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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
KE Holdings
BEKE
$23.5B
| $26.8M | 0.02% |
1,452,453
-131,132
| -8% | -$2.42M |
|
602
Allegion
ALLE
$14.6B
| $26.7M | 0.02% |
204,500
+8,806
| +4% | +$1.15M |
|
603
Futu Holdings
FUTU
$25.3B
| $26.7M | 0.02% |
333,401
+215,840
| +184% | +$17.3M |
|
604
Rocket Lab Corporation Common Stock
RKLB
$22.3B
| $26.5M | 0.02% |
1,039,991
-996,703
| -49% | -$25.4M |
|
605
Healthcare Realty
HR
$6.44B
| $26.3M | 0.02% |
1,552,109
+1,153,657
| +290% | +$19.6M |
|
606
Interpublic Group of Companies
IPG
$9.51B
| $26.2M | 0.02% |
934,351
-12,471
| -1% | -$349K |
|
607
AES
AES
$9.06B
| $26.1M | 0.02% |
2,030,356
+434,356
| +27% | +$5.59M |
|
608
CyberArk
CYBR
$23.6B
| $26M | 0.02% |
78,069
+1,743
| +2% | +$581K |
|
609
Nordson
NDSN
$12.6B
| $25.9M | 0.02% |
123,619
+4,963
| +4% | +$1.04M |
|
610
APA Corp
APA
$8.33B
| $25.9M | 0.02% |
1,119,648
+93,409
| +9% | +$2.16M |
|
611
Carlyle Group
CG
$23.7B
| $25.7M | 0.02% |
509,538
+7,891
| +2% | +$398K |
|
612
Agree Realty
ADC
$7.96B
| $25.6M | 0.02% |
362,723
+22,525
| +7% | +$1.59M |
|
613
LXP Industrial Trust
LXP
$2.67B
| $25.2M | 0.02% |
3,103,414
+311,006
| +11% | +$2.53M |
|
614
LKQ Corp
LKQ
$8.26B
| $24.9M | 0.02% |
676,492
-2,938
| -0.4% | -$108K |
|
615
Assurant
AIZ
$10.6B
| $24.6M | 0.02% |
115,217
-15,784
| -12% | -$3.37M |
|
616
Royalty Pharma
RPRX
$15.6B
| $24.3M | 0.02% |
952,723
-56,818
| -6% | -$1.45M |
|
617
Cameco
CCJ
$34.6B
| $24.2M | 0.02% |
471,616
-62,441
| -12% | -$3.21M |
|
|
CNH
618
CNH Industrial
CNH
$14.1B
| $23.4M | 0.02% |
2,068,245
-49,932
| -2% | -$566K |
|
619
News Corp Class A
NWSA
$16.2B
| $23.3M | 0.02% |
846,098
+27,216
| +3% | +$750K |
|
620
Erie Indemnity
ERIE
$17.3B
| $23.3M | 0.02% |
56,421
-3,226
| -5% | -$1.33M |
|
621
Charles River Laboratories
CRL
$7.54B
| $23.1M | 0.02% |
125,097
+13,102
| +12% | +$2.42M |
|
622
BILL Holdings
BILL
$5.38B
| $22.9M | 0.02% |
270,715
-51,046
| -16% | -$4.32M |
|
623
Delta Air Lines
DAL
$40.1B
| $22.9M | 0.02% |
377,903
-3,434
| -0.9% | -$208K |
|
624
Dayforce
DAY
$10.9B
| $22.8M | 0.02% |
313,510
-1,157
| -0.4% | -$84K |
|
625
Rivian
RIVN
$16.9B
| $22.7M | 0.02% |
1,703,462
-63,285
| -4% | -$842K |
|