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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Bentley Systems
BSY
$16B
| $26.1M | 0.02% |
481,688
-1,395
| -0.3% | -$75.7K |
|
652
Vistra
VST
$70.9B
| $26M | 0.02% |
989,043
-130,701
| -12% | -$3.43M |
|
653
Lear
LEA
$5.76B
| $25.8M | 0.02% |
179,794
-1,187
| -0.7% | -$170K |
|
654
Charles River Laboratories
CRL
$7.54B
| $25.7M | 0.02% |
122,393
-18,726
| -13% | -$3.94M |
|
655
Burlington
BURL
$17.6B
| $25.6M | 0.02% |
162,733
-23,207
| -12% | -$3.65M |
|
656
Rivian
RIVN
$16.9B
| $25.5M | 0.02% |
1,533,064
+528,539
| +53% | +$8.81M |
|
|
AIRC
657
DELISTED
Apartment Income REIT Corp.
AIRC
| $25.5M | 0.02% |
705,553
+25,649
| +4% | +$926K |
|
658
HEICO Class A
HEI.A
$35B
| $25.2M | 0.02% |
179,560
-29,085
| -14% | -$4.09M |
|
659
ZTO Express
ZTO
$15.4B
| $25.1M | 0.02% |
1,002,224
-11,315
| -1% | -$284K |
|
|
BKI
660
DELISTED
Black Knight, Inc. Common Stock
BKI
| $25M | 0.02% |
418,699
-36,914
| -8% | -$2.2M |
|
661
CareDx
CDNA
$710M
| $25M | 0.02% |
2,937,125
+186,657
| +7% | +$1.59M |
|
662
Imperial Oil
IMO
$46.6B
| $24.8M | 0.02% |
484,400
-88,597
| -15% | -$4.54M |
|
663
Vail Resorts
MTN
$5.37B
| $24.7M | 0.02% |
98,107
-14,819
| -13% | -$3.73M |
|
664
Match Group
MTCH
$9.12B
| $24.6M | 0.02% |
587,121
-134,834
| -19% | -$5.64M |
|
665
Equitable Holdings
EQH
$15.8B
| $24.4M | 0.02% |
896,729
-202,644
| -18% | -$5.5M |
|
666
Open Text
OTEX
$8.93B
| $24.2M | 0.02% |
581,114
-115,879
| -17% | -$4.83M |
|
667
RPM International
RPM
$16B
| $24.2M | 0.02% |
269,406
-59,447
| -18% | -$5.33M |
|
668
Huntington Ingalls Industries
HII
$10.7B
| $24.1M | 0.02% |
105,866
-13,978
| -12% | -$3.18M |
|
669
Caesars Entertainment
CZR
$5.33B
| $24M | 0.02% |
470,575
-81,388
| -15% | -$4.15M |
|
670
Generac Holdings
GNRC
$10.9B
| $23.9M | 0.02% |
160,528
-32,642
| -17% | -$4.87M |
|
671
A.O. Smith
AOS
$10.2B
| $23.9M | 0.02% |
327,715
-62,519
| -16% | -$4.55M |
|
672
Dayforce
DAY
$10.9B
| $23.8M | 0.02% |
355,904
-52,532
| -13% | -$3.52M |
|
673
Aecom
ACM
$16.6B
| $23.8M | 0.02% |
281,343
-51,395
| -15% | -$4.35M |
|
674
National Health Investors
NHI
$3.71B
| $23.6M | 0.02% |
450,873
+1,385
| +0.3% | +$72.6K |
|
|
675
HEICO
HEI
$44.1B
| $23.6M | 0.02% |
133,548
-20,525
| -13% | -$3.63M |
|