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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Lennox International
LII
$19.9B
| $26.7M | 0.02% |
82,320
-6,456
| -7% | -$2.09M |
|
677
Owens Corning
OC
$12.8B
| $26.5M | 0.02% |
292,689
-28,274
| -9% | -$2.56M |
|
|
BLDP
678
Ballard Power Systems
BLDP
$595M
| $26.4M | 0.02% |
2,102,655
+1,275,124
| +154% | +$16M |
|
679
ZTO Express
ZTO
$15.5B
| $26M | 0.02% |
920,824
-49,311
| -5% | -$1.39M |
|
|
Y
680
DELISTED
Alleghany Corporation
Y
| $25.9M | 0.02% |
38,729
-534
| -1% | -$356K |
|
681
HEICO Class A
HEI.A
$34.9B
| $25.5M | 0.02% |
198,370
-14,537
| -7% | -$1.87M |
|
682
Sealed Air
SEE
$4.85B
| $25.3M | 0.02% |
375,335
-25,650
| -6% | -$1.73M |
|
683
TFI International
TFII
$7.69B
| $25.3M | 0.02% |
225,532
+189,672
| +529% | +$21.3M |
|
684
Neurocrine Biosciences
NBIX
$14.1B
| $25.1M | 0.02% |
295,044
+30,585
| +12% | +$2.6M |
|
685
Archer Aviation
ACHR
$5.4B
| $25.1M | 0.02% |
4,155,038
+1,800,936
| +77% | +$10.9M |
|
686
Novavax
NVAX
$1.3B
| $25M | 0.02% |
174,537
-6,214
| -3% | -$889K |
|
687
West Fraser Timber
WFG
$5.85B
| $25M | 0.02% |
261,674
-1,517
| -0.6% | -$145K |
|
688
Western Union
WU
$2.75B
| $24.8M | 0.02% |
1,390,742
-115,566
| -8% | -$2.06M |
|
689
Knight Transportation
KNX
$6.78B
| $24.4M | 0.01% |
400,533
-14,622
| -4% | -$891K |
|
690
U-Haul Holding Co
UHAL
$10.9B
| $24.2M | 0.01% |
333,750
-24,630
| -7% | -$1.79M |
|
|
691
HEICO
HEI
$44.2B
| $23.8M | 0.01% |
165,258
-5,144
| -3% | -$742K |
|
692
Algonquin Power & Utilities
AQN
$4.29B
| $23.1M | 0.01% |
1,602,010
+38,990
| +2% | +$563K |
|
693
Affirm
AFRM
$28.4B
| $23.1M | 0.01% |
229,516
+204,392
| +814% | +$20.6M |
|
|
LSXMK
694
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $23M | 0.01% |
583,009
-31,087
| -5% | -$1.22M |
|
695
Castle Biosciences
CSTL
$686M
| $22.9M | 0.01% |
533,677
+5,755
| +1% | +$247K |
|
|
DISH
696
DELISTED
DISH Network Corp.
DISH
| $22.8M | 0.01% |
703,587
-32,409
| -4% | -$1.05M |
|
697
Rollins
ROL
$27.4B
| $22.7M | 0.01% |
664,291
-38,421
| -5% | -$1.31M |
|
698
Vanguard Real Estate ETF
VNQ
$34.5B
| $22.7M | 0.01% |
195,603
-207,800
| -52% | -$24.1M |
|
699
American Homes 4 Rent
AMH
$12.7B
| $22.7M | 0.01% |
519,622
-1,843
| -0.4% | -$80.4K |
|
700
Kite Realty
KRG
$5B
| $22.6M | 0.01% |
1,039,525
+622,665
| +149% | +$13.6M |
|