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 |
Teladoc Health
TDOC
|
$200M |
| 2 |
Sea Limited
SE
|
$176M |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
| 4 |
Twilio
TWLO
|
$153M |
| 5 |
TSMC
TSM
|
$129M |
Top Sells
| 1 |
Apple
AAPL
|
$701M |
| 2 |
Microsoft
MSFT
|
$440M |
| 3 |
Tesla
TSLA
|
$325M |
| 4 |
Amazon
AMZN
|
$316M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$192M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
NiSource
NI
$19B
| $32.6M | 0.02% |
1,479,950
-12,775
| -0.9% | -$281K |
|
602
Baker Hughes
BKR
$44.9B
| $32.5M | 0.02% |
2,446,403
-152,986
| -6% | -$2.03M |
|
603
Federal Realty Investment Trust
FRT
$8.86B
| $32.2M | 0.02% |
438,416
-41,519
| -9% | -$3.05M |
|
604
Textron
TXT
$14.5B
| $32.1M | 0.02% |
890,665
-69,766
| -7% | -$2.52M |
|
605
SolarEdge
SEDG
$2.04B
| $31.9M | 0.02% |
133,892
+5,362
| +4% | +$1.28M |
|
606
Palomar
PLMR
$3.3B
| $31.5M | 0.02% |
302,350
-22,497
| -7% | -$2.35M |
|
607
LKQ Corp
LKQ
$8.33B
| $31.3M | 0.02% |
1,130,354
-140,742
| -11% | -$3.9M |
|
608
BorgWarner
BWA
$9.53B
| $31.2M | 0.02% |
915,150
-62,082
| -6% | -$2.12M |
|
609
Dolby
DLB
$6.96B
| $31.2M | 0.02% |
470,254
-15,960
| -3% | -$1.06M |
|
610
Bio-Techne
TECH
$8.46B
| $31.2M | 0.02% |
503,020
-336,384
| -40% | -$20.8M |
|
611
Altice USA
ATUS
$1.05B
| $31.1M | 0.02% |
1,197,571
-382,532
| -24% | -$9.95M |
|
612
Globe Life
GL
$11.3B
| $30.9M | 0.02% |
387,222
-135,704
| -26% | -$10.8M |
|
613
Rollins
ROL
$27.4B
| $29.9M | 0.02% |
828,060
+2,064
| +0.2% | +$74.6K |
|
614
F5
FFIV
$18.1B
| $29.9M | 0.02% |
243,555
-10,441
| -4% | -$1.28M |
|
|
JNPR
615
DELISTED
Juniper Networks
JNPR
| $29.8M | 0.02% |
1,385,636
-90,370
| -6% | -$1.94M |
|
616
Dynatrace
DT
$15.1B
| $29.8M | 0.02% |
725,455
+151,893
| +26% | +$6.23M |
|
617
Owens Corning
OC
$13B
| $29.7M | 0.02% |
431,006
-114,276
| -21% | -$7.86M |
|
618
Robert Half
RHI
$3.77B
| $29.6M | 0.02% |
558,874
+93,075
| +20% | +$4.93M |
|
619
Algonquin Power & Utilities
AQN
$4.35B
| $29.5M | 0.02% |
2,032,588
-485,851
| -19% | -$7.06M |
|
620
Vornado Realty Trust
VNO
$7.93B
| $29.4M | 0.02% |
872,602
-57,003
| -6% | -$1.92M |
|
621
A.O. Smith
AOS
$10.3B
| $29.4M | 0.02% |
555,872
-37,156
| -6% | -$1.96M |
|
622
Liberty Media Series C
FWONK
$25.2B
| $29.3M | 0.02% |
834,180
-199,614
| -19% | -$7M |
|
623
Apollo Global Management
APO
$75.3B
| $29.1M | 0.02% |
650,725
-136,713
| -17% | -$6.12M |
|
|
WRI
624
DELISTED
Weingarten Realty Investors
WRI
| $29.1M | 0.02% |
1,716,633
+50,598
| +3% | +$858K |
|
625
Coterra Energy
CTRA
$18.3B
| $29.1M | 0.02% |
1,676,236
-193,310
| -10% | -$3.36M |
|