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 |
UiPath
PATH
|
+$425M |
| 2 |
Coinbase
COIN
|
+$339M |
| 3 |
Palantir
PLTR
|
+$252M |
| 4 |
Teladoc Health
TDOC
|
+$215M |
| 5 |
Robinhood
HOOD
|
+$193M |
Top Sells
| 1 |
Apple
AAPL
|
+$425M |
| 2 |
Microsoft
MSFT
|
+$311M |
| 3 |
JD.com
JD
|
+$309M |
| 4 |
Sea Limited
SE
|
+$262M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$260M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Communication Services | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
RPM International
RPM
$16B
| $26M | 0.02% |
334,923
-19,818
| -6% | -$1.54M |
|
677
Lamb Weston
LW
$7.79B
| $25.9M | 0.02% |
421,311
-37,183
| -8% | -$2.28M |
|
678
Dropbox
DBX
$8.29B
| $25.6M | 0.02% |
875,708
-21,105
| -2% | -$617K |
|
679
Kimco Realty
KIM
$15.1B
| $25.5M | 0.02% |
1,229,724
+289,673
| +31% | +$6.01M |
|
680
Arrow Electronics
ARW
$6.54B
| $25.5M | 0.02% |
226,920
-72,086
| -24% | -$8.09M |
|
681
Neurocrine Biosciences
NBIX
$14B
| $25.4M | 0.02% |
264,459
-5,727
| -2% | -$549K |
|
682
HEICO Class A
HEI.A
$35B
| $25.2M | 0.02% |
212,907
-6,962
| -3% | -$825K |
|
683
Vistra
VST
$70.9B
| $25M | 0.02% |
1,464,485
+21,913
| +2% | +$375K |
|
684
Rollins
ROL
$27.3B
| $24.8M | 0.02% |
702,712
-24,069
| -3% | -$850K |
|
685
American Financial Group
AFG
$11.4B
| $24.7M | 0.02% |
196,168
-10,903
| -5% | -$1.37M |
|
686
Guidewire Software
GWRE
$21.3B
| $24.7M | 0.02% |
207,478
-14,675
| -7% | -$1.74M |
|
|
Y
687
DELISTED
Alleghany Corporation
Y
| $24.5M | 0.02% |
39,263
-2,824
| -7% | -$1.76M |
|
688
Voya Financial
VOYA
$7.3B
| $24.4M | 0.02% |
397,361
+12,697
| +3% | +$779K |
|
689
A.O. Smith
AOS
$10.2B
| $24.3M | 0.02% |
397,375
-7,437
| -2% | -$454K |
|
690
Pinnacle West Capital
PNW
$10.5B
| $23.6M | 0.01% |
325,478
-57,408
| -15% | -$4.15M |
|
691
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $23.5M | 0.01% |
+240,400
| New | +$23.5M |
|
692
U-Haul Holding Co
UHAL
$10.8B
| $23.2M | 0.01% |
358,380
+4,290
| +1% | +$277K |
|
693
Wynn Resorts
WYNN
$12.8B
| $23.1M | 0.01% |
272,006
-7,533
| -3% | -$638K |
|
694
Ionis Pharmaceuticals
IONS
$10.2B
| $23M | 0.01% |
685,660
+161,334
| +31% | +$5.41M |
|
695
Aramark
ARMK
$10B
| $23M | 0.01% |
967,416
-43,213
| -4% | -$1.03M |
|
696
Algonquin Power & Utilities
AQN
$4.3B
| $22.9M | 0.01% |
1,563,020
-27,759
| -2% | -$406K |
|
|
LSXMK
697
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $22.6M | 0.01% |
614,096
-46,738
| -7% | -$1.72M |
|
|
698
HEICO
HEI
$44.1B
| $22.5M | 0.01% |
170,402
+15,601
| +10% | +$2.06M |
|
699
CAE Inc
CAE
$8.44B
| $22.4M | 0.01% |
751,284
-38,834
| -5% | -$1.16M |
|
700
Beam Therapeutics
BEAM
$2.01B
| $22.1M | 0.01% |
254,355
-2,210
| -0.9% | -$192K |
|