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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Baidu
BIDU
$32.8B
| $121M | 0.09% |
1,013,324
-16,779
| -2% | -$2.01M |
|
252
EOG Resources
EOG
$68.2B
| $120M | 0.09% |
2,378,343
-44,073
| -2% | -$2.23M |
|
253
NetEase
NTES
$86.2B
| $120M | 0.08% |
279,208
+24,515
| +10% | +$10.5M |
|
254
Zoom
ZM
$24.4B
| $119M | 0.08% |
469,546
+466,946
| +17,959% | +$118M |
|
255
Idexx Laboratories
IDXX
$51.8B
| $118M | 0.08% |
357,338
-58,501
| -14% | -$19.3M |
|
256
VF Corp
VFC
$5.91B
| $118M | 0.08% |
1,935,398
-227,607
| -11% | -$13.9M |
|
257
Clorox
CLX
$14.5B
| $118M | 0.08% |
536,663
-10,498
| -2% | -$2.3M |
|
258
Valero Energy
VLO
$47.2B
| $118M | 0.08% |
1,999,704
-242,089
| -11% | -$14.2M |
|
259
Consolidated Edison
ED
$35.4B
| $117M | 0.08% |
1,629,288
+3,329
| +0.2% | +$239K |
|
260
Capital One
COF
$145B
| $117M | 0.08% |
1,870,425
-349,835
| -16% | -$21.9M |
|
261
Eversource Energy
ES
$23.8B
| $117M | 0.08% |
1,405,428
-18,147
| -1% | -$1.51M |
|
262
Yum! Brands
YUM
$40.8B
| $117M | 0.08% |
1,345,202
-63,468
| -5% | -$5.52M |
|
263
CoStar Group
CSGP
$37.9B
| $116M | 0.08% |
163,621
-6,619
| -4% | -$4.7M |
|
264
Cummins
CMI
$54.9B
| $116M | 0.08% |
668,153
-84,971
| -11% | -$14.7M |
|
265
Monster Beverage
MNST
$60.9B
| $116M | 0.08% |
1,669,946
-32,948
| -2% | -$2.28M |
|
266
MSCI
MSCI
$43.9B
| $115M | 0.08% |
343,795
-166,506
| -33% | -$55.6M |
|
267
Aflac
AFL
$57.2B
| $115M | 0.08% |
3,184,986
-466,366
| -13% | -$16.8M |
|
268
AutoZone
AZO
$70.2B
| $114M | 0.08% |
101,329
-50,387
| -33% | -$56.8M |
|
|
TWTR
269
DELISTED
Twitter, Inc.
TWTR
| $114M | 0.08% |
3,818,801
-71,330
| -2% | -$2.12M |
|
270
Waste Connections
WCN
$47.5B
| $114M | 0.08% |
1,214,456
+4,017
| +0.3% | +$376K |
|
271
Edison International
EIX
$21.6B
| $112M | 0.08% |
2,088,386
+262,811
| +14% | +$14.1M |
|
272
Kellanova
K
$27.6B
| $112M | 0.08% |
1,692,210
+545,078
| +48% | +$36M |
|
273
TransDigm Group
TDG
$78.8B
| $111M | 0.08% |
251,472
-41,565
| -14% | -$18.4M |
|
274
McKesson
MCK
$85.4B
| $111M | 0.08% |
724,539
+28,912
| +4% | +$4.44M |
|
275
Equity Lifestyle Properties
ELS
$11.7B
| $111M | 0.08% |
1,773,875
+356,633
| +25% | +$22.3M |
|