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 |
Broadcom
AVGO
|
$192M |
| 2 |
Cencora
COR
|
$123M |
| 3 |
IQVIA
IQV
|
$60.2M |
| 4 |
CRH
CRH
|
$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
$56M |
Top Sells
| 1 |
Coinbase
COIN
|
$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$184M |
| 3 |
Apple
AAPL
|
$142M |
| 4 |
NVIDIA
NVDA
|
$125M |
| 5 |
VMW
VMware, Inc
VMW
|
$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Aptiv
APTV
$17.8B
| $113M | 0.08% |
1,255,005
-10,949
| -0.9% | -$982K |
|
252
TE Connectivity
TEL
$61.4B
| $112M | 0.08% |
799,790
-10,976
| -1% | -$1.54M |
|
253
Monster Beverage
MNST
$61.3B
| $112M | 0.08% |
1,947,211
-9,619
| -0.5% | -$554K |
|
254
Cheniere Energy
LNG
$51.3B
| $112M | 0.08% |
653,513
-8,823
| -1% | -$1.51M |
|
255
Bio-Techne
TECH
$8.33B
| $111M | 0.08% |
1,441,194
+19,023
| +1% | +$1.47M |
|
256
American Electric Power
AEP
$57.4B
| $111M | 0.08% |
1,367,201
+11,593
| +0.9% | +$942K |
|
257
MetLife
MET
$52.7B
| $111M | 0.08% |
1,674,306
+87,449
| +6% | +$5.78M |
|
258
Dow Inc
DOW
$16.8B
| $110M | 0.08% |
1,998,836
-58,901
| -3% | -$3.23M |
|
259
Bank of New York Mellon
BK
$73.3B
| $108M | 0.08% |
2,076,229
-38,098
| -2% | -$1.98M |
|
260
Waste Connections
WCN
$45.8B
| $108M | 0.08% |
721,482
-6,380
| -0.9% | -$954K |
|
261
Moderna
MRNA
$9.35B
| $108M | 0.08% |
1,081,869
+154,112
| +17% | +$15.3M |
|
262
Cognizant
CTSH
$34.7B
| $108M | 0.08% |
1,423,997
+2,908
| +0.2% | +$220K |
|
263
Williams Companies
WMB
$69.5B
| $107M | 0.08% |
3,079,547
-43,261
| -1% | -$1.51M |
|
264
Baker Hughes
BKR
$44.9B
| $107M | 0.08% |
3,131,230
-85,956
| -3% | -$2.94M |
|
265
Lennar Class A
LEN
$36.9B
| $107M | 0.08% |
739,591
-14,712
| -2% | -$2.12M |
|
266
Consolidated Edison
ED
$34.9B
| $107M | 0.08% |
1,172,476
-23,608
| -2% | -$2.15M |
|
267
Crown Castle
CCI
$40.1B
| $106M | 0.08% |
923,261
+670
| +0.1% | +$77.2K |
|
268
Kimberly-Clark
KMB
$42.9B
| $106M | 0.08% |
874,349
-7,269
| -0.8% | -$883K |
|
269
Intellia Therapeutics
NTLA
$1.28B
| $106M | 0.08% |
3,478,562
-41,733
| -1% | -$1.27M |
|
270
MSCI
MSCI
$43.9B
| $105M | 0.08% |
186,269
-2,640
| -1% | -$1.49M |
|
271
Paychex
PAYX
$48.6B
| $105M | 0.08% |
879,529
-189
| -0% | -$22.5K |
|
272
Suncor Energy
SU
$48.5B
| $105M | 0.08% |
3,254,472
-397,831
| -11% | -$12.8M |
|
273
Ferguson
FERG
$48B
| $105M | 0.08% |
541,646
+19,398
| +4% | +$3.74M |
|
274
Republic Services
RSG
$71B
| $103M | 0.08% |
627,053
-8,004
| -1% | -$1.32M |
|
275
Canadian Imperial Bank of Commerce
CM
$72.3B
| $103M | 0.08% |
2,123,308
+30,286
| +1% | +$1.46M |
|