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
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
Automatic Data Processing
ADP
|
$82M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
DexCom
DXCM
$29.5B
| $129M | 0.1% |
1,106,333
-26,594
| -2% | -$3.09M |
|
227
Nutrien
NTR
$28B
| $128M | 0.1% |
1,737,506
-77,716
| -4% | -$5.74M |
|
228
Dow Inc
DOW
$17.5B
| $128M | 0.1% |
2,340,108
-11,815
| -0.5% | -$648K |
|
229
Zebra Technologies
ZBRA
$16.1B
| $127M | 0.09% |
399,892
-16,393
| -4% | -$5.21M |
|
230
Consolidated Edison
ED
$35.4B
| $127M | 0.09% |
1,327,144
-96,136
| -7% | -$9.2M |
|
231
Workday
WDAY
$61.6B
| $127M | 0.09% |
614,134
-4,739
| -0.8% | -$979K |
|
232
Cintas
CTAS
$84.6B
| $127M | 0.09% |
273,710
-33,195
| -11% | -$15.4M |
|
233
IPG Photonics
IPGP
$3.45B
| $126M | 0.09% |
1,023,748
-17,964
| -2% | -$2.22M |
|
234
Aflac
AFL
$57.2B
| $126M | 0.09% |
1,956,461
+56,780
| +3% | +$3.66M |
|
235
Trane Technologies
TT
$92.5B
| $126M | 0.09% |
684,406
-22,829
| -3% | -$4.2M |
|
236
Fortinet
FTNT
$60.4B
| $126M | 0.09% |
1,893,037
-34,943
| -2% | -$2.32M |
|
237
lululemon athletica
LULU
$24.2B
| $126M | 0.09% |
344,819
-28,169
| -8% | -$10.3M |
|
238
MSCI
MSCI
$43.9B
| $125M | 0.09% |
223,232
-2,953
| -1% | -$1.65M |
|
239
Xcel Energy
XEL
$42.8B
| $124M | 0.09% |
1,831,848
+1,036
| +0.1% | +$69.9K |
|
240
Cummins
CMI
$54.9B
| $123M | 0.09% |
515,622
-16,197
| -3% | -$3.87M |
|
241
TE Connectivity
TEL
$61B
| $123M | 0.09% |
938,504
+9,678
| +1% | +$1.27M |
|
242
PACCAR
PCAR
$52.5B
| $123M | 0.09% |
1,679,384
+587,674
| +54% | +$43M |
|
243
Capital One
COF
$145B
| $123M | 0.09% |
1,276,703
-37,509
| -3% | -$3.61M |
|
244
Biogen
BIIB
$19.4B
| $123M | 0.09% |
441,497
-78,298
| -15% | -$21.8M |
|
245
Monster Beverage
MNST
$60.9B
| $121M | 0.09% |
2,239,170
+1,083,387
| +94% | +$58.5M |
|
246
Idexx Laboratories
IDXX
$51.8B
| $121M | 0.09% |
241,740
-3,351
| -1% | -$1.68M |
|
247
Centene
CNC
$14.3B
| $120M | 0.09% |
1,895,543
+67,676
| +4% | +$4.28M |
|
248
Agilent Technologies
A
$35.7B
| $119M | 0.09% |
857,224
-173,143
| -17% | -$24M |
|
249
Kroger
KR
$44.9B
| $118M | 0.09% |
2,382,816
-261,773
| -10% | -$12.9M |
|
250
MetLife
MET
$54.1B
| $117M | 0.09% |
2,012,054
-35,909
| -2% | -$2.08M |
|