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 |
Extra Space Storage
EXR
|
$90M |
| 2 |
Advanced Micro Devices
AMD
|
$76.6M |
| 3 |
Amphenol
APH
|
$71M |
| 4 |
Kenvue
KVUE
|
$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
$153M |
| 2 |
Johnson & Johnson
JNJ
|
$96.2M |
| 3 |
Coinbase
COIN
|
$94.4M |
| 4 |
Tesla
TSLA
|
$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Old Dominion Freight Line
ODFL
$31.6B
| $102M | 0.08% |
497,314
-6,606
| -1% | -$1.35M |
|
252
Paychex
PAYX
$48.6B
| $101M | 0.08% |
879,718
-9,339
| -1% | -$1.08M |
|
253
Zebra Technologies
ZBRA
$16.1B
| $101M | 0.08% |
427,519
-12,324
| -3% | -$2.91M |
|
254
Manulife Financial
MFC
$52B
| $101M | 0.08% |
5,507,589
+446,233
| +9% | +$8.18M |
|
255
PagerDuty
PD
$1.6B
| $101M | 0.08% |
4,482,693
-108,886
| -2% | -$2.45M |
|
256
Exelon
EXC
$43.4B
| $101M | 0.08% |
2,661,404
-41,247
| -2% | -$1.56M |
|
257
TE Connectivity
TEL
$61.4B
| $100M | 0.08% |
810,766
-18,338
| -2% | -$2.27M |
|
258
Copart
CPRT
$46.3B
| $99.9M | 0.08% |
2,318,779
-26,307
| -1% | -$1.13M |
|
259
MetLife
MET
$52.7B
| $99.8M | 0.08% |
1,586,857
-176,966
| -10% | -$11.1M |
|
260
Snowflake
SNOW
$76.1B
| $98.9M | 0.08% |
647,117
-11,589
| -2% | -$1.77M |
|
261
Waste Connections
WCN
$45.8B
| $97.9M | 0.08% |
727,862
+65,169
| +10% | +$8.76M |
|
262
Kroger
KR
$44.6B
| $97.5M | 0.08% |
2,178,611
-22,046
| -1% | -$987K |
|
263
Biogen
BIIB
$20.7B
| $97.3M | 0.08% |
378,509
-1,732
| -0.5% | -$445K |
|
264
Essex Property Trust
ESS
$17.1B
| $97.2M | 0.08% |
458,398
-123,398
| -21% | -$26.2M |
|
265
Constellation Brands
STZ
$25.6B
| $97.1M | 0.08% |
386,383
-2,923
| -0.8% | -$735K |
|
266
MSCI
MSCI
$43.9B
| $96.9M | 0.08% |
188,909
-5,473
| -3% | -$2.81M |
|
267
TransUnion
TRU
$18.2B
| $96.8M | 0.08% |
1,348,884
-35,508
| -3% | -$2.55M |
|
268
Bio-Techne
TECH
$8.34B
| $96.8M | 0.08% |
1,422,171
+57,129
| +4% | +$3.89M |
|
269
Fortinet
FTNT
$61.3B
| $96.6M | 0.08% |
1,646,661
-51,231
| -3% | -$3.01M |
|
270
Cummins
CMI
$54.6B
| $96.6M | 0.08% |
422,769
-7,279
| -2% | -$1.66M |
|
271
Capital One
COF
$141B
| $96.4M | 0.08% |
993,649
+57,339
| +6% | +$5.56M |
|
272
Cognizant
CTSH
$34.7B
| $96.3M | 0.08% |
1,421,089
-118,629
| -8% | -$8.04M |
|
273
Ross Stores
ROST
$49.8B
| $96.1M | 0.08% |
850,915
-6,444
| -0.8% | -$728K |
|
274
DexCom
DXCM
$30.6B
| $95.9M | 0.08% |
1,027,670
-12,198
| -1% | -$1.14M |
|
275
Moderna
MRNA
$9.35B
| $95.8M | 0.08% |
927,757
+81,062
| +10% | +$8.37M |
|