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 |
Apple
AAPL
|
$331M |
| 2 |
Amazon
AMZN
|
$131M |
| 3 |
Oracle
ORCL
|
$116M |
| 4 |
Visa
V
|
$116M |
| 5 |
TE Connectivity
TEL
|
$103M |
Top Sells
| 1 |
Tesla
TSLA
|
$263M |
| 2 |
Palantir
PLTR
|
$231M |
| 3 |
Robinhood
HOOD
|
$203M |
| 4 |
Stryker
SYK
|
$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Lennar Class B
LEN.B
$34.2B
| $406K | ﹤0.01% |
3,232
| – | – |
|
977
MP Materials
MP
$11.4B
| $404K | ﹤0.01% |
25,887
-2,838
| -10% | -$44.3K |
|
978
Mueller Water Products
MWA
$4.18B
| $393K | ﹤0.01% |
17,455
+3,000
| +21% | +$67.5K |
|
979
BellRing Brands
BRBR
$5.38B
| $390K | ﹤0.01% |
5,183
+500
| +11% | +$37.7K |
|
980
Ralph Lauren
RL
$19.4B
| $365K | ﹤0.01% |
1,582
+115
| +8% | +$26.6K |
|
981
Pinnacle West Capital
PNW
$10.7B
| $363K | ﹤0.01% |
4,284
+545
| +15% | +$46.2K |
|
982
MACOM Technology Solutions
MTSI
$9.82B
| $361K | ﹤0.01% |
2,778
+286
| +11% | +$37.2K |
|
|
BNR
983
Burning Rock Biotech
BNR
$91M
| $349K | ﹤0.01% |
51,639
-2,664
| -5% | -$18K |
|
984
N-able
NABL
$1.47B
| $348K | ﹤0.01% |
37,209
| – | – |
|
985
Jones Lang LaSalle
JLL
$14.6B
| $347K | ﹤0.01% |
1,371
-301
| -18% | -$76.2K |
|
986
Shoals Technologies Group
SHLS
$1.2B
| $346K | ﹤0.01% |
62,599
-4,381
| -7% | -$24.2K |
|
987
JD.com
JD
$43.9B
| $341K | ﹤0.01% |
9,844
-55,629
| -85% | -$1.93M |
|
988
Hudbay
HBM
$4.91B
| $335K | ﹤0.01% |
+41,304
| New | +$335K |
|
989
Wheaton Precious Metals
WPM
$46.6B
| $332K | ﹤0.01% |
5,901
-439
| -7% | -$24.7K |
|
990
Saic
SAIC
$4.98B
| $323K | ﹤0.01% |
2,889
+623
| +27% | +$69.6K |
|
991
VanEck Oil Services ETF
OIH
$890M
| $321K | ﹤0.01% |
1,185
-585
| -33% | -$159K |
|
992
Moog
MOG.A
$6.22B
| $316K | ﹤0.01% |
1,607
+251
| +19% | +$49.4K |
|
993
ESAB
ESAB
$7.07B
| $313K | ﹤0.01% |
2,612
| – | – |
|
994
Global X Blockchain ETF
BKCH
$228M
| $313K | ﹤0.01% |
6,100
-8,100
| -57% | -$415K |
|
995
Sabesp
SBS
$15.3B
| $312K | ﹤0.01% |
21,797
-2,814
| -11% | -$40.3K |
|
|
PSTL
996
Postal Realty Trust
PSTL
$391M
| $312K | ﹤0.01% |
23,917
-1,182
| -5% | -$15.4K |
|
997
Tri Pointe Homes
TPH
$3.18B
| $307K | ﹤0.01% |
8,472
+700
| +9% | +$25.4K |
|
998
Hexcel
HXL
$5.1B
| $296K | ﹤0.01% |
4,713
+713
| +18% | +$44.7K |
|
999
Clean Harbors
CLH
$13.1B
| $295K | ﹤0.01% |
1,283
+77
| +6% | +$17.7K |
|
1000
TPG
TPG
$8.71B
| $294K | ﹤0.01% |
4,677
| – | – |
|