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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Annaly Capital Management
NLY
$14.2B
| $35.2M | 0.02% |
1,023,311
-10,503
| -1% | -$361K |
|
627
Dayforce
DAY
$10.9B
| $34.9M | 0.02% |
413,805
-11,209
| -3% | -$945K |
|
628
RPM International
RPM
$16.2B
| $34.8M | 0.02% |
378,704
-46,119
| -11% | -$4.24M |
|
629
Vipshop
VIPS
$8.45B
| $34.7M | 0.02% |
1,161,499
-32,314
| -3% | -$965K |
|
630
Universal Health Services
UHS
$12.1B
| $34.3M | 0.02% |
256,921
-5,367
| -2% | -$716K |
|
631
Teva Pharmaceuticals
TEVA
$21.7B
| $33.8M | 0.02% |
2,932,966
-190,557
| -6% | -$2.2M |
|
632
Owens Corning
OC
$13B
| $33.6M | 0.02% |
365,019
-44,995
| -11% | -$4.14M |
|
633
Lear
LEA
$5.91B
| $33.4M | 0.02% |
184,517
-2,932
| -2% | -$531K |
|
634
CF Industries
CF
$13.7B
| $33.4M | 0.02% |
735,698
-14,695
| -2% | -$667K |
|
635
Sarepta Therapeutics
SRPT
$1.96B
| $33.3M | 0.02% |
447,155
+114,642
| +34% | +$8.54M |
|
636
Globe Life
GL
$11.3B
| $33.3M | 0.02% |
344,463
-15,172
| -4% | -$1.47M |
|
637
Vornado Realty Trust
VNO
$7.93B
| $33.2M | 0.02% |
730,452
-34,844
| -5% | -$1.58M |
|
638
Henry Schein
HSIC
$8.42B
| $32.9M | 0.02% |
474,554
-3,127
| -0.7% | -$217K |
|
639
Telus
TU
$25.3B
| $32.8M | 0.02% |
1,647,037
+3,959
| +0.2% | +$78.8K |
|
640
Airbnb
ABNB
$75.8B
| $32.1M | 0.02% |
171,011
+160,208
| +1,483% | +$30.1M |
|
641
Nordson
NDSN
$12.6B
| $32.1M | 0.02% |
161,534
-18,140
| -10% | -$3.6M |
|
642
Aramark
ARMK
$10.2B
| $32M | 0.02% |
1,171,990
+73,286
| +7% | +$2M |
|
643
BCE
BCE
$23.1B
| $31.8M | 0.02% |
704,648
-24,139
| -3% | -$1.09M |
|
644
Pinnacle West Capital
PNW
$10.6B
| $31.5M | 0.02% |
387,399
-9,252
| -2% | -$753K |
|
645
Lennox International
LII
$20.3B
| $31.5M | 0.02% |
101,104
-10,677
| -10% | -$3.33M |
|
646
Teck Resources
TECK
$16.8B
| $31.4M | 0.02% |
1,641,584
-40,615
| -2% | -$778K |
|
|
KL
647
DELISTED
Kirkland Lake Gold Ltd Ordinary
KL
| $31.3M | 0.02% |
926,765
-39,510
| -4% | -$1.33M |
|
648
Kinross Gold
KGC
$26.9B
| $31.2M | 0.02% |
4,679,637
-206,846
| -4% | -$1.38M |
|
649
Essential Utilities
WTRG
$11B
| $31M | 0.02% |
693,372
-82,509
| -11% | -$3.69M |
|
650
Franklin Resources
BEN
$13B
| $30.8M | 0.02% |
1,040,452
-43,423
| -4% | -$1.29M |
|