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 |
iShares Gold Trust
IAU
|
+$997M |
| 2 |
UiPath
PATH
|
+$437M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
+$334M |
| 4 |
Coinbase
COIN
|
+$326M |
| 5 |
GE Aerospace
GE
|
+$198M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
+$146M |
| 3 |
Spotify
SPOT
|
+$133M |
| 4 |
CERN
Cerner Corp
CERN
|
+$122M |
| 5 |
AT&T
T
|
+$118M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
TFI International
TFII
$7.9B
| $26.7M | 0.02% |
332,650
+103,377
| +45% | +$8.3M |
|
677
Arrow Electronics
ARW
$6.49B
| $26.5M | 0.02% |
236,203
-11,311
| -5% | -$1.27M |
|
678
Burlington
BURL
$18.3B
| $26.4M | 0.02% |
193,696
+6,332
| +3% | +$863K |
|
679
RPM International
RPM
$16.1B
| $26.3M | 0.02% |
334,272
+14,661
| +5% | +$1.15M |
|
680
Omega Healthcare
OHI
$12.8B
| $26.1M | 0.02% |
926,644
-450,891
| -33% | -$12.7M |
|
681
BorgWarner
BWA
$9.61B
| $25.4M | 0.02% |
863,789
-74,978
| -8% | -$2.2M |
|
|
ZEN
682
DELISTED
ZENDESK INC
ZEN
| $25.3M | 0.02% |
341,432
+18,906
| +6% | +$1.4M |
|
683
Tradeweb Markets
TW
$25.5B
| $24.5M | 0.02% |
359,408
+15,835
| +5% | +$1.08M |
|
684
Elanco Animal Health
ELAN
$9.46B
| $24.3M | 0.02% |
1,236,280
+149,885
| +14% | +$2.94M |
|
685
Rollins
ROL
$27.7B
| $24.2M | 0.02% |
692,150
+32,334
| +5% | +$1.13M |
|
686
Highwoods Properties
HIW
$3.45B
| $24.1M | 0.02% |
705,091
-201,288
| -22% | -$6.88M |
|
687
Healthcare Realty
HR
$6.4B
| $24M | 0.02% |
861,583
-10,356
| -1% | -$289K |
|
688
COPT Defense Properties
CDP
$3.44B
| $23.9M | 0.02% |
912,247
-742,181
| -45% | -$19.4M |
|
689
Credicorp
BAP
$20.9B
| $23.5M | 0.02% |
195,610
+24,829
| +15% | +$2.98M |
|
690
Annaly Capital Management
NLY
$14.2B
| $23.4M | 0.02% |
990,549
+117,720
| +13% | +$2.78M |
|
691
Lear
LEA
$6B
| $23.2M | 0.02% |
184,230
+15,656
| +9% | +$1.97M |
|
692
Algonquin Power & Utilities
AQN
$4.32B
| $23.2M | 0.02% |
1,722,630
+88,735
| +5% | +$1.19M |
|
693
Dentsply Sirona
XRAY
$2.83B
| $23M | 0.02% |
644,870
-665,929
| -51% | -$23.8M |
|
694
Western Union
WU
$2.79B
| $23M | 0.02% |
1,396,944
+11,031
| +0.8% | +$182K |
|
695
Lincoln National
LNC
$7.9B
| $22.9M | 0.02% |
490,593
-16,290
| -3% | -$762K |
|
696
Arcturus Therapeutics
ARCT
$484M
| $22.6M | 0.02% |
1,436,194
+34,116
| +2% | +$537K |
|
697
Sabra Healthcare REIT
SBRA
$4.6B
| $22.6M | 0.02% |
1,616,519
+1,315,648
| +437% | +$18.4M |
|
698
Royal Caribbean
RCL
$93.8B
| $22.5M | 0.02% |
644,288
+29,009
| +5% | +$1.01M |
|
699
Sealed Air
SEE
$4.86B
| $22.5M | 0.02% |
389,672
+20,204
| +5% | +$1.17M |
|
700
Universal Health Services
UHS
$11.8B
| $22.5M | 0.02% |
223,121
-2,559
| -1% | -$258K |
|