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 |
Broadcom
AVGO
|
+$192M |
| 2 |
Cencora
COR
|
+$123M |
| 3 |
IQVIA
IQV
|
+$60.2M |
| 4 |
CRH
CRH
|
+$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
+$56M |
Top Sells
| 1 |
Coinbase
COIN
|
+$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$184M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
NVIDIA
NVDA
|
+$125M |
| 5 |
VMW
VMware, Inc
VMW
|
+$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Kilroy Realty
KRC
$4.98B
| $29.4M | 0.02% |
738,792
-49,344
| -6% | -$1.97M |
|
627
Eastman Chemical
EMN
$7.47B
| $29.3M | 0.02% |
326,364
-34,915
| -10% | -$3.14M |
|
628
Dynatrace
DT
$14.4B
| $29.1M | 0.02% |
532,149
-6,224
| -1% | -$340K |
|
629
CarMax
KMX
$8.88B
| $29.1M | 0.02% |
379,200
-3,349
| -0.9% | -$257K |
|
630
RPM International
RPM
$16B
| $29.1M | 0.02% |
260,470
-1,552
| -0.6% | -$173K |
|
631
Hormel Foods
HRL
$13.7B
| $29.1M | 0.02% |
905,142
+15,385
| +2% | +$494K |
|
632
Campbell Soup
CPB
$9.98B
| $29M | 0.02% |
670,468
+51,819
| +8% | +$2.24M |
|
633
Super Micro Computer
SMCI
$26.1B
| $28.7M | 0.02% |
1,008,610
-63,520
| -6% | -$1.81M |
|
634
Royalty Pharma
RPRX
$15.6B
| $28.6M | 0.02% |
1,018,626
-286,133
| -22% | -$8.04M |
|
|
JNPR
635
DELISTED
Juniper Networks
JNPR
| $28.6M | 0.02% |
968,924
-14,889
| -2% | -$439K |
|
636
Charles River Laboratories
CRL
$7.54B
| $28.4M | 0.02% |
120,038
-2,240
| -2% | -$530K |
|
637
Teleflex
TFX
$5.76B
| $28.1M | 0.02% |
112,806
-428
| -0.4% | -$107K |
|
638
Equitable Holdings
EQH
$15.8B
| $28M | 0.02% |
839,918
-35,565
| -4% | -$1.18M |
|
639
DocuSign
DOCU
$15.9B
| $28M | 0.02% |
470,181
-9,079
| -2% | -$540K |
|
640
Credicorp
BAP
$21B
| $27.5M | 0.02% |
183,601
-833
| -0.5% | -$125K |
|
641
Molson Coors Class B
TAP
$9.7B
| $27.3M | 0.02% |
445,870
+52,225
| +13% | +$3.2M |
|
642
MGM Resorts International
MGM
$9.79B
| $27M | 0.02% |
603,803
-72,564
| -11% | -$3.24M |
|
643
Paycom
PAYC
$12.4B
| $26.8M | 0.02% |
129,688
+340
| +0.3% | +$70.3K |
|
644
MarketAxess Holdings
MKTX
$6.9B
| $26.8M | 0.02% |
91,542
-802
| -0.9% | -$235K |
|
645
Qorvo
QRVO
$8.26B
| $26.7M | 0.02% |
237,086
-19,671
| -8% | -$2.22M |
|
646
Huntington Ingalls Industries
HII
$10.7B
| $26.5M | 0.02% |
102,238
-2,127
| -2% | -$552K |
|
647
APA Corp
APA
$8.33B
| $26.5M | 0.02% |
738,261
-8,077
| -1% | -$290K |
|
648
NiSource
NI
$19.2B
| $26.5M | 0.02% |
997,349
+14,699
| +1% | +$390K |
|
649
HF Sinclair
DINO
$9.57B
| $26.2M | 0.02% |
472,333
-2,392
| -0.5% | -$133K |
|
650
Universal Health Services
UHS
$11.8B
| $26M | 0.02% |
170,370
-9,421
| -5% | -$1.44M |
|