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 |
Apple
AAPL
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Baidu
BIDU
$32.8B
| $115M | 0.08% |
904,825
-108,499
| -11% | -$13.7M |
|
277
Motorola Solutions
MSI
$78.7B
| $114M | 0.08% |
729,788
-217,974
| -23% | -$34.2M |
|
278
Public Service Enterprise Group
PEG
$41.1B
| $114M | 0.08% |
2,081,727
+47,272
| +2% | +$2.6M |
|
279
Canadian Imperial Bank of Commerce
CM
$71.8B
| $114M | 0.08% |
1,527,801
-119,886
| -7% | -$8.96M |
|
280
MSCI
MSCI
$43.9B
| $114M | 0.08% |
318,836
-24,959
| -7% | -$8.9M |
|
281
PACCAR
PCAR
$52.5B
| $113M | 0.08% |
1,321,963
-149,316
| -10% | -$12.7M |
|
282
VICI Properties
VICI
$36B
| $113M | 0.08% |
4,820,347
-188,146
| -4% | -$4.4M |
|
283
First Industrial Realty Trust
FR
$6.97B
| $112M | 0.08% |
2,809,548
+397,182
| +16% | +$15.8M |
|
284
Aflac
AFL
$57.2B
| $112M | 0.08% |
3,069,029
-115,957
| -4% | -$4.22M |
|
285
VF Corp
VFC
$5.91B
| $112M | 0.08% |
1,587,950
-347,448
| -18% | -$24.4M |
|
286
Take-Two Interactive
TTWO
$43B
| $111M | 0.08% |
674,005
+34,881
| +5% | +$5.76M |
|
287
AutoZone
AZO
$70.2B
| $111M | 0.07% |
93,884
-7,445
| -7% | -$8.77M |
|
288
PPG Industries
PPG
$25.1B
| $109M | 0.07% |
896,245
-63,408
| -7% | -$7.74M |
|
289
Kroger
KR
$44.9B
| $108M | 0.07% |
3,198,552
-459,105
| -13% | -$15.6M |
|
290
Bank of New York Mellon
BK
$74.5B
| $108M | 0.07% |
3,139,020
-455,591
| -13% | -$15.6M |
|
291
Eversource Energy
ES
$23.8B
| $108M | 0.07% |
1,290,128
-115,300
| -8% | -$9.63M |
|
292
Yum! Brands
YUM
$40.8B
| $107M | 0.07% |
1,169,960
-175,242
| -13% | -$16M |
|
293
Zimmer Biomet
ZBH
$21B
| $106M | 0.07% |
775,016
-60,605
| -7% | -$8.25M |
|
294
Hologic
HOLX
$14.9B
| $105M | 0.07% |
1,586,894
+188,958
| +14% | +$12.6M |
|
295
W.W. Grainger
GWW
$48.5B
| $105M | 0.07% |
293,687
-16,418
| -5% | -$5.86M |
|
296
Archer Daniels Midland
ADM
$30.1B
| $105M | 0.07% |
2,248,885
-184,379
| -8% | -$8.57M |
|
297
Equity Lifestyle Properties
ELS
$11.7B
| $103M | 0.07% |
1,684,330
-89,545
| -5% | -$5.49M |
|
298
Ford
F
$46.8B
| $103M | 0.07% |
15,431,242
-1,190,140
| -7% | -$7.93M |
|
299
Ball Corp
BALL
$14.3B
| $103M | 0.07% |
1,234,296
-76,058
| -6% | -$6.32M |
|
300
Darden Restaurants
DRI
$24.1B
| $102M | 0.07% |
1,014,479
+174,724
| +21% | +$17.6M |
|