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 |
Amazon
AMZN
|
$2.8B |
| 2 |
iShares Gold Trust
IAU
|
$997M |
| 3 |
UiPath
PATH
|
$437M |
| 4 |
Shopify
SHOP
|
$355M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
Baidu
BIDU
|
$99.6M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
TC Energy
TRP
$54.1B
| $134M | 0.1% |
2,584,451
+114,817
| +5% | +$5.95M |
|
227
Ford
F
$46.8B
| $134M | 0.1% |
12,007,226
+443,477
| +4% | +$4.94M |
|
228
General Motors
GM
$55.8B
| $134M | 0.1% |
4,205,383
-1,334
| -0% | -$42.4K |
|
229
Cadence Design Systems
CDNS
$95.5B
| $134M | 0.1% |
889,903
+36,319
| +4% | +$5.45M |
|
230
Freeport-McMoran
FCX
$63.7B
| $133M | 0.1% |
4,562,295
+3,767
| +0.1% | +$110K |
|
231
Biogen
BIIB
$19.4B
| $132M | 0.1% |
648,490
+117,090
| +22% | +$23.9M |
|
232
Xcel Energy
XEL
$42.8B
| $132M | 0.1% |
1,868,194
+103,685
| +6% | +$7.34M |
|
233
Fastenal
FAST
$57B
| $131M | 0.1% |
2,619,335
+620,398
| +31% | +$31M |
|
234
Mettler-Toledo International
MTD
$26.8B
| $130M | 0.1% |
113,345
+45,488
| +67% | +$52.3M |
|
235
Canadian Imperial Bank of Commerce
CM
$71.8B
| $130M | 0.1% |
2,674,742
+1,553,122
| +138% | +$75.4M |
|
236
SolarEdge
SEDG
$2.01B
| $129M | 0.1% |
472,451
+78,482
| +20% | +$21.5M |
|
237
Roper Technologies
ROP
$56.6B
| $129M | 0.1% |
326,076
+36,120
| +12% | +$14.3M |
|
238
Exelon
EXC
$44.1B
| $129M | 0.1% |
2,835,647
+117,302
| +4% | +$5.32M |
|
239
Tractor Supply
TSCO
$32.7B
| $126M | 0.1% |
651,639
-5,509
| -0.8% | -$1.07M |
|
240
ResMed
RMD
$40.2B
| $125M | 0.1% |
596,724
-158,347
| -21% | -$33.2M |
|
241
W.W. Grainger
GWW
$48.5B
| $125M | 0.1% |
275,047
+128,948
| +88% | +$58.6M |
|
242
T Rowe Price
TROW
$23.6B
| $125M | 0.1% |
1,099,412
+39,854
| +4% | +$4.53M |
|
243
CrowdStrike
CRWD
$106B
| $125M | 0.1% |
740,717
-50,252
| -6% | -$8.47M |
|
244
Dow Inc
DOW
$17.5B
| $124M | 0.1% |
2,411,316
-86,530
| -3% | -$4.47M |
|
245
Aptiv
APTV
$17.3B
| $124M | 0.1% |
1,396,005
+42,978
| +3% | +$3.83M |
|
246
Sysco
SYY
$38.5B
| $124M | 0.1% |
1,458,550
+42,532
| +3% | +$3.6M |
|
247
Alexandria Real Estate Equities
ARE
$14.1B
| $120M | 0.09% |
830,376
+218,043
| +36% | +$31.6M |
|
248
Zebra Technologies
ZBRA
$16.1B
| $120M | 0.09% |
409,687
+18,312
| +5% | +$5.38M |
|
249
Cummins
CMI
$54.9B
| $120M | 0.09% |
619,806
+105,683
| +21% | +$20.5M |
|
250
American International
AIG
$45.1B
| $120M | 0.09% |
2,338,713
+45,218
| +2% | +$2.31M |
|