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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Suncor Energy
SU
$50.1B
| $111M | 0.08% |
6,579,814
-83,611
| -1% | -$1.41M |
|
277
HCA Healthcare
HCA
$94.5B
| $110M | 0.08% |
1,135,341
-376,043
| -25% | -$36.5M |
|
278
PACCAR
PCAR
$52.5B
| $110M | 0.08% |
1,471,279
-23,170
| -2% | -$1.73M |
|
|
SGEN
279
DELISTED
Seagen Inc. Common Stock
SGEN
| $110M | 0.08% |
647,970
+99,463
| +18% | +$16.9M |
|
280
Canadian Imperial Bank of Commerce
CM
$71.8B
| $110M | 0.08% |
1,647,687
-17,136
| -1% | -$1.14M |
|
281
American International
AIG
$45.1B
| $110M | 0.08% |
3,523,726
+980
| +0% | +$30.6K |
|
282
Quest Diagnostics
DGX
$20.3B
| $110M | 0.08% |
967,288
+405,024
| +72% | +$45.9M |
|
283
Pure Storage
PSTG
$25.4B
| $109M | 0.08% |
6,302,258
+2,403,845
| +62% | +$41.7M |
|
284
Schlumberger
SLB
$55B
| $108M | 0.08% |
5,896,514
-75,097
| -1% | -$1.38M |
|
285
Marathon Petroleum
MPC
$54.6B
| $108M | 0.08% |
2,900,638
-154,233
| -5% | -$5.77M |
|
286
Akamai
AKAM
$11.3B
| $108M | 0.08% |
1,005,770
+298,054
| +42% | +$31.9M |
|
287
Prudential Financial
PRU
$38.6B
| $107M | 0.08% |
1,750,261
-33,452
| -2% | -$2.04M |
|
288
Okta
OKTA
$16.4B
| $103M | 0.07% |
516,300
+100,257
| +24% | +$20.1M |
|
289
Labcorp
LH
$23.1B
| $103M | 0.07% |
618,972
-23,204
| -4% | -$3.85M |
|
|
ALXN
290
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $102M | 0.07% |
911,188
-82,050
| -8% | -$9.21M |
|
291
PPG Industries
PPG
$25.1B
| $102M | 0.07% |
959,653
-126,481
| -12% | -$13.4M |
|
292
VICI Properties
VICI
$36B
| $101M | 0.07% |
5,008,493
-1,048,334
| -17% | -$21.2M |
|
293
Ford
F
$46.8B
| $101M | 0.07% |
16,621,382
+702,505
| +4% | +$4.27M |
|
294
Conagra Brands
CAG
$9.16B
| $101M | 0.07% |
2,872,623
+886,435
| +45% | +$31.2M |
|
295
Palo Alto Networks
PANW
$127B
| $101M | 0.07% |
438,928
+24,152
| +6% | +$5.55M |
|
296
Zscaler
ZS
$43.1B
| $100M | 0.07% |
916,171
+629,986
| +220% | +$69M |
|
297
Public Service Enterprise Group
PEG
$41.1B
| $100M | 0.07% |
2,034,455
-36,660
| -2% | -$1.8M |
|
298
Zimmer Biomet
ZBH
$21B
| $99.7M | 0.07% |
835,621
-1,492
| -0.2% | -$178K |
|
299
State Street
STT
$32.6B
| $99.4M | 0.07% |
1,564,012
-74,139
| -5% | -$4.71M |
|
300
Republic Services
RSG
$73B
| $99M | 0.07% |
1,206,154
-3,149
| -0.3% | -$258K |
|