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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Urban Edge Properties
UE
$2.67B
| $44.6M | 0.03% |
2,697,262
-1,146,216
| -30% | -$18.9M |
|
577
BioMarin Pharmaceuticals
BMRN
$11.1B
| $44.3M | 0.03% |
586,345
-30,584
| -5% | -$2.31M |
|
578
Snap-on
SNA
$17.1B
| $44M | 0.03% |
190,759
-6,093
| -3% | -$1.41M |
|
579
LKQ Corp
LKQ
$8.33B
| $44M | 0.03% |
1,038,529
-55,089
| -5% | -$2.33M |
|
|
RPAI
580
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $43.9M | 0.03% |
4,190,089
-2,552,998
| -38% | -$26.8M |
|
581
Packaging Corp of America
PKG
$19.8B
| $43.6M | 0.03% |
324,317
-7,897
| -2% | -$1.06M |
|
582
Huntington Ingalls Industries
HII
$10.6B
| $43.6M | 0.03% |
211,726
+71,880
| +51% | +$14.8M |
|
583
F5
FFIV
$18.1B
| $42.8M | 0.03% |
205,180
-4,237
| -2% | -$884K |
|
584
Atmos Energy
ATO
$26.7B
| $42.8M | 0.03% |
432,969
-505
| -0.1% | -$49.9K |
|
585
CenterPoint Energy
CNP
$24.7B
| $42.8M | 0.03% |
1,887,963
+142,191
| +8% | +$3.22M |
|
586
Devon Energy
DVN
$22.1B
| $42.4M | 0.03% |
+1,942,244
| New | +$42.4M |
|
587
Textron
TXT
$14.5B
| $42.3M | 0.03% |
754,099
-20,280
| -3% | -$1.14M |
|
588
Liberty Media Series C
FWONK
$25.2B
| $42.1M | 0.03% |
1,005,416
+264,182
| +36% | +$11.1M |
|
589
Masimo
MASI
$8B
| $42M | 0.03% |
182,886
-4,606
| -2% | -$1.06M |
|
590
Howmet Aerospace
HWM
$71.8B
| $41.7M | 0.03% |
1,299,163
+6,993
| +0.5% | +$225K |
|
|
ONC
591
BeOne Medicines Ltd. American Depositary Shares
ONC
$37.6B
| $41.7M | 0.03% |
119,782
+333
| +0.3% | +$116K |
|
592
Fidelity National Financial
FNF
$16.5B
| $41.7M | 0.03% |
1,065,899
-5,956
| -0.6% | -$233K |
|
593
Mohawk Industries
MHK
$8.65B
| $41.7M | 0.03% |
216,652
-7,878
| -4% | -$1.52M |
|
594
FIVE9
FIVN
$2.06B
| $41.6M | 0.03% |
266,348
-9,264
| -3% | -$1.45M |
|
595
Advance Auto Parts
AAP
$3.63B
| $41.6M | 0.03% |
226,653
-4,874
| -2% | -$894K |
|
596
Western Union
WU
$2.86B
| $41.5M | 0.03% |
1,684,175
-47,833
| -3% | -$1.18M |
|
597
Fox Class A
FOXA
$27.4B
| $41.1M | 0.03% |
1,138,706
-53,281
| -4% | -$1.92M |
|
598
Voya Financial
VOYA
$7.38B
| $41M | 0.03% |
643,641
-10,819
| -2% | -$689K |
|
599
Molina Healthcare
MOH
$9.47B
| $41M | 0.03% |
175,211
-19,171
| -10% | -$4.48M |
|
600
Loews
L
$20B
| $40.5M | 0.03% |
790,412
-36,613
| -4% | -$1.88M |
|