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 |
Amazon
AMZN
|
$2.8B |
| 2 |
iShares Gold Trust
IAU
|
$997M |
| 3 |
UiPath
PATH
|
$437M |
| 4 |
Shopify
SHOP
|
$355M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
Baidu
BIDU
|
$99.6M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Johnson Controls International
JCI
$69.2B
| $118M | 0.09% |
2,472,096
+419,893
| +20% | +$20.1M |
|
252
Cintas
CTAS
$83.2B
| $118M | 0.09% |
316,737
-188,242
| -37% | -$70.3M |
|
253
Bank of New York Mellon
BK
$73.3B
| $118M | 0.09% |
2,833,515
+513,597
| +22% | +$21.4M |
|
|
WBA
254
DELISTED
Walgreens Boots Alliance
WBA
| $117M | 0.09% |
3,078,016
+44,526
| +1% | +$1.69M |
|
255
Motorola Solutions
MSI
$79B
| $116M | 0.09% |
555,361
+17,106
| +3% | +$3.59M |
|
256
Electronic Arts
EA
$43B
| $116M | 0.09% |
952,955
+26,218
| +3% | +$3.19M |
|
257
Trane Technologies
TT
$91.3B
| $116M | 0.09% |
890,606
-486,401
| -35% | -$63.2M |
|
258
Hershey
HSY
$37.5B
| $116M | 0.09% |
537,263
+16,942
| +3% | +$3.65M |
|
259
Ecolab
ECL
$78.2B
| $115M | 0.09% |
750,842
+40,297
| +6% | +$6.2M |
|
260
Marriott International Class A Common Stock
MAR
$71B
| $115M | 0.09% |
847,550
+57,269
| +7% | +$7.79M |
|
261
eBay
EBAY
$41.1B
| $115M | 0.09% |
2,762,470
+667,181
| +32% | +$27.8M |
|
262
Williams Companies
WMB
$70.1B
| $115M | 0.09% |
3,680,924
+326,775
| +10% | +$10.2M |
|
263
Prudential Financial
PRU
$37.5B
| $115M | 0.09% |
1,198,254
+82,130
| +7% | +$7.86M |
|
264
Marvell Technology
MRVL
$53.8B
| $115M | 0.09% |
+2,633,516
| New | +$115M |
|
265
SBA Communications
SBAC
$22B
| $114M | 0.09% |
356,802
-7,050
| -2% | -$2.26M |
|
266
Fortinet
FTNT
$58.2B
| $114M | 0.09% |
2,014,957
+1,562,454
| +345% | +$88.4M |
|
267
Waters Corp
WAT
$17.4B
| $114M | 0.09% |
343,578
+69,720
| +25% | +$23.1M |
|
268
Phillips 66
PSX
$53.6B
| $113M | 0.09% |
1,382,313
+67,105
| +5% | +$5.5M |
|
|
DFS
269
DELISTED
Discover Financial Services
DFS
| $113M | 0.09% |
1,198,287
+344,578
| +40% | +$32.6M |
|
270
Edison International
EIX
$21.3B
| $113M | 0.09% |
1,785,779
+755,886
| +73% | +$47.8M |
|
271
WEC Energy
WEC
$34.3B
| $112M | 0.09% |
1,116,963
+31,424
| +3% | +$3.16M |
|
272
Amphenol
APH
$131B
| $112M | 0.09% |
1,737,628
+81,080
| +5% | +$5.22M |
|
273
Aflac
AFL
$56.3B
| $111M | 0.09% |
2,007,530
+36,629
| +2% | +$2.03M |
|
274
Jacobs Solutions
J
$17.4B
| $110M | 0.08% |
868,357
+44,501
| +5% | +$5.66M |
|
275
Nucor
NUE
$33.5B
| $110M | 0.08% |
1,050,464
+144,018
| +16% | +$15M |
|