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 |
Accenture
ACN
|
+$918M |
| 2 |
Linde
LIN
|
+$504M |
| 3 |
Medtronic
MDT
|
+$482M |
| 4 |
Chubb
CB
|
+$336M |
| 5 |
Spotify
SPOT
|
+$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.17B |
| 2 |
Coinbase
COIN
|
+$1.12B |
| 3 |
UiPath
PATH
|
+$760M |
| 4 |
Apple
AAPL
|
+$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Howmet Aerospace
HWM
$74.1B
| $39.5M | 0.03% |
1,098,033
-12,546
| -1% | -$451K |
|
602
Dell
DELL
$84.2B
| $39.4M | 0.03% |
785,094
+26,760
| +4% | +$1.34M |
|
603
XPeng
XPEV
$19.1B
| $39.3M | 0.03% |
1,424,095
+295,592
| +26% | +$8.16M |
|
|
WRK
604
DELISTED
WestRock Company
WRK
| $39M | 0.03% |
829,440
+108,881
| +15% | +$5.12M |
|
|
ZEN
605
DELISTED
ZENDESK INC
ZEN
| $38.8M | 0.03% |
322,526
-2,268
| -0.7% | -$273K |
|
606
Charles River Laboratories
CRL
$7.54B
| $38.7M | 0.03% |
136,424
-895
| -0.7% | -$254K |
|
607
Pinterest
PINS
$24B
| $38.6M | 0.03% |
1,567,217
+9,004
| +0.6% | +$222K |
|
608
Loews
L
$19.9B
| $38.3M | 0.03% |
590,957
-9,590
| -2% | -$622K |
|
609
GoDaddy
GDDY
$20.1B
| $38.1M | 0.03% |
455,203
-9,150
| -2% | -$766K |
|
|
SJR
610
DELISTED
Shaw Communications Inc.
SJR
| $38M | 0.03% |
1,222,855
-46,688
| -4% | -$1.45M |
|
611
Bio-Rad Laboratories Class A
BIO
$7.49B
| $37.9M | 0.03% |
67,331
+452
| +0.7% | +$255K |
|
612
Arcturus Therapeutics
ARCT
$489M
| $37.8M | 0.03% |
1,402,078
+44,606
| +3% | +$1.2M |
|
613
iShares Core US Aggregate Bond ETF
AGG
$132B
| $37.7M | 0.03% |
352,426
-81,113
| -19% | -$8.69M |
|
614
DaVita
DVA
$9.46B
| $37.7M | 0.03% |
333,155
-98,722
| -23% | -$11.2M |
|
615
MarketAxess Holdings
MKTX
$6.9B
| $37.6M | 0.03% |
110,435
-755
| -0.7% | -$257K |
|
616
Ferrari
RACE
$84.4B
| $37.3M | 0.02% |
+169,313
| New | +$37.3M |
|
617
Snap-on
SNA
$16.9B
| $37M | 0.02% |
180,116
-2,158
| -1% | -$443K |
|
618
Fox Class A
FOXA
$25.5B
| $36.4M | 0.02% |
923,010
-1,027
| -0.1% | -$40.5K |
|
619
Hasbro
HAS
$10.9B
| $36.3M | 0.02% |
443,473
+45,134
| +11% | +$3.7M |
|
620
Liberty Media Series C
FWONK
$24.7B
| $36.3M | 0.02% |
536,840
-25,014
| -4% | -$1.69M |
|
|
JNPR
621
DELISTED
Juniper Networks
JNPR
| $36.2M | 0.02% |
974,766
-7,400
| -0.8% | -$275K |
|
622
Henry Schein
HSIC
$8.17B
| $36.2M | 0.02% |
414,894
+21,853
| +6% | +$1.91M |
|
623
Terreno Realty
TRNO
$5.92B
| $36.1M | 0.02% |
488,037
-7,016
| -1% | -$520K |
|
624
Advance Auto Parts
AAP
$3.55B
| $36M | 0.02% |
174,180
-4,236
| -2% | -$877K |
|
625
F5
FFIV
$18.8B
| $36M | 0.02% |
172,512
+554
| +0.3% | +$116K |
|