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 |
Dow Inc
DOW
|
+$171M |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$102M |
| 3 |
Corteva
CTVA
|
+$101M |
| 4 |
NVTA
Invitae Corporation
NVTA
|
+$99.2M |
| 5 |
Alibaba
BABA
|
+$88.9M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
+$125M |
| 2 |
SPDR Gold Trust
GLD
|
+$116M |
| 3 |
LendingTree
TREE
|
+$104M |
| 4 |
MDSO
Medidata Solutions, Inc.
MDSO
|
+$91.6M |
| 5 |
L3Harris
LHX
|
+$78.5M |
Sector Composition
| 1 | Technology | 18.4% |
| 2 | Financials | 15.53% |
| 3 | Healthcare | 12.87% |
| 4 | Consumer Discretionary | 10.81% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Equitable Holdings
EQH
$15.9B
| $20.7M | 0.02% |
988,793
+700
| +0.1% | +$14.6K |
|
652
Technology Select Sector SPDR Fund
XLK
$84.7B
| $20.4M | 0.02% |
+261,000
| New | +$20.4M |
|
653
Acuity Brands
AYI
$10.3B
| $20M | 0.02% |
144,931
-16,055
| -10% | -$2.21M |
|
654
Energy Transfer Partners
ET
$58.9B
| $19.9M | 0.02% |
1,414,400
-48,000
| -3% | -$676K |
|
655
Rollins
ROL
$27.7B
| $19.7M | 0.02% |
823,433
-43,387
| -5% | -$1.04M |
|
656
DocuSign
DOCU
$16.5B
| $19.7M | 0.02% |
+395,552
| New | +$19.7M |
|
|
RUBY
657
DELISTED
Rubius Therapeutics, Inc
RUBY
| $19.5M | 0.02% |
1,241,299
+739,449
| +147% | +$11.6M |
|
658
Knight Transportation
KNX
$6.94B
| $19.4M | 0.02% |
591,981
-8,548
| -1% | -$281K |
|
|
WUBA
659
DELISTED
58.COM INC
WUBA
| $19.4M | 0.02% |
312,263
-544
| -0.2% | -$33.8K |
|
660
Melco Resorts & Entertainment
MLCO
$3.75B
| $19.2M | 0.02% |
885,581
-27,622
| -3% | -$600K |
|
661
Protolabs
PRLB
$1.2B
| $19.1M | 0.02% |
164,685
+161,459
| +5,005% | +$18.7M |
|
|
CLLS
662
Cellectis
CLLS
$275M
| $18.9M | 0.02% |
1,210,019
+392,841
| +48% | +$6.13M |
|
663
Polaris
PII
$3.35B
| $18.9M | 0.02% |
206,876
-2,757
| -1% | -$252K |
|
|
MOMO
664
Hello Group
MOMO
$1.3B
| $18.8M | 0.02% |
525,742
-28,874
| -5% | -$1.03M |
|
|
TWOU
665
DELISTED
2U, Inc.
TWOU
| $18.8M | 0.02% |
+16,643
| New | +$18.8M |
|
666
Southern Copper
SCCO
$84B
| $18.6M | 0.02% |
503,873
-16,183
| -3% | -$599K |
|
667
Under Armour
UAA
$2.19B
| $18.6M | 0.02% |
732,929
+21,509
| +3% | +$545K |
|
668
Bausch Health
BHC
$2.71B
| $18.6M | 0.02% |
735,235
-83,006
| -10% | -$2.09M |
|
|
MBT
669
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $18.2M | 0.02% |
1,959,149
+42,300
| +2% | +$394K |
|
670
News Corp Class A
NWSA
$16.9B
| $18.2M | 0.02% |
1,351,238
-10,260
| -0.8% | -$138K |
|
671
Guardant Health
GH
$7.5B
| $18.2M | 0.02% |
+210,431
| New | +$18.2M |
|
672
MongoDB
MDB
$26.3B
| $18.1M | 0.02% |
+119,285
| New | +$18.1M |
|
673
Dropbox
DBX
$8.19B
| $18M | 0.02% |
+718,385
| New | +$18M |
|
674
Autohome
ATHM
$3.38B
| $18M | 0.02% |
209,701
+33,238
| +19% | +$2.85M |
|
675
Leggett & Platt
LEG
$1.38B
| $17.9M | 0.02% |
465,843
-6,516
| -1% | -$250K |
|