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 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
GE Aerospace
GE
|
$86.4M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Universal Health Services
UHS
$12.1B
| $25.6M | 0.02% |
201,047
-7,956
| -4% | -$1.01M |
|
677
Jazz Pharmaceuticals
JAZZ
$7.86B
| $25.5M | 0.02% |
174,263
-2,125
| -1% | -$311K |
|
678
Rollins
ROL
$27.4B
| $25.5M | 0.02% |
678,865
-31,295
| -4% | -$1.17M |
|
679
Owens Corning
OC
$13B
| $25.3M | 0.02% |
263,816
+4,081
| +2% | +$391K |
|
680
Lear
LEA
$5.91B
| $25.2M | 0.02% |
180,981
-842
| -0.5% | -$117K |
|
681
CareDx
CDNA
$736M
| $25.1M | 0.02% |
2,750,468
+187,308
| +7% | +$1.71M |
|
682
Molson Coors Class B
TAP
$9.96B
| $25M | 0.02% |
482,938
-94,756
| -16% | -$4.9M |
|
683
Huntington Ingalls Industries
HII
$10.6B
| $24.8M | 0.02% |
119,844
-30,015
| -20% | -$6.21M |
|
684
Dentsply Sirona
XRAY
$2.92B
| $24.6M | 0.02% |
625,675
-49,402
| -7% | -$1.94M |
|
685
TFI International
TFII
$8.01B
| $24.6M | 0.02% |
205,995
-50,442
| -20% | -$6.02M |
|
686
Knight Transportation
KNX
$7B
| $24.5M | 0.02% |
432,958
+18,463
| +4% | +$1.04M |
|
|
AIRC
687
DELISTED
Apartment Income REIT Corp.
AIRC
| $24.3M | 0.02% |
679,904
-24,173
| -3% | -$866K |
|
688
VF Corp
VFC
$5.86B
| $24.3M | 0.02% |
1,059,985
+10,673
| +1% | +$245K |
|
689
Aramark
ARMK
$10.2B
| $24.1M | 0.02% |
932,930
-74,349
| -7% | -$1.92M |
|
690
AerCap
AER
$22B
| $24.1M | 0.02% |
428,471
+53,619
| +14% | +$3.01M |
|
691
Whirlpool
WHR
$5.28B
| $24M | 0.02% |
181,557
+12,333
| +7% | +$1.63M |
|
692
American Financial Group
AFG
$11.6B
| $23.9M | 0.02% |
197,003
-7,864
| -4% | -$955K |
|
693
Cerus
CERS
$255M
| $23.8M | 0.02% |
8,017,330
+846,050
| +12% | +$2.51M |
|
694
Advance Auto Parts
AAP
$3.63B
| $23.7M | 0.02% |
194,687
+3,376
| +2% | +$411K |
|
|
WRK
695
DELISTED
WestRock Company
WRK
| $23.6M | 0.02% |
776,087
-354,498
| -31% | -$10.8M |
|
696
Teva Pharmaceuticals
TEVA
$21.7B
| $23.3M | 0.02% |
2,636,370
-10,002
| -0.4% | -$88.5K |
|
697
Bath & Body Works
BBWI
$6.06B
| $23.2M | 0.02% |
635,281
-350,597
| -36% | -$12.8M |
|
698
National Health Investors
NHI
$3.72B
| $23.2M | 0.02% |
449,488
+168,136
| +60% | +$8.67M |
|
|
VERV
699
DELISTED
Verve Therapeutics
VERV
| $23M | 0.02% |
1,597,994
+369,547
| +30% | +$5.33M |
|
700
Spotify
SPOT
$146B
| $23M | 0.02% |
172,091
-1,010
| -0.6% | -$135K |
|