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 |
Coinbase
COIN
|
$830M |
| 2 |
UiPath
PATH
|
$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$337M |
| 4 |
Twilio
TWLO
|
$292M |
| 5 |
Tesla
TSLA
|
$234M |
Top Sells
| 1 |
Alibaba
BABA
|
$1.18B |
| 2 |
Apple
AAPL
|
$757M |
| 3 |
Microsoft
MSFT
|
$477M |
| 4 |
Intellia Therapeutics
NTLA
|
$272M |
| 5 |
Amazon
AMZN
|
$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Idexx Laboratories
IDXX
$51.4B
| $167M | 0.1% |
264,833
-10,509
| -4% | -$6.64M |
|
227
Host Hotels & Resorts
HST
$12B
| $166M | 0.1% |
9,689,412
+5,571,629
| +135% | +$95.2M |
|
228
Dow Inc
DOW
$17.4B
| $165M | 0.1% |
2,612,529
-94,261
| -3% | -$5.96M |
|
|
DFS
229
DELISTED
Discover Financial Services
DFS
| $163M | 0.1% |
1,380,002
-119,255
| -8% | -$14.1M |
|
|
230
Alibaba
BABA
$323B
| $162M | 0.1% |
712,172
-5,185,079
| -88% | -$1.18B |
|
231
EOG Resources
EOG
$64.4B
| $162M | 0.1% |
1,935,562
-108,387
| -5% | -$9.04M |
|
232
Ecolab
ECL
$77.6B
| $161M | 0.1% |
780,214
-54,521
| -7% | -$11.2M |
|
233
Travelers Companies
TRV
$62B
| $160M | 0.09% |
1,068,343
-44,733
| -4% | -$6.7M |
|
234
Align Technology
ALGN
$10.1B
| $159M | 0.09% |
260,158
+16,988
| +7% | +$10.4M |
|
235
Manulife Financial
MFC
$52.1B
| $159M | 0.09% |
8,081,838
-1,368,705
| -14% | -$26.9M |
|
236
L3Harris
LHX
$51B
| $159M | 0.09% |
735,194
-73,914
| -9% | -$16M |
|
237
Veeva Systems
VEEV
$44.7B
| $158M | 0.09% |
508,007
-98,206
| -16% | -$30.5M |
|
238
Marvell Technology
MRVL
$54.6B
| $157M | 0.09% |
+2,684,733
| New | +$157M |
|
239
KLA
KLAC
$119B
| $155M | 0.09% |
477,355
-28,940
| -6% | -$9.38M |
|
240
General Mills
GIS
$27B
| $155M | 0.09% |
2,539,063
+294,978
| +13% | +$18M |
|
241
Ventas
VTR
$30.9B
| $152M | 0.09% |
2,668,781
-87,720
| -3% | -$5.01M |
|
242
American Electric Power
AEP
$57.8B
| $152M | 0.09% |
1,793,774
+62,960
| +4% | +$5.33M |
|
243
Allstate
ALL
$53.1B
| $151M | 0.09% |
1,161,422
-93,589
| -7% | -$12.2M |
|
244
Otis Worldwide
OTIS
$34.1B
| $151M | 0.09% |
1,847,226
+63,155
| +4% | +$5.16M |
|
245
Roper Technologies
ROP
$55.8B
| $151M | 0.09% |
320,596
-17,264
| -5% | -$8.12M |
|
246
MetLife
MET
$52.9B
| $149M | 0.09% |
2,495,663
+19,630
| +0.8% | +$1.17M |
|
|
SPLK
247
DELISTED
Splunk Inc
SPLK
| $148M | 0.09% |
1,025,837
+158,767
| +18% | +$23M |
|
248
Cloudflare
NET
$74.7B
| $147M | 0.09% |
1,391,235
+8,158
| +0.6% | +$863K |
|
249
General Dynamics
GD
$86.8B
| $147M | 0.09% |
778,723
-47,261
| -6% | -$8.9M |
|
|
DRE
250
DELISTED
Duke Realty Corp.
DRE
| $146M | 0.09% |
3,088,234
+19,353
| +0.6% | +$916K |
|