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 |
Invesco QQQ Trust
QQQ
|
$191M |
| 2 |
Palantir
PLTR
|
$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$85M |
| 4 |
Twilio
TWLO
|
$59.4M |
| 5 |
Synopsys
SNPS
|
$49M |
Top Sells
| 1 |
Apple
AAPL
|
$1.17B |
| 2 |
Microsoft
MSFT
|
$867M |
| 3 |
NVIDIA
NVDA
|
$580M |
| 4 |
Amazon
AMZN
|
$414M |
| 5 |
Meta Platforms (Facebook)
META
|
$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Phillips 66
PSX
$53.2B
| $116M | 0.09% |
1,216,273
-320,272
| -21% | -$30.5M |
|
227
Snowflake
SNOW
$75.3B
| $116M | 0.09% |
658,706
+758
| +0.1% | +$133K |
|
228
Trane Technologies
TT
$92.1B
| $116M | 0.09% |
605,966
-78,440
| -11% | -$15M |
|
229
ON Semiconductor
ON
$20.1B
| $116M | 0.09% |
1,224,832
-121,125
| -9% | -$11.5M |
|
230
Hershey
HSY
$37.6B
| $116M | 0.09% |
463,678
-63,376
| -12% | -$15.8M |
|
231
Johnson Controls International
JCI
$69.5B
| $115M | 0.09% |
1,694,446
-231,439
| -12% | -$15.8M |
|
232
Arthur J. Gallagher & Co
AJG
$76.7B
| $115M | 0.09% |
523,241
-67,790
| -11% | -$14.9M |
|
233
Carrier Global
CARR
$55.8B
| $114M | 0.09% |
2,292,587
-189,599
| -8% | -$9.42M |
|
234
Monster Beverage
MNST
$61B
| $114M | 0.09% |
1,982,341
-256,829
| -11% | -$14.8M |
|
235
Aflac
AFL
$57.2B
| $114M | 0.09% |
1,627,477
-328,984
| -17% | -$23M |
|
236
KBR
KBR
$6.4B
| $113M | 0.09% |
1,742,771
-161,111
| -8% | -$10.5M |
|
237
American International
AIG
$43.9B
| $113M | 0.09% |
1,969,271
-150,780
| -7% | -$8.68M |
|
238
Sempra
SRE
$52.9B
| $113M | 0.09% |
1,551,580
-237,340
| -13% | -$17.3M |
|
239
Valero Energy
VLO
$48.7B
| $113M | 0.09% |
959,664
-259,207
| -21% | -$30.4M |
|
240
Cloudflare
NET
$74.7B
| $113M | 0.09% |
1,721,228
+100,242
| +6% | +$6.55M |
|
241
lululemon athletica
LULU
$19.9B
| $112M | 0.09% |
296,053
-48,766
| -14% | -$18.5M |
|
242
Estee Lauder
EL
$32.1B
| $112M | 0.09% |
568,963
-98,155
| -15% | -$19.3M |
|
243
Dow Inc
DOW
$17.4B
| $112M | 0.09% |
2,095,216
-244,892
| -10% | -$13M |
|
244
Bio-Techne
TECH
$8.46B
| $111M | 0.09% |
1,365,042
+171,963
| +14% | +$14M |
|
245
PTC
PTC
$25.6B
| $111M | 0.09% |
779,787
-49,766
| -6% | -$7.08M |
|
246
Exelon
EXC
$43.9B
| $110M | 0.09% |
2,702,651
-373,414
| -12% | -$15.2M |
|
247
Dominion Energy
D
$49.7B
| $109M | 0.09% |
2,108,948
-316,777
| -13% | -$16.4M |
|
248
StoneCo
STNE
$4.63B
| $109M | 0.08% |
8,560,111
-813,567
| -9% | -$10.4M |
|
249
Pinterest
PINS
$25.8B
| $109M | 0.08% |
3,973,979
-288,501
| -7% | -$7.89M |
|
250
Consolidated Edison
ED
$35.4B
| $109M | 0.08% |
1,201,304
-125,840
| -9% | -$11.4M |
|