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 |
Tesla
TSLA
|
$198M |
| 2 |
Amazon
AMZN
|
$188M |
| 3 |
Roku
ROKU
|
$95M |
| 4 |
Unity
U
|
$74.2M |
| 5 |
Flutter Entertainment
FLUT
|
$70.4M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
EQT Corp
EQT
$32.2B
| $33.2M | 0.02% |
896,602
+13,234
| +1% | +$491K |
|
602
SS&C Technologies
SSNC
$21.7B
| $33.2M | 0.02% |
516,024
-3,933
| -0.8% | -$253K |
|
603
Rollins
ROL
$27.4B
| $33M | 0.02% |
713,749
-3,443
| -0.5% | -$159K |
|
604
Healthcare Realty
HR
$6.35B
| $32.9M | 0.02% |
2,326,948
+73,251
| +3% | +$1.04M |
|
605
Graco
GGG
$14.2B
| $32.9M | 0.02% |
352,245
-2,924
| -0.8% | -$273K |
|
606
Interpublic Group of Companies
IPG
$9.94B
| $32.8M | 0.02% |
1,006,155
+7,326
| +0.7% | +$239K |
|
607
Zillow
Z
$21.3B
| $32.7M | 0.02% |
669,892
+156,249
| +30% | +$7.62M |
|
608
Outfront Media
OUT
$3.05B
| $32.4M | 0.02% |
1,958,130
+377,921
| +24% | +$6.25M |
|
609
Rogers Communications
RCI
$19.4B
| $32.2M | 0.02% |
785,748
+4,745
| +0.6% | +$195K |
|
610
CarMax
KMX
$9.11B
| $32.2M | 0.02% |
369,729
-9,471
| -2% | -$825K |
|
611
Liberty Media Series C
FWONK
$25.2B
| $32.2M | 0.02% |
490,754
-4,850
| -1% | -$318K |
|
612
Charles River Laboratories
CRL
$8.07B
| $32M | 0.02% |
118,098
-1,940
| -2% | -$526K |
|
613
Equitable Holdings
EQH
$16B
| $31.9M | 0.02% |
839,542
-376
| -0% | -$14.3K |
|
614
Alliant Energy
LNT
$16.6B
| $31.9M | 0.02% |
632,037
-2,522
| -0.4% | -$127K |
|
615
Dick's Sporting Goods
DKS
$17.7B
| $31.7M | 0.02% |
140,940
-7,521
| -5% | -$1.69M |
|
616
Jack Henry & Associates
JKHY
$11.8B
| $31.7M | 0.02% |
182,365
-4,688
| -3% | -$814K |
|
617
The Mosaic Company
MOS
$10.3B
| $31.6M | 0.02% |
973,694
+6,744
| +0.7% | +$219K |
|
618
C.H. Robinson
CHRW
$14.9B
| $31.5M | 0.02% |
413,068
+8,783
| +2% | +$669K |
|
619
Boston Properties
BXP
$12.2B
| $31.3M | 0.02% |
479,217
-10,274
| -2% | -$671K |
|
620
Hormel Foods
HRL
$14.1B
| $31.3M | 0.02% |
896,257
-8,885
| -1% | -$310K |
|
621
Credicorp
BAP
$20.7B
| $31.1M | 0.02% |
183,441
-160
| -0.1% | -$27.1K |
|
622
Kilroy Realty
KRC
$5.05B
| $31M | 0.02% |
849,977
+111,185
| +15% | +$4.05M |
|
623
F5
FFIV
$18.1B
| $30.9M | 0.02% |
163,129
-1,838
| -1% | -$348K |
|
624
RPM International
RPM
$16.2B
| $30.9M | 0.02% |
259,417
-1,053
| -0.4% | -$125K |
|
625
Watsco
WSO
$16.6B
| $30.8M | 0.02% |
71,298
+818
| +1% | +$353K |
|