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
|
$124M |
| 2 |
Microsoft
MSFT
|
$108M |
| 3 |
Apple
AAPL
|
$101M |
| 4 |
Nu Holdings
NU
|
$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Invitation Homes
INVH
$18.6B
| $125M | 0.09% |
3,554,456
+50,881
| +1% | +$1.79M |
|
227
Kroger
KR
$44.9B
| $125M | 0.09% |
2,176,218
+36,083
| +2% | +$2.07M |
|
228
Phillips 66
PSX
$53.2B
| $124M | 0.09% |
946,078
-47,372
| -5% | -$6.23M |
|
229
General Motors
GM
$55.4B
| $124M | 0.09% |
2,766,026
-2,693
| -0.1% | -$121K |
|
230
Equity Residential
EQR
$25B
| $124M | 0.09% |
1,665,380
-11,065
| -0.7% | -$824K |
|
231
Bank of New York Mellon
BK
$74.4B
| $124M | 0.09% |
1,724,132
-117,246
| -6% | -$8.43M |
|
232
Allstate
ALL
$54.9B
| $123M | 0.09% |
650,381
+12,162
| +2% | +$2.31M |
|
233
Cummins
CMI
$55.2B
| $122M | 0.08% |
375,939
-3,214
| -0.8% | -$1.04M |
|
234
Sempra
SRE
$53.6B
| $121M | 0.08% |
1,445,967
+29,536
| +2% | +$2.47M |
|
235
Apollo Global Management
APO
$77.1B
| $119M | 0.08% |
951,790
+12,816
| +1% | +$1.6M |
|
236
General Mills
GIS
$26.5B
| $118M | 0.08% |
1,594,383
+8,345
| +0.5% | +$616K |
|
237
Fortinet
FTNT
$58.6B
| $117M | 0.08% |
1,513,724
+14,849
| +1% | +$1.15M |
|
238
Centene
CNC
$14.1B
| $117M | 0.08% |
1,558,706
+9,206
| +0.6% | +$693K |
|
239
Fidelity National Information Services
FIS
$35.9B
| $117M | 0.08% |
1,399,917
-1,647
| -0.1% | -$138K |
|
240
Ross Stores
ROST
$50B
| $117M | 0.08% |
778,178
+12,509
| +2% | +$1.88M |
|
241
W.W. Grainger
GWW
$49.2B
| $117M | 0.08% |
112,404
-151
| -0.1% | -$157K |
|
242
Kimberly-Clark
KMB
$42.9B
| $116M | 0.08% |
818,018
+11,937
| +1% | +$1.7M |
|
243
Lennar Class A
LEN
$35.8B
| $114M | 0.08% |
627,466
-49,414
| -7% | -$8.97M |
|
244
Republic Services
RSG
$73B
| $114M | 0.08% |
566,042
+11,610
| +2% | +$2.33M |
|
245
Arch Capital
ACGL
$34.4B
| $112M | 0.08% |
1,002,798
+10,817
| +1% | +$1.21M |
|
246
DoorDash
DASH
$106B
| $112M | 0.08% |
782,929
+111,846
| +17% | +$16M |
|
247
Paychex
PAYX
$49.4B
| $112M | 0.08% |
831,967
+12,178
| +1% | +$1.63M |
|
248
MetLife
MET
$54.4B
| $111M | 0.08% |
1,346,466
-11,348
| -0.8% | -$936K |
|
249
Kenvue
KVUE
$39.4B
| $111M | 0.08% |
4,800,461
+583,887
| +14% | +$13.5M |
|
250
Dominion Energy
D
$50.2B
| $111M | 0.08% |
1,920,479
+25,111
| +1% | +$1.45M |
|