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 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
GE Aerospace
GE
|
$86.4M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Teleflex
TFX
$5.78B
| $33.6M | 0.03% |
132,458
+60
| +0% | +$15.2K |
|
602
Henry Schein
HSIC
$8.42B
| $33.5M | 0.03% |
411,283
+10,752
| +3% | +$877K |
|
603
Plug Power
PLUG
$1.69B
| $33.4M | 0.02% |
2,851,098
+16,049
| +0.6% | +$188K |
|
604
Globe Life
GL
$11.3B
| $33.3M | 0.02% |
302,959
+23,941
| +9% | +$2.63M |
|
605
Gen Digital
GEN
$18.2B
| $33.3M | 0.02% |
1,938,617
-144,144
| -7% | -$2.47M |
|
606
Hubbell
HUBB
$23.2B
| $33.2M | 0.02% |
136,272
-801
| -0.6% | -$195K |
|
607
APA Corp
APA
$8.14B
| $33M | 0.02% |
914,985
+69,007
| +8% | +$2.49M |
|
608
Loews
L
$20B
| $32.9M | 0.02% |
566,700
-19,670
| -3% | -$1.14M |
|
609
Viatris
VTRS
$12.2B
| $32.8M | 0.02% |
3,410,167
-268,841
| -7% | -$2.59M |
|
610
Dell
DELL
$84.4B
| $32.5M | 0.02% |
809,344
-32,469
| -4% | -$1.31M |
|
611
Nordson
NDSN
$12.6B
| $32.5M | 0.02% |
146,415
+12,038
| +9% | +$2.68M |
|
612
Fox Class A
FOXA
$27.4B
| $32.4M | 0.02% |
951,845
+18,881
| +2% | +$643K |
|
613
NiSource
NI
$19B
| $32.4M | 0.02% |
1,158,780
-540,937
| -32% | -$15.1M |
|
|
CTLT
614
DELISTED
CATALENT, INC.
CTLT
| $32.3M | 0.02% |
492,157
-53,635
| -10% | -$3.52M |
|
615
Ares Management
ARES
$38.9B
| $32.3M | 0.02% |
387,199
+4,366
| +1% | +$364K |
|
616
Zscaler
ZS
$42.7B
| $31.9M | 0.02% |
273,316
+21,567
| +9% | +$2.52M |
|
617
Masco
MAS
$15.9B
| $31.6M | 0.02% |
636,350
-4,945
| -0.8% | -$246K |
|
618
Qorvo
QRVO
$8.61B
| $31.5M | 0.02% |
310,029
+1,474
| +0.5% | +$150K |
|
|
ROIC
619
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $31.3M | 0.02% |
2,244,645
+1,074,859
| +92% | +$15M |
|
620
Boston Properties
BXP
$12.2B
| $31.2M | 0.02% |
576,943
-53,697
| -9% | -$2.91M |
|
621
Graco
GGG
$14.2B
| $31.1M | 0.02% |
425,969
+422,610
| +12,581% | +$30.9M |
|
622
TSMC
TSM
$1.26T
| $30.9M | 0.02% |
332,435
+57,024
| +21% | +$5.3M |
|
623
Logitech
LOGI
$15.8B
| $30.9M | 0.02% |
531,836
+13,070
| +3% | +$759K |
|
624
Fidelity National Financial
FNF
$16.5B
| $30.8M | 0.02% |
882,238
+58,953
| +7% | +$2.06M |
|
625
Wynn Resorts
WYNN
$12.6B
| $30.6M | 0.02% |
273,577
-7,187
| -3% | -$804K |
|