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 |
NextEra Energy, Inc.
NEE
|
$411M |
| 2 |
Teladoc Health
TDOC
|
$385M |
| 3 |
Shopify
SHOP
|
$235M |
| 4 |
KE Holdings
BEKE
|
$200M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$172M |
Top Sells
| 1 |
Apple
AAPL
|
$1.15B |
| 2 |
Microsoft
MSFT
|
$788M |
| 3 |
Amazon
AMZN
|
$604M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$418M |
| 5 |
VER
VEREIT, Inc.
VER
|
$386M |
Sector Composition
| 1 | Technology | 25.28% |
| 2 | Healthcare | 13.29% |
| 3 | Consumer Discretionary | 12.57% |
| 4 | Financials | 11.94% |
| 5 | Communication Services | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
General Dynamics
GD
$87.3B
| $126M | 0.08% |
845,919
-102,239
| -11% | -$15.2M |
|
277
Valero Energy
VLO
$47.2B
| $126M | 0.08% |
2,223,166
+151,938
| +7% | +$8.6M |
|
278
Centene
CNC
$14.3B
| $125M | 0.08% |
2,087,738
-305,987
| -13% | -$18.4M |
|
279
Zimmer Biomet
ZBH
$21B
| $125M | 0.08% |
813,077
+38,061
| +5% | +$5.86M |
|
280
Phillips 66
PSX
$54B
| $125M | 0.08% |
1,789,881
-441,544
| -20% | -$30.9M |
|
281
Copart
CPRT
$47.2B
| $124M | 0.08% |
975,674
+62,131
| +7% | +$7.91M |
|
282
Agilent Technologies
A
$35.7B
| $124M | 0.08% |
1,044,548
-158,673
| -13% | -$18.8M |
|
283
Insulet
PODD
$23.9B
| $123M | 0.08% |
482,031
+130,839
| +37% | +$33.4M |
|
284
Match Group
MTCH
$8.98B
| $122M | 0.08% |
810,174
-113,117
| -12% | -$17.1M |
|
285
MSCI
MSCI
$43.9B
| $122M | 0.08% |
274,102
-44,734
| -14% | -$20M |
|
286
Corteva
CTVA
$50.4B
| $122M | 0.08% |
3,160,392
-344,840
| -10% | -$13.4M |
|
287
Palo Alto Networks
PANW
$127B
| $122M | 0.08% |
343,398
-31,838
| -8% | -$11.3M |
|
288
Etsy
ETSY
$5.25B
| $121M | 0.08% |
681,176
+449,759
| +194% | +$80M |
|
289
MetLife
MET
$54.1B
| $121M | 0.08% |
2,571,910
-602,630
| -19% | -$28.3M |
|
290
HDFC Bank
HDB
$182B
| $120M | 0.08% |
1,664,278
+286,336
| +21% | +$20.7M |
|
291
Marriott International Class A Common Stock
MAR
$72.7B
| $120M | 0.08% |
907,968
-130,887
| -13% | -$17.3M |
|
|
ALXN
292
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $119M | 0.08% |
763,058
-104,912
| -12% | -$16.4M |
|
293
Cardinal Health
CAH
$35.5B
| $119M | 0.08% |
2,222,211
-295,162
| -12% | -$15.8M |
|
294
VICI Properties
VICI
$36B
| $119M | 0.08% |
4,658,504
-161,843
| -3% | -$4.13M |
|
295
Bank of New York Mellon
BK
$74.5B
| $119M | 0.08% |
2,796,538
-342,482
| -11% | -$14.5M |
|
296
IPG Photonics
IPGP
$3.45B
| $118M | 0.08% |
526,740
-457,173
| -46% | -$102M |
|
297
Trade Desk
TTD
$26.7B
| $118M | 0.08% |
147,054
-5,067
| -3% | -$4.06M |
|
298
TC Energy
TRP
$54.1B
| $117M | 0.08% |
2,878,229
-426,495
| -13% | -$17.3M |
|
299
Pacific Biosciences
PACB
$393M
| $116M | 0.08% |
4,478,094
+361,541
| +9% | +$9.38M |
|
300
W.W. Grainger
GWW
$48.5B
| $116M | 0.08% |
284,360
-9,327
| -3% | -$3.81M |
|