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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
Y
651
DELISTED
Alleghany Corporation
Y
| $30.8M | 0.02% |
49,141
+3,103
| +7% | +$1.94M |
|
652
iShares MSCI USA Value Factor ETF
VLUE
$7.14B
| $30.3M | 0.02% |
295,900
-50,800
| -15% | -$5.2M |
|
653
iShares Core S&P 500 ETF
IVV
$664B
| $30.3M | 0.02% |
76,170
-68,071
| -47% | -$27.1M |
|
654
Personalis
PSNL
$465M
| $30.1M | 0.02% |
1,222,678
+149,560
| +14% | +$3.68M |
|
655
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $30.1M | 0.02% |
276,231
-162,506
| -37% | -$17.7M |
|
656
NiSource
NI
$19B
| $30M | 0.02% |
1,243,822
-42,914
| -3% | -$1.03M |
|
|
JNPR
657
DELISTED
Juniper Networks
JNPR
| $30M | 0.02% |
1,183,052
-47,480
| -4% | -$1.2M |
|
658
Neurocrine Biosciences
NBIX
$14.3B
| $29.7M | 0.02% |
305,286
-1,208
| -0.4% | -$117K |
|
|
DISH
659
DELISTED
DISH Network Corp.
DISH
| $29.5M | 0.02% |
814,049
-10,123
| -1% | -$366K |
|
660
ZTO Express
ZTO
$14.7B
| $29.4M | 0.02% |
1,007,801
-8,127
| -0.8% | -$237K |
|
661
LivePerson
LPSN
$89.9M
| $29.4M | 0.02% |
556,634
-751,108
| -57% | -$39.6M |
|
662
Southwest Airlines
LUV
$16.5B
| $29M | 0.02% |
474,860
-3,937
| -0.8% | -$240K |
|
663
A.O. Smith
AOS
$10.3B
| $29M | 0.02% |
428,777
-59,957
| -12% | -$4.05M |
|
664
Bausch Health
BHC
$2.72B
| $28.7M | 0.02% |
906,547
-45,793
| -5% | -$1.45M |
|
665
Molson Coors Class B
TAP
$9.96B
| $28.7M | 0.02% |
561,088
-6,288
| -1% | -$322K |
|
666
Dynatrace
DT
$15.1B
| $28.7M | 0.02% |
594,337
-58,981
| -9% | -$2.85M |
|
667
Arrow Electronics
ARW
$6.57B
| $28.5M | 0.02% |
257,299
-9,207
| -3% | -$1.02M |
|
668
Reinsurance Group of America
RGA
$12.8B
| $28.5M | 0.02% |
225,978
-126,381
| -36% | -$15.9M |
|
669
Ares Capital
ARCC
$15.8B
| $28.4M | 0.02% |
1,518,749
-180,454
| -11% | -$3.38M |
|
670
Financial Select Sector SPDR Fund
XLF
$53.2B
| $28.2M | 0.02% |
+827,000
| New | +$28.2M |
|
671
Dropbox
DBX
$8.06B
| $28M | 0.02% |
1,048,388
-321,888
| -23% | -$8.58M |
|
672
Vistra
VST
$63.7B
| $27.8M | 0.02% |
1,570,959
-91,089
| -5% | -$1.61M |
|
673
UGI
UGI
$7.43B
| $27.5M | 0.02% |
670,550
-3,035
| -0.5% | -$124K |
|
674
Coterra Energy
CTRA
$18.3B
| $27.3M | 0.02% |
1,454,115
-52,585
| -3% | -$988K |
|
675
Delta Air Lines
DAL
$39.9B
| $27.1M | 0.02% |
561,060
+15,880
| +3% | +$767K |
|