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 |
Extra Space Storage
EXR
|
+$90M |
| 2 |
Advanced Micro Devices
AMD
|
+$76.6M |
| 3 |
Amphenol
APH
|
+$71M |
| 4 |
Kenvue
KVUE
|
+$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
+$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
+$153M |
| 2 |
Johnson & Johnson
JNJ
|
+$96.2M |
| 3 |
Coinbase
COIN
|
+$94.4M |
| 4 |
Tesla
TSLA
|
+$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Super Micro Computer
SMCI
$26.5B
| $29.4M | 0.02% |
+1,072,130
| New | +$29.4M |
|
602
Axon Enterprise
AXON
$58B
| $29.3M | 0.02% |
147,345
+495
| +0.3% | +$98.5K |
|
603
Loews
L
$19.9B
| $29.2M | 0.02% |
461,499
-26,966
| -6% | -$1.71M |
|
604
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $29M | 0.02% |
581,842
-117,168
| -17% | -$5.84M |
|
605
Fidelity National Financial
FNF
$16.1B
| $28.9M | 0.02% |
700,281
-76,281
| -10% | -$3.15M |
|
606
Evergy
EVRG
$16.4B
| $28.9M | 0.02% |
570,405
-6,582
| -1% | -$334K |
|
607
Entegris
ENTG
$12B
| $28.9M | 0.02% |
307,899
-3,548
| -1% | -$333K |
|
608
Masco
MAS
$15.4B
| $28.9M | 0.02% |
540,867
-18,932
| -3% | -$1.01M |
|
609
Insulet
PODD
$24B
| $28.8M | 0.02% |
180,595
+3,782
| +2% | +$603K |
|
610
Boston Properties
BXP
$11.6B
| $28.7M | 0.02% |
481,814
-6,306
| -1% | -$375K |
|
611
Viatris
VTRS
$12B
| $28.5M | 0.02% |
2,889,367
-44,669
| -2% | -$440K |
|
|
VERV
612
DELISTED
Verve Therapeutics
VERV
| $28.5M | 0.02% |
2,147,243
-38,614
| -2% | -$512K |
|
613
Nordson
NDSN
$12.6B
| $28.4M | 0.02% |
127,141
-791
| -0.6% | -$177K |
|
614
Interpublic Group of Companies
IPG
$9.52B
| $28.2M | 0.02% |
983,437
-20,113
| -2% | -$576K |
|
615
SS&C Technologies
SSNC
$21.6B
| $27.9M | 0.02% |
530,625
-19,990
| -4% | -$1.05M |
|
616
Eastman Chemical
EMN
$7.67B
| $27.7M | 0.02% |
361,279
-8,826
| -2% | -$677K |
|
617
Ovintiv
OVV
$10.9B
| $27.5M | 0.02% |
578,046
+55,019
| +11% | +$2.62M |
|
618
Texas Pacific Land
TPL
$21.3B
| $27.4M | 0.02% |
45,051
-486
| -1% | -$295K |
|
|
JNPR
619
DELISTED
Juniper Networks
JNPR
| $27.3M | 0.02% |
983,813
-27,827
| -3% | -$773K |
|
620
CarMax
KMX
$9.07B
| $27.1M | 0.02% |
382,549
-2,951
| -0.8% | -$209K |
|
621
Watsco
WSO
$16.1B
| $27M | 0.02% |
71,577
-6,407
| -8% | -$2.42M |
|
622
HF Sinclair
DINO
$9.51B
| $27M | 0.02% |
474,725
+53,483
| +13% | +$3.04M |
|
623
Recursion Pharmaceuticals
RXRX
$2.05B
| $27M | 0.02% |
3,523,124
+2,685,724
| +321% | +$20.5M |
|
624
Globe Life
GL
$11.4B
| $26.8M | 0.02% |
246,251
-23,939
| -9% | -$2.6M |
|
625
Qiagen
QGEN
$10.1B
| $26.6M | 0.02% |
623,010
-7,162
| -1% | -$306K |
|