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 | |
|---|---|---|---|---|---|---|
1126
Box
BOX
$4.73B
| – | – | -57,403 | Closed | -$1.47M |
|
1127
B2Gold
BTG
$5.46B
| – | – | -180,773 | Closed | -$574K |
|
1128
Peabody Energy
BTU
$2.12B
| – | – | -12,600 | Closed | -$306K |
|
1129
CarGurus
CARG
$3.43B
| – | – | -25,111 | Closed | -$607K |
|
1130
Commercial Metals
CMC
$6.46B
| – | – | -5,392 | Closed | -$270K |
|
1131
Dolby
DLB
$6.87B
| – | – | -6,048 | Closed | -$521K |
|
|
DQ
1132
Daqo New Energy
DQ
$1.7B
| – | – | -145,753 | Closed | -$3.88M |
|
1133
iShares MSCI Mexico ETF
EWW
$1.78B
| – | – | -116,845 | Closed | -$7.93M |
|
1134
Floor & Decor
FND
$8.82B
| – | – | -5,693 | Closed | -$635K |
|
1135
WK Kellogg Co
KLG
$1.98B
| – | – | -19,539 | Closed | -$257K |
|
1136
Lufax Holding
LU
$2.55B
| – | – | -346,062 | Closed | -$1.06M |
|
1137
Magnolia Oil & Gas
MGY
$4.61B
| – | – | -37,420 | Closed | -$797K |
|
1138
MYR Group
MYRG
$2.91B
| – | – | -2,278 | Closed | -$329K |
|
1139
Envista
NVST
$3.52B
| – | – | -22,762 | Closed | -$548K |
|
1140
VanEck Oil Services ETF
OIH
$886M
| – | – | -650 | Closed | -$201K |
|
1141
Old Republic International
ORI
$9.93B
| – | – | -55,816 | Closed | -$1.64M |
|
1142
Sprott Physical Gold
PHYS
$12B
| – | – | -124,400 | Closed | -$1.98M |
|
1143
Prospect Capital
PSEC
$1.38B
| – | – | -32,901 | Closed | -$197K |
|
1144
Saic
SAIC
$5.52B
| – | – | -10,707 | Closed | -$1.33M |
|
1145
SolarEdge
SEDG
$2.01B
| – | – | -77,917 | Closed | -$7.29M |
|
1146
Spirit AeroSystems
SPR
$4.88B
| – | – | -53,834 | Closed | -$1.71M |
|
1147
SSR Mining
SSRM
$3.92B
| – | – | -142,288 | Closed | -$1.53M |
|
1148
Shutterstock
SSTK
$742M
| – | – | -9,987 | Closed | -$482K |
|
1149
Teradata
TDC
$1.98B
| – | – | -4,898 | Closed | -$213K |
|
1150
Ubiquiti
UI
$32B
| – | – | -1,652 | Closed | -$231K |
|