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 |
Walmart
WMT
|
$490M |
| 2 |
Tesla
TSLA
|
$198M |
| 3 |
Amazon
AMZN
|
$188M |
| 4 |
Roku
ROKU
|
$95M |
| 5 |
Unity
U
|
$74.2M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Woodward
WWD
$14.8B
| $295K | ﹤0.01% | +1,915 | New | +$295K |
|
1077
Remitly
RELY
$3.82B
| $295K | ﹤0.01% | 14,209 | – | – |
|
1078
Flowers Foods
FLO
$3.18B
| $293K | ﹤0.01% | 12,350 -710 | -5% | -$16.9K |
|
1079
DigitalOcean
DOCN
$2.97B
| $291K | ﹤0.01% | +7,619 | New | +$291K |
|
|
SWAV
1080
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $286K | ﹤0.01% | +879 | New | +$286K |
|
1081
AbCellera Biologics
ABCL
$1.25B
| $284K | ﹤0.01% | 62,759 | – | – |
|
|
ILPT
1082
Industrial Logistics Properties Trust
ILPT
$409M
| $284K | ﹤0.01% | 66,193 | – | – |
|
1083
Tennant Co
TNC
$1.52B
| $283K | ﹤0.01% | +2,326 | New | +$283K |
|
1084
SLM Corp
SLM
$6.52B
| $266K | ﹤0.01% | 12,211 -2,200 | -15% | -$47.9K |
|
1085
Tapestry
TPR
$21.2B
| $260K | ﹤0.01% | +5,467 | New | +$260K |
|
1086
Curtiss-Wright
CW
$18B
| $256K | ﹤0.01% | +1,002 | New | +$256K |
|
1087
BWX Technologies
BWXT
$14.8B
| $255K | ﹤0.01% | +2,486 | New | +$255K |
|
1088
Genworth Financial
GNW
$3.52B
| $250K | ﹤0.01% | 38,867 -7,700 | -17% | -$49.5K |
|
1089
Marqeta
MQ
$2.86B
| $242K | ﹤0.01% | 40,651 | – | – |
|
1090
Edgewell Personal Care
EPC
$1.12B
| $242K | ﹤0.01% | +6,263 | New | +$242K |
|
|
FSP
1091
Franklin Street Properties
FSP
$172M
| $235K | ﹤0.01% | 103,672 | – | – |
|
|
ONL
1092
Orion Office REIT
ONL
$167M
| $232K | ﹤0.01% | 66,042 | – | – |
|
1093
Alkermes
ALKS
$4.78B
| $230K | ﹤0.01% | 8,500 -1,500 | -15% | -$40.6K |
|
1094
iShares Semiconductor ETF
SOXX
$13.6B
| $226K | ﹤0.01% | 1,000 +500 | +100% | +$113K |
|
1095
Madrigal Pharmaceuticals
MDGL
$9.76B
| $224K | ﹤0.01% | 839 -1,566 | -65% | -$418K |
|
|
NXDT
1096
NexPoint Diversified Real Estate Trust
NXDT
$186M
| $219K | ﹤0.01% | 33,256 -1,950 | -6% | -$12.9K |
|
1097
Norwegian Cruise Line
NCLH
$11.2B
| $217K | ﹤0.01% | +10,370 | New | +$217K |
|
1098
Atlanta Braves Holdings Series B
BATRK
$2.82B
| $217K | ﹤0.01% | 5,543 +237 | +4% | +$9.26K |
|
1099
SPX Corp
SPXC
$9.25B
| $214K | ﹤0.01% | +1,742 | New | +$214K |
|
1100
NMI Holdings
NMIH
$3.05B
| $213K | ﹤0.01% | 6,600 -1,200 | -15% | -$38.8K |
|