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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Sysco
SYY
$38.6B
| $111M | 0.09% |
1,567,424
+108,874
| +7% | +$7.7M |
|
252
Trane Technologies
TT
$91.3B
| $111M | 0.09% |
765,051
-125,555
| -14% | -$18.2M |
|
253
Exelon
EXC
$44B
| $110M | 0.09% |
2,932,627
+96,980
| +3% | +$3.63M |
|
254
Bank of New York Mellon
BK
$73.3B
| $110M | 0.09% |
2,845,876
+12,361
| +0.4% | +$476K |
|
255
SPDR Gold Trust
GLD
$109B
| $109M | 0.09% |
706,950
+218,080
| +45% | +$33.7M |
|
256
Aptiv
APTV
$17.1B
| $109M | 0.09% |
1,394,334
-1,671
| -0.1% | -$131K |
|
257
American International
AIG
$44.6B
| $109M | 0.09% |
2,296,062
-42,651
| -2% | -$2.03M |
|
258
Waste Connections
WCN
$46.9B
| $109M | 0.09% |
803,099
-8,261
| -1% | -$1.12M |
|
259
Charter Communications
CHTR
$36.1B
| $108M | 0.09% |
356,753
+2,283
| +0.6% | +$693K |
|
260
Ecolab
ECL
$78.2B
| $108M | 0.09% |
749,215
-1,627
| -0.2% | -$235K |
|
261
ResMed
RMD
$39.7B
| $108M | 0.09% |
495,327
-101,397
| -17% | -$22.1M |
|
262
Johnson Controls International
JCI
$69.2B
| $108M | 0.09% |
2,191,303
-280,793
| -11% | -$13.8M |
|
263
Zebra Technologies
ZBRA
$15.6B
| $107M | 0.09% |
408,286
-1,401
| -0.3% | -$367K |
|
264
Edison International
EIX
$21.3B
| $107M | 0.09% |
1,888,449
+102,670
| +6% | +$5.81M |
|
265
Enphase Energy
ENPH
$4.79B
| $107M | 0.09% |
384,856
+6,276
| +2% | +$1.74M |
|
266
Keysight
KEYS
$27.6B
| $107M | 0.09% |
676,811
-8,543
| -1% | -$1.34M |
|
267
Suncor Energy
SU
$50.1B
| $106M | 0.09% |
3,772,642
-74,058
| -2% | -$2.09M |
|
268
lululemon athletica
LULU
$23.5B
| $106M | 0.09% |
378,502
+25,757
| +7% | +$7.2M |
|
269
Dow Inc
DOW
$17.2B
| $105M | 0.09% |
2,401,506
-9,810
| -0.4% | -$431K |
|
270
Allstate
ALL
$53.7B
| $105M | 0.09% |
840,396
-4,424
| -0.5% | -$551K |
|
271
Williams Companies
WMB
$70.1B
| $104M | 0.09% |
3,649,021
-31,903
| -0.9% | -$913K |
|
272
iShares Core US Aggregate Bond ETF
AGG
$130B
| $104M | 0.09% |
1,079,563
+540,560
| +100% | +$52.1M |
|
273
Republic Services
RSG
$72.6B
| $104M | 0.09% |
764,089
-3,401
| -0.4% | -$463K |
|
274
TC Energy
TRP
$53.8B
| $104M | 0.09% |
2,566,320
-18,131
| -0.7% | -$732K |
|
275
Arthur J. Gallagher & Co
AJG
$77B
| $103M | 0.08% |
600,799
+5,232
| +0.9% | +$896K |
|