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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Corteva
CTVA
$50.4B
| $143M | 0.09% |
3,075,449
-84,943
| -3% | -$3.96M |
|
|
DFS
252
DELISTED
Discover Financial Services
DFS
| $142M | 0.09% |
1,499,257
+99,130
| +7% | +$9.42M |
|
253
Cognizant
CTSH
$35.3B
| $142M | 0.09% |
1,817,529
-52,356
| -3% | -$4.09M |
|
254
Etsy
ETSY
$5.12B
| $142M | 0.09% |
703,869
+22,693
| +3% | +$4.58M |
|
255
Sysco
SYY
$38.5B
| $142M | 0.09% |
1,800,505
-868,436
| -33% | -$68.4M |
|
256
VICI Properties
VICI
$36B
| $142M | 0.09% |
5,013,954
+355,450
| +8% | +$10M |
|
257
Kroger
KR
$44.9B
| $140M | 0.09% |
3,886,377
+528,630
| +16% | +$19M |
|
258
CoStar Group
CSGP
$37.9B
| $140M | 0.09% |
170,104
+8,871
| +6% | +$7.29M |
|
259
General Mills
GIS
$26.4B
| $138M | 0.09% |
2,244,085
-56,017
| -2% | -$3.43M |
|
260
Corning
GLW
$58.7B
| $137M | 0.09% |
3,146,807
-1,111,443
| -26% | -$48.4M |
|
261
Ross Stores
ROST
$48.1B
| $137M | 0.09% |
1,141,578
-31,397
| -3% | -$3.76M |
|
262
Roper Technologies
ROP
$56.6B
| $136M | 0.09% |
337,860
-8,891
| -3% | -$3.59M |
|
263
Tractor Supply
TSCO
$32.7B
| $135M | 0.08% |
764,189
+341,342
| +81% | +$60.4M |
|
264
Idexx Laboratories
IDXX
$51.8B
| $135M | 0.08% |
275,342
-4,621
| -2% | -$2.26M |
|
265
Xcel Energy
XEL
$42.8B
| $134M | 0.08% |
2,013,871
-56,872
| -3% | -$3.78M |
|
266
Cognex
CGNX
$7.38B
| $133M | 0.08% |
1,606,290
-132,840
| -8% | -$11M |
|
267
Paychex
PAYX
$50.1B
| $133M | 0.08% |
1,353,054
-41,608
| -3% | -$4.08M |
|
268
Cardinal Health
CAH
$35.5B
| $132M | 0.08% |
2,176,956
-45,255
| -2% | -$2.75M |
|
269
Valero Energy
VLO
$47.2B
| $132M | 0.08% |
1,844,070
-379,096
| -17% | -$27.1M |
|
270
DuPont de Nemours
DD
$32.2B
| $132M | 0.08% |
1,705,229
-704,182
| -29% | -$54.4M |
|
271
Align Technology
ALGN
$10.3B
| $132M | 0.08% |
243,170
-24,310
| -9% | -$13.2M |
|
272
Marriott International Class A Common Stock
MAR
$72.7B
| $131M | 0.08% |
887,367
-20,601
| -2% | -$3.05M |
|
273
Chipotle Mexican Grill
CMG
$56B
| $131M | 0.08% |
92,374
-2,143
| -2% | -$3.04M |
|
274
Constellation Brands
STZ
$28.5B
| $131M | 0.08% |
573,344
-10,655
| -2% | -$2.43M |
|
275
Conagra Brands
CAG
$8.99B
| $130M | 0.08% |
3,467,348
-49,902
| -1% | -$1.88M |
|