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 |
Extra Space Storage
EXR
|
+$90M |
| 2 |
Advanced Micro Devices
AMD
|
+$76.6M |
| 3 |
Amphenol
APH
|
+$71M |
| 4 |
Kenvue
KVUE
|
+$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
+$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
+$153M |
| 2 |
Johnson & Johnson
JNJ
|
+$96.2M |
| 3 |
Coinbase
COIN
|
+$94.4M |
| 4 |
Tesla
TSLA
|
+$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Aramark
ARMK
$10.1B
| $16.6M | 0.01% |
918,050
+38,101
| +4% | +$689K |
|
727
Dick's Sporting Goods
DKS
$17.6B
| $16.3M | 0.01% |
150,471
+5,210
| +4% | +$566K |
|
728
Federal Realty Investment Trust
FRT
$8.66B
| $16.3M | 0.01% |
179,896
-1
| -0% | -$91 |
|
729
Dropbox
DBX
$8.42B
| $16.2M | 0.01% |
593,363
-33,868
| -5% | -$922K |
|
730
CAE Inc
CAE
$8.4B
| $15.6M | 0.01% |
667,863
-10,748
| -2% | -$252K |
|
731
Douglas Emmett
DEI
$2.7B
| $15.6M | 0.01% |
1,219,895
+1,021,891
| +516% | +$13M |
|
732
Ares Capital
ARCC
$15.7B
| $15.5M | 0.01% |
798,065
-34,975
| -4% | -$681K |
|
733
Stantec
STN
$12.3B
| $15.5M | 0.01% |
+238,217
| New | +$15.5M |
|
|
PARA
734
DELISTED
Paramount Global Class B
PARA
| $15.3M | 0.01% |
1,189,252
-39,354
| -3% | -$508K |
|
735
Carlyle Group
CG
$23B
| $15.2M | 0.01% |
502,884
-2,747
| -0.5% | -$82.9K |
|
736
Webster Financial
WBS
$10.2B
| $15M | 0.01% |
372,714
-10,237
| -3% | -$413K |
|
|
NXDR
737
Nextdoor Holdings
NXDR
$786M
| $14.9M | 0.01% |
8,197,155
-131,045
| -2% | -$239K |
|
738
Delta Air Lines
DAL
$39.6B
| $14.7M | 0.01% |
398,129
-15,426
| -4% | -$571K |
|
739
Grab
GRAB
$21.6B
| $14.7M | 0.01% |
4,140,820
-46,175
| -1% | -$163K |
|
740
GFL Environmental
GFL
$17.4B
| $14.5M | 0.01% |
456,529
-4,513
| -1% | -$144K |
|
741
Albertsons Companies
ACI
$10.5B
| $14.3M | 0.01% |
630,599
+19,822
| +3% | +$451K |
|
742
AvidXchange
AVDX
$2.06B
| $14.3M | 0.01% |
+1,505,245
| New | +$14.3M |
|
743
Quantum-Si Incorporated
QSI
$233M
| $14.2M | 0.01% |
8,532,917
+6,905,932
| +424% | +$11.5M |
|
744
VF Corp
VFC
$5.95B
| $14.2M | 0.01% |
800,824
-17,523
| -2% | -$310K |
|
745
Vipshop
VIPS
$8.72B
| $14M | 0.01% |
872,402
-92,748
| -10% | -$1.48M |
|
746
BCE
BCE
$22.6B
| $13.9M | 0.01% |
363,606
+95,824
| +36% | +$3.67M |
|
747
CyberArk
CYBR
$23.7B
| $13.5M | 0.01% |
82,305
-7,690
| -9% | -$1.26M |
|
748
Burford Capital
BUR
$2.74B
| $13.4M | 0.01% |
967,498
-261,658
| -21% | -$3.61M |
|
|
TWOU
749
DELISTED
2U, Inc.
TWOU
| $13.3M | 0.01% |
179,102
-1,515
| -0.8% | -$112K |
|
750
Ionis Pharmaceuticals
IONS
$10.3B
| $13.3M | 0.01% |
292,473
-3,659
| -1% | -$166K |
|