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 |
Tesla
TSLA
|
$198M |
| 2 |
Amazon
AMZN
|
$188M |
| 3 |
Roku
ROKU
|
$95M |
| 4 |
Unity
U
|
$74.2M |
| 5 |
Flutter Entertainment
FLUT
|
$70.4M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
CubeSmart
CUBE
$9.52B
| $27.4M | 0.02% |
605,517
-275,800
| -31% | -$12.5M |
|
652
A.O. Smith
AOS
$10.3B
| $27.1M | 0.02% |
303,371
-10,340
| -3% | -$925K |
|
653
Applovin
APP
$166B
| $27.1M | 0.02% |
+391,213
| New | +$27.1M |
|
654
HEICO Class A
HEI.A
$35.1B
| $27M | 0.02% |
175,410
-6,486
| -4% | -$998K |
|
655
Fortune Brands Innovations
FBIN
$7.3B
| $26.9M | 0.02% |
318,109
-1,150
| -0.4% | -$97.4K |
|
656
Campbell Soup
CPB
$10.1B
| $26.8M | 0.02% |
603,849
-66,619
| -10% | -$2.96M |
|
657
MGM Resorts International
MGM
$9.98B
| $26.8M | 0.02% |
568,255
-35,548
| -6% | -$1.68M |
|
658
Dynatrace
DT
$15.1B
| $26.7M | 0.02% |
575,760
+43,611
| +8% | +$2.03M |
|
659
Bath & Body Works
BBWI
$6.06B
| $26.4M | 0.02% |
527,415
+5,738
| +1% | +$287K |
|
|
NXDR
660
Nextdoor Holdings
NXDR
$802M
| $26.3M | 0.02% |
11,698,259
+2,058,131
| +21% | +$4.63M |
|
661
Assurant
AIZ
$10.7B
| $25.9M | 0.02% |
137,830
-11,355
| -8% | -$2.14M |
|
662
Ally Financial
ALLY
$12.7B
| $25.9M | 0.02% |
638,175
-27,244
| -4% | -$1.11M |
|
663
Paycom
PAYC
$12.6B
| $25.7M | 0.02% |
129,367
-321
| -0.2% | -$63.9K |
|
664
National Health Investors
NHI
$3.72B
| $25.6M | 0.02% |
407,855
+36,653
| +10% | +$2.3M |
|
665
APA Corp
APA
$8.14B
| $25.6M | 0.02% |
744,263
+6,002
| +0.8% | +$206K |
|
666
Henry Schein
HSIC
$8.42B
| $25.6M | 0.02% |
338,677
-566
| -0.2% | -$42.7K |
|
667
Erie Indemnity
ERIE
$17.5B
| $25.5M | 0.02% |
63,599
-3,836
| -6% | -$1.54M |
|
668
Lear
LEA
$5.91B
| $25.1M | 0.02% |
173,586
-2,253
| -1% | -$326K |
|
669
Etsy
ETSY
$5.36B
| $24.7M | 0.02% |
360,071
-5,171
| -1% | -$355K |
|
670
Texas Pacific Land
TPL
$20.4B
| $24.6M | 0.02% |
42,600
-213
| -0.5% | -$123K |
|
671
Southern Copper
SCCO
$83.6B
| $24.6M | 0.02% |
242,673
-3,237
| -1% | -$328K |
|
672
Teleflex
TFX
$5.78B
| $24.5M | 0.02% |
108,332
-4,474
| -4% | -$1.01M |
|
673
AvidXchange
AVDX
$2.06B
| $24.4M | 0.02% |
1,858,981
-18,555
| -1% | -$244K |
|
|
674
HEICO
HEI
$44.8B
| $24.1M | 0.02% |
126,432
-664
| -0.5% | -$127K |
|
675
News Corp Class A
NWSA
$16.6B
| $24.1M | 0.02% |
919,598
+19,729
| +2% | +$517K |
|