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 |
GE Vernova
GEV
|
$104M |
| 2 |
Curtiss-Wright
CW
|
$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$68.6M |
| 4 |
Roblox
RBLX
|
$55.5M |
| 5 |
10x Genomics
TXG
|
$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$605M |
| 2 |
Microsoft
MSFT
|
$537M |
| 3 |
Apple
AAPL
|
$515M |
| 4 |
Royal Bank of Canada
RY
|
$328M |
| 5 |
Toronto Dominion Bank
TD
|
$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Norfolk Southern
NSC
$62.8B
| $114M | 0.08% |
529,838
-41,043
| -7% | -$8.81M |
|
227
Oneok
OKE
$46.8B
| $113M | 0.08% |
1,381,717
-19,484
| -1% | -$1.59M |
|
228
American Electric Power
AEP
$58.1B
| $112M | 0.08% |
1,280,229
-109,020
| -8% | -$9.57M |
|
229
TE Connectivity
TEL
$61.6B
| $112M | 0.08% |
746,385
-42,349
| -5% | -$6.37M |
|
230
American International
AIG
$45.3B
| $111M | 0.08% |
1,501,083
-309,080
| -17% | -$22.9M |
|
231
Kimberly-Clark
KMB
$42.9B
| $111M | 0.08% |
806,081
-69,605
| -8% | -$9.62M |
|
232
Ross Stores
ROST
$50B
| $111M | 0.08% |
765,669
-61,391
| -7% | -$8.92M |
|
233
Apollo Global Management
APO
$77.1B
| $111M | 0.08% |
938,974
-46,422
| -5% | -$5.48M |
|
234
Bank of New York Mellon
BK
$74.4B
| $110M | 0.08% |
1,841,378
-180,956
| -9% | -$10.8M |
|
|
AZPN
235
DELISTED
Aspen Technology Inc
AZPN
| $110M | 0.08% |
553,862
+153,897
| +38% | +$30.6M |
|
236
Copart
CPRT
$48.3B
| $110M | 0.08% |
2,025,573
-155,428
| -7% | -$8.42M |
|
237
Republic Services
RSG
$73B
| $108M | 0.08% |
554,432
-68,226
| -11% | -$13.3M |
|
238
Sempra
SRE
$53.6B
| $108M | 0.08% |
1,416,431
-113,899
| -7% | -$8.66M |
|
239
Ford
F
$46.5B
| $108M | 0.08% |
8,576,431
-799,416
| -9% | -$10M |
|
240
Johnson Controls International
JCI
$70.1B
| $107M | 0.08% |
1,616,554
-131,382
| -8% | -$8.73M |
|
241
Kroger
KR
$44.9B
| $107M | 0.08% |
2,140,135
+139,150
| +7% | +$6.95M |
|
242
D.R. Horton
DHI
$52.7B
| $106M | 0.08% |
752,798
-50,943
| -6% | -$7.18M |
|
243
Fidelity National Information Services
FIS
$35.9B
| $106M | 0.08% |
1,401,564
-21,772
| -2% | -$1.64M |
|
244
Dow Inc
DOW
$16.9B
| $105M | 0.08% |
1,987,900
-6,437
| -0.3% | -$341K |
|
245
Cummins
CMI
$55.2B
| $105M | 0.08% |
379,153
-31,494
| -8% | -$8.72M |
|
246
Nucor
NUE
$33.3B
| $105M | 0.08% |
662,805
-40,788
| -6% | -$6.45M |
|
|
247
GE Vernova
GEV
$163B
| $104M | 0.08% |
+607,972
| New | +$104M |
|
248
iShares MBS ETF
MBB
$41.1B
| $103M | 0.08% |
1,121,472
+47,971
| +4% | +$4.4M |
|
249
Centene
CNC
$14.1B
| $103M | 0.08% |
1,549,500
-92,192
| -6% | -$6.11M |
|
250
iShares Gold Trust Micro
IAUM
$3.58B
| $102M | 0.08% |
4,400,000
| – | – |
|