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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
KE Holdings
BEKE
$23.5B
| $31.5M | 0.02% |
1,583,585
+76,517
| +5% | +$1.52M |
|
577
Nordson
NDSN
$12.6B
| $31.2M | 0.02% |
118,656
+4,231
| +4% | +$1.11M |
|
578
Viatris
VTRS
$11.9B
| $30.6M | 0.02% |
2,638,289
+63,784
| +2% | +$741K |
|
579
Jack Henry & Associates
JKHY
$11.6B
| $30.5M | 0.02% |
172,675
+9,537
| +6% | +$1.68M |
|
580
HEICO
HEI
$44.1B
| $30.3M | 0.02% |
116,001
+1,411
| +1% | +$369K |
|
581
Albemarle
ALB
$8.63B
| $30.2M | 0.02% |
319,055
-6,936
| -2% | -$657K |
|
582
Interpublic Group of Companies
IPG
$9.51B
| $29.9M | 0.02% |
946,822
+11,824
| +1% | +$374K |
|
583
Equitable Holdings
EQH
$15.8B
| $29.9M | 0.02% |
711,855
+7,720
| +1% | +$324K |
|
584
Dick's Sporting Goods
DKS
$18.2B
| $29.9M | 0.02% |
143,056
+15,591
| +12% | +$3.25M |
|
585
DocuSign
DOCU
$15.9B
| $29.5M | 0.02% |
475,113
+44,615
| +10% | +$2.77M |
|
586
Dynatrace
DT
$14.4B
| $29.5M | 0.02% |
551,370
+48,155
| +10% | +$2.57M |
|
587
RPM International
RPM
$16B
| $29.2M | 0.02% |
241,551
+1,919
| +0.8% | +$232K |
|
588
Graco
GGG
$14.1B
| $28.7M | 0.02% |
328,306
+8,485
| +3% | +$743K |
|
589
Royalty Pharma
RPRX
$15.6B
| $28.6M | 0.02% |
1,009,541
+15,963
| +2% | +$452K |
|
590
Allegion
ALLE
$14.6B
| $28.5M | 0.02% |
195,694
+2,329
| +1% | +$339K |
|
591
Archer Aviation
ACHR
$5.32B
| $28.3M | 0.02% |
9,343,122
-686,352
| -7% | -$2.08M |
|
592
Guardant Health
GH
$7.05B
| $28.1M | 0.02% |
1,226,176
+1,137,482
| +1,282% | +$26.1M |
|
593
LXP Industrial Trust
LXP
$2.67B
| $28.1M | 0.02% |
2,792,408
+395,798
| +17% | +$3.98M |
|
594
Tradeweb Markets
TW
$25.3B
| $27.8M | 0.02% |
224,953
+3,627
| +2% | +$449K |
|
595
CarMax
KMX
$8.88B
| $27.2M | 0.02% |
351,361
+10,898
| +3% | +$843K |
|
596
LKQ Corp
LKQ
$8.26B
| $27.1M | 0.02% |
679,430
+10,912
| +2% | +$436K |
|
597
Campbell Soup
CPB
$9.98B
| $26.9M | 0.02% |
550,486
+11,406
| +2% | +$558K |
|
598
Neurocrine Biosciences
NBIX
$14B
| $26.7M | 0.02% |
231,941
-11,502
| -5% | -$1.33M |
|
599
Aecom
ACM
$16.6B
| $26.7M | 0.02% |
258,680
+12,224
| +5% | +$1.26M |
|
|
NTST
600
NETSTREIT Corp
NTST
$1.75B
| $26.7M | 0.02% |
1,615,264
+1,535,761
| +1,932% | +$25.4M |
|