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
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
CoStar Group
CSGP
$37.9B
| $126M | 0.09% |
148,889
-14,732
| -9% | -$12.5M |
|
252
Essex Property Trust
ESS
$17.4B
| $126M | 0.09% |
628,311
-19,922
| -3% | -$4M |
|
253
Constellation Brands
STZ
$28.5B
| $126M | 0.08% |
663,757
-39,235
| -6% | -$7.44M |
|
254
Monster Beverage
MNST
$60.9B
| $125M | 0.08% |
1,555,417
-114,529
| -7% | -$9.19M |
|
255
PTC
PTC
$25.6B
| $124M | 0.08% |
1,501,110
-980,639
| -40% | -$81.1M |
|
256
Amphenol
APH
$133B
| $123M | 0.08% |
1,136,199
-533,278
| -32% | -$57.7M |
|
257
Capital One
COF
$145B
| $123M | 0.08% |
1,711,839
-158,586
| -8% | -$11.4M |
|
258
Twist Bioscience
TWST
$1.63B
| $123M | 0.08% |
1,616,378
+639,384
| +65% | +$48.6M |
|
259
Agilent Technologies
A
$35.7B
| $121M | 0.08% |
1,203,221
-640,158
| -35% | -$64.6M |
|
260
Consolidated Edison
ED
$35.4B
| $121M | 0.08% |
1,552,286
-77,002
| -5% | -$5.99M |
|
261
Intellia Therapeutics
NTLA
$1.22B
| $121M | 0.08% |
6,062,516
-132,673
| -2% | -$2.64M |
|
262
Labcorp
LH
$23.1B
| $120M | 0.08% |
637,605
+18,633
| +3% | +$3.51M |
|
263
Waste Connections
WCN
$47.5B
| $120M | 0.08% |
1,150,949
-63,507
| -5% | -$6.6M |
|
264
Cardinal Health
CAH
$35.5B
| $118M | 0.08% |
2,517,373
+800,643
| +47% | +$37.6M |
|
265
Weyerhaeuser
WY
$18.7B
| $118M | 0.08% |
4,140,408
+297,683
| +8% | +$8.49M |
|
266
MetLife
MET
$54.1B
| $118M | 0.08% |
3,174,540
-271,106
| -8% | -$10.1M |
|
267
Pinduoduo
PDD
$171B
| $118M | 0.08% |
1,584,835
-642,632
| -29% | -$47.7M |
|
268
Alexandria Real Estate Equities
ARE
$14.1B
| $117M | 0.08% |
731,880
-65,311
| -8% | -$10.4M |
|
269
Clorox
CLX
$14.5B
| $117M | 0.08% |
555,648
+18,985
| +4% | +$3.99M |
|
270
Synchrony
SYF
$28.4B
| $116M | 0.08% |
4,447,652
+559,893
| +14% | +$14.7M |
|
271
Iovance Biotherapeutics
IOVA
$807M
| $116M | 0.08% |
3,519,745
+759,199
| +28% | +$25M |
|
272
Phillips 66
PSX
$54B
| $116M | 0.08% |
2,231,425
+234,454
| +12% | +$12.2M |
|
273
Franco-Nevada
FNV
$36.3B
| $115M | 0.08% |
825,744
-94,223
| -10% | -$13.2M |
|
274
KLA
KLAC
$115B
| $115M | 0.08% |
592,575
-73,522
| -11% | -$14.2M |
|
275
Peloton Interactive
PTON
$3.1B
| $115M | 0.08% |
+1,154,569
| New | +$115M |
|