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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
CyberArk
CYBR
$23.6B
| $22.3M | 0.02% |
76,326
+4,800
| +7% | +$1.4M |
|
627
Charles River Laboratories
CRL
$7.54B
| $22.1M | 0.02% |
111,995
+3,714
| +3% | +$732K |
|
628
Brown-Forman Class B
BF.B
$12.9B
| $21.8M | 0.02% |
443,912
+4,611
| +1% | +$227K |
|
629
News Corp Class A
NWSA
$16.2B
| $21.8M | 0.02% |
818,882
+8,289
| +1% | +$221K |
|
630
Carlyle Group
CG
$23.7B
| $21.6M | 0.02% |
501,647
+10,448
| +2% | +$450K |
|
631
Molson Coors Class B
TAP
$9.7B
| $21.4M | 0.01% |
371,738
-32,672
| -8% | -$1.88M |
|
632
Tencent Music
TME
$39.2B
| $21.2M | 0.01% |
1,762,482
-137,505
| -7% | -$1.66M |
|
633
Rubrik
RBRK
$15.6B
| $20.8M | 0.01% |
+646,152
| New | +$20.8M |
|
634
DaVita
DVA
$9.46B
| $20.7M | 0.01% |
126,071
+2,186
| +2% | +$358K |
|
635
Pacific Biosciences
PACB
$366M
| $20.2M | 0.01% |
11,865,766
-774,795
| -6% | -$1.32M |
|
636
Henry Schein
HSIC
$8.17B
| $20.1M | 0.01% |
275,630
-33,053
| -11% | -$2.41M |
|
637
Broadstone Net Lease
BNL
$3.52B
| $20M | 0.01% |
1,057,660
-67,967
| -6% | -$1.29M |
|
638
American Financial Group
AFG
$11.4B
| $19.9M | 0.01% |
147,860
+5,352
| +4% | +$720K |
|
639
Rivian
RIVN
$16.9B
| $19.8M | 0.01% |
1,766,747
+181,155
| +11% | +$2.03M |
|
640
Rocket Lab Corporation Common Stock
RKLB
$22.3B
| $19.8M | 0.01% |
2,036,694
-86,897
| -4% | -$846K |
|
641
Essential Utilities
WTRG
$10.6B
| $19.7M | 0.01% |
510,053
+29,461
| +6% | +$1.14M |
|
642
Annaly Capital Management
NLY
$14.2B
| $19.5M | 0.01% |
971,864
+40,781
| +4% | +$818K |
|
643
COPT Defense Properties
CDP
$3.45B
| $19.5M | 0.01% |
641,872
-50,389
| -7% | -$1.53M |
|
644
Delta Air Lines
DAL
$40.1B
| $19.4M | 0.01% |
381,337
-222
| -0.1% | -$11.3K |
|
645
Ovintiv
OVV
$11B
| $19.3M | 0.01% |
504,762
+5,055
| +1% | +$194K |
|
646
Dayforce
DAY
$10.9B
| $19.3M | 0.01% |
314,667
-4,432
| -1% | -$271K |
|
647
MarketAxess Holdings
MKTX
$6.9B
| $19.2M | 0.01% |
75,109
-9,221
| -11% | -$2.36M |
|
648
Vanguard Real Estate ETF
VNQ
$34.4B
| $19.2M | 0.01% |
197,394
+11,473
| +6% | +$1.12M |
|
649
StoneCo
STNE
$4.71B
| $19M | 0.01% |
1,689,839
+457,856
| +37% | +$5.16M |
|
650
Huazhu Hotels Group
HTHT
$11.4B
| $18.9M | 0.01% |
507,892
+28,953
| +6% | +$1.08M |
|