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 |
Microsoft
MSFT
|
$200M |
| 2 |
NVIDIA
NVDA
|
$184M |
| 3 |
Amazon
AMZN
|
$173M |
| 4 |
Mastercard
MA
|
$123M |
| 5 |
Apple
AAPL
|
$120M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
FedEx
FDX
$53.1B
| $118M | 0.07% |
520,857
-24,809
| -5% | -$5.64M |
|
252
Illumina
ILMN
$15.7B
| $118M | 0.07% |
1,234,823
+184,620
| +18% | +$17.6M |
|
253
CRISPR Therapeutics
CRSP
$4.76B
| $117M | 0.07% |
2,414,838
-125,051
| -5% | -$6.08M |
|
254
Keurig Dr Pepper
KDP
$39.3B
| $117M | 0.07% |
3,551,777
+245,765
| +7% | +$8.12M |
|
255
Exelon
EXC
$43.7B
| $117M | 0.07% |
2,688,783
+246,766
| +10% | +$10.7M |
|
256
Monster Beverage
MNST
$61.2B
| $116M | 0.07% |
1,859,273
+36,204
| +2% | +$2.27M |
|
257
Sempra
SRE
$52.9B
| $116M | 0.07% |
1,532,526
+89,122
| +6% | +$6.75M |
|
258
TSMC
TSM
$1.24T
| $115M | 0.07% |
509,775
+2,905
| +0.6% | +$658K |
|
259
Dominion Energy
D
$49.3B
| $115M | 0.07% |
2,041,770
-67,667
| -3% | -$3.82M |
|
260
Baker Hughes
BKR
$44.8B
| $113M | 0.07% |
2,939,024
+24,206
| +0.8% | +$928K |
|
261
Phillips 66
PSX
$52.7B
| $112M | 0.07% |
941,568
+17,247
| +2% | +$2.06M |
|
262
Pure Storage
PSTG
$25.7B
| $112M | 0.07% |
1,947,316
-62,894
| -3% | -$3.62M |
|
263
Copart
CPRT
$46.4B
| $111M | 0.07% |
2,262,850
+148,722
| +7% | +$7.3M |
|
264
General Motors
GM
$55.4B
| $111M | 0.07% |
2,254,492
-397,399
| -15% | -$19.6M |
|
265
Cognizant
CTSH
$35.1B
| $111M | 0.07% |
1,417,432
+38,917
| +3% | +$3.04M |
|
266
Genpact
G
$7.82B
| $110M | 0.07% |
2,501,688
+203,015
| +9% | +$8.93M |
|
267
Sun Communities
SUI
$16.3B
| $110M | 0.07% |
868,039
+81,521
| +10% | +$10.3M |
|
268
iShares MBS ETF
MBB
$41.3B
| $109M | 0.07% |
1,160,057
+14,070
| +1% | +$1.32M |
|
269
Ferguson
FERG
$47.8B
| $109M | 0.07% |
499,430
+6,842
| +1% | +$1.49M |
|
270
Idexx Laboratories
IDXX
$51.6B
| $108M | 0.07% |
201,918
+2,528
| +1% | +$1.36M |
|
271
Edwards Lifesciences
EW
$47.5B
| $108M | 0.07% |
1,375,336
+17,937
| +1% | +$1.4M |
|
272
Kimberly-Clark
KMB
$43B
| $107M | 0.07% |
826,933
+17,630
| +2% | +$2.27M |
|
273
Take-Two Interactive
TTWO
$44B
| $106M | 0.07% |
436,274
+13,917
| +3% | +$3.38M |
|
274
Guardant Health
GH
$7.38B
| $106M | 0.07% |
2,030,638
+673,411
| +50% | +$35M |
|
275
Verisk Analytics
VRSK
$37.6B
| $105M | 0.07% |
338,608
+4,536
| +1% | +$1.41M |
|