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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
O'Reilly Automotive
ORLY
$88B
| $137M | 0.1% |
323,988
-66,093
| -17% | -$27.9M |
|
227
Otis Worldwide
OTIS
$33.9B
| $135M | 0.1% |
+2,372,626
| New | +$135M |
|
228
General Motors
GM
$55.8B
| $134M | 0.09% |
5,306,116
-76,701
| -1% | -$1.94M |
|
229
Bank of Montreal
BMO
$86.7B
| $134M | 0.09% |
2,527,148
+110,026
| +5% | +$5.84M |
|
230
Ross Stores
ROST
$48.1B
| $134M | 0.09% |
1,566,817
-563,111
| -26% | -$48M |
|
231
Motorola Solutions
MSI
$78.7B
| $133M | 0.09% |
947,762
-144,487
| -13% | -$20.2M |
|
232
Canadian Pacific Kansas City
CP
$69.9B
| $132M | 0.09% |
522,312
+6,098
| +1% | +$1.55M |
|
233
Cadence Design Systems
CDNS
$95.5B
| $132M | 0.09% |
1,370,375
+24,306
| +2% | +$2.33M |
|
234
Intellia Therapeutics
NTLA
$1.22B
| $130M | 0.09% |
6,195,189
-896,074
| -13% | -$18.8M |
|
235
Cognizant
CTSH
$35.3B
| $130M | 0.09% |
2,291,835
-25,887
| -1% | -$1.47M |
|
236
KLA
KLAC
$115B
| $130M | 0.09% |
666,097
-367,656
| -36% | -$71.5M |
|
237
Alexandria Real Estate Equities
ARE
$14.1B
| $129M | 0.09% |
797,191
+54,566
| +7% | +$8.85M |
|
238
Franco-Nevada
FNV
$36.3B
| $128M | 0.09% |
919,967
-208,146
| -18% | -$29M |
|
239
Manulife Financial
MFC
$52.2B
| $127M | 0.09% |
9,397,576
+825,862
| +10% | +$11.2M |
|
240
WEC Energy
WEC
$34.3B
| $127M | 0.09% |
1,453,963
-7,952
| -0.5% | -$697K |
|
241
Paychex
PAYX
$50.2B
| $127M | 0.09% |
1,681,707
+16,456
| +1% | +$1.25M |
|
242
Kraft Heinz
KHC
$33.1B
| $127M | 0.09% |
3,984,705
+1,263,541
| +46% | +$40.3M |
|
243
Zebra Technologies
ZBRA
$16.1B
| $126M | 0.09% |
492,838
+256,051
| +108% | +$65.5M |
|
244
MetLife
MET
$54.1B
| $126M | 0.09% |
3,445,646
-113,167
| -3% | -$4.13M |
|
245
Chipotle Mexican Grill
CMG
$56.5B
| $125M | 0.09% |
118,346
-53,947
| -31% | -$56.8M |
|
246
Kinder Morgan
KMI
$60B
| $124M | 0.09% |
8,199,063
-160,187
| -2% | -$2.43M |
|
247
Kroger
KR
$44.9B
| $124M | 0.09% |
3,657,657
+245,595
| +7% | +$8.31M |
|
248
Corning
GLW
$57.4B
| $123M | 0.09% |
4,762,964
+1,543,345
| +48% | +$40M |
|
249
Constellation Brands
STZ
$28.5B
| $123M | 0.09% |
702,992
+39,389
| +6% | +$6.89M |
|
250
Uber
UBER
$196B
| $121M | 0.09% |
3,908,987
+2,003,614
| +105% | +$62.3M |
|