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 |
Walmart
WMT
|
$490M |
| 2 |
Tesla
TSLA
|
$198M |
| 3 |
Amazon
AMZN
|
$188M |
| 4 |
Roku
ROKU
|
$95M |
| 5 |
Unity
U
|
$74.2M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Canadian Imperial Bank of Commerce
CM
$71.8B
| $108M | 0.07% |
2,138,857
+15,549
| +0.7% | +$789K |
|
277
Teladoc Health
TDOC
$1.37B
| $108M | 0.07% |
7,181,688
-292,986
| -4% | -$4.42M |
|
278
Paychex
PAYX
$50.2B
| $108M | 0.07% |
875,941
-3,588
| -0.4% | -$441K |
|
279
Super Micro Computer
SMCI
$24.7B
| $107M | 0.07% |
106,098
+5,237
| +5% | +$5.29M |
|
280
Encompass Health
EHC
$12.3B
| $106M | 0.07% |
1,283,628
-35,156
| -3% | -$2.9M |
|
281
Fidelity National Information Services
FIS
$36.5B
| $106M | 0.07% |
1,423,336
+6,207
| +0.4% | +$460K |
|
282
Baker Hughes
BKR
$44.8B
| $105M | 0.07% |
3,135,650
+4,420
| +0.1% | +$148K |
|
283
MSCI
MSCI
$43.9B
| $105M | 0.07% |
187,388
+1,119
| +0.6% | +$627K |
|
284
Agilent Technologies
A
$35.7B
| $104M | 0.07% |
711,895
+5,716
| +0.8% | +$832K |
|
285
Consolidated Edison
ED
$35.4B
| $103M | 0.07% |
1,138,702
-33,774
| -3% | -$3.07M |
|
286
Recursion Pharmaceuticals
RXRX
$2.04B
| $103M | 0.07% |
10,362,803
+1,159,023
| +13% | +$11.6M |
|
287
Pure Storage
PSTG
$25.4B
| $103M | 0.07% |
1,984,621
-83,634
| -4% | -$4.35M |
|
288
Occidental Petroleum
OXY
$46.9B
| $103M | 0.07% |
1,583,686
-14,098
| -0.9% | -$916K |
|
289
Cognizant
CTSH
$35.3B
| $103M | 0.07% |
1,400,548
-23,449
| -2% | -$1.72M |
|
290
Constellation Brands
STZ
$28.5B
| $102M | 0.07% |
376,817
-6,492
| -2% | -$1.76M |
|
291
Yum! Brands
YUM
$40.8B
| $102M | 0.07% |
737,960
-3,201
| -0.4% | -$444K |
|
|
HES
292
DELISTED
Hess
HES
| $102M | 0.07% |
666,906
-890
| -0.1% | -$136K |
|
293
Dominion Energy
D
$51.1B
| $102M | 0.07% |
2,065,766
+14,456
| +0.7% | +$711K |
|
294
Datadog
DDOG
$47.7B
| $101M | 0.07% |
820,971
+184,231
| +29% | +$22.8M |
|
295
Ingersoll Rand
IR
$31.6B
| $101M | 0.07% |
1,063,113
-6,339
| -0.6% | -$602K |
|
296
Sysco
SYY
$38.5B
| $101M | 0.07% |
1,242,568
-4,831
| -0.4% | -$392K |
|
297
Bio-Techne
TECH
$8.5B
| $100M | 0.07% |
1,424,484
-16,710
| -1% | -$1.18M |
|
298
Otis Worldwide
OTIS
$33.9B
| $100M | 0.07% |
1,009,178
+9,145
| +0.9% | +$908K |
|
299
CoStar Group
CSGP
$37.9B
| $100M | 0.07% |
1,035,675
+17,658
| +2% | +$1.71M |
|
300
Ametek
AME
$42.7B
| $99.8M | 0.07% |
545,650
-1,024
| -0.2% | -$187K |
|