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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Crown Holdings
CCK
$10.9B
| $36M | 0.02% |
325,740
-20,821
| -6% | -$2.3M |
|
627
COPT Defense Properties
CDP
$3.44B
| $35.7M | 0.02% |
1,276,211
-79,199
| -6% | -$2.22M |
|
628
Tradeweb Markets
TW
$25.5B
| $35.5M | 0.02% |
354,923
-6,025
| -2% | -$603K |
|
629
Howmet Aerospace
HWM
$72.2B
| $35.4M | 0.02% |
1,110,579
-62,147
| -5% | -$1.98M |
|
630
Omega Healthcare
OHI
$12.8B
| $35.1M | 0.02% |
1,185,586
+297,953
| +34% | +$8.82M |
|
|
JNPR
631
DELISTED
Juniper Networks
JNPR
| $35.1M | 0.02% |
982,166
-60,087
| -6% | -$2.15M |
|
632
Loews
L
$19.9B
| $34.7M | 0.02% |
600,547
-57,476
| -9% | -$3.32M |
|
633
Liberty Media Series C
FWONK
$25.4B
| $34.4M | 0.02% |
561,854
-246,348
| -30% | -$15.1M |
|
634
Fox Class A
FOXA
$27.8B
| $34.1M | 0.02% |
924,037
-89,522
| -9% | -$3.3M |
|
635
JD.com
JD
$48B
| $33.9M | 0.02% |
484,083
-2,336,818
| -83% | -$164M |
|
|
ZEN
636
DELISTED
ZENDESK INC
ZEN
| $33.9M | 0.02% |
324,794
-10,038
| -3% | -$1.05M |
|
637
Fair Isaac
FICO
$36.9B
| $33.6M | 0.02% |
77,516
-6,716
| -8% | -$2.91M |
|
638
Arrow Electronics
ARW
$6.49B
| $33.5M | 0.02% |
249,782
+22,862
| +10% | +$3.07M |
|
639
Open Text
OTEX
$8.59B
| $33.2M | 0.02% |
699,579
-33,975
| -5% | -$1.61M |
|
640
Booz Allen Hamilton
BAH
$12.5B
| $32.8M | 0.02% |
386,939
+10,404
| +3% | +$882K |
|
641
Nordson
NDSN
$12.7B
| $32.7M | 0.02% |
128,247
-5,944
| -4% | -$1.52M |
|
642
Infosys
INFY
$70.5B
| $32.5M | 0.02% |
1,282,945
| – | – |
|
643
W.R. Berkley
WRB
$27.5B
| $32.4M | 0.02% |
885,425
-87,306
| -9% | -$3.2M |
|
644
Franklin Resources
BEN
$12.9B
| $32.4M | 0.02% |
967,304
+5,965
| +0.6% | +$200K |
|
645
RPM International
RPM
$16.1B
| $32M | 0.02% |
317,077
-17,846
| -5% | -$1.8M |
|
|
WRK
646
DELISTED
WestRock Company
WRK
| $32M | 0.02% |
720,559
-286,864
| -28% | -$12.7M |
|
647
A.O. Smith
AOS
$10.4B
| $31.7M | 0.02% |
369,523
-27,852
| -7% | -$2.39M |
|
648
BorgWarner
BWA
$9.45B
| $31.7M | 0.02% |
798,778
-211,040
| -21% | -$8.37M |
|
649
Essential Utilities
WTRG
$10.8B
| $31.6M | 0.02% |
587,698
-179,426
| -23% | -$9.63M |
|
650
Las Vegas Sands
LVS
$37.1B
| $31.5M | 0.02% |
837,500
-58,865
| -7% | -$2.22M |
|