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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Henry Schein
HSIC
$8.17B
| $19M | 0.01% |
274,916
-714
| -0.3% | -$49.4K |
|
652
Huntington Ingalls Industries
HII
$10.7B
| $18.8M | 0.01% |
99,747
+2,291
| +2% | +$433K |
|
653
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
| $18.8M | 0.01% |
188,770
+116,470
| +161% | +$11.6M |
|
654
Pacific Biosciences
PACB
$366M
| $18.6M | 0.01% |
10,178,501
-1,687,265
| -14% | -$3.09M |
|
655
Essential Utilities
WTRG
$10.6B
| $18.4M | 0.01% |
507,010
-3,043
| -0.6% | -$111K |
|
|
CURB
656
Curbline Properties Corp.
CURB
$2.35B
| $18.3M | 0.01% |
+788,956
| New | +$18.3M |
|
657
SEI Investments
SEIC
$10.7B
| $18.1M | 0.01% |
219,533
-4,551
| -2% | -$375K |
|
658
MarketAxess Holdings
MKTX
$6.9B
| $17.2M | 0.01% |
76,223
+1,114
| +1% | +$252K |
|
659
Fortune Brands Innovations
FBIN
$7.05B
| $17.2M | 0.01% |
251,722
-5,185
| -2% | -$354K |
|
660
Franklin Resources
BEN
$12.6B
| $17.1M | 0.01% |
843,922
+37,021
| +5% | +$751K |
|
661
Sony
SONY
$171B
| $17M | 0.01% |
802,825
+172,205
| +27% | +$3.64M |
|
662
Celanese
CE
$4.84B
| $16.5M | 0.01% |
237,852
-5,285
| -2% | -$366K |
|
663
DaVita
DVA
$9.46B
| $16.4M | 0.01% |
109,989
-16,082
| -13% | -$2.41M |
|
664
AvidXchange
AVDX
$2.06B
| $16.4M | 0.01% |
1,590,086
-272,139
| -15% | -$2.81M |
|
665
monday.com
MNDY
$9.66B
| $16.4M | 0.01% |
69,621
+2,930
| +4% | +$690K |
|
666
Knight Transportation
KNX
$6.76B
| $16.1M | 0.01% |
304,071
-9,551
| -3% | -$507K |
|
667
Quantum-Si Incorporated
QSI
$227M
| $16.1M | 0.01% |
5,965,208
-1,582,704
| -21% | -$4.27M |
|
668
Brown-Forman Class B
BF.B
$12.9B
| $16M | 0.01% |
420,710
-23,202
| -5% | -$881K |
|
669
Huazhu Hotels Group
HTHT
$11.4B
| $15.9M | 0.01% |
482,765
-25,127
| -5% | -$830K |
|
670
Toro Company
TTC
$7.68B
| $15.9M | 0.01% |
198,599
-1,857
| -0.9% | -$149K |
|
671
Match Group
MTCH
$9.12B
| $15.9M | 0.01% |
486,316
-11,611
| -2% | -$380K |
|
672
Wynn Resorts
WYNN
$12.8B
| $15.7M | 0.01% |
181,646
-7,107
| -4% | -$612K |
|
673
The Mosaic Company
MOS
$10.6B
| $15.4M | 0.01% |
627,800
-10,244
| -2% | -$252K |
|
674
Fox Class B
FOX
$23.1B
| $15.3M | 0.01% |
334,235
-51,587
| -13% | -$2.36M |
|
675
Bentley Systems
BSY
$16B
| $15.2M | 0.01% |
325,168
+3,126
| +1% | +$146K |
|