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 |
Accenture
ACN
|
$918M |
| 2 |
Linde
LIN
|
$504M |
| 3 |
Medtronic
MDT
|
$482M |
| 4 |
Chubb
CB
|
$336M |
| 5 |
Spotify
SPOT
|
$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.17B |
| 2 |
Coinbase
COIN
|
$1.12B |
| 3 |
UiPath
PATH
|
$760M |
| 4 |
Apple
AAPL
|
$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
O'Reilly Automotive
ORLY
$89.1B
| $132M | 0.09% |
2,880,885
-66,405
| -2% | -$3.03M |
|
252
Motorola Solutions
MSI
$79.7B
| $130M | 0.09% |
538,255
-95,338
| -15% | -$23.1M |
|
253
Equity Lifestyle Properties
ELS
$11.8B
| $130M | 0.09% |
1,697,467
+19,795
| +1% | +$1.51M |
|
254
Exelon
EXC
$43.8B
| $129M | 0.09% |
2,718,345
-1,397,446
| -34% | -$66.6M |
|
255
AeroVironment
AVAV
$11.3B
| $129M | 0.09% |
1,371,808
+184,557
| +16% | +$17.4M |
|
256
lululemon athletica
LULU
$24.7B
| $129M | 0.09% |
352,981
-47,484
| -12% | -$17.3M |
|
257
Snap
SNAP
$12B
| $129M | 0.09% |
3,576,156
-1,239,680
| -26% | -$44.6M |
|
|
SPLK
258
DELISTED
Splunk Inc
SPLK
| $128M | 0.09% |
859,451
-719,117
| -46% | -$107M |
|
259
Best Buy
BBY
$16.3B
| $128M | 0.09% |
1,404,386
-257,956
| -16% | -$23.4M |
|
260
Pacific Biosciences
PACB
$372M
| $128M | 0.09% |
14,021,205
+2,106,180
| +18% | +$19.2M |
|
261
Xcel Energy
XEL
$42.7B
| $127M | 0.08% |
1,764,509
-18,992
| -1% | -$1.37M |
|
262
AutoZone
AZO
$70.8B
| $127M | 0.08% |
62,269
-1,607
| -3% | -$3.29M |
|
263
McKesson
MCK
$86B
| $127M | 0.08% |
415,822
-7,965
| -2% | -$2.44M |
|
264
Alcon
ALC
$39B
| $127M | 0.08% |
+1,589,690
| New | +$127M |
|
265
SolarEdge
SEDG
$2.03B
| $127M | 0.08% |
393,969
+5,944
| +2% | +$1.92M |
|
266
Aflac
AFL
$58.1B
| $127M | 0.08% |
1,970,901
-48,165
| -2% | -$3.1M |
|
267
Equity Residential
EQR
$25B
| $126M | 0.08% |
1,401,050
-30,540
| -2% | -$2.75M |
|
268
Ventas
VTR
$30.8B
| $126M | 0.08% |
2,038,587
-881,602
| -30% | -$54.4M |
|
269
Ecolab
ECL
$78B
| $125M | 0.08% |
710,545
-923
| -0.1% | -$163K |
|
270
SBA Communications
SBAC
$21B
| $125M | 0.08% |
363,852
-14,890
| -4% | -$5.12M |
|
271
Consolidated Edison
ED
$35.3B
| $125M | 0.08% |
1,318,370
+58,426
| +5% | +$5.53M |
|
272
Amphenol
APH
$138B
| $125M | 0.08% |
3,313,096
-36,374
| -1% | -$1.37M |
|
273
Hartford Financial Services
HIG
$37.9B
| $124M | 0.08% |
1,732,874
-69,279
| -4% | -$4.97M |
|
274
Alexandria Real Estate Equities
ARE
$14.2B
| $123M | 0.08% |
612,333
+4,542
| +0.7% | +$914K |
|
275
10x Genomics
TXG
$1.69B
| $123M | 0.08% |
1,618,353
+184,168
| +13% | +$14M |
|