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 |
Accenture
ACN
|
+$918M |
| 2 |
Linde
LIN
|
+$504M |
| 3 |
Medtronic
MDT
|
+$482M |
| 4 |
Chubb
CB
|
+$336M |
| 5 |
Spotify
SPOT
|
+$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.17B |
| 2 |
Coinbase
COIN
|
+$1.12B |
| 3 |
UiPath
PATH
|
+$760M |
| 4 |
Apple
AAPL
|
+$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Viatris
VTRS
$11.9B
| $36M | 0.02% |
3,310,030
-1,289,315
| -28% | -$14M |
|
627
Royalty Pharma
RPRX
$15.6B
| $35.9M | 0.02% |
+920,681
| New | +$35.9M |
|
628
Elbit Systems
ESLT
$23.4B
| $35.2M | 0.02% |
+160,212
| New | +$35.2M |
|
629
DoorDash
DASH
$110B
| $35M | 0.02% |
298,786
-4,567
| -2% | -$535K |
|
630
NiSource
NI
$19.2B
| $34.9M | 0.02% |
1,097,510
-35,339
| -3% | -$1.12M |
|
631
Fair Isaac
FICO
$36.7B
| $34.9M | 0.02% |
74,804
-2,712
| -3% | -$1.27M |
|
|
Y
632
DELISTED
Alleghany Corporation
Y
| $34.4M | 0.02% |
40,564
+1,835
| +5% | +$1.55M |
|
633
Burlington
BURL
$17.6B
| $34.1M | 0.02% |
187,364
-34,662
| -16% | -$6.31M |
|
634
Masco
MAS
$15.3B
| $34M | 0.02% |
667,317
-9,853
| -1% | -$503K |
|
635
AMC Entertainment Holdings
AMC
$1.42B
| $34M | 0.02% |
137,828
-821
| -0.6% | -$202K |
|
636
Pultegroup
PHM
$26.7B
| $33.9M | 0.02% |
808,103
+43,666
| +6% | +$1.83M |
|
637
Li Auto
LI
$24.3B
| $33.8M | 0.02% |
1,310,381
+112,887
| +9% | +$2.91M |
|
638
Booz Allen Hamilton
BAH
$12.6B
| $33.5M | 0.02% |
380,911
-6,028
| -2% | -$529K |
|
639
Aramark
ARMK
$10B
| $33.2M | 0.02% |
1,222,071
-229,561
| -16% | -$6.23M |
|
640
Lincoln National
LNC
$7.88B
| $33.1M | 0.02% |
506,883
-49,493
| -9% | -$3.23M |
|
641
Universal Health Services
UHS
$11.8B
| $32.7M | 0.02% |
225,680
-8,266
| -4% | -$1.2M |
|
642
LendingClub
LC
$1.86B
| $32.7M | 0.02% |
2,071,197
-915,803
| -31% | -$14.5M |
|
643
Las Vegas Sands
LVS
$37.4B
| $32.3M | 0.02% |
831,711
-5,789
| -0.7% | -$225K |
|
644
Park Hotels & Resorts
PK
$2.36B
| $32.2M | 0.02% |
1,649,357
-292,984
| -15% | -$5.72M |
|
645
BorgWarner
BWA
$9.34B
| $32.1M | 0.02% |
938,767
+139,989
| +18% | +$4.79M |
|
646
Campbell Soup
CPB
$9.98B
| $31.3M | 0.02% |
701,762
+66,694
| +11% | +$2.97M |
|
647
Imperial Oil
IMO
$46.6B
| $31.1M | 0.02% |
642,461
+36,004
| +6% | +$1.75M |
|
648
Vistra
VST
$70.9B
| $30.8M | 0.02% |
1,324,258
-51,235
| -4% | -$1.19M |
|
649
Equitable Holdings
EQH
$15.8B
| $30.8M | 0.02% |
995,692
-314,690
| -24% | -$9.73M |
|
650
Americold
COLD
$3.76B
| $30.6M | 0.02% |
1,097,042
+733,346
| +202% | +$20.4M |
|