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 | |
|---|---|---|---|---|---|---|
726
Webster Financial
WBS
$10.3B
| $19.3M | 0.01% |
488,766
+21,392
| +5% | +$843K |
|
727
Bloom Energy
BE
$13.4B
| $19.1M | 0.01% |
959,745
+1,177
| +0.1% | +$23.5K |
|
728
Erie Indemnity
ERIE
$17.5B
| $18.7M | 0.01% |
80,767
-454
| -0.6% | -$105K |
|
729
Joby Aviation
JOBY
$11.5B
| $18.4M | 0.01% |
4,240,736
+1,416,314
| +50% | +$6.15M |
|
730
News Corp Class A
NWSA
$16.6B
| $18.3M | 0.01% |
1,062,512
-26,422
| -2% | -$456K |
|
731
CAE Inc
CAE
$8.53B
| $18.3M | 0.01% |
807,818
-11,289
| -1% | -$255K |
|
732
Southern Copper
SCCO
$83.6B
| $18M | 0.01% |
247,231
-11,424
| -4% | -$830K |
|
733
BCE
BCE
$23.1B
| $17.5M | 0.01% |
391,130
+19,746
| +5% | +$884K |
|
734
Delta Air Lines
DAL
$39.9B
| $17.5M | 0.01% |
500,327
+27,886
| +6% | +$974K |
|
735
Sealed Air
SEE
$4.82B
| $17.3M | 0.01% |
377,651
+2,812
| +0.8% | +$129K |
|
736
Mohawk Industries
MHK
$8.65B
| $17.2M | 0.01% |
171,606
+17,474
| +11% | +$1.75M |
|
737
Carlyle Group
CG
$23.1B
| $17.1M | 0.01% |
551,097
-3,324
| -0.6% | -$103K |
|
|
MTLS
738
Materialise
MTLS
$292M
| $17.1M | 0.01% |
2,059,409
-287,003
| -12% | -$2.38M |
|
739
Descartes Systems
DSGX
$9.26B
| $16.9M | 0.01% |
209,478
+2,269
| +1% | +$183K |
|
740
Kinross Gold
KGC
$26.9B
| $16.3M | 0.01% |
3,461,890
-32,966
| -0.9% | -$155K |
|
|
SRTA
741
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$332M
| $16.2M | 0.01% |
4,782,639
-58,776
| -1% | -$199K |
|
742
Shoals Technologies Group
SHLS
$1.2B
| $16.1M | 0.01% |
707,294
+7,877
| +1% | +$180K |
|
743
NovoCure
NVCR
$1.37B
| $16.1M | 0.01% |
268,015
+1,371
| +0.5% | +$82.5K |
|
744
Dropbox
DBX
$8.06B
| $16M | 0.01% |
739,341
-32,417
| -4% | -$701K |
|
745
Iovance Biotherapeutics
IOVA
$901M
| $15.7M | 0.01% |
2,573,091
-14,527
| -0.6% | -$88.8K |
|
746
GFL Environmental
GFL
$17.4B
| $15.7M | 0.01% |
455,320
-4,909
| -1% | -$169K |
|
747
U-Haul Holding Co Series N
UHAL.B
$10B
| $15.7M | 0.01% |
302,196
+12,736
| +4% | +$660K |
|
748
CyberArk
CYBR
$23.3B
| $15.6M | 0.01% |
105,446
-2,144
| -2% | -$317K |
|
749
Vipshop
VIPS
$8.45B
| $15.6M | 0.01% |
1,024,493
-19,917
| -2% | -$302K |
|
750
Rivian
RIVN
$17.2B
| $15.6M | 0.01% |
1,004,525
-46,643
| -4% | -$722K |
|