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 |
Amazon
AMZN
|
$2.8B |
| 2 |
iShares Gold Trust
IAU
|
$997M |
| 3 |
UiPath
PATH
|
$437M |
| 4 |
Shopify
SHOP
|
$355M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
Baidu
BIDU
|
$99.6M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Cognizant
CTSH
$35.3B
| $109M | 0.08% |
1,616,363
-44,112
| -3% | -$2.98M |
|
277
Devon Energy
DVN
$22.9B
| $108M | 0.08% |
1,965,542
+54,594
| +3% | +$3.01M |
|
|
SIVB
278
DELISTED
SVB Financial Group
SIVB
| $108M | 0.08% |
274,234
+14,472
| +6% | +$5.72M |
|
279
Monster Beverage
MNST
$60.9B
| $108M | 0.08% |
1,166,433
+46,478
| +4% | +$4.31M |
|
280
Dollar Tree
DLTR
$22.8B
| $108M | 0.08% |
693,350
+39,376
| +6% | +$6.14M |
|
281
Northern Trust
NTRS
$25B
| $108M | 0.08% |
1,117,372
+574,133
| +106% | +$55.4M |
|
282
Allstate
ALL
$53.6B
| $107M | 0.08% |
844,820
-11,831
| -1% | -$1.5M |
|
|
TWTR
283
DELISTED
Twitter, Inc.
TWTR
| $107M | 0.08% |
2,857,103
-4,006,716
| -58% | -$150M |
|
284
Carrier Global
CARR
$55.5B
| $107M | 0.08% |
2,986,743
-397,679
| -12% | -$14.2M |
|
285
Chipotle Mexican Grill
CMG
$56.5B
| $104M | 0.08% |
79,214
+2,956
| +4% | +$3.86M |
|
286
Constellation Brands
STZ
$28.5B
| $103M | 0.08% |
443,678
+15,274
| +4% | +$3.56M |
|
287
Expeditors International
EXPD
$16.4B
| $103M | 0.08% |
1,060,119
+529,349
| +100% | +$51.6M |
|
288
Halliburton
HAL
$19.4B
| $103M | 0.08% |
3,285,019
+815,430
| +33% | +$25.6M |
|
289
State Street
STT
$32.6B
| $102M | 0.08% |
1,662,033
+562,318
| +51% | +$34.7M |
|
290
American Water Works
AWK
$28B
| $102M | 0.08% |
685,424
+191,224
| +39% | +$28.4M |
|
291
Equity Residential
EQR
$25.3B
| $102M | 0.08% |
1,410,372
+9,322
| +0.7% | +$673K |
|
292
Clorox
CLX
$14.5B
| $101M | 0.08% |
715,663
+242,651
| +51% | +$34.2M |
|
293
DTE Energy
DTE
$28.4B
| $101M | 0.08% |
795,767
+265,860
| +50% | +$33.7M |
|
294
Waste Connections
WCN
$47.5B
| $101M | 0.08% |
811,360
+24,506
| +3% | +$3.04M |
|
295
Republic Services
RSG
$73B
| $100M | 0.08% |
767,490
+22,723
| +3% | +$2.97M |
|
|
B
296
Barrick Mining Corporation
B
$45.4B
| $99.5M | 0.08% |
5,625,744
+602,625
| +12% | +$10.7M |
|
297
Kinder Morgan
KMI
$60B
| $99.2M | 0.08% |
5,919,550
+296,513
| +5% | +$4.97M |
|
298
IPG Photonics
IPGP
$3.45B
| $99M | 0.08% |
1,051,310
+302,102
| +40% | +$28.4M |
|
299
Equifax
EFX
$30.3B
| $97.8M | 0.08% |
535,106
+58,767
| +12% | +$10.7M |
|
300
Idexx Laboratories
IDXX
$51.8B
| $97.7M | 0.08% |
278,545
+37,725
| +16% | +$13.2M |
|