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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Huntington Ingalls Industries
HII
$10.5B
| $22.4M | 0.01% |
119,954
-129,125
| -52% | -$24.1M |
|
702
Molson Coors Class B
TAP
$9.78B
| $22.1M | 0.01% |
476,133
-106,033
| -18% | -$4.91M |
|
703
Imperial Oil
IMO
$45.6B
| $21.9M | 0.01% |
606,457
-42,126
| -6% | -$1.52M |
|
704
TSMC
TSM
$1.3T
| $21.8M | 0.01% |
181,457
+66,855
| +58% | +$8.04M |
|
705
Wynn Resorts
WYNN
$12.6B
| $21.7M | 0.01% |
254,686
-17,320
| -6% | -$1.47M |
|
706
Carlyle Group
CG
$23B
| $21.6M | 0.01% |
394,343
-8,528
| -2% | -$468K |
|
707
Guidewire Software
GWRE
$21.6B
| $21.6M | 0.01% |
189,826
-17,652
| -9% | -$2M |
|
708
Ares Capital
ARCC
$15.7B
| $21.4M | 0.01% |
1,011,436
-57,732
| -5% | -$1.22M |
|
709
Bentley Systems
BSY
$16.2B
| $21.4M | 0.01% |
441,815
-55,046
| -11% | -$2.66M |
|
710
SEI Investments
SEIC
$10.7B
| $20.8M | 0.01% |
341,307
-13,061
| -4% | -$796K |
|
711
Cameco
CCJ
$33.7B
| $20.7M | 0.01% |
951,326
-34,606
| -4% | -$755K |
|
712
Teva Pharmaceuticals
TEVA
$22.6B
| $20.2M | 0.01% |
2,528,006
-198,537
| -7% | -$1.59M |
|
713
Gildan
GIL
$8.19B
| $20.1M | 0.01% |
475,159
-46,610
| -9% | -$1.98M |
|
|
DISCK
714
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $20M | 0.01% |
873,776
-10,315
| -1% | -$236K |
|
715
SoFi Technologies
SOFI
$31.1B
| $19.8M | 0.01% |
+1,255,263
| New | +$19.8M |
|
716
Bloom Energy
BE
$12.9B
| $19.6M | 0.01% |
895,530
+765,479
| +589% | +$16.8M |
|
717
Ciena
CIEN
$17.3B
| $19.4M | 0.01% |
251,889
+1,384
| +0.6% | +$107K |
|
718
AGNC Investment
AGNC
$10.8B
| $19.2M | 0.01% |
1,277,814
-73,937
| -5% | -$1.11M |
|
719
CAE Inc
CAE
$8.4B
| $19.1M | 0.01% |
756,803
+5,519
| +0.7% | +$139K |
|
720
SiriusXM
SIRI
$8.17B
| $18.6M | 0.01% |
292,226
-18,581
| -6% | -$1.18M |
|
721
Ionis Pharmaceuticals
IONS
$10.3B
| $18.4M | 0.01% |
605,902
-79,758
| -12% | -$2.43M |
|
722
Kinross Gold
KGC
$27.3B
| $18.4M | 0.01% |
3,170,186
-920,108
| -22% | -$5.34M |
|
723
FirstService
FSV
$9.38B
| $18.2M | 0.01% |
92,764
-8,242
| -8% | -$1.62M |
|
724
KBR
KBR
$6.35B
| $18.1M | 0.01% |
379,584
+325,734
| +605% | +$15.5M |
|
725
Beam Therapeutics
BEAM
$2.06B
| $17.9M | 0.01% |
225,223
-29,132
| -11% | -$2.32M |
|