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 | |
|---|---|---|---|---|---|---|
|
NVTA
701
DELISTED
Invitae Corporation
NVTA
| $22.9M | 0.02% |
16,964,279
-291,882
| -2% | -$394K |
|
702
Ovintiv
OVV
$10.6B
| $22.7M | 0.02% |
629,084
-14,949
| -2% | -$539K |
|
703
Fortune Brands Innovations
FBIN
$7.3B
| $22.7M | 0.02% |
386,202
-174,488
| -31% | -$10.2M |
|
704
Annaly Capital Management
NLY
$14.2B
| $22.6M | 0.02% |
1,183,449
+20,413
| +2% | +$390K |
|
705
Assurant
AIZ
$10.7B
| $22.6M | 0.02% |
187,809
-49,387
| -21% | -$5.93M |
|
706
Dynatrace
DT
$15.1B
| $22.5M | 0.02% |
532,010
+22,779
| +4% | +$964K |
|
707
UGI
UGI
$7.43B
| $22.5M | 0.02% |
646,743
+36,392
| +6% | +$1.26M |
|
708
Repligen
RGEN
$7.01B
| $22.4M | 0.02% |
132,758
+2,073
| +2% | +$349K |
|
709
Huazhu Hotels Group
HTHT
$11.5B
| $22M | 0.02% |
449,802
+2,383
| +0.5% | +$117K |
|
710
Highwoods Properties
HIW
$3.44B
| $21.9M | 0.02% |
945,470
+300,407
| +47% | +$6.97M |
|
711
Paylocity
PCTY
$9.62B
| $21.7M | 0.02% |
109,275
+3,286
| +3% | +$653K |
|
712
Sensata Technologies
ST
$4.66B
| $21.6M | 0.02% |
431,945
-9,414
| -2% | -$471K |
|
|
EXE
713
Expand Energy Corporation Common Stock
EXE
$22.7B
| $21.3M | 0.02% |
280,400
+20,099
| +8% | +$1.53M |
|
714
SEI Investments
SEIC
$10.8B
| $21.1M | 0.02% |
366,277
+8,880
| +2% | +$511K |
|
715
Generac Holdings
GNRC
$10.6B
| $20.9M | 0.02% |
193,170
+443
| +0.2% | +$47.8K |
|
716
Bentley Systems
BSY
$16.3B
| $20.8M | 0.02% |
483,083
-648
| -0.1% | -$27.9K |
|
717
Lennox International
LII
$20.3B
| $20.6M | 0.02% |
81,916
-771
| -0.9% | -$194K |
|
718
Wolfspeed
WOLF
$196M
| $20.5M | 0.02% |
315,892
+3,531
| +1% | +$229K |
|
719
Archer Aviation
ACHR
$5.48B
| $20.4M | 0.02% |
7,125,147
+2,042,043
| +40% | +$5.84M |
|
720
Hasbro
HAS
$11.2B
| $20.3M | 0.02% |
378,637
-181,114
| -32% | -$9.72M |
|
721
Beam Therapeutics
BEAM
$2.11B
| $20.2M | 0.02% |
658,566
-15,124
| -2% | -$463K |
|
722
HF Sinclair
DINO
$9.56B
| $19.8M | 0.01% |
410,256
-3,815
| -0.9% | -$185K |
|
|
GTM
723
ZoomInfo Technologies
GTM
$3.26B
| $19.8M | 0.01% |
803,099
-2,059
| -0.3% | -$50.9K |
|
724
Park Hotels & Resorts
PK
$2.4B
| $19.4M | 0.01% |
1,567,769
-1,517,784
| -49% | -$18.8M |
|
725
Alcoa
AA
$8.24B
| $19.4M | 0.01% |
454,945
-10,481
| -2% | -$446K |
|