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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Amcor
AMCR
$19B
| $34.1M | 0.02% |
3,622,097
+157,557
| +5% | +$1.48M |
|
552
Equitable Holdings
EQH
$15.8B
| $34.1M | 0.02% |
722,019
+10,164
| +1% | +$479K |
|
553
Baxter International
BAX
$12.3B
| $33.8M | 0.02% |
1,160,666
+21,592
| +2% | +$630K |
|
554
Carlisle Companies
CSL
$16.2B
| $33.7M | 0.02% |
91,493
-2,963
| -3% | -$1.09M |
|
555
Dynatrace
DT
$14.4B
| $33.6M | 0.02% |
617,977
+66,607
| +12% | +$3.62M |
|
556
Viatris
VTRS
$11.9B
| $33.4M | 0.02% |
2,684,101
+45,812
| +2% | +$570K |
|
557
Evergy
EVRG
$16.5B
| $33.2M | 0.02% |
539,263
+23,957
| +5% | +$1.47M |
|
558
United Therapeutics
UTHR
$17.9B
| $33.1M | 0.02% |
93,673
-5,736
| -6% | -$2.02M |
|
559
Align Technology
ALGN
$9.64B
| $33M | 0.02% |
158,503
-3,589
| -2% | -$748K |
|
560
JB Hunt Transport Services
JBHT
$13.3B
| $32.9M | 0.02% |
192,712
+2,023
| +1% | +$345K |
|
561
Dick's Sporting Goods
DKS
$18.2B
| $32.9M | 0.02% |
143,713
+657
| +0.5% | +$150K |
|
562
Domino's
DPZ
$15.3B
| $32.8M | 0.02% |
78,155
-3,437
| -4% | -$1.44M |
|
563
Reliance Steel & Aluminium
RS
$15.4B
| $32.6M | 0.02% |
121,181
-6,625
| -5% | -$1.78M |
|
564
Watsco
WSO
$15.8B
| $32.5M | 0.02% |
68,637
+3,879
| +6% | +$1.84M |
|
565
National Health Investors
NHI
$3.71B
| $32.1M | 0.02% |
463,403
+2,279
| +0.5% | +$158K |
|
566
Tradeweb Markets
TW
$25.3B
| $32.1M | 0.02% |
245,246
+20,293
| +9% | +$2.66M |
|
567
CareDx
CDNA
$710M
| $32.1M | 0.02% |
1,498,018
-155,909
| -9% | -$3.34M |
|
568
Owens Corning
OC
$12.8B
| $32M | 0.02% |
187,590
-12,189
| -6% | -$2.08M |
|
569
Neurocrine Biosciences
NBIX
$14B
| $31.8M | 0.02% |
232,857
+916
| +0.4% | +$125K |
|
570
Rollins
ROL
$27.3B
| $31.6M | 0.02% |
682,105
-13,378
| -2% | -$620K |
|
571
Jack Henry & Associates
JKHY
$11.6B
| $31.6M | 0.02% |
180,198
+7,523
| +4% | +$1.32M |
|
572
Avantor
AVTR
$8.6B
| $31.6M | 0.02% |
1,498,903
-26,687
| -2% | -$562K |
|
573
Credicorp
BAP
$21B
| $31.5M | 0.02% |
172,044
-17,133
| -9% | -$3.14M |
|
574
Moderna
MRNA
$9.46B
| $31.4M | 0.02% |
755,691
-858,622
| -53% | -$35.7M |
|
|
NTST
575
NETSTREIT Corp
NTST
$1.75B
| $31.2M | 0.02% |
2,207,703
+592,439
| +37% | +$8.38M |
|