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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Verisk Analytics
VRSK
$36.9B
| $122M | 0.08% |
688,815
-236,796
| -26% | -$41.8M |
|
302
Nutrien
NTR
$28B
| $121M | 0.08% |
2,255,477
+222,677
| +11% | +$12M |
|
303
O'Reilly Automotive
ORLY
$87.5B
| $121M | 0.08% |
237,873
-10,313
| -4% | -$5.23M |
|
304
Motorola Solutions
MSI
$79.7B
| $118M | 0.07% |
627,859
-22,785
| -4% | -$4.28M |
|
305
Republic Services
RSG
$72.6B
| $118M | 0.07% |
1,188,342
+110,946
| +10% | +$11M |
|
|
SPLK
306
DELISTED
Splunk Inc
SPLK
| $117M | 0.07% |
867,070
-1,529,770
| -64% | -$207M |
|
307
Datadog
DDOG
$46.8B
| $117M | 0.07% |
1,407,228
+495,526
| +54% | +$41.3M |
|
308
Archer Daniels Midland
ADM
$29.6B
| $117M | 0.07% |
2,046,575
+74,629
| +4% | +$4.25M |
|
309
Kellanova
K
$27.4B
| $116M | 0.07% |
1,837,210
-25,946
| -1% | -$1.64M |
|
310
Phillips 66
PSX
$53.9B
| $115M | 0.07% |
1,412,170
-377,711
| -21% | -$30.8M |
|
311
Aflac
AFL
$56.5B
| $115M | 0.07% |
2,249,241
-202,028
| -8% | -$10.3M |
|
312
Prudential Financial
PRU
$37.7B
| $115M | 0.07% |
1,260,797
-37,085
| -3% | -$3.38M |
|
313
PPG Industries
PPG
$24.7B
| $115M | 0.07% |
764,037
-18,865
| -2% | -$2.83M |
|
314
Marathon Petroleum
MPC
$54.6B
| $115M | 0.07% |
2,141,885
-254,490
| -11% | -$13.6M |
|
315
Fastly
FSLY
$1.1B
| $113M | 0.07% |
1,686,586
+967,157
| +134% | +$65.1M |
|
316
WEC Energy
WEC
$34B
| $113M | 0.07% |
1,207,992
-46,483
| -4% | -$4.35M |
|
317
Canadian Natural Resources
CNQ
$66.2B
| $113M | 0.07% |
3,657,901
-34,457
| -0.9% | -$1.06M |
|
318
Ally Financial
ALLY
$12.5B
| $112M | 0.07% |
2,485,262
+187,836
| +8% | +$8.49M |
|
319
AutoZone
AZO
$69.8B
| $112M | 0.07% |
79,673
-11,059
| -12% | -$15.5M |
|
320
MSCI
MSCI
$42.7B
| $111M | 0.07% |
265,607
-8,495
| -3% | -$3.56M |
|
321
Keysight
KEYS
$28B
| $111M | 0.07% |
776,428
+20,947
| +3% | +$3M |
|
322
Match Group
MTCH
$8.9B
| $111M | 0.07% |
808,354
-1,820
| -0.2% | -$250K |
|
323
Stanley Black & Decker
SWK
$11.1B
| $111M | 0.07% |
555,919
-12,245
| -2% | -$2.44M |
|
324
Darden Restaurants
DRI
$24.3B
| $111M | 0.07% |
780,660
-178,544
| -19% | -$25.4M |
|
325
Iridium Communications
IRDM
$2.62B
| $110M | 0.07% |
2,666,638
+554,576
| +26% | +$22.9M |
|