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 | +$122M | |
| 2 | +$118M | |
| 3 | +$116M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$98.8M |
| 5 |
Amazon
AMZN
|
+$74.5M |
Top Sells
| 1 | +$202M | |
| 2 | +$182M | |
| 3 | +$145M | |
| 4 |
Coca-Cola
KO
|
+$130M |
| 5 |
TransUnion
TRU
|
+$65.2M |
Sector Composition
| 1 | Technology | 30.03% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Edwards Lifesciences
EW
$42.7B
| $98.4M | 0.07% |
1,357,399
-12,476
|
|
||
277
iShares Core US Aggregate Bond ETF
AGG
$133B
| $98.2M | 0.07% |
992,594
|
|
||
278
Axon Enterprise
AXON
$51.2B
| $98M | 0.07% |
186,239
+5,422
|
|
||
279
UDR
UDR
$11.9B
| $97.8M | 0.07% |
2,164,207
+13,720
|
|
||
280
PG&E
PCG
$36.3B
| $97.7M | 0.07% |
5,688,828
+408,080
|
|
||
281
Snowflake
SNOW
$81.3B
| $97.5M | 0.07% |
666,830
-6,885
|
|
||
282
Hartford Financial Services
HIG
$34.9B
| $96.9M | 0.07% |
782,957
+1,831
|
|
||
|
DFS
283
DELISTED
Discover Financial Services
DFS
| $96.4M | 0.07% |
564,923
+3,101
|
|
||
284
Otis Worldwide
OTIS
$35.6B
| $95.6M | 0.07% |
926,540
-12,303
|
|
||
285
Twist Bioscience
TWST
$1.86B
| $94.8M | 0.07% |
2,415,798
-197,166
|
|
||
286
Valero Energy
VLO
$48.6B
| $94.8M | 0.07% |
717,589
-3,620
|
|
||
287
Quanta Services
PWR
$65.2B
| $94.6M | 0.07% |
372,313
+27,644
|
|
||
288
Electronic Arts
EA
$50B
| $94.5M | 0.07% |
653,581
+13,461
|
|
||
289
Public Service Enterprise Group
PEG
$42.1B
| $94.4M | 0.07% |
1,147,231
-2,366
|
|
||
290
D.R. Horton
DHI
$45.6B
| $93.9M | 0.07% |
738,452
-10,012
|
|
||
291
Arch Capital
ACGL
$32.2B
| $92M | 0.07% |
956,882
-67,756
|
|
||
292
Crown Castle
CCI
$42.7B
| $91.7M | 0.06% |
880,064
+502
|
|
||
293
Ryan Specialty Holdings
RYAN
$6.69B
| $91.1M | 0.06% |
1,233,306
-1,808
|
|
||
294
lululemon athletica
LULU
$19.5B
| $90.9M | 0.06% |
321,175
+29,364
|
|
||
295
Iron Mountain
IRM
$31.2B
| $90.1M | 0.06% |
1,047,116
+136,393
|
|
||
296
WEC Energy
WEC
$37.4B
| $89.9M | 0.06% |
825,180
+4,035
|
|
||
297
Sysco
SYY
$37.7B
| $89.8M | 0.06% |
1,196,948
+36,492
|
|
||
298
Ametek
AME
$42.6B
| $89.5M | 0.06% |
519,797
+6,753
|
|
||
299
GE HealthCare
GEHC
$33.5B
| $89.5M | 0.06% |
1,108,408
+22,084
|
|
||
300
Interactive Brokers
IBKR
$30.5B
| $89.4M | 0.06% |
2,159,880
+395,176
|
|