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 |
SPDR Gold MiniShares Trust
GLDM
|
+$89M |
| 2 |
Roku
ROKU
|
+$79.4M |
| 3 |
Zoom
ZM
|
+$78.8M |
| 4 |
UiPath
PATH
|
+$65.2M |
| 5 |
Gaming and Leisure Properties
GLPI
|
+$55.1M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
+$148M |
| 2 |
Apple
AAPL
|
+$131M |
| 3 |
Sea Limited
SE
|
+$98.3M |
| 4 |
Tesla
TSLA
|
+$94.5M |
| 5 |
Coinbase
COIN
|
+$90.5M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Eastman Chemical
EMN
$7.91B
| $30M | 0.02% |
422,888
-6,840
| -2% | -$486K |
|
627
Pultegroup
PHM
$27.9B
| $29.7M | 0.02% |
792,112
-31,843
| -4% | -$1.19M |
|
628
Celanese
CE
$5.09B
| $29.6M | 0.02% |
327,408
-1,213
| -0.4% | -$110K |
|
629
Nordson
NDSN
$12.7B
| $29.6M | 0.02% |
139,210
+31
| +0% | +$6.58K |
|
630
VF Corp
VFC
$5.95B
| $29.3M | 0.02% |
978,513
+5,855
| +0.6% | +$175K |
|
631
Ferrari
RACE
$85.3B
| $29.1M | 0.02% |
155,303
-1,501
| -1% | -$282K |
|
632
Western Digital
WDC
$32.8B
| $29.1M | 0.02% |
1,182,874
-156,824
| -12% | -$3.86M |
|
633
Fox Class A
FOXA
$27.8B
| $28.9M | 0.02% |
941,703
-9,630
| -1% | -$295K |
|
634
Fate Therapeutics
FATE
$111M
| $28.9M | 0.02% |
1,288,858
+18,293
| +1% | +$410K |
|
635
Globe Life
GL
$11.4B
| $28.8M | 0.02% |
288,574
-8,449
| -3% | -$842K |
|
636
MGM Resorts International
MGM
$9.85B
| $28.6M | 0.02% |
963,012
-51,436
| -5% | -$1.53M |
|
637
Texas Pacific Land
TPL
$21B
| $28.6M | 0.02% |
+48,234
| New | +$28.6M |
|
638
Equitable Holdings
EQH
$15.9B
| $28.5M | 0.02% |
1,083,154
-4,542
| -0.4% | -$120K |
|
639
F5
FFIV
$18.4B
| $28.4M | 0.02% |
196,260
-1,153
| -0.6% | -$167K |
|
640
NRG Energy
NRG
$29.5B
| $28.3M | 0.02% |
739,717
-26,068
| -3% | -$998K |
|
641
Okta
OKTA
$16.3B
| $28.1M | 0.02% |
494,519
+9,068
| +2% | +$516K |
|
642
Charles River Laboratories
CRL
$7.97B
| $28.1M | 0.02% |
142,800
-1,472
| -1% | -$290K |
|
|
JNPR
643
DELISTED
Juniper Networks
JNPR
| $28.1M | 0.02% |
1,074,540
+47,833
| +5% | +$1.25M |
|
644
RPM International
RPM
$16.1B
| $28M | 0.02% |
335,790
+1,518
| +0.5% | +$126K |
|
645
Ally Financial
ALLY
$12.7B
| $27.7M | 0.02% |
994,133
-122,128
| -11% | -$3.4M |
|
646
Molson Coors Class B
TAP
$9.86B
| $27.4M | 0.02% |
571,594
-99,176
| -15% | -$4.76M |
|
647
KE Holdings
BEKE
$23.5B
| $27.4M | 0.02% |
1,563,067
+757,170
| +94% | +$13.3M |
|
648
Bio-Rad Laboratories Class A
BIO
$7.86B
| $27.3M | 0.02% |
65,503
+146
| +0.2% | +$60.9K |
|
649
Logitech
LOGI
$16B
| $27.1M | 0.02% |
579,416
-907
| -0.2% | -$42.4K |
|
650
DoorDash
DASH
$110B
| $27M | 0.02% |
546,904
-80
| -0% | -$3.96K |
|