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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
C.H. Robinson
CHRW
$15.1B
| $45.8M | 0.03% |
488,564
-25,839
| -5% | -$2.42M |
|
577
Whirlpool
WHR
$5.24B
| $45.1M | 0.03% |
207,074
-15,314
| -7% | -$3.34M |
|
578
BorgWarner
BWA
$9.34B
| $44.8M | 0.03% |
1,048,364
+129,889
| +14% | +$5.55M |
|
579
GoDaddy
GDDY
$20.1B
| $44.7M | 0.03% |
514,069
-128,736
| -20% | -$11.2M |
|
580
Advance Auto Parts
AAP
$3.55B
| $44.6M | 0.03% |
217,483
-9,170
| -4% | -$1.88M |
|
581
CenterPoint Energy
CNP
$24.7B
| $44.3M | 0.03% |
1,808,330
-79,633
| -4% | -$1.95M |
|
582
JB Hunt Transport Services
JBHT
$13.3B
| $44.2M | 0.03% |
271,204
-20,485
| -7% | -$3.34M |
|
583
Atmos Energy
ATO
$26.3B
| $43.9M | 0.03% |
457,236
+24,267
| +6% | +$2.33M |
|
584
Molina Healthcare
MOH
$9.71B
| $43.8M | 0.03% |
173,005
-2,206
| -1% | -$558K |
|
585
Fair Isaac
FICO
$36.7B
| $43.7M | 0.03% |
87,026
-5,372
| -6% | -$2.7M |
|
586
ON Semiconductor
ON
$19.7B
| $43.7M | 0.03% |
1,141,455
-54,759
| -5% | -$2.1M |
|
587
Steel Dynamics
STLD
$19.5B
| $43.7M | 0.03% |
732,465
-33,540
| -4% | -$2M |
|
588
Trip.com Group
TCOM
$47.4B
| $43.4M | 0.03% |
1,223,177
+12,946
| +1% | +$459K |
|
589
Howmet Aerospace
HWM
$74.1B
| $42.7M | 0.03% |
1,239,944
-59,219
| -5% | -$2.04M |
|
|
BKI
590
DELISTED
Black Knight, Inc. Common Stock
BKI
| $42.7M | 0.03% |
547,341
-59,285
| -10% | -$4.62M |
|
|
ABMD
591
DELISTED
Abiomed Inc
ABMD
| $42.6M | 0.03% |
136,525
-6,449
| -5% | -$2.01M |
|
592
Cboe Global Markets
CBOE
$24.5B
| $42.6M | 0.03% |
357,649
-23,114
| -6% | -$2.75M |
|
593
Snap-on
SNA
$16.9B
| $42.4M | 0.03% |
189,587
-1,172
| -0.6% | -$262K |
|
594
FMC
FMC
$4.61B
| $42.2M | 0.03% |
390,094
-22,877
| -6% | -$2.48M |
|
595
Fidelity National Financial
FNF
$16.2B
| $42.1M | 0.02% |
1,006,423
-59,476
| -6% | -$2.49M |
|
596
Masimo
MASI
$7.92B
| $41.7M | 0.02% |
171,851
-11,035
| -6% | -$2.68M |
|
597
Rexford Industrial Realty
REXR
$10.1B
| $41.6M | 0.02% |
729,921
-53,672
| -7% | -$3.06M |
|
598
Arcturus Therapeutics
ARCT
$489M
| $41.1M | 0.02% |
1,214,901
+899,089
| +285% | +$30.4M |
|
599
Packaging Corp of America
PKG
$19.2B
| $41.1M | 0.02% |
303,241
-21,076
| -6% | -$2.85M |
|
600
UGI
UGI
$7.38B
| $40.8M | 0.02% |
880,851
+210,301
| +31% | +$9.74M |
|