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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Coinbase
COIN
|
$62.8M |
| 4 |
Tesla
TSLA
|
$59M |
| 5 |
iShares Gold Trust Micro
IAUM
|
$57.4M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Packaging Corp of America
PKG
$19.4B
| $36.9M | 0.03% |
288,527
+4,249
| +1% | +$543K |
|
577
Booz Allen Hamilton
BAH
$12.5B
| $36.8M | 0.03% |
352,003
-9,542
| -3% | -$997K |
|
578
Stanley Black & Decker
SWK
$12.1B
| $36.7M | 0.03% |
488,361
+6,906
| +1% | +$519K |
|
579
Iridium Communications
IRDM
$2.27B
| $36.6M | 0.03% |
711,524
-142,496
| -17% | -$7.32M |
|
580
First Solar
FSLR
$21.8B
| $36.5M | 0.03% |
+243,742
| New | +$36.5M |
|
581
Park Hotels & Resorts
PK
$2.37B
| $36.4M | 0.03% |
3,085,553
+54,334
| +2% | +$641K |
|
582
Check Point Software Technologies
CHKP
$21.1B
| $36.3M | 0.03% |
287,519
-29,935
| -9% | -$3.78M |
|
583
Urban Edge Properties
UE
$2.66B
| $35.8M | 0.03% |
2,538,844
-2,898
| -0.1% | -$40.8K |
|
584
Allegion
ALLE
$14.9B
| $35.7M | 0.03% |
338,987
-59,285
| -15% | -$6.24M |
|
585
Pool Corp
POOL
$12.5B
| $35.2M | 0.03% |
116,452
-1,531
| -1% | -$463K |
|
586
Robert Half
RHI
$3.66B
| $35.1M | 0.03% |
475,917
-107,136
| -18% | -$7.91M |
|
587
Plug Power
PLUG
$1.66B
| $35.1M | 0.03% |
2,835,049
-23,237
| -0.8% | -$287K |
|
588
Imperial Oil
IMO
$44.5B
| $34.9M | 0.03% |
716,682
-118,755
| -14% | -$5.79M |
|
589
Pentair
PNR
$18.1B
| $34.9M | 0.03% |
776,435
-132,556
| -15% | -$5.96M |
|
590
Pultegroup
PHM
$27.9B
| $34.7M | 0.03% |
761,286
-30,826
| -4% | -$1.4M |
|
|
TWOU
591
DELISTED
2U, Inc.
TWOU
| $34.6M | 0.03% |
183,924
| – | – |
|
592
Huntington Ingalls Industries
HII
$10.6B
| $34.6M | 0.03% |
149,859
-53,203
| -26% | -$12.3M |
|
593
Loews
L
$19.9B
| $34.2M | 0.03% |
586,370
-30,122
| -5% | -$1.76M |
|
594
Hasbro
HAS
$11.1B
| $34.2M | 0.03% |
559,751
-101,565
| -15% | -$6.2M |
|
595
Neurocrine Biosciences
NBIX
$14.3B
| $33.9M | 0.03% |
284,050
-179
| -0.1% | -$21.4K |
|
596
Dell
DELL
$83.2B
| $33.9M | 0.03% |
841,813
-53,409
| -6% | -$2.15M |
|
597
GoDaddy
GDDY
$20.5B
| $33.8M | 0.03% |
451,542
-10,156
| -2% | -$760K |
|
598
NIO
NIO
$13.9B
| $33.8M | 0.03% |
3,461,613
+53,986
| +2% | +$526K |
|
599
Live Nation Entertainment
LYV
$39.3B
| $33.7M | 0.03% |
483,099
+1,995
| +0.4% | +$139K |
|
600
Globe Life
GL
$11.4B
| $33.6M | 0.03% |
279,018
-9,556
| -3% | -$1.15M |
|