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 |
Apple
AAPL
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
West Pharmaceutical
WST
$17.8B
| $142M | 0.1% |
517,722
+98,139
| +23% | +$27M |
|
227
Zscaler
ZS
$43.1B
| $141M | 0.1% |
1,003,104
+86,933
| +9% | +$12.2M |
|
228
Allstate
ALL
$53.6B
| $141M | 0.09% |
1,496,943
-254,528
| -15% | -$24M |
|
229
Travelers Companies
TRV
$61.1B
| $141M | 0.09% |
1,298,677
-83,104
| -6% | -$8.99M |
|
230
Exelon
EXC
$44.1B
| $140M | 0.09% |
3,926,511
-41,804
| -1% | -$1.49M |
|
231
Centene
CNC
$14.3B
| $140M | 0.09% |
2,393,725
-191,783
| -7% | -$11.2M |
|
232
TC Energy
TRP
$54.1B
| $139M | 0.09% |
3,304,724
-254,340
| -7% | -$10.7M |
|
233
Manulife Financial
MFC
$52.2B
| $138M | 0.09% |
9,931,940
+534,364
| +6% | +$7.43M |
|
234
Cummins
CMI
$54.9B
| $138M | 0.09% |
652,887
-15,266
| -2% | -$3.22M |
|
235
Cadence Design Systems
CDNS
$95.5B
| $136M | 0.09% |
1,279,984
-90,391
| -7% | -$9.64M |
|
236
Sempra
SRE
$53.9B
| $135M | 0.09% |
1,141,010
-197,656
| -15% | -$23.4M |
|
237
WEC Energy
WEC
$34.3B
| $135M | 0.09% |
1,393,484
-60,479
| -4% | -$5.86M |
|
238
ConocoPhillips
COP
$124B
| $135M | 0.09% |
4,107,617
-330,345
| -7% | -$10.8M |
|
|
TWTR
239
DELISTED
Twitter, Inc.
TWTR
| $134M | 0.09% |
3,021,666
-797,135
| -21% | -$35.5M |
|
240
Uber
UBER
$196B
| $134M | 0.09% |
3,678,024
-230,963
| -6% | -$8.43M |
|
241
Chipotle Mexican Grill
CMG
$56.5B
| $133M | 0.09% |
107,250
-11,096
| -9% | -$13.8M |
|
242
General Dynamics
GD
$87.3B
| $131M | 0.09% |
948,158
-60,448
| -6% | -$8.37M |
|
243
O'Reilly Automotive
ORLY
$88B
| $131M | 0.09% |
284,193
-39,795
| -12% | -$18.3M |
|
244
Ross Stores
ROST
$48.1B
| $130M | 0.09% |
1,394,052
-172,765
| -11% | -$16.1M |
|
245
Bank of Montreal
BMO
$86.7B
| $129M | 0.09% |
2,211,340
-315,808
| -12% | -$18.5M |
|
246
Paychex
PAYX
$50.2B
| $129M | 0.09% |
1,616,873
-64,834
| -4% | -$5.17M |
|
247
Conagra Brands
CAG
$9.16B
| $128M | 0.09% |
3,570,933
+698,310
| +24% | +$24.9M |
|
248
Kellanova
K
$27.6B
| $127M | 0.09% |
1,973,947
+281,737
| +17% | +$18.2M |
|
249
Idexx Laboratories
IDXX
$51.8B
| $127M | 0.09% |
324,157
-33,181
| -9% | -$13M |
|
250
HCA Healthcare
HCA
$94.5B
| $127M | 0.09% |
1,019,649
-115,692
| -10% | -$14.4M |
|