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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Stanley Black & Decker
SWK
$11.9B
| $31.1M | 0.02% |
387,488
+1,511
| +0.4% | +$121K |
|
577
Incyte
INCY
$16.8B
| $30.9M | 0.02% |
447,342
-36,357
| -8% | -$2.51M |
|
578
BioMarin Pharmaceuticals
BMRN
$10.5B
| $30.9M | 0.02% |
470,043
+13,946
| +3% | +$917K |
|
579
HEICO Class A
HEI.A
$35B
| $30.6M | 0.02% |
164,404
-3,320
| -2% | -$618K |
|
580
RPM International
RPM
$16B
| $30.5M | 0.02% |
247,498
+5,947
| +2% | +$732K |
|
581
Aurora
AUR
$10B
| $30.2M | 0.02% |
4,796,952
+1,753,757
| +58% | +$11M |
|
582
Entegris
ENTG
$12B
| $29.8M | 0.02% |
300,990
+12,314
| +4% | +$1.22M |
|
583
Pool Corp
POOL
$11.9B
| $29.6M | 0.02% |
86,760
-868
| -1% | -$296K |
|
584
Eastman Chemical
EMN
$7.47B
| $29.5M | 0.02% |
323,499
-9,675
| -3% | -$884K |
|
585
EPAM Systems
EPAM
$8.53B
| $29.4M | 0.02% |
125,750
-1,406
| -1% | -$329K |
|
586
Nutanix
NTNX
$20.7B
| $29.3M | 0.02% |
479,317
+470,717
| +5,473% | +$28.8M |
|
587
iShares Core MSCI Emerging Markets ETF
IEMG
$105B
| $29.3M | 0.02% |
560,283
-48,854
| -8% | -$2.55M |
|
588
AeroVironment
AVAV
$12.3B
| $29.2M | 0.02% |
189,958
-35,991
| -16% | -$5.54M |
|
589
Hormel Foods
HRL
$13.7B
| $29.2M | 0.02% |
929,871
+111,454
| +14% | +$3.5M |
|
590
CarMax
KMX
$8.88B
| $29M | 0.02% |
354,380
+3,019
| +0.9% | +$247K |
|
591
Okta
OKTA
$15.9B
| $28.7M | 0.02% |
363,950
+21,543
| +6% | +$1.7M |
|
592
Graco
GGG
$14.1B
| $28.6M | 0.02% |
339,524
+11,218
| +3% | +$946K |
|
593
GitLab
GTLB
$8.17B
| $28.6M | 0.02% |
507,713
+210,081
| +71% | +$11.8M |
|
594
Aecom
ACM
$16.6B
| $28.5M | 0.02% |
267,266
+8,586
| +3% | +$917K |
|
595
Universal Health Services
UHS
$11.8B
| $28.4M | 0.02% |
158,267
-4,071
| -3% | -$730K |
|
596
Bunge Global
BG
$16.5B
| $28.1M | 0.02% |
360,834
-89,192
| -20% | -$6.94M |
|
597
Fox Class A
FOXA
$25.5B
| $27.7M | 0.02% |
569,808
-46,522
| -8% | -$2.26M |
|
598
Kaspi.kz JSC
KSPI
$16.2B
| $27.4M | 0.02% |
289,376
-52,665
| -15% | -$4.99M |
|
|
599
HEICO
HEI
$44.1B
| $27.2M | 0.02% |
114,546
-1,455
| -1% | -$346K |
|
600
Albemarle
ALB
$8.63B
| $26.8M | 0.02% |
311,128
-7,927
| -2% | -$682K |
|