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 |
Tesla
TSLA
|
$198M |
| 2 |
Amazon
AMZN
|
$188M |
| 3 |
Roku
ROKU
|
$95M |
| 4 |
Unity
U
|
$74.2M |
| 5 |
Flutter Entertainment
FLUT
|
$70.4M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Camden Property Trust
CPT
$11.9B
| $30.7M | 0.02% |
311,578
-7,520
| -2% | -$740K |
|
627
Teva Pharmaceuticals
TEVA
$21.7B
| $30.5M | 0.02% |
2,159,333
+27,713
| +1% | +$391K |
|
628
Universal Health Services
UHS
$12.1B
| $30.4M | 0.02% |
166,705
-3,665
| -2% | -$669K |
|
629
Huntington Ingalls Industries
HII
$10.6B
| $29.6M | 0.02% |
101,415
-823
| -0.8% | -$240K |
|
630
HF Sinclair
DINO
$9.56B
| $29.5M | 0.02% |
488,601
+16,268
| +3% | +$982K |
|
631
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $29.3M | 0.02% |
327,250
-190,322
| -37% | -$17.1M |
|
632
NiSource
NI
$19B
| $29.3M | 0.02% |
1,058,738
+61,389
| +6% | +$1.7M |
|
633
Evergy
EVRG
$16.5B
| $29.3M | 0.02% |
547,982
-19,726
| -3% | -$1.05M |
|
|
WRK
634
DELISTED
WestRock Company
WRK
| $29.2M | 0.02% |
589,854
-7,236
| -1% | -$358K |
|
635
Molson Coors Class B
TAP
$9.96B
| $29.1M | 0.02% |
433,167
-12,703
| -3% | -$854K |
|
636
CareDx
CDNA
$736M
| $29.1M | 0.02% |
2,748,338
-126,561
| -4% | -$1.34M |
|
637
Allegion
ALLE
$14.8B
| $29.1M | 0.02% |
215,829
+10,896
| +5% | +$1.47M |
|
638
Insulet
PODD
$24.5B
| $28.8M | 0.02% |
167,871
+1,560
| +0.9% | +$267K |
|
639
Globe Life
GL
$11.3B
| $28.8M | 0.02% |
247,195
-14,385
| -5% | -$1.67M |
|
640
Aecom
ACM
$16.8B
| $28.4M | 0.02% |
289,782
+17,144
| +6% | +$1.68M |
|
641
Royalty Pharma
RPRX
$15.6B
| $28.3M | 0.02% |
931,360
-87,266
| -9% | -$2.65M |
|
642
AES
AES
$9.21B
| $28.2M | 0.02% |
1,575,429
-9,078
| -0.6% | -$163K |
|
643
DocuSign
DOCU
$16.1B
| $28.2M | 0.02% |
473,219
+3,038
| +0.6% | +$181K |
|
644
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $27.9M | 0.02% |
543,497
-130,345
| -19% | -$6.68M |
|
645
TFI International
TFII
$8.01B
| $27.8M | 0.02% |
174,215
+2,914
| +2% | +$465K |
|
646
Celsius Holdings
CELH
$15B
| $27.8M | 0.02% |
335,061
-7,497
| -2% | -$622K |
|
647
Ovintiv
OVV
$10.6B
| $27.7M | 0.02% |
534,004
-43,700
| -8% | -$2.27M |
|
648
RB Global
RBA
$21.4B
| $27.6M | 0.02% |
362,493
-4,296
| -1% | -$327K |
|
649
Americold
COLD
$3.98B
| $27.6M | 0.02% |
1,105,589
+633,335
| +134% | +$15.8M |
|
650
Qorvo
QRVO
$8.61B
| $27.4M | 0.02% |
238,523
+1,437
| +0.6% | +$165K |
|