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
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
GE Aerospace
GE
|
$86.4M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Entegris
ENTG
$12.4B
| $30.4M | 0.02% |
371,281
-2,515
| -0.7% | -$206K |
|
627
Darling Ingredients
DAR
$5.07B
| $30.4M | 0.02% |
520,496
-3,716
| -0.7% | -$217K |
|
628
Carnival Corp
CCL
$42.8B
| $29.9M | 0.02% |
2,949,957
+206,824
| +8% | +$2.1M |
|
629
Dayforce
DAY
$10.9B
| $29.9M | 0.02% |
408,436
-2,207
| -0.5% | -$162K |
|
630
Kilroy Realty
KRC
$5.05B
| $29.7M | 0.02% |
917,251
+68,875
| +8% | +$2.23M |
|
631
Bio-Rad Laboratories Class A
BIO
$8B
| $29.7M | 0.02% |
61,958
-850
| -1% | -$407K |
|
632
Texas Pacific Land
TPL
$20.4B
| $29.5M | 0.02% |
52,053
+3,738
| +8% | +$2.12M |
|
633
First Horizon
FHN
$11.3B
| $29.5M | 0.02% |
1,658,523
+91,611
| +6% | +$1.63M |
|
634
KE Holdings
BEKE
$22.4B
| $29.4M | 0.02% |
1,563,074
+22,282
| +1% | +$420K |
|
635
Pentair
PNR
$18.1B
| $29.3M | 0.02% |
529,393
-247,042
| -32% | -$13.7M |
|
636
Imperial Oil
IMO
$44.4B
| $29.1M | 0.02% |
572,997
-143,685
| -20% | -$7.3M |
|
637
ZTO Express
ZTO
$14.7B
| $29M | 0.02% |
1,013,539
+11,341
| +1% | +$325K |
|
638
Toro Company
TTC
$7.99B
| $28.9M | 0.02% |
260,148
+239,786
| +1,178% | +$26.7M |
|
639
Neurocrine Biosciences
NBIX
$14.3B
| $28.8M | 0.02% |
284,927
+877
| +0.3% | +$88.8K |
|
640
Cleveland-Cliffs
CLF
$5.63B
| $28.8M | 0.02% |
1,572,685
+118,072
| +8% | +$2.16M |
|
641
Brookfield Asset Management
BAM
$94B
| $28.7M | 0.02% |
877,994
-3,256
| -0.4% | -$107K |
|
642
RPM International
RPM
$16.2B
| $28.7M | 0.02% |
328,853
-3,545
| -1% | -$309K |
|
643
CarMax
KMX
$9.11B
| $28.7M | 0.02% |
445,977
-5,268
| -1% | -$339K |
|
644
Tradeweb Markets
TW
$25.4B
| $28.7M | 0.02% |
362,614
-1,341
| -0.4% | -$106K |
|
645
Cameco
CCJ
$33B
| $28.5M | 0.02% |
1,088,481
+9,833
| +0.9% | +$257K |
|
646
Charles River Laboratories
CRL
$8.07B
| $28.5M | 0.02% |
141,119
-1,066
| -0.7% | -$215K |
|
647
Genius Sports
GENI
$3.22B
| $28.4M | 0.02% |
5,701,256
+456,847
| +9% | +$2.28M |
|
648
HEICO Class A
HEI.A
$35.1B
| $28.4M | 0.02% |
208,645
+3,428
| +2% | +$466K |
|
649
First Citizens BancShares
FCNCA
$24.9B
| $28.3M | 0.02% |
29,071
-908
| -3% | -$884K |
|
650
Essential Utilities
WTRG
$11B
| $28.2M | 0.02% |
646,836
-5,366
| -0.8% | -$234K |
|