4M | 0.03% |
135,496
-624
| -0.5% | -$172K |
|
575
Yum China
YUMC
$16.5B
| $37.3M | 0.03% |
936,955
-22,355
| -2% | -$890K |
|