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 |
GE Vernova
GEV
|
+$104M |
| 2 |
Curtiss-Wright
CW
|
+$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$68.6M |
| 4 |
Roblox
RBLX
|
+$55.5M |
| 5 |
10x Genomics
TXG
|
+$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$605M |
| 2 |
Microsoft
MSFT
|
+$537M |
| 3 |
Apple
AAPL
|
+$515M |
| 4 |
Royal Bank of Canada
RY
|
+$328M |
| 5 |
Toronto Dominion Bank
TD
|
+$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Zillow
Z
$20.8B
| $28.4M | 0.02% |
612,930
-56,962
| -9% | -$2.64M |
|
577
Lamb Weston
LW
$7.79B
| $28.3M | 0.02% |
336,657
-370
| -0.1% | -$31.1K |
|
578
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
| $28.1M | 0.02% |
548,830
-475,316
| -46% | -$24.4M |
|
579
Yum China
YUMC
$16.2B
| $27.9M | 0.02% |
903,318
-33,637
| -4% | -$1.04M |
|
580
LKQ Corp
LKQ
$8.26B
| $27.8M | 0.02% |
668,518
-35,040
| -5% | -$1.46M |
|
581
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $27.5M | 0.02% |
537,445
-6,052
| -1% | -$310K |
|
582
Dick's Sporting Goods
DKS
$18.2B
| $27.4M | 0.02% |
127,465
-13,475
| -10% | -$2.9M |
|
583
Viatris
VTRS
$11.9B
| $27.4M | 0.02% |
2,574,505
-266,231
| -9% | -$2.83M |
|
584
Boston Properties
BXP
$11.7B
| $27.3M | 0.02% |
443,947
-35,270
| -7% | -$2.17M |
|
585
Interpublic Group of Companies
IPG
$9.51B
| $27.2M | 0.02% |
934,998
-71,157
| -7% | -$2.07M |
|
586
Universal Health Services
UHS
$11.8B
| $27.1M | 0.02% |
146,511
-20,194
| -12% | -$3.73M |
|
587
Jack Henry & Associates
JKHY
$11.6B
| $27.1M | 0.02% |
163,138
-19,227
| -11% | -$3.19M |
|
588
Pool Corp
POOL
$11.9B
| $27M | 0.02% |
87,907
-4,057
| -4% | -$1.25M |
|
589
AES
AES
$9.06B
| $27M | 0.02% |
1,536,265
-39,164
| -2% | -$688K |
|
590
Tencent Music
TME
$39.2B
| $26.7M | 0.02% |
1,899,987
-524
| -0% | -$7.36K |
|
591
Nordson
NDSN
$12.6B
| $26.5M | 0.02% |
114,425
-15,588
| -12% | -$3.62M |
|
592
Evergy
EVRG
$16.5B
| $26.5M | 0.02% |
500,923
-47,059
| -9% | -$2.49M |
|
593
Royalty Pharma
RPRX
$15.6B
| $26.2M | 0.02% |
993,578
+62,218
| +7% | +$1.64M |
|
594
RPM International
RPM
$16B
| $25.8M | 0.02% |
239,632
-19,785
| -8% | -$2.13M |
|
595
HEICO
HEI
$44.1B
| $25.6M | 0.02% |
114,590
-11,842
| -9% | -$2.65M |
|
596
Graco
GGG
$14.1B
| $25.4M | 0.02% |
319,821
-32,424
| -9% | -$2.57M |
|
597
F5
FFIV
$18.8B
| $25.3M | 0.02% |
147,069
-16,060
| -10% | -$2.77M |
|
598
Adaptive Biotechnologies
ADPT
$1.89B
| $25M | 0.02% |
6,899,631
+722,924
| +12% | +$2.62M |
|
599
CarMax
KMX
$8.88B
| $25M | 0.02% |
340,463
-29,266
| -8% | -$2.15M |
|
600
Solventum
SOLV
$12.3B
| $24.5M | 0.02% |
+463,934
| New | +$24.5M |
|