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 |
iShares Gold Trust
IAU
|
$282M |
| 2 |
Walt Disney
DIS
|
$135M |
| 3 |
Microsoft
MSFT
|
$89M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
$66.6M |
| 5 |
SPDR Gold Trust
GLD
|
$62.9M |
Top Sells
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$192M |
| 2 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$82.3M |
| 3 |
Oracle
ORCL
|
$55M |
| 4 |
PG&E
PCG
|
$46.6M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$42.2M |
Sector Composition
| 1 | Technology | 18.11% |
| 2 | Financials | 15.3% |
| 3 | Healthcare | 13.11% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
McKesson
MCK
$86.7B
| $91.6M | 0.08% |
782,470
-5,600
| -0.7% | -$656K |
|
|
MDSO
252
DELISTED
Medidata Solutions, Inc.
MDSO
| $91.6M | 0.08% |
1,250,464
+172,074
| +16% | +$12.6M |
|
253
Waste Connections
WCN
$45.9B
| $91M | 0.08% |
1,027,306
+10,042
| +1% | +$890K |
|
254
Hewlett Packard
HPE
$31B
| $90.8M | 0.08% |
5,883,115
+17,317
| +0.3% | +$267K |
|
255
International Paper
IP
$25B
| $90.5M | 0.08% |
2,065,394
+382,814
| +23% | +$16.8M |
|
256
Eversource Energy
ES
$23.3B
| $90.4M | 0.08% |
1,274,558
+41,880
| +3% | +$2.97M |
|
257
Newmont
NEM
$83.2B
| $89.8M | 0.08% |
2,511,356
+79,715
| +3% | +$2.85M |
|
258
Parker-Hannifin
PH
$96.3B
| $89.6M | 0.08% |
521,970
+4,403
| +0.9% | +$756K |
|
259
Carnival Corp
CCL
$42.8B
| $89.3M | 0.08% |
1,760,023
-2,822
| -0.2% | -$143K |
|
260
Las Vegas Sands
LVS
$36.9B
| $89.1M | 0.08% |
1,461,803
+3,949
| +0.3% | +$241K |
|
261
PPL Corp
PPL
$26.4B
| $89.1M | 0.08% |
2,806,072
+198,652
| +8% | +$6.31M |
|
262
T-Mobile US
TMUS
$273B
| $88.9M | 0.08% |
1,286,380
+2,269
| +0.2% | +$157K |
|
263
Ulta Beauty
ULTA
$23.3B
| $88.7M | 0.08% |
254,439
+26,125
| +11% | +$9.11M |
|
264
M&T Bank
MTB
$31.1B
| $88.7M | 0.08% |
564,642
+39,366
| +7% | +$6.18M |
|
265
TransDigm Group
TDG
$72.9B
| $88.4M | 0.08% |
194,745
+1,812
| +0.9% | +$823K |
|
266
Monster Beverage
MNST
$61.5B
| $87.1M | 0.08% |
3,191,432
+78,904
| +3% | +$2.15M |
|
267
Clorox
CLX
$15.4B
| $86.2M | 0.08% |
536,966
+18,750
| +4% | +$3.01M |
|
268
Rogers Communications
RCI
$19.3B
| $85.2M | 0.08% |
1,584,514
+57,553
| +4% | +$3.09M |
|
269
Ameren
AEE
$27B
| $84.9M | 0.08% |
1,154,921
+44,729
| +4% | +$3.29M |
|
270
Global Payments
GPN
$21.2B
| $84.8M | 0.08% |
621,231
+1,016
| +0.2% | +$139K |
|
271
VeriSign
VRSN
$26.4B
| $84.5M | 0.08% |
465,630
+1,176
| +0.3% | +$214K |
|
272
Rockwell Automation
ROK
$38.8B
| $84.5M | 0.08% |
481,724
+389
| +0.1% | +$68.3K |
|
273
Align Technology
ALGN
$9.92B
| $84.5M | 0.08% |
297,101
-10,039
| -3% | -$2.85M |
|
274
Sun Life Financial
SLF
$32.9B
| $84.5M | 0.08% |
2,199,103
+13,367
| +0.6% | +$513K |
|
275
Nasdaq
NDAQ
$54.5B
| $83.9M | 0.08% |
2,878,206
-97,557
| -3% | -$2.85M |
|