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 |
Bristol-Myers Squibb
BMY
|
+$200M |
| 2 |
Alibaba
BABA
|
+$176M |
| 3 |
Blackstone
BX
|
+$127M |
| 4 |
Truist Financial
TFC
|
+$127M |
| 5 |
Mercado Libre
MELI
|
+$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
+$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$116M |
| 3 |
Tesla
TSLA
|
+$92.4M |
| 4 |
Apple
AAPL
|
+$90.7M |
| 5 |
NVIDIA
NVDA
|
+$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Las Vegas Sands
LVS
$37B
| $88.4M | 0.07% |
1,280,666
+28,556
| +2% | +$1.97M |
|
302
M&T Bank
MTB
$31.2B
| $87.9M | 0.07% |
517,843
+2,049
| +0.4% | +$348K |
|
303
Fifth Third Bancorp
FITB
$30B
| $87.5M | 0.07% |
2,846,592
-341,399
| -11% | -$10.5M |
|
304
Fortive
FTV
$16.1B
| $87.4M | 0.07% |
1,367,074
-92,862
| -6% | -$5.94M |
|
305
CBRE Group
CBRE
$48.3B
| $86.5M | 0.07% |
1,411,763
+50,426
| +4% | +$3.09M |
|
306
Palo Alto Networks
PANW
$132B
| $86.5M | 0.07% |
2,244,282
-7,968
| -0.4% | -$307K |
|
307
Best Buy
BBY
$16.1B
| $86.2M | 0.07% |
981,366
+2,636
| +0.3% | +$231K |
|
308
MSCI
MSCI
$44.1B
| $85.7M | 0.07% |
331,858
-5,726
| -2% | -$1.48M |
|
309
Invitation Homes
INVH
$18.5B
| $85.6M | 0.07% |
2,855,734
+607,041
| +27% | +$18.2M |
|
310
Northern Trust
NTRS
$24.6B
| $85.4M | 0.07% |
803,734
-3,033
| -0.4% | -$322K |
|
311
CGI
GIB
$21.4B
| $85.3M | 0.07% |
1,018,403
+46,455
| +5% | +$3.89M |
|
312
Veracyte
VCYT
$2.48B
| $85.2M | 0.07% |
3,053,251
+289,015
| +10% | +$8.07M |
|
313
American Water Works
AWK
$27.4B
| $85.1M | 0.07% |
692,761
-7,992
| -1% | -$982K |
|
314
Skyworks Solutions
SWKS
$11.1B
| $84.8M | 0.07% |
701,318
+8,781
| +1% | +$1.06M |
|
315
VeriSign
VRSN
$26.4B
| $84.7M | 0.07% |
439,571
-3,580
| -0.8% | -$690K |
|
316
Franco-Nevada
FNV
$37.9B
| $84.5M | 0.07% |
818,084
+23,061
| +3% | +$2.38M |
|
317
Veeva Systems
VEEV
$45.8B
| $84.5M | 0.07% |
600,600
+64,980
| +12% | +$9.14M |
|
318
CoStar Group
CSGP
$37.5B
| $84.1M | 0.07% |
1,406,220
+23,390
| +2% | +$1.4M |
|
319
DexCom
DXCM
$30.8B
| $84M | 0.07% |
1,535,412
+148,384
| +11% | +$8.11M |
|
320
Vulcan Materials
VMC
$38.5B
| $83.9M | 0.07% |
582,819
+7,046
| +1% | +$1.01M |
|
321
Ameren
AEE
$26.9B
| $83.5M | 0.07% |
1,087,703
-4,461
| -0.4% | -$343K |
|
322
Weyerhaeuser
WY
$18.2B
| $83.4M | 0.07% |
2,762,484
-20,820
| -0.7% | -$629K |
|
323
Kraft Heinz
KHC
$31.7B
| $83.3M | 0.07% |
2,592,102
+42,282
| +2% | +$1.36M |
|
324
Fastenal
FAST
$54.7B
| $82.5M | 0.06% |
4,467,986
+55,008
| +1% | +$1.02M |
|
325
Align Technology
ALGN
$10.2B
| $82.3M | 0.06% |
295,032
-23,210
| -7% | -$6.48M |
|