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
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
New Oriental
EDU
$9.04B
| $29.3M | 0.02% |
357,290
-25,422
| -7% | -$2.08M |
|
677
A.O. Smith
AOS
$10.2B
| $29.2M | 0.02% |
404,812
-23,965
| -6% | -$1.73M |
|
678
iShares Core S&P 500 ETF
IVV
$670B
| $28.7M | 0.02% |
66,805
-9,365
| -12% | -$4.03M |
|
679
Molson Coors Class B
TAP
$9.7B
| $28.4M | 0.02% |
528,317
-32,771
| -6% | -$1.76M |
|
|
KL
680
DELISTED
Kirkland Lake Gold Ltd Ordinary
KL
| $28.2M | 0.02% |
731,505
-195,260
| -21% | -$7.52M |
|
|
Y
681
DELISTED
Alleghany Corporation
Y
| $28.1M | 0.02% |
42,087
-7,054
| -14% | -$4.71M |
|
682
Teva Pharmaceuticals
TEVA
$22.4B
| $27.6M | 0.02% |
2,791,486
-141,480
| -5% | -$1.4M |
|
683
Kinross Gold
KGC
$28B
| $27.5M | 0.02% |
4,336,198
-343,439
| -7% | -$2.18M |
|
684
Personalis
PSNL
$478M
| $27.4M | 0.02% |
1,082,915
-139,763
| -11% | -$3.54M |
|
685
HEICO Class A
HEI.A
$35B
| $27.3M | 0.02% |
219,869
-17,007
| -7% | -$2.11M |
|
686
Dropbox
DBX
$8.29B
| $27.2M | 0.02% |
896,813
-151,575
| -14% | -$4.59M |
|
687
Aramark
ARMK
$10B
| $27.2M | 0.02% |
1,010,629
-161,361
| -14% | -$4.34M |
|
688
Autoliv
ALV
$9.63B
| $27M | 0.02% |
276,033
+13,116
| +5% | +$1.28M |
|
689
Vistra
VST
$70.9B
| $26.8M | 0.02% |
1,442,572
-128,387
| -8% | -$2.38M |
|
690
Neurocrine Biosciences
NBIX
$14B
| $26.3M | 0.02% |
270,186
-35,100
| -11% | -$3.42M |
|
691
Sealed Air
SEE
$4.83B
| $25.9M | 0.02% |
436,708
-15,582
| -3% | -$923K |
|
692
American Financial Group
AFG
$11.4B
| $25.8M | 0.02% |
207,071
-9,024
| -4% | -$1.13M |
|
693
Ares Capital
ARCC
$15.8B
| $25.5M | 0.02% |
1,303,243
-215,506
| -14% | -$4.22M |
|
|
BNR
694
Burning Rock Biotech
BNR
$95.5M
| $25.5M | 0.02% |
86,657
+323
| +0.4% | +$95.2K |
|
695
Sunrun
RUN
$3.74B
| $25.4M | 0.02% |
454,997
+105,341
| +30% | +$5.88M |
|
696
Guidewire Software
GWRE
$21.3B
| $25M | 0.01% |
222,153
-616,113
| -73% | -$69.4M |
|
697
TAL Education Group
TAL
$6.37B
| $24.9M | 0.01% |
986,201
+8,591
| +0.9% | +$217K |
|
698
Rollins
ROL
$27.3B
| $24.9M | 0.01% |
726,781
-41,954
| -5% | -$1.43M |
|
699
Reinsurance Group of America
RGA
$12.7B
| $24.8M | 0.01% |
217,780
-8,198
| -4% | -$935K |
|
700
Alerian MLP ETF
AMLP
$10.5B
| $24.8M | 0.01% |
680,788
+337,788
| +98% | +$12.3M |
|