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 |
Microsoft
MSFT
|
$200M |
| 2 |
NVIDIA
NVDA
|
$184M |
| 3 |
Amazon
AMZN
|
$173M |
| 4 |
Mastercard
MA
|
$123M |
| 5 |
Apple
AAPL
|
$120M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Carlyle Group
CG
$23.1B
| $26.9M | 0.02% |
523,381
+34,326
| +7% | +$1.76M |
|
602
Agree Realty
ADC
$8.08B
| $26.7M | 0.02% |
365,553
+15,325
| +4% | +$1.12M |
|
603
News Corp Class A
NWSA
$16.6B
| $26.6M | 0.02% |
894,503
+56,609
| +7% | +$1.68M |
|
604
Joby Aviation
JOBY
$11.5B
| $26.5M | 0.02% |
2,514,239
-47,737
| -2% | -$504K |
|
605
RPM International
RPM
$16.2B
| $26.5M | 0.02% |
240,929
-4,646
| -2% | -$510K |
|
|
CNH
606
CNH Industrial
CNH
$14.3B
| $26.1M | 0.02% |
2,012,119
-41,886
| -2% | -$543K |
|
607
Pool Corp
POOL
$12.4B
| $25.9M | 0.02% |
89,023
+3,045
| +4% | +$888K |
|
|
CURB
608
Curbline Properties Corp.
CURB
$2.41B
| $25.7M | 0.02% |
1,127,075
+451,956
| +67% | +$10.3M |
|
609
Crown Holdings
CCK
$11B
| $25.7M | 0.02% |
249,289
-6,651
| -3% | -$685K |
|
610
Kaspi.kz JSC
KSPI
$16.9B
| $25.4M | 0.02% |
299,625
-14,367
| -5% | -$1.22M |
|
611
Rivian
RIVN
$17.2B
| $25.2M | 0.02% |
1,831,402
+133,669
| +8% | +$1.84M |
|
612
Dick's Sporting Goods
DKS
$17.7B
| $25.1M | 0.02% |
126,864
+2,533
| +2% | +$501K |
|
613
Intellia Therapeutics
NTLA
$1.29B
| $25.1M | 0.02% |
2,671,265
-154,096
| -5% | -$1.45M |
|
614
Paycom
PAYC
$12.6B
| $24.6M | 0.02% |
106,379
+306
| +0.3% | +$70.8K |
|
615
Entegris
ENTG
$12.4B
| $24.2M | 0.02% |
300,501
-112
| -0% | -$9.03K |
|
616
CareDx
CDNA
$736M
| $24.2M | 0.02% |
1,236,928
-139,826
| -10% | -$2.73M |
|
617
Arcturus Therapeutics
ARCT
$485M
| $23.8M | 0.01% |
1,832,467
-93,617
| -5% | -$1.22M |
|
618
Grab
GRAB
$21B
| $23.8M | 0.01% |
4,737,545
-558,748
| -11% | -$2.81M |
|
619
LKQ Corp
LKQ
$8.33B
| $23.7M | 0.01% |
639,914
+26,702
| +4% | +$988K |
|
620
Delta Air Lines
DAL
$39.9B
| $23.3M | 0.01% |
473,477
+70,270
| +17% | +$3.46M |
|
621
Annaly Capital Management
NLY
$14.2B
| $23M | 0.01% |
1,224,693
+134,397
| +12% | +$2.53M |
|
622
Solventum
SOLV
$12.6B
| $22.4M | 0.01% |
295,970
-23,719
| -7% | -$1.8M |
|
623
Southern Copper
SCCO
$83.6B
| $22.4M | 0.01% |
224,087
-4,918
| -2% | -$493K |
|
624
COPT Defense Properties
CDP
$3.46B
| $22.4M | 0.01% |
813,393
+101,560
| +14% | +$2.8M |
|
625
Samsara
IOT
$24B
| $21.8M | 0.01% |
549,022
+12,886
| +2% | +$513K |
|