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 |
iShares Gold Trust
IAU
|
+$997M |
| 2 |
UiPath
PATH
|
+$437M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
+$334M |
| 4 |
Coinbase
COIN
|
+$326M |
| 5 |
GE Aerospace
GE
|
+$198M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
+$146M |
| 3 |
Spotify
SPOT
|
+$133M |
| 4 |
CERN
Cerner Corp
CERN
|
+$122M |
| 5 |
AT&T
T
|
+$118M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Bath & Body Works
BBWI
$5.87B
| $36.8M | 0.03% |
+1,367,869
| New | +$36.8M |
|
602
Loews
L
$19.9B
| $36.7M | 0.03% |
618,532
+27,575
| +5% | +$1.63M |
|
603
3D Systems Corporation
DDD
$278M
| $36.6M | 0.03% |
3,774,974
+71,112
| +2% | +$690K |
|
604
Molson Coors Class B
TAP
$9.86B
| $36.6M | 0.03% |
670,770
+186,846
| +39% | +$10.2M |
|
605
Stellantis
STLA
$25.9B
| $36.1M | 0.03% |
2,918,802
+191,333
| +7% | +$2.37M |
|
606
Howmet Aerospace
HWM
$72.3B
| $35.4M | 0.03% |
1,125,985
+27,952
| +3% | +$879K |
|
607
DoorDash
DASH
$107B
| $35.1M | 0.03% |
546,984
+248,198
| +83% | +$15.9M |
|
608
Masco
MAS
$15.9B
| $35.1M | 0.03% |
693,358
+26,041
| +4% | +$1.32M |
|
609
Everest Group
EG
$14.2B
| $35M | 0.03% |
124,857
-98,703
| -44% | -$27.7M |
|
610
Trip.com Group
TCOM
$47.7B
| $34.9M | 0.03% |
1,271,079
+142,216
| +13% | +$3.9M |
|
611
DocuSign
DOCU
$16.4B
| $34.8M | 0.03% |
607,082
+74,206
| +14% | +$4.26M |
|
612
Regency Centers
REG
$13.3B
| $34.7M | 0.03% |
584,558
+9,355
| +2% | +$555K |
|
613
Elbit Systems
ESLT
$22.8B
| $34.4M | 0.03% |
150,079
-10,133
| -6% | -$2.32M |
|
614
Liberty Media Series C
FWONK
$25.5B
| $34.4M | 0.03% |
559,844
+23,004
| +4% | +$1.41M |
|
615
Lumen
LUMN
$5.25B
| $34.3M | 0.03% |
3,144,574
-2,124,279
| -40% | -$23.2M |
|
616
Park Hotels & Resorts
PK
$2.4B
| $34.3M | 0.03% |
2,523,930
+874,573
| +53% | +$11.9M |
|
617
Berkshire Hathaway Class A
BRK.A
$1.06T
| $33.9M | 0.03% |
83
-2
| -2% | -$818K |
|
|
MTLS
618
Materialise
MTLS
$307M
| $33.9M | 0.03% |
2,487,540
-210,504
| -8% | -$2.87M |
|
|
Y
619
DELISTED
Alleghany Corporation
Y
| $33.8M | 0.03% |
40,605
+41
| +0.1% | +$34.2K |
|
620
Franklin Resources
BEN
$12.9B
| $33.8M | 0.03% |
1,448,257
+483,543
| +50% | +$11.3M |
|
621
Advance Auto Parts
AAP
$3.66B
| $33.5M | 0.03% |
193,640
+19,460
| +11% | +$3.37M |
|
622
Targa Resources
TRGP
$34.5B
| $33.4M | 0.03% |
+560,570
| New | +$33.4M |
|
623
monday.com
MNDY
$9.83B
| $33.1M | 0.03% |
+320,432
| New | +$33.1M |
|
624
Booz Allen Hamilton
BAH
$12.5B
| $33M | 0.03% |
365,115
-15,796
| -4% | -$1.43M |
|
625
GoDaddy
GDDY
$20.5B
| $32.9M | 0.03% |
472,334
+17,131
| +4% | +$1.19M |
|