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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
TransUnion
TRU
$18.2B
| $108M | 0.08% |
1,384,392
+184,564
| +15% | +$14.5M |
|
252
Biogen
BIIB
$20.7B
| $108M | 0.08% |
380,241
-61,256
| -14% | -$17.4M |
|
253
Crown Castle
CCI
$40.9B
| $108M | 0.08% |
945,472
-184,218
| -16% | -$21M |
|
254
Copart
CPRT
$47.1B
| $107M | 0.08% |
2,345,086
-155,172
| -6% | -$7.08M |
|
255
iShares Core S&P 500 ETF
IVV
$666B
| $106M | 0.08% |
238,435
+69,797
| +41% | +$31.1M |
|
256
Idexx Laboratories
IDXX
$52.2B
| $106M | 0.08% |
210,587
-31,153
| -13% | -$15.6M |
|
257
Yum! Brands
YUM
$41.1B
| $106M | 0.08% |
761,489
+37,342
| +5% | +$5.17M |
|
258
Cummins
CMI
$54.8B
| $105M | 0.08% |
430,048
-85,574
| -17% | -$21M |
|
259
Arista Networks
ANET
$176B
| $104M | 0.08% |
2,575,760
-198,696
| -7% | -$8.05M |
|
260
Occidental Petroleum
OXY
$44.7B
| $104M | 0.08% |
1,774,683
-290,710
| -14% | -$17.1M |
|
261
Williams Companies
WMB
$69.4B
| $103M | 0.08% |
3,171,399
-462,191
| -13% | -$15.1M |
|
262
Trade Desk
TTD
$25.4B
| $103M | 0.08% |
1,339,941
-167,644
| -11% | -$12.9M |
|
263
Kroger
KR
$45B
| $103M | 0.08% |
2,200,657
-182,159
| -8% | -$8.56M |
|
264
D.R. Horton
DHI
$54.9B
| $103M | 0.08% |
849,128
-165,938
| -16% | -$20.2M |
|
265
PagerDuty
PD
$1.6B
| $103M | 0.08% |
4,591,579
-46,258
| -1% | -$1.04M |
|
266
Moderna
MRNA
$9.66B
| $103M | 0.08% |
846,695
-117,902
| -12% | -$14.3M |
|
267
Republic Services
RSG
$71.2B
| $103M | 0.08% |
670,872
-77,468
| -10% | -$11.9M |
|
268
Newmont
NEM
$83.2B
| $103M | 0.08% |
2,407,720
-340,327
| -12% | -$14.5M |
|
269
Capital One
COF
$141B
| $102M | 0.08% |
936,310
-340,393
| -27% | -$37.2M |
|
270
W.W. Grainger
GWW
$47.7B
| $101M | 0.08% |
127,608
-17,541
| -12% | -$13.8M |
|
271
Cognizant
CTSH
$34.8B
| $101M | 0.08% |
1,539,718
-226,981
| -13% | -$14.8M |
|
272
Xcel Energy
XEL
$42.4B
| $100M | 0.08% |
1,609,676
-222,172
| -12% | -$13.8M |
|
273
Truist Financial
TFC
$59.3B
| $99.8M | 0.08% |
3,288,987
-980,645
| -23% | -$29.8M |
|
274
MetLife
MET
$52.9B
| $99.7M | 0.08% |
1,763,823
-248,231
| -12% | -$14M |
|
275
Paychex
PAYX
$48.7B
| $99.5M | 0.08% |
889,057
-285,555
| -24% | -$31.9M |
|