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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Coinbase
COIN
|
$62.8M |
| 4 |
Tesla
TSLA
|
$59M |
| 5 |
iShares Gold Trust Micro
IAUM
|
$57.4M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Liberty Media Series C
FWONK
$25.2B
| $31.3M | 0.02% |
541,182
-8,137
| -1% | -$470K |
|
627
Essential Utilities
WTRG
$11B
| $31.1M | 0.02% |
652,202
+2,644
| +0.4% | +$126K |
|
628
Western Digital
WDC
$31.9B
| $31.1M | 0.02% |
1,303,254
+120,380
| +10% | +$2.87M |
|
629
Charles River Laboratories
CRL
$8.07B
| $31M | 0.02% |
142,185
-615
| -0.4% | -$134K |
|
630
Fidelity National Financial
FNF
$16.5B
| $31M | 0.02% |
823,285
-108,882
| -12% | -$4.1M |
|
631
BorgWarner
BWA
$9.53B
| $30.3M | 0.02% |
856,025
-9,666
| -1% | -$342K |
|
632
Aramark
ARMK
$10.2B
| $30.1M | 0.02% |
1,007,279
+52,749
| +6% | +$1.57M |
|
633
Palantir
PLTR
$363B
| $29.9M | 0.02% |
4,662,651
-251,051
| -5% | -$1.61M |
|
634
Masco
MAS
$15.9B
| $29.9M | 0.02% |
641,295
-35,463
| -5% | -$1.66M |
|
635
Molson Coors Class B
TAP
$9.96B
| $29.8M | 0.02% |
577,694
+6,100
| +1% | +$314K |
|
636
Assurant
AIZ
$10.7B
| $29.7M | 0.02% |
237,196
-18,453
| -7% | -$2.31M |
|
637
Universal Health Services
UHS
$12.1B
| $29.4M | 0.02% |
209,003
-5,152
| -2% | -$726K |
|
638
CareDx
CDNA
$736M
| $29.2M | 0.02% |
2,563,160
+75,999
| +3% | +$867K |
|
639
VF Corp
VFC
$5.86B
| $29M | 0.02% |
1,049,312
+70,799
| +7% | +$1.95M |
|
640
Vail Resorts
MTN
$5.87B
| $28.9M | 0.02% |
121,216
-3,923
| -3% | -$935K |
|
|
BKI
641
DELISTED
Black Knight, Inc. Common Stock
BKI
| $28.3M | 0.02% |
459,030
-6,277
| -1% | -$388K |
|
642
Fox Class A
FOXA
$27.4B
| $28.3M | 0.02% |
932,964
-8,739
| -0.9% | -$265K |
|
643
Zscaler
ZS
$42.7B
| $28.2M | 0.02% |
251,749
+1,524
| +0.6% | +$171K |
|
644
Advance Auto Parts
AAP
$3.63B
| $28.1M | 0.02% |
191,311
-1,797
| -0.9% | -$264K |
|
645
American Financial Group
AFG
$11.6B
| $28.1M | 0.02% |
204,867
-3,708
| -2% | -$509K |
|
646
3D Systems Corporation
DDD
$272M
| $28.1M | 0.02% |
3,797,836
-13,015
| -0.3% | -$96.3K |
|
647
Jazz Pharmaceuticals
JAZZ
$7.86B
| $28.1M | 0.02% |
176,388
+521
| +0.3% | +$83K |
|
648
Qorvo
QRVO
$8.61B
| $28M | 0.02% |
308,555
+1,768
| +0.6% | +$160K |
|
649
Liberty Broadband Class C
LBRDK
$8.61B
| $27.9M | 0.02% |
365,227
-100,743
| -22% | -$7.68M |
|
650
MGM Resorts International
MGM
$9.98B
| $27.5M | 0.02% |
820,120
-142,892
| -15% | -$4.79M |
|