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 |
UiPath
PATH
|
+$425M |
| 2 |
Coinbase
COIN
|
+$339M |
| 3 |
Palantir
PLTR
|
+$252M |
| 4 |
Teladoc Health
TDOC
|
+$215M |
| 5 |
Robinhood
HOOD
|
+$193M |
Top Sells
| 1 |
Apple
AAPL
|
+$425M |
| 2 |
Microsoft
MSFT
|
+$311M |
| 3 |
JD.com
JD
|
+$309M |
| 4 |
Sea Limited
SE
|
+$262M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$260M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Communication Services | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Amphenol
APH
$135B
| $127M | 0.08% |
3,470,708
-211,164
| -6% | -$7.73M |
|
277
Fortinet
FTNT
$61.6B
| $127M | 0.08% |
2,174,750
-101,130
| -4% | -$5.91M |
|
278
American Electric Power
AEP
$57.5B
| $127M | 0.08% |
1,558,489
-235,285
| -13% | -$19.1M |
|
279
Cummins
CMI
$54.8B
| $126M | 0.08% |
562,468
+26,039
| +5% | +$5.85M |
|
280
Schlumberger
SLB
$53.4B
| $126M | 0.08% |
4,260,174
-196,551
| -4% | -$5.83M |
|
281
Quest Diagnostics
DGX
$20.4B
| $126M | 0.08% |
863,789
-26,116
| -3% | -$3.79M |
|
|
FTCH
282
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $125M | 0.08% |
3,345,007
+3,263,780
| +4,018% | +$122M |
|
283
O'Reilly Automotive
ORLY
$90.3B
| $125M | 0.08% |
3,077,100
-213,060
| -6% | -$8.68M |
|
284
TC Energy
TRP
$53.9B
| $124M | 0.08% |
2,591,045
-19,500
| -0.7% | -$937K |
|
285
Equity Residential
EQR
$25.4B
| $122M | 0.08% |
1,502,542
-183,461
| -11% | -$14.8M |
|
|
PXD
286
DELISTED
Pioneer Natural Resource Co.
PXD
| $121M | 0.08% |
728,317
+48,194
| +7% | +$8.02M |
|
287
Cognizant
CTSH
$34.8B
| $121M | 0.08% |
1,627,343
-155,190
| -9% | -$11.5M |
|
288
Sempra
SRE
$51.8B
| $120M | 0.08% |
1,904,568
-104,744
| -5% | -$6.63M |
|
289
Cognex
CGNX
$7.49B
| $120M | 0.07% |
1,496,051
-89,993
| -6% | -$7.22M |
|
290
Alexandria Real Estate Equities
ARE
$14.6B
| $120M | 0.07% |
625,431
+11,429
| +2% | +$2.18M |
|
|
XLNX
291
DELISTED
Xilinx Inc
XLNX
| $118M | 0.07% |
783,457
-159,305
| -17% | -$24.1M |
|
292
IPG Photonics
IPGP
$3.5B
| $118M | 0.07% |
746,632
+254,905
| +52% | +$40.4M |
|
293
NIO
NIO
$13.9B
| $118M | 0.07% |
3,316,428
+80,540
| +2% | +$2.87M |
|
294
Marriott International Class A Common Stock
MAR
$72.8B
| $118M | 0.07% |
797,222
-39,182
| -5% | -$5.8M |
|
295
Sysco
SYY
$39B
| $118M | 0.07% |
1,498,085
-191,232
| -11% | -$15M |
|
296
Consolidated Edison
ED
$34.9B
| $117M | 0.07% |
1,613,934
-18,799
| -1% | -$1.36M |
|
297
Centene
CNC
$14.2B
| $117M | 0.07% |
1,878,131
-86,386
| -4% | -$5.38M |
|
298
SBA Communications
SBAC
$20.5B
| $116M | 0.07% |
350,068
-196,000
| -36% | -$64.8M |
|
299
Edison International
EIX
$20.5B
| $116M | 0.07% |
2,082,569
-394,984
| -16% | -$21.9M |
|
300
Canadian Natural Resources
CNQ
$63B
| $115M | 0.07% |
6,456,238
-383,617
| -6% | -$6.86M |
|