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 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
GE Aerospace
GE
|
$86.4M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Robert Half
RHI
$3.77B
| $28.2M | 0.02% |
349,816
-126,101
| -26% | -$10.2M |
|
652
EQT Corp
EQT
$32.2B
| $28.1M | 0.02% |
882,049
-281,828
| -24% | -$8.99M |
|
653
Aecom
ACM
$16.8B
| $28.1M | 0.02% |
+332,738
| New | +$28.1M |
|
654
Equitable Holdings
EQH
$16B
| $27.9M | 0.02% |
1,099,373
+949
| +0.1% | +$24.1K |
|
655
Franklin Resources
BEN
$13B
| $27.8M | 0.02% |
1,033,452
+38,009
| +4% | +$1.02M |
|
656
Match Group
MTCH
$9.18B
| $27.7M | 0.02% |
721,955
-52,175
| -7% | -$2M |
|
657
Ally Financial
ALLY
$12.7B
| $27.7M | 0.02% |
1,085,938
+95,556
| +10% | +$2.44M |
|
658
Sabra Healthcare REIT
SBRA
$4.56B
| $27.6M | 0.02% |
2,398,084
+585,125
| +32% | +$6.73M |
|
659
Stratasys
SSYS
$871M
| $27.6M | 0.02% |
1,667,081
-16,232
| -1% | -$268K |
|
660
Arrow Electronics
ARW
$6.57B
| $27.5M | 0.02% |
219,863
+7,790
| +4% | +$973K |
|
661
Crown Holdings
CCK
$11B
| $27.4M | 0.02% |
331,735
+10,190
| +3% | +$843K |
|
662
F5
FFIV
$18.1B
| $27.2M | 0.02% |
186,999
-2,283
| -1% | -$333K |
|
663
A.O. Smith
AOS
$10.3B
| $27M | 0.02% |
390,234
-5,708
| -1% | -$395K |
|
664
Caesars Entertainment
CZR
$5.48B
| $26.9M | 0.02% |
551,963
-5,645
| -1% | -$276K |
|
665
Vistra
VST
$63.7B
| $26.9M | 0.02% |
1,119,744
-53,743
| -5% | -$1.29M |
|
666
Open Text
OTEX
$8.45B
| $26.9M | 0.02% |
696,993
+6,988
| +1% | +$269K |
|
667
Allegion
ALLE
$14.8B
| $26.9M | 0.02% |
251,632
-87,355
| -26% | -$9.32M |
|
668
Vail Resorts
MTN
$5.87B
| $26.4M | 0.02% |
112,926
-8,290
| -7% | -$1.94M |
|
669
HEICO
HEI
$44.8B
| $26.4M | 0.02% |
154,073
-76
| -0% | -$13K |
|
670
Credicorp
BAP
$20.7B
| $26.4M | 0.02% |
199,043
+3,136
| +2% | +$415K |
|
|
BKI
671
DELISTED
Black Knight, Inc. Common Stock
BKI
| $26.2M | 0.02% |
455,613
-3,417
| -0.7% | -$197K |
|
672
Outfront Media
OUT
$3.05B
| $26.2M | 0.02% |
1,639,788
+514,652
| +46% | +$8.22M |
|
673
United Therapeutics
UTHR
$18.1B
| $26M | 0.02% |
115,887
+113,987
| +5,999% | +$25.5M |
|
674
NRG Energy
NRG
$28.6B
| $25.7M | 0.02% |
749,773
-7,605
| -1% | -$261K |
|
675
RB Global
RBA
$21.4B
| $25.7M | 0.02% |
456,185
+175,396
| +62% | +$9.86M |
|