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 |
SPDR Gold MiniShares Trust
GLDM
|
+$89M |
| 2 |
Roku
ROKU
|
+$79.4M |
| 3 |
Zoom
ZM
|
+$78.8M |
| 4 |
UiPath
PATH
|
+$65.2M |
| 5 |
Gaming and Leisure Properties
GLPI
|
+$55.1M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
+$148M |
| 2 |
Apple
AAPL
|
+$131M |
| 3 |
Sea Limited
SE
|
+$98.3M |
| 4 |
Tesla
TSLA
|
+$94.5M |
| 5 |
Coinbase
COIN
|
+$90.5M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Check Point Software Technologies
CHKP
$21.1B
| $35.6M | 0.03% |
317,454
-6,224
| -2% | -$697K |
|
577
EQT Corp
EQT
$31.7B
| $35.5M | 0.03% |
871,900
-2,071
| -0.2% | -$84.4K |
|
578
Trip.com Group
TCOM
$47.7B
| $35.4M | 0.03% |
1,298,000
+26,921
| +2% | +$735K |
|
579
HubSpot
HUBS
$26.3B
| $34.6M | 0.03% |
128,093
-1,132
| -0.9% | -$306K |
|
580
Howmet Aerospace
HWM
$72.3B
| $34.6M | 0.03% |
1,117,603
-8,382
| -0.7% | -$259K |
|
|
TWOU
581
DELISTED
2U, Inc.
TWOU
| $34.5M | 0.03% |
183,924
-2,593
| -1% | -$486K |
|
582
Adaptive Biotechnologies
ADPT
$1.91B
| $34.4M | 0.03% |
4,838,191
+219,792
| +5% | +$1.56M |
|
583
Liberty Broadband Class C
LBRDK
$8.69B
| $34.4M | 0.03% |
465,970
-9,465
| -2% | -$699K |
|
584
Tenet Healthcare
THC
$17B
| $34.1M | 0.03% |
+661,998
| New | +$34.1M |
|
585
Park Hotels & Resorts
PK
$2.37B
| $34.1M | 0.03% |
3,031,219
+507,289
| +20% | +$5.71M |
|
586
Las Vegas Sands
LVS
$36.9B
| $34.1M | 0.03% |
908,179
+24,114
| +3% | +$905K |
|
|
PARA
587
DELISTED
Paramount Global Class B
PARA
| $34.1M | 0.03% |
1,788,809
-356,022
| -17% | -$6.78M |
|
588
Alerian MLP ETF
AMLP
$10.5B
| $33.9M | 0.03% |
928,000
+17,474
| +2% | +$639K |
|
589
Urban Edge Properties
UE
$2.66B
| $33.9M | 0.03% |
2,541,742
-138,862
| -5% | -$1.85M |
|
590
Avantor
AVTR
$8.95B
| $33.9M | 0.03% |
1,728,543
-34
| -0% | -$666 |
|
591
Targa Resources
TRGP
$34.5B
| $33.7M | 0.03% |
558,594
-1,976
| -0.4% | -$119K |
|
592
Kilroy Realty
KRC
$5.05B
| $33.5M | 0.03% |
795,150
+65,804
| +9% | +$2.77M |
|
|
GTM
593
ZoomInfo Technologies
GTM
$3.39B
| $33.4M | 0.03% |
801,716
-34,654
| -4% | -$1.44M |
|
594
Booz Allen Hamilton
BAH
$12.5B
| $33.4M | 0.03% |
361,545
-3,570
| -1% | -$330K |
|
595
Berkshire Hathaway Class A
BRK.A
$1.06T
| $33.3M | 0.03% |
82
-1
| -1% | -$406K |
|
596
MarketAxess Holdings
MKTX
$6.99B
| $33.2M | 0.03% |
149,174
+33,237
| +29% | +$7.39M |
|
|
CNH
597
CNH Industrial
CNH
$14.4B
| $33.1M | 0.03% |
2,938,219
+219,669
| +8% | +$2.47M |
|
|
AIRC
598
DELISTED
Apartment Income REIT Corp.
AIRC
| $32.9M | 0.03% |
852,829
-180,743
| -17% | -$6.98M |
|
599
Rivian
RIVN
$17B
| $32.9M | 0.03% |
998,653
+461,254
| +86% | +$15.2M |
|
600
GoDaddy
GDDY
$20.5B
| $32.7M | 0.03% |
461,698
-10,636
| -2% | -$754K |
|