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 |
GE Vernova
GEV
|
$104M |
| 2 |
Curtiss-Wright
CW
|
$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$68.6M |
| 4 |
Roblox
RBLX
|
$55.5M |
| 5 |
10x Genomics
TXG
|
$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$605M |
| 2 |
Microsoft
MSFT
|
$537M |
| 3 |
Apple
AAPL
|
$515M |
| 4 |
Royal Bank of Canada
RY
|
$328M |
| 5 |
Toronto Dominion Bank
TD
|
$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Healthpeak Properties
DOC
$12.8B
| $91.5M | 0.07% |
4,669,459
-271,449
| -5% | -$5.32M |
|
277
Royal Caribbean
RCL
$95.7B
| $91M | 0.07% |
570,587
+1,865
| +0.3% | +$297K |
|
278
Super Micro Computer
SMCI
$24B
| $90.7M | 0.07% |
1,107,160
+46,180
| +4% | +$3.78M |
|
279
Kinder Morgan
KMI
$59.1B
| $90.6M | 0.07% |
4,561,450
-449,846
| -9% | -$8.94M |
|
280
Fortinet
FTNT
$60.4B
| $90.3M | 0.07% |
1,498,875
-164,024
| -10% | -$9.89M |
|
281
Consolidated Edison
ED
$35.4B
| $90.2M | 0.07% |
1,008,594
-130,108
| -11% | -$11.6M |
|
282
Otis Worldwide
OTIS
$34.1B
| $89.7M | 0.07% |
931,453
-77,725
| -8% | -$7.48M |
|
283
Archer Daniels Midland
ADM
$30.2B
| $89.7M | 0.07% |
1,483,109
-73,220
| -5% | -$4.43M |
|
284
Monster Beverage
MNST
$61B
| $89.6M | 0.07% |
1,794,185
-154,703
| -8% | -$7.73M |
|
285
PagerDuty
PD
$1.54B
| $89.6M | 0.07% |
3,908,103
-285,655
| -7% | -$6.55M |
|
286
Electronic Arts
EA
$42.2B
| $89.4M | 0.07% |
641,306
-47,562
| -7% | -$6.63M |
|
287
Snowflake
SNOW
$75.3B
| $89.3M | 0.07% |
661,371
-22,719
| -3% | -$3.07M |
|
288
Verisk Analytics
VRSK
$37.8B
| $89.1M | 0.07% |
330,684
-32,231
| -9% | -$8.69M |
|
289
Constellation Brands
STZ
$26.2B
| $89M | 0.07% |
345,770
-31,047
| -8% | -$7.99M |
|
290
Monolithic Power Systems
MPWR
$41.5B
| $88.8M | 0.07% |
108,098
-7,000
| -6% | -$5.75M |
|
291
Yum! Brands
YUM
$40.1B
| $88.6M | 0.07% |
668,665
-69,295
| -9% | -$9.18M |
|
292
Encompass Health
EHC
$12.6B
| $88M | 0.06% |
1,025,405
-258,223
| -20% | -$22.2M |
|
293
Fastenal
FAST
$55.1B
| $87.9M | 0.06% |
2,797,262
-391,018
| -12% | -$12.3M |
|
294
PG&E
PCG
$33.2B
| $87.8M | 0.06% |
5,030,080
-151,992
| -3% | -$2.65M |
|
295
Quanta Services
PWR
$55.5B
| $87.8M | 0.06% |
345,629
-27,348
| -7% | -$6.95M |
|
296
Ingersoll Rand
IR
$32.2B
| $87.3M | 0.06% |
960,709
-102,404
| -10% | -$9.3M |
|
297
TransUnion
TRU
$17.5B
| $86.6M | 0.06% |
1,167,076
-45,743
| -4% | -$3.39M |
|
298
Agilent Technologies
A
$36.5B
| $84.8M | 0.06% |
654,064
-57,831
| -8% | -$7.5M |
|
299
Sun Communities
SUI
$16.2B
| $84.6M | 0.06% |
702,815
+44,686
| +7% | +$5.38M |
|
300
Ryan Specialty Holdings
RYAN
$6.96B
| $84.6M | 0.06% |
1,460,264
-4,863
| -0.3% | -$282K |
|