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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Hasbro
HAS
$11B
| $40.5M | 0.02% |
398,339
-418,873
| -51% | -$42.6M |
|
602
Coterra Energy
CTRA
$18.2B
| $40.2M | 0.02% |
2,117,460
-140,573
| -6% | -$2.67M |
|
|
NUAN
603
DELISTED
Nuance Communications, Inc.
NUAN
| $40.2M | 0.02% |
+726,049
| New | +$40.2M |
|
|
BKI
604
DELISTED
Black Knight, Inc. Common Stock
BKI
| $40.2M | 0.02% |
484,479
-23,384
| -5% | -$1.94M |
|
605
Pembina Pipeline
PBA
$22.1B
| $39.8M | 0.02% |
1,312,987
-68,387
| -5% | -$2.07M |
|
606
GoDaddy
GDDY
$20.6B
| $39.4M | 0.02% |
464,353
-15,609
| -3% | -$1.32M |
|
607
Snap-on
SNA
$17.1B
| $39.3M | 0.02% |
182,274
-9,911
| -5% | -$2.13M |
|
608
RingCentral
RNG
$2.94B
| $39.2M | 0.02% |
209,467
-9,177
| -4% | -$1.72M |
|
609
News Corp Class A
NWSA
$16.9B
| $38.8M | 0.02% |
1,740,179
-864,832
| -33% | -$19.3M |
|
610
Wayfair
W
$11.2B
| $38.8M | 0.02% |
204,237
-7,467
| -4% | -$1.42M |
|
611
Aramark
ARMK
$10.1B
| $38.6M | 0.02% |
1,451,632
+484,216
| +50% | +$12.9M |
|
612
FMC
FMC
$4.6B
| $38.6M | 0.02% |
350,943
-14,314
| -4% | -$1.57M |
|
|
SJR
613
DELISTED
Shaw Communications Inc.
SJR
| $38.5M | 0.02% |
1,269,543
+53,425
| +4% | +$1.62M |
|
614
Li Auto
LI
$24.5B
| $38.4M | 0.02% |
1,197,494
-40,642
| -3% | -$1.3M |
|
615
Dayforce
DAY
$10.9B
| $38.4M | 0.02% |
367,776
-13,201
| -3% | -$1.38M |
|
|
SRTA
616
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$329M
| $38.3M | 0.02% |
4,332,774
+1,110,780
| +34% | +$9.81M |
|
617
Cenovus Energy
CVE
$29.3B
| $38.2M | 0.02% |
3,118,392
-489,447
| -14% | -$6M |
|
618
Telus
TU
$25B
| $38.2M | 0.02% |
1,620,390
-13,551
| -0.8% | -$319K |
|
619
Alerian MLP ETF
AMLP
$10.5B
| $38.1M | 0.02% |
1,162,434
+221,191
| +23% | +$7.24M |
|
620
Lincoln National
LNC
$7.9B
| $38M | 0.02% |
556,376
-295,964
| -35% | -$20.2M |
|
621
Berkshire Hathaway Class A
BRK.A
$1.06T
| $37.9M | 0.02% |
84
| – | – |
|
|
GTM
622
ZoomInfo Technologies
GTM
$3.39B
| $37.8M | 0.02% |
588,916
+541,640
| +1,146% | +$34.8M |
|
623
AMC Entertainment Holdings
AMC
$1.44B
| $37.7M | 0.02% |
138,649
-2,562
| -2% | -$697K |
|
624
UGI
UGI
$7.37B
| $36.9M | 0.02% |
804,521
-66,048
| -8% | -$3.03M |
|
625
Park Hotels & Resorts
PK
$2.34B
| $36.7M | 0.02% |
1,942,341
+1,603,852
| +474% | +$30.3M |
|