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 |
Broadcom
AVGO
|
$1.77B |
| 2 |
Cintas
CTAS
|
$136M |
| 3 |
Amazon
AMZN
|
$124M |
| 4 |
Microsoft
MSFT
|
$108M |
| 5 |
Apple
AAPL
|
$101M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1001
Fabrinet
FN
$12.1B
| $340K | ﹤0.01% |
1,437
-25,050
| -95% | -$5.92M |
|
1002
Pinnacle West Capital
PNW
$10.6B
| $331K | ﹤0.01% |
3,739
-33,004
| -90% | -$2.92M |
|
1003
Banco Bradesco
BBD
$32.3B
| $330K | ﹤0.01% |
123,997
| – | – |
|
1004
Petrobras
PBR
$79.4B
| $326K | ﹤0.01% |
22,612
+9,200
| +69% | +$133K |
|
1005
SPDR S&P Homebuilders ETF
XHB
$1.91B
| $322K | ﹤0.01% |
+2,583
| New | +$322K |
|
1006
Alkermes
ALKS
$5.08B
| $319K | ﹤0.01% |
11,400
-1,600
| -12% | -$44.8K |
|
1007
Saic
SAIC
$5.45B
| $316K | ﹤0.01% |
2,266
| – | – |
|
1008
Mueller Water Products
MWA
$4.12B
| $314K | ﹤0.01% |
14,455
| – | – |
|
1009
Globe Life
GL
$11.4B
| $313K | ﹤0.01% |
2,956
-42,633
| -94% | -$4.52M |
|
1010
Bioceres Crop Solutions
BIOX
$173M
| $309K | ﹤0.01% |
39,243
-2,839
| -7% | -$22.3K |
|
1011
DigitalOcean
DOCN
$2.87B
| $308K | ﹤0.01% |
7,619
| – | – |
|
|
ILPT
1012
Industrial Logistics Properties Trust
ILPT
$394M
| $302K | ﹤0.01% |
63,462
| – | – |
|
1013
Itaú Unibanco
ITUB
$75.5B
| $294K | ﹤0.01% |
44,150
+17,400
| +65% | +$116K |
|
1014
Clean Harbors
CLH
$12.9B
| $292K | ﹤0.01% |
1,206
| – | – |
|
1015
Ralph Lauren
RL
$18.9B
| $284K | ﹤0.01% |
+1,467
| New | +$284K |
|
1016
BellRing Brands
BRBR
$5.29B
| $284K | ﹤0.01% |
4,683
+800
| +21% | +$48.6K |
|
1017
Zions Bancorporation
ZION
$8.46B
| $279K | ﹤0.01% |
+5,900
| New | +$279K |
|
1018
ESAB
ESAB
$6.91B
| $278K | ﹤0.01% |
+2,612
| New | +$278K |
|
1019
MACOM Technology Solutions
MTSI
$9.73B
| $277K | ﹤0.01% |
+2,492
| New | +$277K |
|
1020
Moog
MOG.A
$6.14B
| $274K | ﹤0.01% |
1,356
| – | – |
|
1021
NMI Holdings
NMIH
$3.06B
| $272K | ﹤0.01% |
6,600
| – | – |
|
1022
TPG
TPG
$8.72B
| $269K | ﹤0.01% |
+4,677
| New | +$269K |
|
1023
Caesars Entertainment
CZR
$5.32B
| $262K | ﹤0.01% |
6,288
-397,260
| -98% | -$16.6M |
|
1024
Amkor Technology
AMKR
$5.94B
| $260K | ﹤0.01% |
8,505
+1,191
| +16% | +$36.4K |
|
1025
Itron
ITRI
$5.57B
| $254K | ﹤0.01% |
2,376
| – | – |
|