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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Sempra
SRE
$51.8B
| $133M | 0.08% |
2,009,312
+80,870
| +4% | +$5.36M |
|
277
CrowdStrike
CRWD
$107B
| $133M | 0.08% |
529,605
-268,073
| -34% | -$67.4M |
|
278
MSCI
MSCI
$44.5B
| $133M | 0.08% |
249,239
-16,368
| -6% | -$8.73M |
|
279
Bank of New York Mellon
BK
$73.4B
| $133M | 0.08% |
2,586,742
-127,635
| -5% | -$6.54M |
|
280
Exelon
EXC
$43.4B
| $132M | 0.08% |
4,177,611
-594,706
| -12% | -$18.8M |
|
281
VICI Properties
VICI
$35.5B
| $131M | 0.08% |
4,236,004
-777,950
| -16% | -$24.1M |
|
282
Sysco
SYY
$39B
| $131M | 0.08% |
1,689,317
-111,188
| -6% | -$8.64M |
|
283
Cummins
CMI
$54.8B
| $131M | 0.08% |
536,429
-27,116
| -5% | -$6.61M |
|
284
MongoDB
MDB
$26.3B
| $130M | 0.08% |
360,561
-187,297
| -34% | -$67.7M |
|
285
Cadence Design Systems
CDNS
$98.3B
| $130M | 0.08% |
951,707
+33,693
| +4% | +$4.61M |
|
286
Equity Residential
EQR
$25.4B
| $130M | 0.08% |
1,686,003
-47,569
| -3% | -$3.66M |
|
287
Valero Energy
VLO
$48.9B
| $130M | 0.08% |
1,660,270
-183,800
| -10% | -$14.4M |
|
288
Motorola Solutions
MSI
$79.7B
| $130M | 0.08% |
597,408
-30,451
| -5% | -$6.6M |
|
289
TC Energy
TRP
$53.9B
| $129M | 0.08% |
2,610,545
-174,152
| -6% | -$8.61M |
|
290
Xcel Energy
XEL
$42.4B
| $129M | 0.08% |
1,956,851
-57,020
| -3% | -$3.76M |
|
291
Insulet
PODD
$24.6B
| $128M | 0.08% |
465,723
-9,837
| -2% | -$2.7M |
|
292
Pure Storage
PSTG
$26B
| $127M | 0.07% |
6,489,381
-2,695,065
| -29% | -$52.6M |
|
293
Veracyte
VCYT
$2.55B
| $127M | 0.07% |
3,168,238
-91,284
| -3% | -$3.65M |
|
294
Constellation Brands
STZ
$25.8B
| $126M | 0.07% |
540,361
-32,983
| -6% | -$7.71M |
|
295
Seres Therapeutics
MCRB
$200M
| $126M | 0.07% |
264,498
-33,008
| -11% | -$15.7M |
|
296
Amphenol
APH
$135B
| $126M | 0.07% |
3,681,872
-213,692
| -5% | -$7.31M |
|
297
DuPont de Nemours
DD
$32.6B
| $125M | 0.07% |
1,615,981
-89,248
| -5% | -$6.91M |
|
298
PTC
PTC
$25.5B
| $125M | 0.07% |
885,450
-485,904
| -35% | -$68.6M |
|
|
ALXN
299
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $125M | 0.07% |
678,880
-35,087
| -5% | -$6.45M |
|
300
O'Reilly Automotive
ORLY
$90.3B
| $124M | 0.07% |
3,290,160
-277,935
| -8% | -$10.5M |
|