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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Coinbase
COIN
|
$62.8M |
| 4 |
Tesla
TSLA
|
$59M |
| 5 |
iShares Gold Trust Micro
IAUM
|
$57.4M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Eastman Chemical
EMN
$7.88B
| $33.3M | 0.03% |
409,385
-13,503
| -3% | -$1.1M |
|
602
DocuSign
DOCU
$16.5B
| $33.3M | 0.03% |
600,658
-3,682
| -0.6% | -$204K |
|
603
SS&C Technologies
SSNC
$21.7B
| $33.2M | 0.03% |
637,185
-22,950
| -3% | -$1.19M |
|
604
Teleflex
TFX
$5.74B
| $33.1M | 0.03% |
132,398
+52
| +0% | +$13K |
|
605
Celanese
CE
$5.06B
| $33M | 0.03% |
323,015
-4,393
| -1% | -$449K |
|
606
Tenet Healthcare
THC
$17B
| $33M | 0.03% |
675,413
+13,415
| +2% | +$655K |
|
607
Coca-Cola Europacific Partners
CCEP
$41B
| $32.9M | 0.03% |
595,224
-5,620
| -0.9% | -$311K |
|
608
Ferrari
RACE
$85.6B
| $32.9M | 0.03% |
153,242
-2,061
| -1% | -$442K |
|
609
Okta
OKTA
$16.3B
| $32.8M | 0.03% |
480,753
-13,766
| -3% | -$941K |
|
610
Darling Ingredients
DAR
$4.93B
| $32.8M | 0.03% |
524,212
+417,702
| +392% | +$26.1M |
|
611
Kilroy Realty
KRC
$5.03B
| $32.8M | 0.03% |
848,376
+53,226
| +7% | +$2.06M |
|
|
JNPR
612
DELISTED
Juniper Networks
JNPR
| $32.8M | 0.03% |
1,025,748
-48,792
| -5% | -$1.56M |
|
613
Ovintiv
OVV
$10.5B
| $32.7M | 0.03% |
+644,033
| New | +$32.7M |
|
614
RPM International
RPM
$16.4B
| $32.4M | 0.03% |
332,398
-3,392
| -1% | -$331K |
|
615
Hubbell
HUBB
$23.1B
| $32.2M | 0.03% |
+137,073
| New | +$32.2M |
|
616
Match Group
MTCH
$9.3B
| $32.1M | 0.03% |
774,130
+18,510
| +2% | +$768K |
|
617
Logitech
LOGI
$16B
| $32.1M | 0.03% |
518,766
-60,650
| -10% | -$3.75M |
|
|
NVTA
618
DELISTED
Invitae Corporation
NVTA
| $32.1M | 0.03% |
17,256,161
-19,190
| -0.1% | -$35.7K |
|
619
Fortune Brands Innovations
FBIN
$7.25B
| $32M | 0.03% |
560,690
-259,327
| -32% | -$14.8M |
|
620
Henry Schein
HSIC
$8.18B
| $32M | 0.03% |
400,531
-543
| -0.1% | -$43.4K |
|
621
Nordson
NDSN
$12.7B
| $31.9M | 0.03% |
134,377
-4,833
| -3% | -$1.15M |
|
622
Telus
TU
$25.1B
| $31.8M | 0.03% |
1,644,450
+705
| +0% | +$13.6K |
|
623
Royal Caribbean
RCL
$95.5B
| $31.6M | 0.03% |
639,461
-6,084
| -0.9% | -$301K |
|
624
DoorDash
DASH
$106B
| $31.6M | 0.03% |
646,277
+99,373
| +18% | +$4.85M |
|
625
Equitable Holdings
EQH
$15.8B
| $31.5M | 0.03% |
1,098,424
+15,270
| +1% | +$438K |
|