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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Axon Enterprise
AXON
$58.7B
| $28.7M | 0.02% |
146,850
-21,615
| -13% | -$4.22M |
|
627
Lattice Semiconductor
LSCC
$9.06B
| $28.2M | 0.02% |
293,450
+288,371
| +5,678% | +$27.7M |
|
628
Boston Properties
BXP
$11.7B
| $28.1M | 0.02% |
488,120
-88,823
| -15% | -$5.12M |
|
629
Universal Health Services
UHS
$11.8B
| $28.1M | 0.02% |
177,867
-23,180
| -12% | -$3.66M |
|
630
Fidelity National Financial
FNF
$16.2B
| $28M | 0.02% |
776,562
-105,676
| -12% | -$3.8M |
|
631
Spotify
SPOT
$145B
| $27.9M | 0.02% |
173,491
+1,400
| +0.8% | +$225K |
|
632
Cameco
CCJ
$34.6B
| $27.8M | 0.02% |
885,822
-202,659
| -19% | -$6.36M |
|
633
Teleflex
TFX
$5.76B
| $27.8M | 0.02% |
114,750
-17,708
| -13% | -$4.29M |
|
634
Rollins
ROL
$27.3B
| $27.5M | 0.02% |
642,896
-35,969
| -5% | -$1.54M |
|
635
NiSource
NI
$19.2B
| $27.5M | 0.02% |
1,006,677
-152,103
| -13% | -$4.16M |
|
636
Qorvo
QRVO
$8.26B
| $27.5M | 0.02% |
269,077
-40,952
| -13% | -$4.18M |
|
637
Telus
TU
$24.1B
| $27.4M | 0.02% |
1,406,874
-315,991
| -18% | -$6.16M |
|
638
Aramark
ARMK
$10B
| $27.4M | 0.02% |
879,949
-52,981
| -6% | -$1.65M |
|
|
NXDR
639
Nextdoor Holdings
NXDR
$771M
| $27.1M | 0.02% |
8,328,200
+1,559,637
| +23% | +$5.08M |
|
640
Brookfield Asset Management
BAM
$89.8B
| $27.1M | 0.02% |
830,058
-47,936
| -5% | -$1.57M |
|
641
DocuSign
DOCU
$15.9B
| $27M | 0.02% |
528,812
-65,830
| -11% | -$3.36M |
|
642
Kilroy Realty
KRC
$4.98B
| $26.9M | 0.02% |
893,944
-23,307
| -3% | -$701K |
|
643
Logitech
LOGI
$16B
| $26.9M | 0.02% |
451,240
-80,596
| -15% | -$4.8M |
|
644
APA Corp
APA
$8.33B
| $26.8M | 0.02% |
782,868
-132,117
| -14% | -$4.51M |
|
645
Sabra Healthcare REIT
SBRA
$4.54B
| $26.7M | 0.02% |
2,264,393
-133,691
| -6% | -$1.57M |
|
646
MarketAxess Holdings
MKTX
$6.9B
| $26.5M | 0.02% |
101,361
-13,675
| -12% | -$3.57M |
|
647
Molson Coors Class B
TAP
$9.7B
| $26.4M | 0.02% |
401,426
-81,512
| -17% | -$5.37M |
|
648
Stratasys
SSYS
$834M
| $26.4M | 0.02% |
1,484,678
-182,403
| -11% | -$3.24M |
|
649
Allegion
ALLE
$14.6B
| $26.3M | 0.02% |
219,084
-32,548
| -13% | -$3.91M |
|
|
SRC
650
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $26.3M | 0.02% |
667,459
+460,688
| +223% | +$18.1M |
|