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 |
SPDR Gold MiniShares Trust
GLDM
|
+$89M |
| 2 |
Roku
ROKU
|
+$79.4M |
| 3 |
Zoom
ZM
|
+$78.8M |
| 4 |
UiPath
PATH
|
+$65.2M |
| 5 |
Gaming and Leisure Properties
GLPI
|
+$55.1M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
+$148M |
| 2 |
Apple
AAPL
|
+$131M |
| 3 |
Sea Limited
SE
|
+$98.3M |
| 4 |
Tesla
TSLA
|
+$94.5M |
| 5 |
Coinbase
COIN
|
+$90.5M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Telus
TU
$25.1B
| $32.7M | 0.03% |
1,643,745
-89,183
| -5% | -$1.77M |
|
602
Generac Holdings
GNRC
$10.8B
| $32.5M | 0.03% |
182,220
-482
| -0.3% | -$85.9K |
|
603
Fidelity National Financial
FNF
$16.5B
| $32.4M | 0.03% |
932,167
+57,561
| +7% | +$2M |
|
604
DocuSign
DOCU
$16.4B
| $32.3M | 0.03% |
604,340
-2,742
| -0.5% | -$147K |
|
605
Outfront Media
OUT
$3.05B
| $32.1M | 0.03% |
2,149,172
-513,312
| -19% | -$7.67M |
|
606
Everest Group
EG
$14.2B
| $32M | 0.03% |
121,844
-3,013
| -2% | -$791K |
|
607
Packaging Corp of America
PKG
$19.4B
| $31.9M | 0.03% |
284,278
-4,229
| -1% | -$475K |
|
608
Li Auto
LI
$24.1B
| $31.9M | 0.03% |
1,387,006
+3,238
| +0.2% | +$74.5K |
|
|
ABMD
609
DELISTED
Abiomed Inc
ABMD
| $31.8M | 0.03% |
129,450
+296
| +0.2% | +$72.7K |
|
|
Y
610
DELISTED
Alleghany Corporation
Y
| $31.7M | 0.03% |
37,758
-2,847
| -7% | -$2.39M |
|
611
Masco
MAS
$15.9B
| $31.6M | 0.03% |
676,758
-16,600
| -2% | -$775K |
|
612
Campbell Soup
CPB
$10.1B
| $31.5M | 0.03% |
669,470
-318
| -0% | -$15K |
|
613
SS&C Technologies
SSNC
$21.7B
| $31.5M | 0.03% |
660,135
+1,121
| +0.2% | +$53.5K |
|
614
Viatris
VTRS
$12.2B
| $31.3M | 0.03% |
3,675,143
-24,825
| -0.7% | -$212K |
|
615
Entegris
ENTG
$12.4B
| $31.1M | 0.03% |
374,521
+24,980
| +7% | +$2.07M |
|
616
Liberty Media Series C
FWONK
$25.5B
| $31.1M | 0.03% |
549,319
-10,525
| -2% | -$595K |
|
617
APA Corp
APA
$7.96B
| $30.8M | 0.03% |
899,701
-3,844
| -0.4% | -$131K |
|
618
Loews
L
$19.9B
| $30.7M | 0.03% |
616,492
-2,040
| -0.3% | -$102K |
|
619
Dell
DELL
$83.2B
| $30.6M | 0.03% |
895,222
+50,708
| +6% | +$1.73M |
|
620
Fair Isaac
FICO
$36.9B
| $30.5M | 0.03% |
73,918
-1,471
| -2% | -$606K |
|
621
3D Systems Corporation
DDD
$278M
| $30.4M | 0.03% |
3,810,851
+35,877
| +1% | +$286K |
|
622
Advance Auto Parts
AAP
$3.66B
| $30.2M | 0.02% |
193,108
-532
| -0.3% | -$83.2K |
|
623
Neurocrine Biosciences
NBIX
$14.3B
| $30.2M | 0.02% |
284,229
+1,189
| +0.4% | +$126K |
|
624
CarMax
KMX
$9.21B
| $30.2M | 0.02% |
456,727
-95
| -0% | -$6.27K |
|
|
BKI
625
DELISTED
Black Knight, Inc. Common Stock
BKI
| $30.1M | 0.02% |
465,307
-1,477
| -0.3% | -$95.6K |
|