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 |
Roku
ROKU
|
$256M |
| 2 |
Zoom
ZM
|
$236M |
| 3 |
Robinhood
HOOD
|
$185M |
| 4 |
Twilio
TWLO
|
$164M |
| 5 |
Microsoft
MSFT
|
$152M |
Top Sells
| 1 |
Tesla
TSLA
|
$796M |
| 2 |
Meta Platforms (Facebook)
META
|
$472M |
| 3 |
Zillow
Z
|
$361M |
| 4 |
Apple
AAPL
|
$338M |
| 5 |
PayPal
PYPL
|
$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Kimberly-Clark
KMB
$42.9B
| $141M | 0.09% |
989,064
-317,797
| -24% | -$45.4M |
|
252
Corteva
CTVA
$49B
| $141M | 0.09% |
2,987,207
-821,401
| -22% | -$38.8M |
|
|
AZPN
253
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $140M | 0.08% |
917,237
| – | – |
|
254
O'Reilly Automotive
ORLY
$90B
| $139M | 0.08% |
2,947,290
-129,810
| -4% | -$6.11M |
|
255
Kroger
KR
$44.6B
| $139M | 0.08% |
3,062,173
-319,280
| -9% | -$14.5M |
|
256
MetLife
MET
$52.7B
| $139M | 0.08% |
2,216,601
-320,157
| -13% | -$20M |
|
257
Factset
FDS
$14.2B
| $138M | 0.08% |
284,262
+140,946
| +98% | +$68.5M |
|
258
MSCI
MSCI
$43.9B
| $138M | 0.08% |
224,976
-10,158
| -4% | -$6.22M |
|
259
KKR & Co
KKR
$123B
| $136M | 0.08% |
1,819,750
+362,078
| +25% | +$27M |
|
260
Alexandria Real Estate Equities
ARE
$14.4B
| $136M | 0.08% |
607,791
-17,640
| -3% | -$3.93M |
|
261
American Electric Power
AEP
$57.4B
| $134M | 0.08% |
1,510,330
-48,159
| -3% | -$4.28M |
|
262
Bio-Techne
TECH
$8.33B
| $134M | 0.08% |
1,038,784
+149,872
| +17% | +$19.4M |
|
263
Bank of New York Mellon
BK
$73.3B
| $134M | 0.08% |
2,309,060
-232,590
| -9% | -$13.5M |
|
264
AutoZone
AZO
$71B
| $134M | 0.08% |
63,876
-3,376
| -5% | -$7.08M |
|
265
Chipotle Mexican Grill
CMG
$53.2B
| $134M | 0.08% |
3,826,350
-164,600
| -4% | -$5.76M |
|
266
American International
AIG
$43.3B
| $132M | 0.08% |
2,329,395
-1,180,208
| -34% | -$67.1M |
|
267
Biogen
BIIB
$20.7B
| $132M | 0.08% |
552,001
+86,382
| +19% | +$20.7M |
|
|
CERN
268
DELISTED
Cerner Corp
CERN
| $132M | 0.08% |
1,423,388
+383,102
| +37% | +$35.6M |
|
|
TSP
269
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $132M | 0.08% |
3,683,206
-135,384
| -4% | -$4.85M |
|
270
CBRE Group
CBRE
$48.6B
| $132M | 0.08% |
1,216,374
-92,251
| -7% | -$10M |
|
271
Canadian Imperial Bank of Commerce
CM
$72.3B
| $130M | 0.08% |
2,236,192
-161,914
| -7% | -$9.44M |
|
272
EPAM Systems
EPAM
$9.06B
| $130M | 0.08% |
194,550
+15,144
| +8% | +$10.1M |
|
273
Equity Residential
EQR
$25.2B
| $130M | 0.08% |
1,431,590
-70,952
| -5% | -$6.42M |
|
274
Nutrien
NTR
$27.7B
| $129M | 0.08% |
1,716,563
+12,425
| +0.7% | +$934K |
|
275
Veracyte
VCYT
$2.55B
| $129M | 0.08% |
3,121,103
+164,724
| +6% | +$6.79M |
|