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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SJR
626
DELISTED
Shaw Communications Inc.
SJR
| $36.2M | 0.02% |
1,249,600
-113,453
| -8% | -$3.28M |
|
627
CF Industries
CF
$14.1B
| $36.2M | 0.02% |
702,847
-32,851
| -4% | -$1.69M |
|
628
XPO
XPO
$15.3B
| $36.1M | 0.02% |
746,862
-167,458
| -18% | -$8.1M |
|
629
The Mosaic Company
MOS
$10.6B
| $36M | 0.02% |
1,129,397
-95,624
| -8% | -$3.05M |
|
630
Western Union
WU
$2.73B
| $36M | 0.02% |
1,567,470
-116,705
| -7% | -$2.68M |
|
631
Teck Resources
TECK
$19.8B
| $36M | 0.02% |
1,564,340
-77,244
| -5% | -$1.78M |
|
632
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $35.9M | 0.02% |
319,451
+43,220
| +16% | +$4.86M |
|
633
Universal Health Services
UHS
$11.8B
| $35.7M | 0.02% |
243,964
-12,957
| -5% | -$1.9M |
|
634
Mohawk Industries
MHK
$8.41B
| $35.7M | 0.02% |
185,766
-30,886
| -14% | -$5.94M |
|
635
Henry Schein
HSIC
$8.17B
| $35.4M | 0.02% |
477,313
+2,759
| +0.6% | +$205K |
|
636
Zai Lab
ZLAB
$3.16B
| $35.4M | 0.02% |
199,984
+17,084
| +9% | +$3.02M |
|
637
Cenovus Energy
CVE
$30.7B
| $35.2M | 0.02% |
3,686,278
+186,002
| +5% | +$1.78M |
|
638
Lear
LEA
$5.76B
| $34.2M | 0.02% |
195,209
+10,692
| +6% | +$1.87M |
|
639
Wynn Resorts
WYNN
$12.8B
| $34.2M | 0.02% |
279,539
-18,464
| -6% | -$2.26M |
|
640
Arrow Electronics
ARW
$6.54B
| $34M | 0.02% |
299,006
+41,707
| +16% | +$4.75M |
|
641
W.R. Berkley
WRB
$27.4B
| $33.9M | 0.02% |
1,025,989
-66,046
| -6% | -$2.18M |
|
642
XPeng
XPEV
$19.1B
| $33.9M | 0.02% |
763,815
+341,892
| +81% | +$15.2M |
|
643
Annaly Capital Management
NLY
$14.2B
| $33.9M | 0.02% |
953,966
-69,345
| -7% | -$2.46M |
|
644
Booz Allen Hamilton
BAH
$12.6B
| $33.8M | 0.02% |
397,384
-81,718
| -17% | -$6.96M |
|
645
IAC Inc
IAC
$2.88B
| $33.6M | 0.02% |
266,050
-196,888
| -43% | -$24.9M |
|
646
Owens Corning
OC
$12.8B
| $33.2M | 0.02% |
339,423
-25,596
| -7% | -$2.51M |
|
647
Lennox International
LII
$19.6B
| $33.1M | 0.02% |
94,393
-6,711
| -7% | -$2.35M |
|
648
NRG Energy
NRG
$31.2B
| $33.1M | 0.02% |
821,519
-162,705
| -17% | -$6.56M |
|
649
Beam Therapeutics
BEAM
$2.01B
| $33M | 0.02% |
256,565
+27,164
| +12% | +$3.5M |
|
650
Tradeweb Markets
TW
$25.3B
| $33M | 0.02% |
389,718
+96,897
| +33% | +$8.19M |
|