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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Chord Energy
CHRD
$6.1B
| $15.3M | 0.01% |
117,273
+792
| +0.7% | +$103K |
|
677
AvidXchange
AVDX
$2.06B
| $15.1M | 0.01% |
1,862,225
+155,008
| +9% | +$1.26M |
|
678
Fox Class B
FOX
$23.1B
| $15M | 0.01% |
385,822
+24,909
| +7% | +$966K |
|
679
Park Hotels & Resorts
PK
$2.36B
| $14.6M | 0.01% |
1,035,082
+802,939
| +346% | +$11.3M |
|
680
HF Sinclair
DINO
$9.57B
| $14.5M | 0.01% |
324,560
+9,899
| +3% | +$441K |
|
681
XP
XP
$9.83B
| $14.1M | 0.01% |
+787,651
| New | +$14.1M |
|
682
Corebridge Financial
CRBG
$17.9B
| $14.1M | 0.01% |
483,478
+8,499
| +2% | +$248K |
|
683
Vipshop
VIPS
$8.85B
| $13.3M | 0.01% |
842,863
+14,428
| +2% | +$227K |
|
684
Bath & Body Works
BBWI
$5.81B
| $13.2M | 0.01% |
414,042
-52,273
| -11% | -$1.67M |
|
685
Joby Aviation
JOBY
$11.4B
| $13.1M | 0.01% |
2,602,424
-170,877
| -6% | -$860K |
|
686
U-Haul Holding Co Series N
UHAL.B
$9.83B
| $12.9M | 0.01% |
179,723
-323
| -0.2% | -$23.3K |
|
687
Hyatt Hotels
H
$13.6B
| $12.9M | 0.01% |
84,971
+610
| +0.7% | +$92.8K |
|
688
Lamar Advertising Co
LAMR
$12.8B
| $12.8M | 0.01% |
+96,095
| New | +$12.8M |
|
689
Bio-Rad Laboratories Class A
BIO
$7.49B
| $12.7M | 0.01% |
37,964
-8,426
| -18% | -$2.82M |
|
690
Nurix Therapeutics
NRIX
$684M
| $12.4M | 0.01% |
+553,251
| New | +$12.4M |
|
691
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $12.4M | 0.01% |
126,799
+91,400
| +258% | +$8.94M |
|
692
Albertsons Companies
ACI
$10.4B
| $12.4M | 0.01% |
670,722
+36,154
| +6% | +$668K |
|
693
Prime Medicine
PRME
$693M
| $12.3M | 0.01% |
3,190,455
-47,930
| -1% | -$185K |
|
694
Cerus
CERS
$226M
| $12.3M | 0.01% |
7,040,287
-457,953
| -6% | -$797K |
|
695
Sony
SONY
$171B
| $12.2M | 0.01% |
630,620
-72,070
| -10% | -$1.39M |
|
696
Westlake Corp
WLK
$10.9B
| $12.1M | 0.01% |
80,568
+1,491
| +2% | +$224K |
|
697
Rexford Industrial Realty
REXR
$10.1B
| $12M | 0.01% |
238,553
-123,934
| -34% | -$6.24M |
|
698
TAL Education Group
TAL
$6.37B
| $11.6M | 0.01% |
981,017
-26,551
| -3% | -$314K |
|
699
Omega Healthcare
OHI
$12.6B
| $11.5M | 0.01% |
282,208
+8,072
| +3% | +$329K |
|
700
Kite Realty
KRG
$4.97B
| $11.3M | 0.01% |
425,695
-17,783
| -4% | -$472K |
|