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 |
Broadcom
AVGO
|
+$192M |
| 2 |
Cencora
COR
|
+$123M |
| 3 |
IQVIA
IQV
|
+$60.2M |
| 4 |
CRH
CRH
|
+$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
+$56M |
Top Sells
| 1 |
Coinbase
COIN
|
+$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$184M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
NVIDIA
NVDA
|
+$125M |
| 5 |
VMW
VMware, Inc
VMW
|
+$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Darling Ingredients
DAR
$4.95B
| $22.8M | 0.02% |
457,722
-8,636
| -2% | -$430K |
|
677
HEICO
HEI
$44.1B
| $22.7M | 0.02% |
127,096
-2,725
| -2% | -$487K |
|
678
Erie Indemnity
ERIE
$17.3B
| $22.6M | 0.02% |
67,435
-968
| -1% | -$324K |
|
679
Bath & Body Works
BBWI
$5.81B
| $22.5M | 0.02% |
521,677
-23,190
| -4% | -$1M |
|
680
Elbit Systems
ESLT
$23.4B
| $22.5M | 0.02% |
105,838
-2,753
| -3% | -$585K |
|
681
Texas Pacific Land
TPL
$21.6B
| $22.4M | 0.02% |
42,813
-2,238
| -5% | -$1.17M |
|
682
Joby Aviation
JOBY
$11.4B
| $22.4M | 0.02% |
3,371,623
-282,528
| -8% | -$1.88M |
|
683
Medical Properties Trust
MPW
$2.77B
| $22.3M | 0.02% |
4,546,115
+228,716
| +5% | +$1.12M |
|
684
Teva Pharmaceuticals
TEVA
$22.4B
| $22.3M | 0.02% |
2,131,620
-12,756
| -0.6% | -$133K |
|
685
Liberty Broadband Class C
LBRDK
$8.67B
| $22.2M | 0.02% |
275,385
-6,818
| -2% | -$549K |
|
686
United Therapeutics
UTHR
$17.9B
| $22.1M | 0.02% |
100,704
+640
| +0.6% | +$141K |
|
687
News Corp Class A
NWSA
$16.2B
| $22.1M | 0.02% |
899,869
-24,894
| -3% | -$611K |
|
688
Tradeweb Markets
TW
$25.3B
| $22M | 0.02% |
242,330
-2,289
| -0.9% | -$208K |
|
689
Knight Transportation
KNX
$6.76B
| $22M | 0.02% |
381,135
-2,235
| -0.6% | -$129K |
|
690
Dick's Sporting Goods
DKS
$18.2B
| $21.8M | 0.02% |
148,461
-2,010
| -1% | -$295K |
|
691
Outfront Media
OUT
$3.12B
| $21.7M | 0.02% |
1,580,209
-377,687
| -19% | -$5.19M |
|
692
Fox Class A
FOXA
$25.5B
| $21.7M | 0.02% |
730,662
-39,305
| -5% | -$1.17M |
|
|
ACCD
693
DELISTED
Accolade, Inc. Common Stock
ACCD
| $21.6M | 0.02% |
1,802,494
+3,501
| +0.2% | +$42K |
|
694
Cleveland-Cliffs
CLF
$5.62B
| $21.4M | 0.02% |
1,049,741
-16,813
| -2% | -$343K |
|
695
Match Group
MTCH
$9.12B
| $21.3M | 0.02% |
582,423
-4,227
| -0.7% | -$154K |
|
696
Caesars Entertainment
CZR
$5.33B
| $21.1M | 0.02% |
449,289
-10,794
| -2% | -$506K |
|
697
ZTO Express
ZTO
$15.4B
| $21M | 0.02% |
988,109
-4,693
| -0.5% | -$99.9K |
|
698
Toro Company
TTC
$7.68B
| $21M | 0.02% |
219,041
-2,033
| -0.9% | -$195K |
|
|
SLGC
699
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
| $21M | 0.02% |
8,302,035
-465,325
| -5% | -$1.18M |
|
700
National Health Investors
NHI
$3.71B
| $20.7M | 0.02% |
371,202
-11,931
| -3% | -$666K |
|