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 |
UiPath
PATH
|
+$425M |
| 2 |
Coinbase
COIN
|
+$339M |
| 3 |
Palantir
PLTR
|
+$252M |
| 4 |
Teladoc Health
TDOC
|
+$215M |
| 5 |
Robinhood
HOOD
|
+$193M |
Top Sells
| 1 |
Apple
AAPL
|
+$425M |
| 2 |
Microsoft
MSFT
|
+$311M |
| 3 |
JD.com
JD
|
+$309M |
| 4 |
Sea Limited
SE
|
+$262M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$260M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Communication Services | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Packaging Corp of America
PKG
$19.2B
| $43.4M | 0.03% |
315,712
+12,471
| +4% | +$1.71M |
|
577
Steel Dynamics
STLD
$19.5B
| $42.9M | 0.03% |
733,929
+1,464
| +0.2% | +$85.6K |
|
578
Dayforce
DAY
$10.9B
| $42.9M | 0.03% |
380,977
-23,759
| -6% | -$2.68M |
|
579
Agnico Eagle Mines
AEM
$76.8B
| $42.8M | 0.03% |
826,745
-52,517
| -6% | -$2.72M |
|
580
Eastman Chemical
EMN
$7.47B
| $42.7M | 0.03% |
423,994
-20,521
| -5% | -$2.07M |
|
581
Hormel Foods
HRL
$13.7B
| $42.6M | 0.03% |
1,039,892
-55,188
| -5% | -$2.26M |
|
582
Restaurant Brands International
QSR
$20.3B
| $42.5M | 0.03% |
695,475
-42,484
| -6% | -$2.6M |
|
583
JB Hunt Transport Services
JBHT
$13.3B
| $42.4M | 0.03% |
253,769
-17,435
| -6% | -$2.92M |
|
584
Molina Healthcare
MOH
$9.71B
| $42.2M | 0.03% |
155,479
-17,526
| -10% | -$4.75M |
|
585
Cboe Global Markets
CBOE
$24.5B
| $41.8M | 0.03% |
337,663
-19,986
| -6% | -$2.48M |
|
|
ABMD
586
DELISTED
Abiomed Inc
ABMD
| $41.8M | 0.03% |
128,288
-8,237
| -6% | -$2.68M |
|
587
NiSource
NI
$19.2B
| $41.5M | 0.03% |
1,711,981
+224,477
| +15% | +$5.44M |
|
588
Fidelity National Financial
FNF
$16.2B
| $41.2M | 0.03% |
945,812
-60,611
| -6% | -$2.64M |
|
589
Vanguard Real Estate ETF
VNQ
$34.4B
| $41.1M | 0.03% |
403,403
+30,409
| +8% | +$3.1M |
|
590
BioMarin Pharmaceuticals
BMRN
$10.5B
| $40.9M | 0.03% |
529,359
-21,497
| -4% | -$1.66M |
|
591
Fox Class A
FOXA
$25.5B
| $40.7M | 0.03% |
1,013,559
-66,417
| -6% | -$2.66M |
|
592
Plug Power
PLUG
$1.66B
| $40.6M | 0.03% |
1,591,212
+121,923
| +8% | +$3.11M |
|
593
PG&E
PCG
$33.5B
| $40.6M | 0.03% |
4,226,149
-278,811
| -6% | -$2.68M |
|
594
Masco
MAS
$15.3B
| $40.2M | 0.03% |
723,181
-57,177
| -7% | -$3.18M |
|
595
Liberty Media Series C
FWONK
$24.7B
| $40.2M | 0.03% |
808,202
-45,019
| -5% | -$2.24M |
|
596
Lyft
LYFT
$7.87B
| $40.2M | 0.03% |
749,478
-37,781
| -5% | -$2.02M |
|
597
Snap-on
SNA
$16.9B
| $40.2M | 0.03% |
192,185
+2,598
| +1% | +$543K |
|
|
ONC
598
BeOne Medicines Ltd. American Depositary Shares
ONC
$34.5B
| $40.2M | 0.03% |
110,626
-1,263
| -1% | -$458K |
|
599
Advance Auto Parts
AAP
$3.55B
| $40M | 0.02% |
191,597
-25,886
| -12% | -$5.41M |
|
|
AVLR
600
DELISTED
Avalara, Inc.
AVLR
| $39.9M | 0.02% |
228,170
-8,559
| -4% | -$1.5M |
|