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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Vail Resorts
MTN
$5.41B
| $43.8M | 0.03% |
133,659
-114,649
| -46% | -$37.6M |
|
577
Pultegroup
PHM
$26.6B
| $43.7M | 0.03% |
764,437
-57,578
| -7% | -$3.29M |
|
578
CF Industries
CF
$13.8B
| $43.7M | 0.03% |
617,006
-41,015
| -6% | -$2.9M |
|
579
Fidelity National Financial
FNF
$16.1B
| $43.4M | 0.03% |
865,147
-80,665
| -9% | -$4.05M |
|
580
The Mosaic Company
MOS
$10.3B
| $43.3M | 0.03% |
1,101,153
+27,250
| +3% | +$1.07M |
|
581
Jack Henry & Associates
JKHY
$11.7B
| $43.1M | 0.03% |
258,004
-13,290
| -5% | -$2.22M |
|
|
CTXS
582
DELISTED
Citrix Systems Inc
CTXS
| $43M | 0.03% |
454,256
+11,320
| +3% | +$1.07M |
|
583
Equitable Holdings
EQH
$15.8B
| $43M | 0.03% |
1,310,382
-509,710
| -28% | -$16.7M |
|
584
Steel Dynamics
STLD
$19.4B
| $42.8M | 0.03% |
689,818
-44,111
| -6% | -$2.74M |
|
585
Advance Auto Parts
AAP
$3.61B
| $42.8M | 0.03% |
178,416
-13,181
| -7% | -$3.16M |
|
586
Dell
DELL
$84.3B
| $42.6M | 0.03% |
758,334
-782,790
| -51% | -$44M |
|
587
Agnico Eagle Mines
AEM
$77B
| $42.6M | 0.03% |
801,170
-25,575
| -3% | -$1.36M |
|
588
Terreno Realty
TRNO
$5.91B
| $42.2M | 0.03% |
495,053
-27,347
| -5% | -$2.33M |
|
589
National Health Investors
NHI
$3.71B
| $42.1M | 0.03% |
733,190
+222,239
| +43% | +$12.8M |
|
590
Packaging Corp of America
PKG
$19.2B
| $42.1M | 0.03% |
309,223
-6,489
| -2% | -$883K |
|
591
F5
FFIV
$18.7B
| $42.1M | 0.03% |
171,958
-25,655
| -13% | -$6.28M |
|
592
Teck Resources
TECK
$19.5B
| $42M | 0.03% |
1,458,287
-107,064
| -7% | -$3.08M |
|
593
Teleflex
TFX
$5.71B
| $41.9M | 0.03% |
127,595
-6,390
| -5% | -$2.1M |
|
594
Mohawk Industries
MHK
$8.38B
| $41.8M | 0.03% |
229,403
+52,932
| +30% | +$9.64M |
|
595
Whirlpool
WHR
$5.15B
| $41.8M | 0.03% |
177,924
-6,934
| -4% | -$1.63M |
|
|
ACC
596
DELISTED
American Campus Communities, Inc.
ACC
| $41.6M | 0.03% |
725,812
-627,621
| -46% | -$36M |
|
597
Atmos Energy
ATO
$26.4B
| $41.4M | 0.03% |
395,394
-14,045
| -3% | -$1.47M |
|
598
Restaurant Brands International
QSR
$20.2B
| $41.4M | 0.03% |
682,812
-12,663
| -2% | -$768K |
|
599
LivePerson
LPSN
$92M
| $41.2M | 0.03% |
1,154,256
+1,101,974
| +2,108% | +$39.4M |
|
600
Lucid Motors
LCID
$6.02B
| $40.8M | 0.02% |
+107,339
| New | +$40.8M |
|