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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Avery Dennison
AVY
$12.8B
| $33.9M | 0.03% |
197,565
-27,187
| -12% | -$4.67M |
|
577
AES
AES
$9.06B
| $33.9M | 0.03% |
1,635,567
-235,389
| -13% | -$4.88M |
|
578
Avantor
AVTR
$8.6B
| $33.9M | 0.03% |
1,648,402
-190,873
| -10% | -$3.92M |
|
579
BorgWarner
BWA
$9.34B
| $33.8M | 0.03% |
784,184
-107,805
| -12% | -$4.64M |
|
580
Celanese
CE
$4.84B
| $33.8M | 0.03% |
291,541
-80,190
| -22% | -$9.29M |
|
581
Evergy
EVRG
$16.5B
| $33.7M | 0.03% |
576,987
-88,523
| -13% | -$5.17M |
|
582
Jack Henry & Associates
JKHY
$11.6B
| $33.6M | 0.03% |
200,964
-52,728
| -21% | -$8.82M |
|
583
Alliant Energy
LNT
$16.4B
| $33.4M | 0.03% |
637,093
-100,816
| -14% | -$5.29M |
|
584
SS&C Technologies
SSNC
$21.6B
| $33.4M | 0.03% |
550,615
-77,968
| -12% | -$4.72M |
|
585
W.R. Berkley
WRB
$27.4B
| $33.2M | 0.03% |
836,960
-169,591
| -17% | -$6.73M |
|
586
Liberty Media Series C
FWONK
$24.7B
| $32.8M | 0.03% |
450,396
-88,988
| -16% | -$6.48M |
|
587
Gen Digital
GEN
$18B
| $32.8M | 0.03% |
1,766,651
-171,966
| -9% | -$3.19M |
|
588
Medical Properties Trust
MPW
$2.77B
| $32.7M | 0.03% |
3,526,081
-1,161,922
| -25% | -$10.8M |
|
589
Zscaler
ZS
$43.4B
| $32.6M | 0.03% |
222,696
-50,620
| -19% | -$7.41M |
|
590
Carlisle Companies
CSL
$16.2B
| $32.4M | 0.03% |
126,435
-251,161
| -67% | -$64.4M |
|
591
CarMax
KMX
$8.88B
| $32.3M | 0.03% |
385,500
-60,477
| -14% | -$5.06M |
|
592
Masco
MAS
$15.3B
| $32.1M | 0.03% |
559,799
-76,551
| -12% | -$4.39M |
|
593
Citizens Financial Group
CFG
$22.3B
| $32.1M | 0.03% |
1,229,101
-354,438
| -22% | -$9.24M |
|
594
Booz Allen Hamilton
BAH
$12.6B
| $32M | 0.03% |
287,146
-89,283
| -24% | -$9.96M |
|
595
Graco
GGG
$14.1B
| $31.9M | 0.02% |
369,084
-56,885
| -13% | -$4.91M |
|
596
Nordson
NDSN
$12.6B
| $31.8M | 0.02% |
127,932
-18,483
| -13% | -$4.59M |
|
|
JNPR
597
DELISTED
Juniper Networks
JNPR
| $31.7M | 0.02% |
1,011,640
-63,621
| -6% | -$1.99M |
|
598
EPAM Systems
EPAM
$8.53B
| $31.4M | 0.02% |
139,615
-19,976
| -13% | -$4.49M |
|
599
Ares Management
ARES
$39.3B
| $31.4M | 0.02% |
325,583
-61,616
| -16% | -$5.94M |
|
600
Archer Aviation
ACHR
$5.32B
| $31.3M | 0.02% |
7,600,159
+475,012
| +7% | +$1.96M |
|