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 |
Apple
AAPL
|
$331M |
| 2 |
Amazon
AMZN
|
$131M |
| 3 |
Oracle
ORCL
|
$116M |
| 4 |
Visa
V
|
$116M |
| 5 |
TE Connectivity
TEL
|
$103M |
Top Sells
| 1 |
Tesla
TSLA
|
$263M |
| 2 |
Palantir
PLTR
|
$231M |
| 3 |
Robinhood
HOOD
|
$203M |
| 4 |
Stryker
SYK
|
$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Datadog
DDOG
$46B
| $125M | 0.08% |
872,341
-13,880
| -2% | -$1.98M |
|
227
Unity
U
$17B
| $125M | 0.08% |
5,542,543
-2,146,842
| -28% | -$48.2M |
|
228
Microchip Technology
MCHP
$34.8B
| $123M | 0.08% |
2,144,811
+25,451
| +1% | +$1.46M |
|
229
Corteva
CTVA
$49.3B
| $123M | 0.08% |
2,153,374
-274,092
| -11% | -$15.6M |
|
230
American Electric Power
AEP
$58.1B
| $122M | 0.08% |
1,322,204
+5,552
| +0.4% | +$512K |
|
231
Sea Limited
SE
$112B
| $121M | 0.08% |
1,144,493
-22,858
| -2% | -$2.43M |
|
232
Twist Bioscience
TWST
$1.55B
| $121M | 0.08% |
2,612,964
-248,702
| -9% | -$11.6M |
|
233
Extra Space Storage
EXR
$30.5B
| $121M | 0.08% |
806,509
+8,090
| +1% | +$1.21M |
|
234
Strategy Inc Common Stock Class A
MSTR
$92.9B
| $120M | 0.08% |
415,098
+71,934
| +21% | +$20.8M |
|
235
Pure Storage
PSTG
$25.7B
| $120M | 0.08% |
1,952,156
-148,225
| -7% | -$9.11M |
|
236
Ross Stores
ROST
$50B
| $120M | 0.08% |
792,637
+14,459
| +2% | +$2.19M |
|
237
SoFi Technologies
SOFI
$30.4B
| $119M | 0.08% |
7,732,843
-2,313,418
| -23% | -$35.6M |
|
238
Copart
CPRT
$48.3B
| $119M | 0.08% |
2,068,068
+1,990
| +0.1% | +$114K |
|
239
Baker Hughes
BKR
$45.7B
| $118M | 0.08% |
2,881,441
-54,547
| -2% | -$2.24M |
|
240
Ameriprise Financial
AMP
$48.3B
| $118M | 0.08% |
221,911
+2,455
| +1% | +$1.31M |
|
241
Paychex
PAYX
$49.4B
| $118M | 0.08% |
838,857
+6,890
| +0.8% | +$966K |
|
242
Natera
NTRA
$22.9B
| $117M | 0.08% |
740,837
+69,455
| +10% | +$11M |
|
243
First Citizens BancShares
FCNCA
$26B
| $116M | 0.08% |
54,831
+30,828
| +128% | +$65.1M |
|
244
Illumina
ILMN
$15.5B
| $116M | 0.08% |
865,546
+466,519
| +117% | +$62.3M |
|
245
Invitation Homes
INVH
$18.6B
| $114M | 0.08% |
3,577,501
+23,045
| +0.6% | +$737K |
|
246
TransUnion
TRU
$17.3B
| $114M | 0.08% |
1,224,341
-83,687
| -6% | -$7.76M |
|
247
Cheniere Energy
LNG
$52.1B
| $113M | 0.08% |
527,308
-9,859
| -2% | -$2.12M |
|
248
Marathon Petroleum
MPC
$54.4B
| $113M | 0.08% |
808,640
-37,668
| -4% | -$5.25M |
|
249
Republic Services
RSG
$73B
| $112M | 0.08% |
559,143
-6,899
| -1% | -$1.39M |
|
250
Dominion Energy
D
$50.2B
| $112M | 0.08% |
2,086,092
+165,613
| +9% | +$8.92M |
|