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 |
Accenture
ACN
|
+$918M |
| 2 |
Linde
LIN
|
+$504M |
| 3 |
Medtronic
MDT
|
+$482M |
| 4 |
Chubb
CB
|
+$336M |
| 5 |
Spotify
SPOT
|
+$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.17B |
| 2 |
Coinbase
COIN
|
+$1.12B |
| 3 |
UiPath
PATH
|
+$760M |
| 4 |
Apple
AAPL
|
+$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Franklin Resources
BEN
$12.6B
| $26.9M | 0.02% |
964,714
-2,590
| -0.3% | -$72.3K |
|
677
Dayforce
DAY
$10.9B
| $26.8M | 0.02% |
391,509
+23,733
| +6% | +$1.62M |
|
678
Pentair
PNR
$17.9B
| $26.4M | 0.02% |
+487,460
| New | +$26.4M |
|
679
Neurocrine Biosciences
NBIX
$14B
| $26.2M | 0.02% |
279,918
-15,126
| -5% | -$1.42M |
|
680
Trip.com Group
TCOM
$47.4B
| $26.1M | 0.02% |
1,128,863
+26,960
| +2% | +$623K |
|
681
RPM International
RPM
$16B
| $26M | 0.02% |
319,611
+2,534
| +0.8% | +$206K |
|
682
Western Union
WU
$2.73B
| $26M | 0.02% |
1,385,913
-4,829
| -0.3% | -$90.5K |
|
|
BLDP
683
Ballard Power Systems
BLDP
$580M
| $26M | 0.02% |
2,226,574
+123,919
| +6% | +$1.44M |
|
684
Dropbox
DBX
$8.29B
| $25.9M | 0.02% |
1,111,817
-9,583
| -0.9% | -$223K |
|
685
Molson Coors Class B
TAP
$9.7B
| $25.8M | 0.02% |
483,924
+7,791
| +2% | +$416K |
|
686
Infosys
INFY
$70.4B
| $25.6M | 0.02% |
1,026,722
-256,223
| -20% | -$6.38M |
|
687
HEICO Class A
HEI.A
$35B
| $25.4M | 0.02% |
200,367
+1,997
| +1% | +$253K |
|
688
Algonquin Power & Utilities
AQN
$4.3B
| $25.4M | 0.02% |
1,633,895
+31,885
| +2% | +$495K |
|
689
Owens Corning
OC
$12.8B
| $25.1M | 0.02% |
274,307
-18,382
| -6% | -$1.68M |
|
690
Carvana
CVNA
$50.4B
| $24.9M | 0.02% |
208,761
-35,318
| -14% | -$4.21M |
|
691
Invesco S&P 500 Pure Value ETF
RPV
$1.34B
| $24.9M | 0.02% |
+290,265
| New | +$24.9M |
|
692
RingCentral
RNG
$2.77B
| $24.7M | 0.02% |
211,075
+1,608
| +0.8% | +$188K |
|
693
Sealed Air
SEE
$4.83B
| $24.7M | 0.02% |
369,468
-5,867
| -2% | -$393K |
|
694
ICL Group
ICL
$8.07B
| $24.7M | 0.02% |
+2,061,033
| New | +$24.7M |
|
695
Annaly Capital Management
NLY
$14.2B
| $24.6M | 0.02% |
872,829
-589,205
| -40% | -$16.6M |
|
696
ZTO Express
ZTO
$15.4B
| $24.6M | 0.02% |
982,667
+61,843
| +7% | +$1.55M |
|
697
TFI International
TFII
$7.7B
| $24.5M | 0.02% |
229,273
+3,741
| +2% | +$399K |
|
698
News Corp Class A
NWSA
$16.2B
| $24.4M | 0.02% |
1,101,509
-638,670
| -37% | -$14.1M |
|
699
Webster Financial
WBS
$10.2B
| $24.2M | 0.02% |
+431,645
| New | +$24.2M |
|
700
Lear
LEA
$5.76B
| $24M | 0.02% |
168,574
-744
| -0.4% | -$106K |
|