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 |
SPDR Gold MiniShares Trust
GLDM
|
+$89M |
| 2 |
Roku
ROKU
|
+$79.4M |
| 3 |
Zoom
ZM
|
+$78.8M |
| 4 |
UiPath
PATH
|
+$65.2M |
| 5 |
Gaming and Leisure Properties
GLPI
|
+$55.1M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
+$148M |
| 2 |
Apple
AAPL
|
+$131M |
| 3 |
Sea Limited
SE
|
+$98.3M |
| 4 |
Tesla
TSLA
|
+$94.5M |
| 5 |
Coinbase
COIN
|
+$90.5M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SBNY
651
DELISTED
Signature Bank
SBNY
| $27M | 0.02% |
179,047
+362
| +0.2% | +$54.7K |
|
652
Vail Resorts
MTN
$5.53B
| $27M | 0.02% |
125,139
+299
| +0.2% | +$64.5K |
|
653
Essential Utilities
WTRG
$10.7B
| $26.9M | 0.02% |
649,558
+16,978
| +3% | +$703K |
|
654
Cameco
CCJ
$33.6B
| $26.8M | 0.02% |
1,008,709
-3,101
| -0.3% | -$82.5K |
|
655
Teleflex
TFX
$5.78B
| $26.7M | 0.02% |
132,346
-976
| -0.7% | -$197K |
|
|
VERV
656
DELISTED
Verve Therapeutics
VERV
| $26.6M | 0.02% |
775,697
+660,465
| +573% | +$22.7M |
|
|
MTLS
657
Materialise
MTLS
$302M
| $26.6M | 0.02% |
2,487,540
| – | – |
|
658
TFI International
TFII
$7.77B
| $26.5M | 0.02% |
292,633
-40,017
| -12% | -$3.63M |
|
659
Vistra
VST
$65.1B
| $26.5M | 0.02% |
1,261,929
-160,312
| -11% | -$3.37M |
|
660
Cerus
CERS
$247M
| $26.4M | 0.02% |
7,332,019
-2,955,332
| -29% | -$10.6M |
|
661
Henry Schein
HSIC
$8.21B
| $26.4M | 0.02% |
401,074
+596
| +0.1% | +$39.2K |
|
|
ZEN
662
DELISTED
ZENDESK INC
ZEN
| $26.1M | 0.02% |
342,552
+1,120
| +0.3% | +$85.2K |
|
663
Crown Holdings
CCK
$11B
| $25.9M | 0.02% |
320,076
-8,259
| -3% | -$669K |
|
664
Iovance Biotherapeutics
IOVA
$850M
| $25.9M | 0.02% |
2,699,413
-100,229
| -4% | -$960K |
|
665
American Financial Group
AFG
$11.5B
| $25.6M | 0.02% |
208,575
+111
| +0.1% | +$13.6K |
|
666
Coca-Cola Europacific Partners
CCEP
$41.4B
| $25.6M | 0.02% |
600,844
+1,272
| +0.2% | +$54.2K |
|
667
First Citizens BancShares
FCNCA
$25.3B
| $25.4M | 0.02% |
31,822
-185
| -0.6% | -$148K |
|
668
DaVita
DVA
$9.67B
| $24.5M | 0.02% |
296,025
-64,956
| -18% | -$5.38M |
|
669
Royal Caribbean
RCL
$96B
| $24.5M | 0.02% |
645,545
+1,257
| +0.2% | +$47.6K |
|
670
Qorvo
QRVO
$8.47B
| $24.4M | 0.02% |
306,787
-3,012
| -1% | -$239K |
|
671
Beam Therapeutics
BEAM
$1.96B
| $24.3M | 0.02% |
510,931
+218,969
| +75% | +$10.4M |
|
672
ZTO Express
ZTO
$15.2B
| $24.1M | 0.02% |
1,001,471
-11,808
| -1% | -$284K |
|
673
BorgWarner
BWA
$9.46B
| $23.9M | 0.02% |
865,691
+1,902
| +0.2% | +$52.6K |
|
674
Credicorp
BAP
$21.2B
| $23.9M | 0.02% |
194,638
-972
| -0.5% | -$119K |
|
675
Rollins
ROL
$27.5B
| $23.9M | 0.02% |
688,281
-3,869
| -0.6% | -$134K |
|