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 |
SPDR Gold MiniShares Trust
GLDM
|
+$89M |
| 2 |
Roku
ROKU
|
+$79.4M |
| 3 |
Zoom
ZM
|
+$78.8M |
| 4 |
UiPath
PATH
|
+$65.2M |
| 5 |
Gaming and Leisure Properties
GLPI
|
+$55.1M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
+$148M |
| 2 |
Apple
AAPL
|
+$131M |
| 3 |
Sea Limited
SE
|
+$98.3M |
| 4 |
Tesla
TSLA
|
+$94.5M |
| 5 |
Coinbase
COIN
|
+$90.5M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
RB Global
RBA
$21.6B
| $17.6M | 0.01% |
281,772
+1,934
| +0.7% | +$121K |
|
727
Highwoods Properties
HIW
$3.44B
| $17.6M | 0.01% |
653,500
-51,591
| -7% | -$1.39M |
|
728
Gildan
GIL
$8.19B
| $17.4M | 0.01% |
613,922
-12,313
| -2% | -$349K |
|
729
TSMC
TSM
$1.3T
| $17.4M | 0.01% |
253,494
+23,349
| +10% | +$1.6M |
|
730
Sealed Air
SEE
$4.91B
| $17.4M | 0.01% |
390,033
+361
| +0.1% | +$16.1K |
|
731
Qiagen
QGEN
$10.2B
| $16.9M | 0.01% |
386,787
-10,455
| -3% | -$458K |
|
732
Dropbox
DBX
$8.42B
| $16.8M | 0.01% |
808,606
-26,109
| -3% | -$541K |
|
733
SEI Investments
SEIC
$10.7B
| $16.7M | 0.01% |
340,345
-1,680
| -0.5% | -$82.4K |
|
734
Sensata Technologies
ST
$4.62B
| $16.7M | 0.01% |
446,658
+168
| +0% | +$6.26K |
|
735
News Corp Class A
NWSA
$16.6B
| $16.5M | 0.01% |
1,090,473
-97,114
| -8% | -$1.47M |
|
736
U-Haul Holding Co
UHAL
$10.9B
| $16.4M | 0.01% |
322,820
+540
| +0.2% | +$27.5K |
|
737
CyberArk
CYBR
$23.7B
| $16.2M | 0.01% |
108,124
+608
| +0.6% | +$91.2K |
|
|
ONC
738
BeOne Medicines Ltd. American Depositary Shares
ONC
$38.6B
| $16.1M | 0.01% |
119,380
+1,853
| +2% | +$250K |
|
739
Alcoa
AA
$8.1B
| $15.9M | 0.01% |
472,912
+803
| +0.2% | +$27K |
|
740
Newell Brands
NWL
$2.61B
| $15.9M | 0.01% |
1,141,405
-2,559
| -0.2% | -$35.5K |
|
741
AerCap
AER
$21.6B
| $15.4M | 0.01% |
363,419
+4,482
| +1% | +$190K |
|
742
Huazhu Hotels Group
HTHT
$11.4B
| $15.3M | 0.01% |
455,630
+4,817
| +1% | +$162K |
|
743
Elbit Systems
ESLT
$22.7B
| $15.2M | 0.01% |
80,090
-69,989
| -47% | -$13.3M |
|
744
National Health Investors
NHI
$3.73B
| $15.1M | 0.01% |
267,878
-350,235
| -57% | -$19.8M |
|
745
Shoals Technologies Group
SHLS
$1.11B
| $15.1M | 0.01% |
700,638
-25,799
| -4% | -$556K |
|
746
Liberty Global Class C
LBTYK
$4B
| $15M | 0.01% |
908,913
-34,806
| -4% | -$574K |
|
747
BCE
BCE
$22.6B
| $14.9M | 0.01% |
354,834
+41,744
| +13% | +$1.75M |
|
748
Elanco Animal Health
ELAN
$9.32B
| $14.9M | 0.01% |
1,201,105
-35,175
| -3% | -$437K |
|
749
Bentley Systems
BSY
$16.2B
| $14.8M | 0.01% |
483,928
+9,971
| +2% | +$305K |
|
750
Carlyle Group
CG
$23B
| $14.7M | 0.01% |
568,130
+13,792
| +2% | +$356K |
|