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 | |
|---|---|---|---|---|---|---|
1076
Jazz Pharmaceuticals
JAZZ
$7.97B
| – | – |
-18,119
| Closed | -$1.93M |
|
1077
Jackson Financial
JXN
$6.76B
| – | – |
-3,671
| Closed | -$273K |
|
1078
KB Home
KBH
$4.32B
| – | – |
-6,884
| Closed | -$483K |
|
1079
Liberty Broadband Class A
LBRDA
$8.53B
| – | – |
-5,429
| Closed | -$296K |
|
1080
Liberty Broadband Class C
LBRDK
$8.56B
| – | – |
-33,848
| Closed | -$1.86M |
|
1081
Liberty Global Class A
LBTYA
$3.99B
| – | – |
-49,733
| Closed | -$867K |
|
1082
Liberty Global Class C
LBTYK
$4.05B
| – | – |
-72,578
| Closed | -$1.3M |
|
1083
Lucid Motors
LCID
$54.8B
| – | – |
-224,093
| Closed | -$585K |
|
1084
Lear
LEA
$5.83B
| – | – |
-28,241
| Closed | -$3.23M |
|
1085
Lyft
LYFT
$7.32B
| – | – |
-18,300
| Closed | -$258K |
|
1086
Medpace
MEDP
$13.4B
| – | – |
-1,756
| Closed | -$723K |
|
1087
MillerKnoll
MLKN
$1.41B
| – | – |
-11,973
| Closed | -$317K |
|
1088
Marqeta
MQ
$2.73B
| – | – |
-40,651
| Closed | -$223K |
|
1089
Vail Resorts
MTN
$5.96B
| – | – |
-11,578
| Closed | -$2.09M |
|
|
MTLS
1090
Materialise
MTLS
$295M
| – | – |
-1,771,433
| Closed | -$8.87M |
|
1091
Novo Nordisk
NVO
$252B
| – | – |
-4,339
| Closed | -$619K |
|
1092
NexGen Energy
NXE
$4.48B
| – | – |
-50,135
| Closed | -$350K |
|
1093
Paylocity
PCTY
$9.53B
| – | – |
-83,939
| Closed | -$11.1M |
|
1094
Restaurant Brands International
QSR
$20.5B
| – | – |
-8,601
| Closed | -$605K |
|
1095
Remitly
RELY
$3.97B
| – | – |
-14,209
| Closed | -$172K |
|
1096
Repligen
RGEN
$6.71B
| – | – |
-97,513
| Closed | -$12.3M |
|
1097
Robert Half
RHI
$3.78B
| – | – |
-31,593
| Closed | -$2.02M |
|
1098
Sonos
SONO
$1.7B
| – | – |
-25,800
| Closed | -$381K |
|
1099
Sociedad Química y Minera de Chile
SQM
$12.4B
| – | – |
-6,417
| Closed | -$261K |
|
1100
Sunoco
SUN
$7.04B
| – | – |
-6,000
| Closed | -$339K |
|