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
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
GE Aerospace
GE
|
$86.4M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Medical Properties Trust
MPW
$2.75B
| $38.5M | 0.03% |
4,688,003
+588,007
| +14% | +$4.83M |
|
577
Jack Henry & Associates
JKHY
$11.8B
| $38.2M | 0.03% |
253,692
-84,975
| -25% | -$12.8M |
|
578
Axon Enterprise
AXON
$58.1B
| $37.9M | 0.03% |
+168,465
| New | +$37.9M |
|
|
PARA
579
DELISTED
Paramount Global Class B
PARA
| $37.8M | 0.03% |
1,692,095
-700,234
| -29% | -$15.6M |
|
580
Burlington
BURL
$18.3B
| $37.6M | 0.03% |
185,940
-4,186
| -2% | -$846K |
|
|
TWOU
581
DELISTED
2U, Inc.
TWOU
| $37.6M | 0.03% |
182,828
-1,096
| -0.6% | -$225K |
|
582
Campbell Soup
CPB
$10.1B
| $37.5M | 0.03% |
682,846
+13,406
| +2% | +$737K |
|
583
KeyCorp
KEY
$21B
| $37.4M | 0.03% |
2,987,406
+73,915
| +3% | +$925K |
|
584
Seagate
STX
$40.2B
| $37.1M | 0.03% |
561,207
-300,222
| -35% | -$19.9M |
|
|
JNPR
585
DELISTED
Juniper Networks
JNPR
| $37M | 0.03% |
1,075,261
+49,513
| +5% | +$1.7M |
|
586
Zillow
Z
$21.8B
| $36.3M | 0.03% |
815,908
-568,447
| -41% | -$25.3M |
|
587
NIO
NIO
$13.9B
| $36.1M | 0.03% |
3,432,746
-28,867
| -0.8% | -$303K |
|
588
SS&C Technologies
SSNC
$21.7B
| $35.5M | 0.03% |
628,583
-8,602
| -1% | -$486K |
|
589
Eastman Chemical
EMN
$7.91B
| $35.3M | 0.03% |
418,232
+8,847
| +2% | +$746K |
|
590
Booz Allen Hamilton
BAH
$12.5B
| $34.9M | 0.03% |
376,429
+24,426
| +7% | +$2.26M |
|
591
MGM Resorts International
MGM
$9.85B
| $34.7M | 0.03% |
780,755
-39,365
| -5% | -$1.75M |
|
592
DocuSign
DOCU
$16.5B
| $34.7M | 0.03% |
594,642
-6,016
| -1% | -$351K |
|
593
Qiagen
QGEN
$10.3B
| $34.7M | 0.03% |
715,268
+288,513
| +68% | +$14M |
|
594
Coca-Cola Europacific Partners
CCEP
$40.9B
| $34.6M | 0.03% |
585,216
-10,008
| -2% | -$592K |
|
595
GoDaddy
GDDY
$20.5B
| $34.2M | 0.03% |
440,113
-11,429
| -3% | -$888K |
|
596
Telus
TU
$25.1B
| $34.2M | 0.03% |
1,722,865
+78,415
| +5% | +$1.56M |
|
597
Arcturus Therapeutics
ARCT
$484M
| $34.1M | 0.03% |
1,421,325
-27,735
| -2% | -$665K |
|
598
Western Digital
WDC
$32.4B
| $33.8M | 0.03% |
1,186,486
-116,768
| -9% | -$3.32M |
|
599
Leidos
LDOS
$22.9B
| $33.7M | 0.03% |
365,870
-128,697
| -26% | -$11.8M |
|
600
Live Nation Entertainment
LYV
$39.3B
| $33.6M | 0.03% |
479,575
-3,524
| -0.7% | -$247K |
|