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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Rollins
ROL
$27.3B
| $35.2M | 0.02% |
695,483
-5,252
| -0.7% | -$266K |
|
552
Domino's
DPZ
$15.3B
| $35.1M | 0.02% |
81,592
-447
| -0.5% | -$192K |
|
553
iShares Core MSCI Emerging Markets ETF
IEMG
$105B
| $35M | 0.02% |
609,137
-13,085
| -2% | -$751K |
|
554
NiSource
NI
$19.2B
| $34.7M | 0.02% |
1,000,083
+3,186
| +0.3% | +$110K |
|
555
Snap
SNAP
$11.9B
| $34.6M | 0.02% |
3,229,834
-85,104
| -3% | -$911K |
|
|
JNPR
556
DELISTED
Juniper Networks
JNPR
| $34.4M | 0.02% |
883,057
+11,687
| +1% | +$456K |
|
557
Credicorp
BAP
$21B
| $34.2M | 0.02% |
189,177
+5,842
| +3% | +$1.06M |
|
558
HEICO Class A
HEI.A
$35B
| $34.2M | 0.02% |
167,724
+573
| +0.3% | +$117K |
|
559
American Homes 4 Rent
AMH
$12.7B
| $33.9M | 0.02% |
882,762
-109,783
| -11% | -$4.21M |
|
560
Reddit
RDDT
$48.5B
| $33.8M | 0.02% |
512,871
+201,776
| +65% | +$13.3M |
|
561
Dollar Tree
DLTR
$20.2B
| $33.8M | 0.02% |
480,400
+2,405
| +0.5% | +$169K |
|
|
MRO
562
DELISTED
Marathon Oil Corporation
MRO
| $33.1M | 0.02% |
1,242,350
-7,752
| -0.6% | -$206K |
|
563
Celanese
CE
$4.84B
| $33.1M | 0.02% |
243,137
+1,074
| +0.4% | +$146K |
|
564
Pool Corp
POOL
$11.9B
| $33M | 0.02% |
87,628
-279
| -0.3% | -$105K |
|
565
JB Hunt Transport Services
JBHT
$13.3B
| $32.9M | 0.02% |
190,689
+3,910
| +2% | +$674K |
|
566
Omnicell
OMCL
$1.46B
| $32.7M | 0.02% |
+750,491
| New | +$32.7M |
|
567
F5
FFIV
$18.8B
| $32.6M | 0.02% |
147,859
+790
| +0.5% | +$174K |
|
568
Entegris
ENTG
$12B
| $32.5M | 0.02% |
288,676
-1,148
| -0.4% | -$129K |
|
569
Erie Indemnity
ERIE
$17.3B
| $32.2M | 0.02% |
59,647
+3,693
| +7% | +$1.99M |
|
570
BioMarin Pharmaceuticals
BMRN
$10.5B
| $32.1M | 0.02% |
456,097
+20,631
| +5% | +$1.45M |
|
571
AES
AES
$9.06B
| $32M | 0.02% |
1,596,000
+59,735
| +4% | +$1.2M |
|
572
Incyte
INCY
$16.8B
| $32M | 0.02% |
483,699
-49,495
| -9% | -$3.27M |
|
573
Evergy
EVRG
$16.5B
| $32M | 0.02% |
515,306
+14,383
| +3% | +$892K |
|
574
Watsco
WSO
$15.8B
| $31.9M | 0.02% |
64,758
+1,074
| +2% | +$528K |
|
575
Jabil
JBL
$23.2B
| $31.7M | 0.02% |
264,134
-5,931
| -2% | -$711K |
|