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 |
Walmart
WMT
|
$490M |
| 2 |
Tesla
TSLA
|
$198M |
| 3 |
Amazon
AMZN
|
$188M |
| 4 |
Roku
ROKU
|
$95M |
| 5 |
Unity
U
|
$74.2M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
American Electric Power
AEP
$59.4B
| $120M | 0.08% |
1,389,249
+22,048
| +2% | +$1.9M |
|
252
Williams Companies
WMB
$70.7B
| $119M | 0.08% |
3,062,503
-17,044
| -0.6% | -$664K |
|
253
Republic Services
RSG
$73B
| $119M | 0.08% |
622,658
-4,395
| -0.7% | -$841K |
|
254
Allstate
ALL
$53.6B
| $119M | 0.08% |
687,386
+6,760
| +1% | +$1.17M |
|
255
Ferguson
FERG
$46.4B
| $118M | 0.08% |
540,281
-1,365
| -0.3% | -$298K |
|
256
Humana
HUM
$36.5B
| $117M | 0.08% |
337,682
-27,433
| -8% | -$9.51M |
|
257
Alexandria Real Estate Equities
ARE
$14.1B
| $117M | 0.08% |
906,797
-61,505
| -6% | -$7.93M |
|
258
Bank of New York Mellon
BK
$74.5B
| $117M | 0.08% |
2,022,334
-53,895
| -3% | -$3.11M |
|
259
Dow Inc
DOW
$17.5B
| $116M | 0.08% |
1,994,337
-4,499
| -0.2% | -$261K |
|
260
Monster Beverage
MNST
$60.9B
| $116M | 0.08% |
1,948,888
+1,677
| +0.1% | +$99.4K |
|
261
TE Connectivity
TEL
$61B
| $115M | 0.08% |
788,734
-11,056
| -1% | -$1.61M |
|
262
Kroger
KR
$44.9B
| $114M | 0.08% |
2,000,985
+13,105
| +0.7% | +$749K |
|
263
Johnson Controls International
JCI
$69.9B
| $114M | 0.08% |
1,747,936
-3,474
| -0.2% | -$227K |
|
264
Newmont
NEM
$81.7B
| $114M | 0.08% |
3,182,580
-89,595
| -3% | -$3.21M |
|
265
Suncor Energy
SU
$50.1B
| $114M | 0.08% |
3,083,099
-171,373
| -5% | -$6.33M |
|
266
Fortinet
FTNT
$60.4B
| $114M | 0.08% |
1,662,899
+551
| +0% | +$37.6K |
|
267
Idexx Laboratories
IDXX
$51.8B
| $113M | 0.08% |
210,028
+3,267
| +2% | +$1.76M |
|
268
Kimberly-Clark
KMB
$42.8B
| $113M | 0.08% |
875,686
+1,337
| +0.2% | +$173K |
|
269
Ameriprise Financial
AMP
$48.5B
| $113M | 0.08% |
258,150
-6,395
| -2% | -$2.8M |
|
270
Oneok
OKE
$48.1B
| $112M | 0.08% |
1,401,201
+1,410
| +0.1% | +$113K |
|
271
Apollo Global Management
APO
$77.9B
| $111M | 0.08% |
985,396
+457
| +0% | +$51.4K |
|
272
Snowflake
SNOW
$79.6B
| $111M | 0.08% |
684,090
-542
| -0.1% | -$87.6K |
|
273
Sempra
SRE
$53.9B
| $110M | 0.08% |
1,530,330
+12,197
| +0.8% | +$876K |
|
274
Prudential Financial
PRU
$38.6B
| $109M | 0.07% |
926,641
+62,578
| +7% | +$7.35M |
|
275
Old Dominion Freight Line
ODFL
$31.7B
| $109M | 0.07% |
495,051
+248,948
| +101% | +$54.6M |
|