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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Fastenal
FAST
$55.3B
| $102M | 0.07% |
2,845,232
+11,976
| +0.4% | +$431K |
|
277
Kenvue
KVUE
$35.4B
| $102M | 0.07% |
4,767,620
-32,841
| -0.7% | -$701K |
|
278
Edwards Lifesciences
EW
$47.1B
| $101M | 0.07% |
1,369,875
+4,603
| +0.3% | +$341K |
|
279
Keurig Dr Pepper
KDP
$37.5B
| $101M | 0.07% |
3,138,111
+242,315
| +8% | +$7.78M |
|
280
Centene
CNC
$14.2B
| $100M | 0.07% |
1,657,215
+98,509
| +6% | +$5.97M |
|
281
CBRE Group
CBRE
$48.7B
| $100M | 0.07% |
762,892
-14,144
| -2% | -$1.86M |
|
282
Veracyte
VCYT
$2.55B
| $98.7M | 0.07% |
2,493,377
-259,006
| -9% | -$10.3M |
|
283
Beam Therapeutics
BEAM
$2.02B
| $98.1M | 0.07% |
3,957,611
+404,782
| +11% | +$10M |
|
284
Xcel Energy
XEL
$42.4B
| $98M | 0.07% |
1,452,157
+5,817
| +0.4% | +$393K |
|
|
DFS
285
DELISTED
Discover Financial Services
DFS
| $97.3M | 0.07% |
561,822
+3,134
| +0.6% | +$543K |
|
286
Public Service Enterprise Group
PEG
$40B
| $97.1M | 0.07% |
1,149,597
+21,164
| +2% | +$1.79M |
|
287
iShares Core US Aggregate Bond ETF
AGG
$132B
| $96.2M | 0.06% |
992,594
| – | – |
|
288
Sun Communities
SUI
$16.2B
| $95.9M | 0.06% |
779,744
+108,054
| +16% | +$13.3M |
|
289
Iron Mountain
IRM
$27.3B
| $95.7M | 0.06% |
910,723
+10,160
| +1% | +$1.07M |
|
290
Prudential Financial
PRU
$37.2B
| $95.5M | 0.06% |
806,053
+8,449
| +1% | +$1M |
|
291
Vertiv
VRT
$46.5B
| $95.5M | 0.06% |
840,856
-8,953
| -1% | -$1.02M |
|
292
Garmin
GRMN
$46.1B
| $95.1M | 0.06% |
461,291
-24,077
| -5% | -$4.97M |
|
293
Arch Capital
ACGL
$33.9B
| $94.6M | 0.06% |
1,024,638
+21,840
| +2% | +$2.02M |
|
294
Electronic Arts
EA
$42B
| $93.6M | 0.06% |
640,120
-2,621
| -0.4% | -$383K |
|
295
Yum! Brands
YUM
$41.1B
| $93.5M | 0.06% |
696,714
+7,083
| +1% | +$950K |
|
296
UDR
UDR
$12.8B
| $93.4M | 0.06% |
2,150,487
-115,698
| -5% | -$5.02M |
|
297
Monster Beverage
MNST
$61.5B
| $93.2M | 0.06% |
1,773,404
-3,826
| -0.2% | -$201K |
|
298
Ametek
AME
$43.6B
| $92.5M | 0.06% |
513,044
+6,348
| +1% | +$1.14M |
|
299
Atlassian
TEAM
$45.3B
| $91.7M | 0.06% |
376,765
+10,511
| +3% | +$2.56M |
|
300
Verisk Analytics
VRSK
$38.1B
| $91.6M | 0.06% |
332,650
+1,308
| +0.4% | +$360K |
|