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 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
Automatic Data Processing
ADP
|
$82M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Arista Networks
ANET
$172B
| $116M | 0.09% |
693,614
-14,623
| -2% | -$2.45M |
|
252
Pinterest
PINS
$24.9B
| $116M | 0.09% |
4,262,480
+1,796,933
| +73% | +$49M |
|
253
Intellia Therapeutics
NTLA
$1.22B
| $116M | 0.09% |
3,112,964
+136,962
| +5% | +$5.1M |
|
254
Johnson Controls International
JCI
$69.9B
| $116M | 0.09% |
1,925,885
-118,549
| -6% | -$7.14M |
|
255
Brookfield
BN
$98.3B
| $115M | 0.09% |
3,537,221
-14,076
| -0.4% | -$458K |
|
256
Carrier Global
CARR
$55.5B
| $114M | 0.08% |
2,482,186
-126,658
| -5% | -$5.79M |
|
257
Arthur J. Gallagher & Co
AJG
$77.6B
| $113M | 0.08% |
591,031
-4,188
| -0.7% | -$801K |
|
258
10x Genomics
TXG
$1.74B
| $113M | 0.08% |
2,021,069
-156,919
| -7% | -$8.75M |
|
259
CrowdStrike
CRWD
$106B
| $112M | 0.08% |
817,721
+32,446
| +4% | +$4.45M |
|
260
Charter Communications
CHTR
$36.3B
| $112M | 0.08% |
313,518
-8,735
| -3% | -$3.12M |
|
261
Sysco
SYY
$38.5B
| $112M | 0.08% |
1,451,621
-108,218
| -7% | -$8.36M |
|
262
ON Semiconductor
ON
$20.3B
| $111M | 0.08% |
1,345,957
-160,472
| -11% | -$13.2M |
|
263
Electronic Arts
EA
$43B
| $110M | 0.08% |
909,556
-57,044
| -6% | -$6.87M |
|
264
Waste Connections
WCN
$47.5B
| $109M | 0.08% |
782,242
-9,589
| -1% | -$1.33M |
|
265
Williams Companies
WMB
$70.7B
| $108M | 0.08% |
3,633,590
-23,158
| -0.6% | -$691K |
|
266
Sea Limited
SE
$110B
| $108M | 0.08% |
1,248,548
+27,290
| +2% | +$2.36M |
|
267
Suncor Energy
SU
$50.1B
| $108M | 0.08% |
3,482,536
-54,748
| -2% | -$1.7M |
|
268
Cognizant
CTSH
$35.3B
| $108M | 0.08% |
1,766,699
+24,474
| +1% | +$1.49M |
|
269
PPG Industries
PPG
$25.1B
| $108M | 0.08% |
805,292
+68,960
| +9% | +$9.21M |
|
270
Manulife Financial
MFC
$52.2B
| $107M | 0.08% |
5,843,418
+343,132
| +6% | +$6.29M |
|
271
Illumina
ILMN
$15.8B
| $107M | 0.08% |
460,636
-1,505
| -0.3% | -$350K |
|
272
American International
AIG
$45.1B
| $107M | 0.08% |
2,120,051
-26,156
| -1% | -$1.32M |
|
273
PTC
PTC
$25.6B
| $106M | 0.08% |
829,553
-13,595
| -2% | -$1.74M |
|
274
Hilton Worldwide
HLT
$64.9B
| $106M | 0.08% |
754,984
-12,837
| -2% | -$1.81M |
|
275
TransDigm Group
TDG
$78.8B
| $106M | 0.08% |
144,097
-1,130
| -0.8% | -$833K |
|