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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
HCA Healthcare
HCA
$94.5B
| $161M | 0.1% |
856,949
-29,412
| -3% | -$5.54M |
|
227
Brookfield
BN
$98.3B
| $161M | 0.1% |
3,613,582
-160,210
| -4% | -$7.12M |
|
228
Veeva Systems
VEEV
$44B
| $158M | 0.1% |
606,213
-146,059
| -19% | -$38.2M |
|
229
Moderna
MRNA
$9.37B
| $157M | 0.1% |
1,201,218
+260,263
| +28% | +$34.1M |
|
230
Realty Income
O
$53.7B
| $157M | 0.1% |
2,470,498
+99,273
| +4% | +$6.3M |
|
|
SIVB
231
DELISTED
SVB Financial Group
SIVB
| $157M | 0.1% |
317,625
-48,422
| -13% | -$23.9M |
|
232
HubSpot
HUBS
$25.5B
| $156M | 0.1% |
343,894
+134,817
| +64% | +$61.2M |
|
233
TransUnion
TRU
$17.2B
| $155M | 0.1% |
1,725,269
+92,187
| +6% | +$8.3M |
|
|
ANSS
234
DELISTED
Ansys
ANSS
| $155M | 0.1% |
457,116
-3,646
| -0.8% | -$1.24M |
|
235
MetLife
MET
$54.1B
| $151M | 0.09% |
2,476,033
-95,877
| -4% | -$5.83M |
|
236
General Dynamics
GD
$87.3B
| $150M | 0.09% |
825,984
-19,935
| -2% | -$3.62M |
|
237
Biogen
BIIB
$19.4B
| $149M | 0.09% |
532,392
-69,879
| -12% | -$19.5M |
|
238
Exelon
EXC
$44.1B
| $149M | 0.09% |
3,403,935
-80,872
| -2% | -$3.54M |
|
239
EOG Resources
EOG
$68.2B
| $148M | 0.09% |
2,043,949
+87,485
| +4% | +$6.35M |
|
240
West Pharmaceutical
WST
$17.8B
| $148M | 0.09% |
525,370
-1,313
| -0.2% | -$370K |
|
241
Canadian Pacific Kansas City
CP
$69.9B
| $148M | 0.09% |
387,026
-24,038
| -6% | -$9.18M |
|
242
Edison International
EIX
$21.6B
| $148M | 0.09% |
2,519,082
-20,314
| -0.8% | -$1.19M |
|
243
Ventas
VTR
$30.9B
| $147M | 0.09% |
2,756,501
-161,583
| -6% | -$8.62M |
|
244
American Electric Power
AEP
$59.4B
| $147M | 0.09% |
1,730,814
-39,171
| -2% | -$3.32M |
|
245
MongoDB
MDB
$25.7B
| $147M | 0.09% |
547,858
+148,435
| +37% | +$39.7M |
|
246
Cummins
CMI
$54.9B
| $146M | 0.09% |
563,545
-17,379
| -3% | -$4.5M |
|
247
Electronic Arts
EA
$43B
| $146M | 0.09% |
1,076,420
-59,301
| -5% | -$8.03M |
|
248
CrowdStrike
CRWD
$106B
| $146M | 0.09% |
797,678
+138,323
| +21% | +$25.2M |
|
249
Baxter International
BAX
$12.7B
| $145M | 0.09% |
1,716,492
-38,061
| -2% | -$3.21M |
|
250
Allstate
ALL
$53.6B
| $144M | 0.09% |
1,255,011
-65,374
| -5% | -$7.51M |
|