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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Ionis Pharmaceuticals
IONS
$9.76B
| $40.5M | 0.03% |
901,301
+136,617
| +18% | +$6.14M |
|
|
VMW
602
DELISTED
VMware, Inc
VMW
| $40.4M | 0.03% |
268,271
-4,325
| -2% | -$651K |
|
603
Rexford Industrial Realty
REXR
$10.2B
| $39.5M | 0.02% |
783,593
+485,061
| +162% | +$24.4M |
|
604
XPO
XPO
$15.4B
| $39M | 0.02% |
914,320
-431,800
| -32% | -$18.4M |
|
605
Steel Dynamics
STLD
$19.8B
| $38.9M | 0.02% |
766,005
-12,346
| -2% | -$627K |
|
606
The Mosaic Company
MOS
$10.3B
| $38.7M | 0.02% |
1,225,021
-22,794
| -2% | -$721K |
|
607
Lincoln National
LNC
$7.98B
| $38.6M | 0.02% |
620,604
-39,576
| -6% | -$2.46M |
|
|
SYRS
608
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
| $38.6M | 0.02% |
516,629
+78,430
| +18% | +$5.87M |
|
609
Booz Allen Hamilton
BAH
$12.6B
| $38.6M | 0.02% |
479,102
-50,040
| -9% | -$4.03M |
|
610
Crown Holdings
CCK
$11B
| $38.5M | 0.02% |
396,244
-98,525
| -20% | -$9.56M |
|
611
Open Text
OTEX
$8.45B
| $38.1M | 0.02% |
798,524
-19,400
| -2% | -$925K |
|
612
Cable One
CABO
$922M
| $38M | 0.02% |
20,796
+602
| +3% | +$1.1M |
|
613
Berkshire Hathaway Class A
BRK.A
$1.08T
| $37.8M | 0.02% |
+98
| New | +$37.8M |
|
614
Cboe Global Markets
CBOE
$24.3B
| $37.6M | 0.02% |
380,763
-21,554
| -5% | -$2.13M |
|
615
BorgWarner
BWA
$9.53B
| $37.5M | 0.02% |
918,475
-13,682
| -1% | -$558K |
|
616
Lamb Weston
LW
$8.08B
| $37.4M | 0.02% |
482,369
-14,865
| -3% | -$1.15M |
|
617
Wynn Resorts
WYNN
$12.6B
| $37.4M | 0.02% |
298,003
+7,030
| +2% | +$881K |
|
618
NRG Energy
NRG
$28.6B
| $37.1M | 0.02% |
984,224
-1,741
| -0.2% | -$65.7K |
|
619
W.R. Berkley
WRB
$27.3B
| $36.6M | 0.02% |
1,092,035
-34,401
| -3% | -$1.15M |
|
|
DISCK
620
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $36.5M | 0.02% |
990,564
-84,517
| -8% | -$3.12M |
|
621
Kratos Defense & Security Solutions
KTOS
$10.9B
| $36.3M | 0.02% |
1,331,301
+567,701
| +74% | +$15.5M |
|
622
Elanco Animal Health
ELAN
$9.16B
| $36.2M | 0.02% |
1,227,563
-165,846
| -12% | -$4.88M |
|
623
Brown & Brown
BRO
$31.3B
| $36.1M | 0.02% |
789,346
-24,526
| -3% | -$1.12M |
|
|
SJR
624
DELISTED
Shaw Communications Inc.
SJR
| $35.4M | 0.02% |
1,363,053
-58,519
| -4% | -$1.52M |
|
625
Omega Healthcare
OHI
$12.7B
| $35.3M | 0.02% |
964,228
-90,065
| -9% | -$3.3M |
|