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
|
$192M |
| 2 |
Cencora
COR
|
$123M |
| 3 |
IQVIA
IQV
|
$60.2M |
| 4 |
CRH
CRH
|
$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
$56M |
Top Sells
| 1 |
Coinbase
COIN
|
$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$184M |
| 3 |
Apple
AAPL
|
$142M |
| 4 |
NVIDIA
NVDA
|
$125M |
| 5 |
VMW
VMware, Inc
VMW
|
$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1126
Primerica
PRI
$8.72B
| – | – |
-6,888
| Closed | -$1.34M |
|
1127
PBF Energy
PBF
$3.22B
| – | – |
-4,500
| Closed | -$241K |
|
1128
Allison Transmission
ALSN
$7.36B
| – | – |
-17,245
| Closed | -$1.02M |
|
1129
Burford Capital
BUR
$2.89B
| – | – |
-967,498
| Closed | -$13.4M |
|
1130
CACI
CACI
$10.3B
| – | – |
-6,687
| Closed | -$2.1M |
|
1131
Chewy
CHWY
$16.8B
| – | – |
-226,122
| Closed | -$4.13M |
|
1132
Clarivate
CLVT
$2.79B
| – | – |
-751,871
| Closed | -$5.05M |
|
|
EVRI
1133
DELISTED
Everi Holdings
EVRI
| – | – |
-16,978
| Closed | -$224K |
|
1134
Ironwood Pharmaceuticals
IRWD
$201M
| – | – |
-27,373
| Closed | -$264K |
|
1135
Invesco
IVZ
$9.68B
| – | – |
-731,275
| Closed | -$10.6M |
|
1136
Louisiana-Pacific
LPX
$6.48B
| – | – |
-43,441
| Closed | -$2.4M |
|
1137
Lyft
LYFT
$7.02B
| – | – |
-24,338
| Closed | -$257K |
|
1138
Mohawk Industries
MHK
$8.11B
| – | – |
-139,943
| Closed | -$12M |
|
1139
M/I Homes
MHO
$3.91B
| – | – |
-6,600
| Closed | -$555K |
|
1140
MINISO
MNSO
$7.59B
| – | – |
-211,200
| Closed | -$5.47M |
|
1141
New York Times
NYT
$9.58B
| – | – |
-28,049
| Closed | -$1.16M |
|
1142
Organon & Co
OGN
$2.56B
| – | – |
-21,648
| Closed | -$376K |
|
1143
Oshkosh
OSK
$8.77B
| – | – |
-13,720
| Closed | -$1.31M |
|
1144
Sealed Air
SEE
$4.76B
| – | – |
-303,339
| Closed | -$9.97M |
|
1145
Sensata Technologies
ST
$4.63B
| – | – |
-320,804
| Closed | -$12.1M |
|
1146
Star Holdings Shares of Beneficial Interest
STHO
$113M
| – | – |
-13,892
| Closed | -$174K |
|
1147
Trip.com Group
TCOM
$46.6B
| – | – |
-17,736
| Closed | -$620K |
|
1148
Tenet Healthcare
THC
$16.5B
| – | – |
-759,129
| Closed | -$50M |
|
|
TPIC
1149
DELISTED
TPI Composites
TPIC
| – | – |
-107,000
| Closed | -$284K |
|
1150
Televisa
TV
$1.51B
| – | – |
-11,500
| Closed | -$35.1K |
|