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
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
Automatic Data Processing
ADP
|
$82M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Marvell Technology
MRVL
$54.5B
| $106M | 0.08% |
2,447,998
-179,876
| -7% | -$7.79M |
|
277
Otis Worldwide
OTIS
$33.6B
| $106M | 0.08% |
1,255,869
+42,970
| +4% | +$3.63M |
|
278
Cheniere Energy
LNG
$53.2B
| $106M | 0.08% |
670,284
-4,835
| -0.7% | -$762K |
|
279
Bank of New York Mellon
BK
$73.6B
| $105M | 0.08% |
2,318,145
-289,954
| -11% | -$13.2M |
|
280
Baker Hughes
BKR
$45.1B
| $105M | 0.08% |
3,646,023
-1,366,561
| -27% | -$39.4M |
|
|
HES
281
DELISTED
Hess
HES
| $105M | 0.08% |
792,365
-72,524
| -8% | -$9.6M |
|
282
KBR
KBR
$6.48B
| $105M | 0.08% |
1,903,882
+132,541
| +7% | +$7.3M |
|
283
Ross Stores
ROST
$48.7B
| $104M | 0.08% |
983,350
-21,578
| -2% | -$2.29M |
|
284
Kinder Morgan
KMI
$59.9B
| $103M | 0.08% |
5,886,927
-84,804
| -1% | -$1.48M |
|
|
AZPN
285
DELISTED
Aspen Technology Inc
AZPN
| $103M | 0.08% |
449,484
-3,680
| -0.8% | -$842K |
|
286
WEC Energy
WEC
$34.3B
| $103M | 0.08% |
1,085,116
+2,143
| +0.2% | +$203K |
|
287
Mettler-Toledo International
MTD
$26.4B
| $102M | 0.08% |
66,923
-23,320
| -26% | -$35.7M |
|
288
Pinduoduo
PDD
$171B
| $102M | 0.08% |
1,341,322
-4,774
| -0.4% | -$362K |
|
289
Snowflake
SNOW
$77.5B
| $102M | 0.08% |
657,948
+1,368
| +0.2% | +$211K |
|
|
B
290
Barrick Mining Corporation
B
$46B
| $101M | 0.08% |
5,468,699
-62,740
| -1% | -$1.16M |
|
291
Republic Services
RSG
$73.1B
| $101M | 0.08% |
748,340
-5,575
| -0.7% | -$754K |
|
292
TC Energy
TRP
$54B
| $101M | 0.08% |
2,590,885
-20,136
| -0.8% | -$783K |
|
293
Keysight
KEYS
$27.7B
| $100M | 0.07% |
619,281
-42,362
| -6% | -$6.84M |
|
294
W.W. Grainger
GWW
$48.7B
| $100M | 0.07% |
145,149
-63,397
| -30% | -$43.7M |
|
295
Cloudflare
NET
$71.7B
| $99.9M | 0.07% |
1,620,986
+86,934
| +6% | +$5.36M |
|
296
Constellation Brands
STZ
$26.8B
| $99.5M | 0.07% |
440,307
+15,658
| +4% | +$3.54M |
|
297
Fidelity National Information Services
FIS
$36.2B
| $99.3M | 0.07% |
1,826,943
-35,989
| -2% | -$1.96M |
|
298
D.R. Horton
DHI
$50.7B
| $99.2M | 0.07% |
1,015,066
+33,028
| +3% | +$3.23M |
|
299
iShares Core US Aggregate Bond ETF
AGG
$130B
| $98.9M | 0.07% |
992,594
| – | – |
|
300
Keurig Dr Pepper
KDP
$39.6B
| $98.5M | 0.07% |
2,791,598
+56,202
| +2% | +$1.98M |
|