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 |
SPDR Gold MiniShares Trust
GLDM
|
+$89M |
| 2 |
Roku
ROKU
|
+$79.4M |
| 3 |
Zoom
ZM
|
+$78.8M |
| 4 |
UiPath
PATH
|
+$65.2M |
| 5 |
Gaming and Leisure Properties
GLPI
|
+$55.1M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
+$148M |
| 2 |
Apple
AAPL
|
+$131M |
| 3 |
Sea Limited
SE
|
+$98.3M |
| 4 |
Tesla
TSLA
|
+$94.5M |
| 5 |
Coinbase
COIN
|
+$90.5M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
HEICO Class A
HEI.A
$34.8B
| $23.6M | 0.02% |
206,116
+154
| +0.1% | +$17.7K |
|
677
Franklin Resources
BEN
$12.9B
| $23.6M | 0.02% |
1,096,939
-351,318
| -24% | -$7.56M |
|
678
Whirlpool
WHR
$5.34B
| $23.5M | 0.02% |
174,021
-3,320
| -2% | -$448K |
|
679
Jazz Pharmaceuticals
JAZZ
$7.88B
| $23.4M | 0.02% |
175,867
+126
| +0.1% | +$16.8K |
|
680
Invesco
IVZ
$9.81B
| $23.1M | 0.02% |
1,687,028
-237,150
| -12% | -$3.25M |
|
681
Stratasys
SSYS
$861M
| $23.1M | 0.02% |
1,602,974
-2,547,557
| -61% | -$36.7M |
|
682
Dayforce
DAY
$10.9B
| $23M | 0.02% |
411,931
+1,786
| +0.4% | +$99.8K |
|
|
NIU
683
Niu Technologies
NIU
$336M
| $22.5M | 0.02% |
5,479,874
+37,284
| +0.7% | +$153K |
|
|
684
HEICO
HEI
$44.2B
| $22.4M | 0.02% |
155,838
-218
| -0.1% | -$31.4K |
|
685
Douglas Emmett
DEI
$2.77B
| $22.2M | 0.02% |
1,237,650
+533,768
| +76% | +$9.57M |
|
686
Lear
LEA
$6B
| $22.1M | 0.02% |
184,914
+684
| +0.4% | +$81.9K |
|
687
Webster Financial
WBS
$10.3B
| $21.7M | 0.02% |
480,662
+1,016
| +0.2% | +$45.9K |
|
688
Arcturus Therapeutics
ARCT
$484M
| $21.6M | 0.02% |
1,459,415
+23,221
| +2% | +$344K |
|
689
Owens Corning
OC
$13B
| $21.6M | 0.02% |
275,136
-2,625
| -0.9% | -$206K |
|
690
Teva Pharmaceuticals
TEVA
$22.6B
| $21.6M | 0.02% |
2,676,624
-15,536
| -0.6% | -$125K |
|
691
Aramark
ARMK
$10.1B
| $21.5M | 0.02% |
954,530
-5,871
| -0.6% | -$132K |
|
692
Burlington
BURL
$18.3B
| $21.5M | 0.02% |
191,798
-1,898
| -1% | -$212K |
|
693
Arrow Electronics
ARW
$6.49B
| $21.1M | 0.02% |
229,132
-7,071
| -3% | -$652K |
|
694
Lincoln National
LNC
$7.9B
| $20.9M | 0.02% |
475,209
-15,384
| -3% | -$675K |
|
695
Knight Transportation
KNX
$6.94B
| $20.8M | 0.02% |
424,498
+4,140
| +1% | +$203K |
|
696
Tradeweb Markets
TW
$25.5B
| $20.6M | 0.02% |
365,115
+5,707
| +2% | +$322K |
|
|
AVLR
697
DELISTED
Avalara, Inc.
AVLR
| $20.6M | 0.02% |
224,251
+1,110
| +0.5% | +$102K |
|
698
NovoCure
NVCR
$1.41B
| $20.5M | 0.02% |
270,225
+3,448
| +1% | +$262K |
|
699
Sabra Healthcare REIT
SBRA
$4.6B
| $20.4M | 0.02% |
1,556,744
-59,775
| -4% | -$784K |
|
700
Lumen
LUMN
$5.78B
| $19.6M | 0.02% |
2,698,615
-445,959
| -14% | -$3.25M |
|