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 |
Accenture
ACN
|
+$918M |
| 2 |
Linde
LIN
|
+$504M |
| 3 |
Medtronic
MDT
|
+$482M |
| 4 |
Chubb
CB
|
+$336M |
| 5 |
Spotify
SPOT
|
+$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.17B |
| 2 |
Coinbase
COIN
|
+$1.12B |
| 3 |
UiPath
PATH
|
+$760M |
| 4 |
Apple
AAPL
|
+$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Agilent Technologies
A
$36.3B
| $123M | 0.08% |
929,640
-49,018
| -5% | -$6.49M |
|
277
Suncor Energy
SU
$48.8B
| $123M | 0.08% |
3,770,625
-25,160
| -0.7% | -$820K |
|
|
B
278
Barrick Mining Corporation
B
$49.5B
| $123M | 0.08% |
5,023,119
+37,056
| +0.7% | +$906K |
|
|
CERN
279
DELISTED
Cerner Corp
CERN
| $122M | 0.08% |
1,302,449
-120,939
| -8% | -$11.3M |
|
280
Chipotle Mexican Grill
CMG
$53.2B
| $121M | 0.08% |
3,812,900
-13,450
| -0.4% | -$426K |
|
281
Kimberly-Clark
KMB
$43.1B
| $120M | 0.08% |
975,129
-13,935
| -1% | -$1.72M |
|
282
Otis Worldwide
OTIS
$34.3B
| $120M | 0.08% |
1,560,251
-156,148
| -9% | -$12M |
|
283
eBay
EBAY
$42.5B
| $120M | 0.08% |
2,095,289
-672,930
| -24% | -$38.5M |
|
284
Fastenal
FAST
$55.3B
| $119M | 0.08% |
3,997,874
-2,748,374
| -41% | -$81.6M |
|
285
Allstate
ALL
$52.8B
| $119M | 0.08% |
856,651
-17,841
| -2% | -$2.47M |
|
286
Twist Bioscience
TWST
$1.58B
| $117M | 0.08% |
2,376,285
+25,028
| +1% | +$1.24M |
|
287
Electronic Arts
EA
$42B
| $117M | 0.08% |
926,737
-28,788
| -3% | -$3.64M |
|
288
Keysight
KEYS
$29.1B
| $116M | 0.08% |
734,815
-75,877
| -9% | -$12M |
|
289
Baxter International
BAX
$12.4B
| $116M | 0.08% |
1,496,291
+44,164
| +3% | +$3.42M |
|
290
Sysco
SYY
$39B
| $116M | 0.08% |
1,416,018
-9,203
| -0.6% | -$751K |
|
291
Valero Energy
VLO
$48.9B
| $116M | 0.08% |
1,137,941
+15,317
| +1% | +$1.56M |
|
|
DRE
292
DELISTED
Duke Realty Corp.
DRE
| $115M | 0.08% |
1,985,359
-302,614
| -13% | -$17.6M |
|
293
Bank of New York Mellon
BK
$73.4B
| $115M | 0.08% |
2,319,918
+10,858
| +0.5% | +$539K |
|
294
Hilton Worldwide
HLT
$65.3B
| $114M | 0.08% |
753,046
-1,686
| -0.2% | -$256K |
|
295
iShares MSCI Taiwan ETF
EWT
$6.33B
| $114M | 0.08% |
1,858,079
+1,774,792
| +2,131% | +$109M |
|
296
Baker Hughes
BKR
$45B
| $114M | 0.08% |
3,131,446
+140,100
| +5% | +$5.1M |
|
297
Cognex
CGNX
$7.49B
| $114M | 0.08% |
1,474,479
-4,127
| -0.3% | -$318K |
|
298
Phillips 66
PSX
$52.6B
| $114M | 0.08% |
1,315,208
+107,540
| +9% | +$9.29M |
|
299
Jacobs Solutions
J
$17.3B
| $114M | 0.08% |
996,017
+495,190
| +99% | +$56.4M |
|
300
Etsy
ETSY
$5.77B
| $113M | 0.08% |
912,202
-400,143
| -30% | -$49.7M |
|