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 |
iShares Gold Trust
IAU
|
+$997M |
| 2 |
UiPath
PATH
|
+$437M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
+$334M |
| 4 |
Coinbase
COIN
|
+$326M |
| 5 |
GE Aerospace
GE
|
+$198M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
+$146M |
| 3 |
Spotify
SPOT
|
+$133M |
| 4 |
CERN
Cerner Corp
CERN
|
+$122M |
| 5 |
AT&T
T
|
+$118M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Cleveland-Cliffs
CLF
$5.35B
| $22.2M | 0.02% |
1,443,599
+1,436,763
| +21,018% | +$22.1M |
|
702
Caesars Entertainment
CZR
$5.28B
| $22.1M | 0.02% |
577,994
+29,462
| +5% | +$1.13M |
|
703
UGI
UGI
$7.36B
| $22M | 0.02% |
570,206
+47,382
| +9% | +$1.83M |
|
|
SRTA
704
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$329M
| $22M | 0.02% |
+4,927,535
| New | +$22M |
|
705
Lucid Motors
LCID
$5.96B
| $21.9M | 0.02% |
+127,373
| New | +$21.9M |
|
706
Newell Brands
NWL
$2.61B
| $21.8M | 0.02% |
1,143,964
+90,532
| +9% | +$1.72M |
|
707
HEICO Class A
HEI.A
$34.8B
| $21.7M | 0.02% |
205,962
+5,595
| +3% | +$590K |
|
708
Alcoa
AA
$8.1B
| $21.5M | 0.02% |
472,109
+469,283
| +16,606% | +$21.4M |
|
709
Aramark
ARMK
$10.1B
| $21.2M | 0.02% |
960,401
-261,670
| -21% | -$5.79M |
|
710
Cameco
CCJ
$33.7B
| $21.2M | 0.02% |
1,011,810
+54,656
| +6% | +$1.15M |
|
711
A.O. Smith
AOS
$10.1B
| $21.2M | 0.02% |
387,408
+24,979
| +7% | +$1.37M |
|
712
First Citizens BancShares
FCNCA
$25.1B
| $20.9M | 0.02% |
32,007
+2,351
| +8% | +$1.54M |
|
713
Liberty Global Class C
LBTYK
$4B
| $20.8M | 0.02% |
943,719
+19,569
| +2% | +$432K |
|
714
Owens Corning
OC
$12.5B
| $20.6M | 0.02% |
277,761
+3,454
| +1% | +$257K |
|
|
715
HEICO
HEI
$44B
| $20.5M | 0.02% |
156,056
-201
| -0.1% | -$26.4K |
|
716
Carnival Corp
CCL
$42.8B
| $20.3M | 0.02% |
2,345,674
+119,209
| +5% | +$1.03M |
|
717
Teva Pharmaceuticals
TEVA
$22.6B
| $20.2M | 0.02% |
2,692,160
+148,351
| +6% | +$1.12M |
|
718
CAE Inc
CAE
$8.4B
| $20.2M | 0.02% |
820,887
+53,509
| +7% | +$1.32M |
|
719
Webster Financial
WBS
$10.2B
| $20.2M | 0.02% |
479,646
+48,001
| +11% | +$2.02M |
|
720
Mohawk Industries
MHK
$8.42B
| $20.2M | 0.02% |
162,870
-1,174
| -0.7% | -$146K |
|
721
Dynatrace
DT
$15.3B
| $19.9M | 0.02% |
504,016
-74,051
| -13% | -$2.92M |
|
722
Qiagen
QGEN
$10.2B
| $19.8M | 0.02% |
397,242
-5,620
| -1% | -$280K |
|
723
AMC Entertainment Holdings
AMC
$1.44B
| $19.6M | 0.02% |
144,862
+7,034
| +5% | +$953K |
|
724
Knight Transportation
KNX
$6.96B
| $19.5M | 0.02% |
420,358
+24,406
| +6% | +$1.13M |
|
725
Dayforce
DAY
$10.9B
| $19.3M | 0.01% |
410,145
+18,636
| +5% | +$877K |
|