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 |
GE Vernova
GEV
|
+$104M |
| 2 |
Curtiss-Wright
CW
|
+$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$68.6M |
| 4 |
Roblox
RBLX
|
+$55.5M |
| 5 |
10x Genomics
TXG
|
+$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$605M |
| 2 |
Microsoft
MSFT
|
+$537M |
| 3 |
Apple
AAPL
|
+$515M |
| 4 |
Royal Bank of Canada
RY
|
+$328M |
| 5 |
Toronto Dominion Bank
TD
|
+$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Qorvo
QRVO
$8.26B
| $24.5M | 0.02% |
211,113
-27,410
| -11% | -$3.18M |
|
602
Campbell Soup
CPB
$9.98B
| $24.4M | 0.02% |
539,080
-64,769
| -11% | -$2.93M |
|
603
Southern Copper
SCCO
$82.9B
| $24.3M | 0.02% |
234,814
-7,859
| -3% | -$814K |
|
604
Hormel Foods
HRL
$13.7B
| $23.9M | 0.02% |
783,828
-112,429
| -13% | -$3.43M |
|
605
Huntington Ingalls Industries
HII
$10.7B
| $23.5M | 0.02% |
95,307
-6,108
| -6% | -$1.5M |
|
606
EPAM Systems
EPAM
$8.53B
| $23.5M | 0.02% |
124,784
-10,712
| -8% | -$2.02M |
|
607
Tradeweb Markets
TW
$25.3B
| $23.5M | 0.02% |
221,326
-9,628
| -4% | -$1.02M |
|
608
Ovintiv
OVV
$11B
| $23.4M | 0.02% |
499,707
-34,297
| -6% | -$1.61M |
|
609
DocuSign
DOCU
$15.9B
| $23M | 0.02% |
430,498
-42,721
| -9% | -$2.29M |
|
610
Ally Financial
ALLY
$12.7B
| $22.9M | 0.02% |
578,444
-59,731
| -9% | -$2.37M |
|
611
Allegion
ALLE
$14.6B
| $22.8M | 0.02% |
193,365
-22,464
| -10% | -$2.65M |
|
612
Assurant
AIZ
$10.6B
| $22.8M | 0.02% |
137,137
-693
| -0.5% | -$115K |
|
613
Dynatrace
DT
$14.4B
| $22.5M | 0.02% |
503,215
-72,545
| -13% | -$3.25M |
|
614
A.O. Smith
AOS
$10.2B
| $22.4M | 0.02% |
273,725
-29,646
| -10% | -$2.42M |
|
615
Charles River Laboratories
CRL
$7.54B
| $22.4M | 0.02% |
108,281
-9,817
| -8% | -$2.03M |
|
616
News Corp Class A
NWSA
$16.2B
| $22.3M | 0.02% |
810,593
-109,005
| -12% | -$3.01M |
|
|
CTLT
617
DELISTED
CATALENT, INC.
CTLT
| $22M | 0.02% |
390,945
-33,012
| -8% | -$1.86M |
|
618
Fox Class A
FOXA
$28B
| $21.9M | 0.02% |
637,852
-55,303
| -8% | -$1.9M |
|
619
LXP Industrial Trust
LXP
$2.67B
| $21.9M | 0.02% |
2,396,610
+2,065,667
| +624% | +$18.8M |
|
620
Aecom
ACM
$16.6B
| $21.7M | 0.02% |
246,456
-43,326
| -15% | -$3.82M |
|
|
CNH
621
CNH Industrial
CNH
$14.1B
| $21.4M | 0.02% |
2,115,386
-814,378
| -28% | -$8.25M |
|
622
KE Holdings
BEKE
$23.5B
| $21.3M | 0.02% |
1,507,068
-5,312
| -0.4% | -$75.2K |
|
623
Rivian
RIVN
$16.9B
| $21.3M | 0.02% |
1,585,592
+33,276
| +2% | +$447K |
|
624
Twilio
TWLO
$16B
| $21.2M | 0.02% |
372,524
-2,405,504
| -87% | -$137M |
|
625
Teleflex
TFX
$5.76B
| $21.1M | 0.02% |
100,364
-7,968
| -7% | -$1.68M |
|