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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Match Group
MTCH
$9.12B
| $18.8M | 0.01% |
497,927
-79,958
| -14% | -$3.03M |
|
652
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $18.8M | 0.01% |
357,123
-180,322
| -34% | -$9.5M |
|
653
Ares Capital
ARCC
$15.8B
| $18.5M | 0.01% |
885,406
+38,559
| +5% | +$807K |
|
654
monday.com
MNDY
$9.66B
| $18.5M | 0.01% |
66,691
+2,085
| +3% | +$579K |
|
655
Ibotta
IBTA
$745M
| $18.5M | 0.01% |
300,245
+231,062
| +334% | +$14.2M |
|
656
Standard BioTools
LAB
$489M
| $18.5M | 0.01% |
9,578,563
-1,063,708
| -10% | -$2.05M |
|
657
Samsara
IOT
$22.1B
| $18.1M | 0.01% |
376,283
+16,528
| +5% | +$795K |
|
658
CubeSmart
CUBE
$9.29B
| $18.1M | 0.01% |
336,218
-296,675
| -47% | -$16M |
|
659
Wynn Resorts
WYNN
$12.8B
| $18.1M | 0.01% |
188,753
+7,850
| +4% | +$753K |
|
660
Aurora
AUR
$10B
| $18M | 0.01% |
3,043,195
-30,579
| -1% | -$181K |
|
661
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
| $18M | 0.01% |
334,508
-214,322
| -39% | -$11.5M |
|
662
MGM Resorts International
MGM
$9.79B
| $17.8M | 0.01% |
455,672
+7,917
| +2% | +$309K |
|
663
Toro Company
TTC
$7.68B
| $17.4M | 0.01% |
200,456
+9,998
| +5% | +$867K |
|
664
Grab
GRAB
$21.6B
| $17.4M | 0.01% |
4,573,384
-1,330,070
| -23% | -$5.05M |
|
665
The Mosaic Company
MOS
$10.6B
| $17.1M | 0.01% |
638,044
-83,269
| -12% | -$2.23M |
|
666
BILL Holdings
BILL
$5.38B
| $17M | 0.01% |
321,761
-46,902
| -13% | -$2.47M |
|
667
Knight Transportation
KNX
$6.76B
| $16.9M | 0.01% |
313,622
+8,283
| +3% | +$447K |
|
|
EXE
668
Expand Energy Corporation Common Stock
EXE
$23B
| $16.9M | 0.01% |
204,895
+2,752
| +1% | +$226K |
|
669
WIX.com
WIX
$9.13B
| $16.7M | 0.01% |
100,067
+1,161
| +1% | +$194K |
|
670
Paycom
PAYC
$12.4B
| $16.4M | 0.01% |
98,556
-19,201
| -16% | -$3.2M |
|
671
Bentley Systems
BSY
$16B
| $16.4M | 0.01% |
322,042
-10,436
| -3% | -$530K |
|
672
Federal Realty Investment Trust
FRT
$8.67B
| $16.3M | 0.01% |
141,541
-36,363
| -20% | -$4.18M |
|
673
Franklin Resources
BEN
$12.6B
| $16.3M | 0.01% |
806,901
+11,371
| +1% | +$229K |
|
674
SEI Investments
SEIC
$10.7B
| $15.5M | 0.01% |
224,084
-47,433
| -17% | -$3.28M |
|
675
GitLab
GTLB
$8.17B
| $15.3M | 0.01% |
297,632
+293,332
| +6,822% | +$15.1M |
|