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 | |
|---|---|---|---|---|---|---|
701
Lattice Semiconductor
LSCC
$9.11B
| $20.3M | 0.02% |
294,857
+1,490
| +0.5% | +$103K |
|
702
Carlyle Group
CG
$23.5B
| $20.3M | 0.02% |
498,759
-4,125
| -0.8% | -$168K |
|
703
Southern Copper
SCCO
$82.5B
| $20.2M | 0.01% |
245,910
-3,870
| -2% | -$317K |
|
704
Jazz Pharmaceuticals
JAZZ
$7.73B
| $20M | 0.01% |
162,434
-1,177
| -0.7% | -$145K |
|
705
Essential Utilities
WTRG
$10.7B
| $19.9M | 0.01% |
533,009
-9,075
| -2% | -$339K |
|
706
American Financial Group
AFG
$11.5B
| $19.9M | 0.01% |
167,263
-262
| -0.2% | -$31.1K |
|
707
Annaly Capital Management
NLY
$14.2B
| $19.7M | 0.01% |
1,019,228
-6,475
| -0.6% | -$125K |
|
708
Wynn Resorts
WYNN
$12.8B
| $19.6M | 0.01% |
215,635
-4,968
| -2% | -$453K |
|
709
Repligen
RGEN
$6.82B
| $19.6M | 0.01% |
108,912
-2,613
| -2% | -$470K |
|
710
Vail Resorts
MTN
$5.42B
| $19.6M | 0.01% |
91,703
-4,386
| -5% | -$936K |
|
|
CTLT
711
DELISTED
CATALENT, INC.
CTLT
| $19.5M | 0.01% |
433,594
-7,318
| -2% | -$329K |
|
712
Stantec
STN
$12.4B
| $19.3M | 0.01% |
240,142
+1,925
| +0.8% | +$155K |
|
713
Federal Realty Investment Trust
FRT
$8.69B
| $18.9M | 0.01% |
183,256
+3,360
| +2% | +$346K |
|
714
Celsius Holdings
CELH
$14.6B
| $18.7M | 0.01% |
+342,558
| New | +$18.7M |
|
|
NXDR
715
Nextdoor Holdings
NXDR
$763M
| $18.2M | 0.01% |
9,640,128
+1,442,973
| +18% | +$2.73M |
|
716
CyberArk
CYBR
$23.8B
| $18M | 0.01% |
82,124
-181
| -0.2% | -$39.6K |
|
717
SEI Investments
SEIC
$10.8B
| $18M | 0.01% |
282,555
-34,938
| -11% | -$2.22M |
|
|
PARA
718
DELISTED
Paramount Global Class B
PARA
| $17.6M | 0.01% |
1,192,167
+2,915
| +0.2% | +$43.1K |
|
|
EXE
719
Expand Energy Corporation Common Stock
EXE
$22.9B
| $17.6M | 0.01% |
228,839
-23,430
| -9% | -$1.8M |
|
720
Vanguard Real Estate ETF
VNQ
$34.5B
| $17.5M | 0.01% |
197,491
+48,196
| +32% | +$4.26M |
|
721
Kinross Gold
KGC
$27.8B
| $17.3M | 0.01% |
2,846,537
+124,055
| +5% | +$753K |
|
722
Dropbox
DBX
$8.32B
| $17.3M | 0.01% |
585,301
-8,062
| -1% | -$238K |
|
723
Quantum-Si Incorporated
QSI
$223M
| $17.2M | 0.01% |
8,532,917
| – | – |
|
724
Douglas Emmett
DEI
$2.75B
| $17M | 0.01% |
1,171,714
-48,181
| -4% | -$699K |
|
725
Park Hotels & Resorts
PK
$2.36B
| $16.9M | 0.01% |
1,105,355
-400,542
| -27% | -$6.13M |
|