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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
WIX.com
WIX
$9.11B
| $22.6M | 0.02% |
105,353
+5,286
| +5% | +$1.13M |
|
627
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
| $22.4M | 0.02% |
435,600
+101,092
| +30% | +$5.21M |
|
628
Grab
GRAB
$21.6B
| $22.2M | 0.02% |
4,707,627
+134,243
| +3% | +$634K |
|
629
Paycom
PAYC
$12.4B
| $21.9M | 0.01% |
106,883
+8,327
| +8% | +$1.71M |
|
630
Campbell Soup
CPB
$9.96B
| $21.7M | 0.01% |
519,165
-31,321
| -6% | -$1.31M |
|
631
Ally Financial
ALLY
$12.7B
| $21.7M | 0.01% |
603,125
-29,046
| -5% | -$1.05M |
|
632
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $21.6M | 0.01% |
417,300
+60,177
| +17% | +$3.11M |
|
633
Lamb Weston
LW
$7.81B
| $21.3M | 0.01% |
318,122
-25,984
| -8% | -$1.74M |
|
634
Joby Aviation
JOBY
$11.4B
| $21.2M | 0.01% |
2,605,959
+3,535
| +0.1% | +$28.7K |
|
635
Solventum
SOLV
$12.4B
| $21.2M | 0.01% |
320,275
-52,014
| -14% | -$3.44M |
|
636
Enphase Energy
ENPH
$4.86B
| $21.1M | 0.01% |
307,827
-6,816
| -2% | -$468K |
|
|
NXDR
637
Nextdoor Holdings
NXDR
$775M
| $21.1M | 0.01% |
8,907,840
-976,921
| -10% | -$2.32M |
|
638
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $21.1M | 0.01% |
236,725
+146,430
| +162% | +$13M |
|
639
American Financial Group
AFG
$11.5B
| $20.8M | 0.01% |
151,771
+3,911
| +3% | +$536K |
|
640
Southern Copper
SCCO
$82.5B
| $20.6M | 0.01% |
232,401
-341
| -0.1% | -$30.2K |
|
641
Ares Capital
ARCC
$15.8B
| $20.5M | 0.01% |
938,635
+53,229
| +6% | +$1.17M |
|
642
Crown Holdings
CCK
$11B
| $20.2M | 0.01% |
244,588
-4,453
| -2% | -$368K |
|
643
Samsara
IOT
$21.9B
| $20.1M | 0.01% |
459,416
+83,133
| +22% | +$3.63M |
|
644
Tencent Music
TME
$39.3B
| $20.1M | 0.01% |
1,767,319
+4,837
| +0.3% | +$54.9K |
|
645
COPT Defense Properties
CDP
$3.46B
| $20.1M | 0.01% |
647,855
+5,983
| +0.9% | +$185K |
|
646
A.O. Smith
AOS
$10.2B
| $19.9M | 0.01% |
292,101
+5,366
| +2% | +$366K |
|
647
Ovintiv
OVV
$11B
| $19.8M | 0.01% |
488,816
-15,946
| -3% | -$646K |
|
648
Molson Coors Class B
TAP
$9.7B
| $19.7M | 0.01% |
344,132
-27,606
| -7% | -$1.58M |
|
649
Annaly Capital Management
NLY
$14.2B
| $19.6M | 0.01% |
1,071,513
+99,649
| +10% | +$1.82M |
|
650
Teleflex
TFX
$5.74B
| $19.3M | 0.01% |
108,231
+5,322
| +5% | +$947K |
|