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 |
GE Vernova
GEV
|
+$104M |
| 2 |
Curtiss-Wright
CW
|
+$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$68.6M |
| 4 |
Roblox
RBLX
|
+$55.5M |
| 5 |
10x Genomics
TXG
|
+$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$605M |
| 2 |
Microsoft
MSFT
|
+$537M |
| 3 |
Apple
AAPL
|
+$515M |
| 4 |
Royal Bank of Canada
RY
|
+$328M |
| 5 |
Toronto Dominion Bank
TD
|
+$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Grab
GRAB
$21.6B
| $21M | 0.02% |
5,903,454
+310,506
| +6% | +$1.1M |
|
627
The Mosaic Company
MOS
$10.6B
| $20.8M | 0.02% |
721,313
-252,381
| -26% | -$7.29M |
|
628
AvidXchange
AVDX
$2.06B
| $20.6M | 0.02% |
1,707,217
-151,764
| -8% | -$1.83M |
|
629
Molson Coors Class B
TAP
$9.7B
| $20.6M | 0.02% |
404,410
-28,757
| -7% | -$1.46M |
|
630
Vornado Realty Trust
VNO
$7.77B
| $20.3M | 0.02% |
771,864
+590,176
| +325% | +$15.5M |
|
631
Erie Indemnity
ERIE
$17.3B
| $20.3M | 0.02% |
55,954
-7,645
| -12% | -$2.77M |
|
632
ZTO Express
ZTO
$15.4B
| $20.2M | 0.01% |
974,616
-6,716
| -0.7% | -$139K |
|
633
MGM Resorts International
MGM
$9.79B
| $19.9M | 0.01% |
447,755
-120,500
| -21% | -$5.36M |
|
634
Reddit
RDDT
$48.5B
| $19.9M | 0.01% |
+311,095
| New | +$19.9M |
|
635
Henry Schein
HSIC
$8.17B
| $19.8M | 0.01% |
308,683
-29,994
| -9% | -$1.92M |
|
636
Carlyle Group
CG
$23.7B
| $19.7M | 0.01% |
491,199
-12,326
| -2% | -$495K |
|
637
CyberArk
CYBR
$23.6B
| $19.6M | 0.01% |
71,526
-7,674
| -10% | -$2.1M |
|
638
Chord Energy
CHRD
$6.1B
| $19.5M | 0.01% |
+116,481
| New | +$19.5M |
|
639
BILL Holdings
BILL
$5.38B
| $19.4M | 0.01% |
368,663
-222,285
| -38% | -$11.7M |
|
640
Fortune Brands Innovations
FBIN
$7.05B
| $19.2M | 0.01% |
295,870
-22,239
| -7% | -$1.44M |
|
641
Etsy
ETSY
$5.73B
| $19M | 0.01% |
322,354
-37,717
| -10% | -$2.22M |
|
642
Brown-Forman Class B
BF.B
$12.9B
| $19M | 0.01% |
439,301
-262,699
| -37% | -$11.3M |
|
643
Standard BioTools
LAB
$489M
| $18.8M | 0.01% |
10,642,271
+1,788,780
| +20% | +$3.17M |
|
644
Bath & Body Works
BBWI
$5.81B
| $18.2M | 0.01% |
466,315
-61,100
| -12% | -$2.39M |
|
645
Delta Air Lines
DAL
$40.1B
| $18.1M | 0.01% |
381,559
-21,091
| -5% | -$1M |
|
646
Federal Realty Investment Trust
FRT
$8.67B
| $18M | 0.01% |
177,904
-643
| -0.4% | -$64.9K |
|
647
Essential Utilities
WTRG
$10.6B
| $17.9M | 0.01% |
480,592
-78,229
| -14% | -$2.92M |
|
648
Broadstone Net Lease
BNL
$3.52B
| $17.9M | 0.01% |
1,125,627
-50,568
| -4% | -$803K |
|
649
Toro Company
TTC
$7.68B
| $17.8M | 0.01% |
190,458
-20,880
| -10% | -$1.95M |
|
650
Franklin Resources
BEN
$12.6B
| $17.8M | 0.01% |
795,530
-35,602
| -4% | -$796K |
|