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
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Match Group
MTCH
$8.9B
| $102M | 0.07% |
+923,291
| New | +$102M |
|
302
Carrier Global
CARR
$53.8B
| $102M | 0.07% |
3,325,321
-217,089
| -6% | -$6.63M |
|
303
Corteva
CTVA
$50.2B
| $101M | 0.07% |
3,505,232
-154,141
| -4% | -$4.44M |
|
304
McKesson
MCK
$86B
| $100M | 0.07% |
672,455
-52,084
| -7% | -$7.76M |
|
305
Parker-Hannifin
PH
$95B
| $99.7M | 0.07% |
492,731
-39,727
| -7% | -$8.04M |
|
306
RingCentral
RNG
$2.73B
| $99.5M | 0.07% |
362,378
+26,670
| +8% | +$7.32M |
|
307
D.R. Horton
DHI
$50.7B
| $99.4M | 0.07% |
1,313,788
-263,506
| -17% | -$19.9M |
|
|
ALXN
308
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $99.3M | 0.07% |
867,970
-43,218
| -5% | -$4.95M |
|
309
American Water Works
AWK
$27.5B
| $98.9M | 0.07% |
682,545
-63,934
| -9% | -$9.26M |
|
310
Prudential Financial
PRU
$37.7B
| $98.7M | 0.07% |
1,553,090
-197,171
| -11% | -$12.5M |
|
|
MTLS
311
Materialise
MTLS
$294M
| $98.1M | 0.07% |
2,657,363
-114,806
| -4% | -$4.24M |
|
312
Republic Services
RSG
$72.6B
| $97.6M | 0.07% |
1,045,621
-160,533
| -13% | -$15M |
|
|
AZPN
313
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $97.2M | 0.07% |
767,694
-27,591
| -3% | -$3.49M |
|
314
CrowdStrike
CRWD
$103B
| $96.9M | 0.07% |
706,011
+291,099
| +70% | +$40M |
|
315
Veracyte
VCYT
$2.36B
| $96.9M | 0.07% |
2,983,455
-161,731
| -5% | -$5.25M |
|
316
Wheaton Precious Metals
WPM
$45.9B
| $96.6M | 0.07% |
1,967,480
-139,072
| -7% | -$6.83M |
|
317
Hershey
HSY
$37.6B
| $96.2M | 0.06% |
671,262
-61,133
| -8% | -$8.76M |
|
318
Marriott International Class A Common Stock
MAR
$71.8B
| $96.2M | 0.06% |
1,038,855
-82,107
| -7% | -$7.6M |
|
319
Copart
CPRT
$46.8B
| $96.1M | 0.06% |
913,543
-38,679
| -4% | -$4.07M |
|
320
Stanley Black & Decker
SWK
$11.1B
| $96M | 0.06% |
591,868
-33,961
| -5% | -$5.51M |
|
321
McCormick & Company Non-Voting
MKC
$18.4B
| $95.4M | 0.06% |
491,615
-40,847
| -8% | -$7.93M |
|
322
Kinder Morgan
KMI
$59.3B
| $95.2M | 0.06% |
7,718,975
-480,088
| -6% | -$5.92M |
|
323
Church & Dwight Co
CHD
$22.7B
| $95.2M | 0.06% |
1,015,380
-61,456
| -6% | -$5.76M |
|
324
Quest Diagnostics
DGX
$20B
| $94.4M | 0.06% |
824,692
-142,596
| -15% | -$16.3M |
|
325
Mid-America Apartment Communities
MAA
$16.7B
| $94.4M | 0.06% |
813,750
+36,353
| +5% | +$4.22M |
|