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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
IPG Photonics
IPGP
$3.46B
| $128M | 0.08% |
743,530
-3,102
| -0.4% | -$534K |
|
277
CrowdStrike
CRWD
$106B
| $128M | 0.08% |
624,919
+81,523
| +15% | +$16.7M |
|
278
Extra Space Storage
EXR
$30.8B
| $127M | 0.08% |
558,571
-41,427
| -7% | -$9.39M |
|
279
Marriott International Class A Common Stock
MAR
$71.7B
| $127M | 0.08% |
766,107
-31,115
| -4% | -$5.14M |
|
|
PXD
280
DELISTED
Pioneer Natural Resource Co.
PXD
| $126M | 0.08% |
693,880
-34,437
| -5% | -$6.26M |
|
281
Canadian Natural Resources
CNQ
$64.3B
| $126M | 0.08% |
6,094,204
-362,034
| -6% | -$7.49M |
|
282
Electronic Arts
EA
$41.5B
| $126M | 0.08% |
955,525
-93,217
| -9% | -$12.3M |
|
283
Sun Communities
SUI
$16.3B
| $125M | 0.08% |
597,231
+115,435
| +24% | +$24.2M |
|
284
Baxter International
BAX
$12.6B
| $125M | 0.08% |
1,452,127
-308,778
| -18% | -$26.5M |
|
285
Hartford Financial Services
HIG
$36.8B
| $124M | 0.08% |
1,802,153
+654,371
| +57% | +$45.2M |
|
286
CDW
CDW
$22.1B
| $122M | 0.07% |
596,425
+191,154
| +47% | +$39.1M |
|
287
Archer Daniels Midland
ADM
$29.9B
| $121M | 0.07% |
1,793,750
-82,517
| -4% | -$5.58M |
|
288
Schlumberger
SLB
$53.4B
| $121M | 0.07% |
4,045,220
-214,954
| -5% | -$6.44M |
|
289
Xcel Energy
XEL
$42.6B
| $121M | 0.07% |
1,783,501
-45,265
| -2% | -$3.06M |
|
290
Waters Corp
WAT
$17.9B
| $119M | 0.07% |
318,255
+57,693
| +22% | +$21.5M |
|
291
Carlisle Companies
CSL
$16.3B
| $119M | 0.07% |
477,747
+25,662
| +6% | +$6.37M |
|
292
Sempra
SRE
$52.4B
| $118M | 0.07% |
1,790,124
-114,444
| -6% | -$7.57M |
|
293
Prudential Financial
PRU
$37.1B
| $118M | 0.07% |
1,092,170
-267,722
| -20% | -$29M |
|
294
General Mills
GIS
$26.9B
| $118M | 0.07% |
1,750,187
-695,304
| -28% | -$46.8M |
|
295
Aflac
AFL
$56.8B
| $118M | 0.07% |
2,019,066
-119,079
| -6% | -$6.95M |
|
296
Hilton Worldwide
HLT
$64.7B
| $118M | 0.07% |
754,732
-34,169
| -4% | -$5.33M |
|
297
Marathon Petroleum
MPC
$55.7B
| $118M | 0.07% |
1,836,459
-650,000
| -26% | -$41.6M |
|
298
Mettler-Toledo International
MTD
$26.5B
| $116M | 0.07% |
68,537
-4,281
| -6% | -$7.27M |
|
299
Monster Beverage
MNST
$61.9B
| $116M | 0.07% |
2,419,496
-108,526
| -4% | -$5.21M |
|
300
Skyworks Solutions
SWKS
$11.1B
| $116M | 0.07% |
746,955
+262,929
| +54% | +$40.8M |
|