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 |
Automatic Data Processing
ADP
|
$82M |
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 | |
|---|---|---|---|---|---|---|
951
Cactus
WHD
$2.86B
| $1.45M | ﹤0.01% |
35,164
-3,107
| -8% | -$128K |
|
952
AGNC Investment
AGNC
$10.2B
| $1.44M | ﹤0.01% |
142,624
+21,399
| +18% | +$216K |
|
953
Neogen
NEOG
$1.22B
| $1.43M | ﹤0.01% |
77,266
+4,553
| +6% | +$84.3K |
|
954
WESCO International
WCC
$10.7B
| $1.41M | ﹤0.01% |
9,156
+41
| +0.4% | +$6.34K |
|
955
Huntsman Corp
HUN
$1.92B
| $1.41M | ﹤0.01% |
51,648
-2,476
| -5% | -$67.7K |
|
956
Liberty Energy
LBRT
$1.8B
| $1.4M | ﹤0.01% |
109,374
+21,303
| +24% | +$273K |
|
957
Toll Brothers
TOL
$13.4B
| $1.4M | ﹤0.01% |
23,333
+1,498
| +7% | +$89.9K |
|
958
Flowers Foods
FLO
$3.16B
| $1.4M | ﹤0.01% |
50,985
+10,900
| +27% | +$299K |
|
|
DEA
959
Easterly Government Properties
DEA
$1.04B
| $1.39M | ﹤0.01% |
101,409
-852
| -0.8% | -$11.7K |
|
960
Warner Music
WMG
$17.3B
| $1.38M | ﹤0.01% |
41,290
-10,790
| -21% | -$360K |
|
961
Leggett & Platt
LEG
$1.27B
| $1.37M | ﹤0.01% |
43,100
| – | – |
|
962
Banco Santander Chile
BSAC
$11.5B
| $1.37M | ﹤0.01% |
76,639
-7,555
| -9% | -$135K |
|
963
Commercial Metals
CMC
$6.39B
| $1.34M | ﹤0.01% |
+27,376
| New | +$1.34M |
|
964
Technology Select Sector SPDR Fund
XLK
$83.3B
| $1.33M | ﹤0.01% |
+8,811
| New | +$1.33M |
|
965
TechnipFMC
FTI
$16.1B
| $1.32M | ﹤0.01% |
96,775
-30,130
| -24% | -$411K |
|
|
PDM
966
Piedmont Realty Trust, Inc.
PDM
$1.06B
| $1.32M | ﹤0.01% |
180,873
-792
| -0.4% | -$5.78K |
|
|
AAT
967
American Assets Trust
AAT
$1.27B
| $1.31M | ﹤0.01% |
70,260
+6,828
| +11% | +$127K |
|
|
AIV
968
Aimco
AIV
$1.1B
| $1.29M | ﹤0.01% |
167,628
-1,839
| -1% | -$14.1K |
|
|
VRE
969
Veris Residential
VRE
$1.45B
| $1.29M | ﹤0.01% |
87,797
-780
| -0.9% | -$11.4K |
|
970
DXC Technology
DXC
$2.59B
| $1.27M | ﹤0.01% |
49,643
+15
| +0% | +$383 |
|
971
iShares MSCI Thailand ETF
THD
$231M
| $1.26M | ﹤0.01% |
17,164
-58,336
| -77% | -$4.28M |
|
972
Telefônica Brasil
VIV
$19.7B
| $1.26M | ﹤0.01% |
166,274
-6,810
| -4% | -$51.6K |
|
|
BCPC
973
Balchem Corporation
BCPC
$5.19B
| $1.26M | ﹤0.01% |
9,938
+585
| +6% | +$74K |
|
974
Rentokil
RTO
$12.2B
| $1.23M | ﹤0.01% |
33,799
+2,376
| +8% | +$86.7K |
|
975
United Airlines
UAL
$35.3B
| $1.22M | ﹤0.01% |
27,672
+550
| +2% | +$24.3K |
|