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 |
Amazon
AMZN
|
$124M |
| 2 |
Microsoft
MSFT
|
$108M |
| 3 |
Apple
AAPL
|
$101M |
| 4 |
Nu Holdings
NU
|
$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
SPDR Gold Trust
GLD
$112B
| $110M | 0.08% |
454,153
+146,271
| +48% | +$35.6M |
|
252
Sea Limited
SE
$113B
| $110M | 0.08% |
1,167,351
+43,047
| +4% | +$4.06M |
|
253
Fair Isaac
FICO
$36.8B
| $109M | 0.08% |
56,109
+245
| +0.4% | +$476K |
|
254
Keurig Dr Pepper
KDP
$38.9B
| $109M | 0.08% |
2,895,796
+29,891
| +1% | +$1.12M |
|
255
Copart
CPRT
$47B
| $108M | 0.08% |
2,066,078
+40,505
| +2% | +$2.12M |
|
256
Moderna
MRNA
$9.78B
| $108M | 0.07% |
1,614,313
+167,596
| +12% | +$11.2M |
|
257
American International
AIG
$43.9B
| $108M | 0.07% |
1,469,098
-31,985
| -2% | -$2.34M |
|
258
Iron Mountain
IRM
$27.2B
| $107M | 0.07% |
900,563
-3,293
| -0.4% | -$391K |
|
259
Baker Hughes
BKR
$44.9B
| $106M | 0.07% |
2,935,988
+62,718
| +2% | +$2.27M |
|
260
Pure Storage
PSTG
$25.9B
| $106M | 0.07% |
2,100,381
-134,001
| -6% | -$6.73M |
|
261
iShares MBS ETF
MBB
$41.3B
| $105M | 0.07% |
1,094,763
-26,709
| -2% | -$2.56M |
|
262
Cognizant
CTSH
$35.1B
| $104M | 0.07% |
1,348,955
-19,113
| -1% | -$1.48M |
|
263
Dow Inc
DOW
$17.4B
| $104M | 0.07% |
1,903,452
-84,448
| -4% | -$4.61M |
|
264
Quanta Services
PWR
$55.5B
| $104M | 0.07% |
347,643
+2,014
| +0.6% | +$600K |
|
265
Ameriprise Financial
AMP
$46.1B
| $103M | 0.07% |
219,456
-541
| -0.2% | -$254K |
|
266
Humana
HUM
$37B
| $103M | 0.07% |
325,409
+2,027
| +0.6% | +$642K |
|
267
UDR
UDR
$13B
| $103M | 0.07% |
2,266,185
-17,804
| -0.8% | -$807K |
|
268
MSCI
MSCI
$42.9B
| $103M | 0.07% |
176,205
+4,935
| +3% | +$2.88M |
|
269
Healthpeak Properties
DOC
$12.8B
| $103M | 0.07% |
4,486,881
-182,578
| -4% | -$4.18M |
|
270
Crown Castle
CCI
$41.9B
| $103M | 0.07% |
864,421
+10,426
| +1% | +$1.24M |
|
271
Vistra
VST
$63.7B
| $102M | 0.07% |
864,538
-2,946
| -0.3% | -$349K |
|
272
Alexandria Real Estate Equities
ARE
$14.5B
| $102M | 0.07% |
860,716
+4,389
| +0.5% | +$521K |
|
273
Valero Energy
VLO
$48.7B
| $102M | 0.07% |
756,411
-17,892
| -2% | -$2.42M |
|
274
Datadog
DDOG
$47.5B
| $102M | 0.07% |
886,221
+7,339
| +0.8% | +$844K |
|
275
Monolithic Power Systems
MPWR
$41.5B
| $102M | 0.07% |
109,900
+1,802
| +2% | +$1.67M |
|