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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
DuPont de Nemours
DD
$32.1B
| $115M | 0.07% |
1,427,123
-94,375
| -6% | -$7.62M |
|
302
Cognex
CGNX
$7.45B
| $115M | 0.07% |
1,478,606
-17,445
| -1% | -$1.36M |
|
303
TC Energy
TRP
$53.9B
| $115M | 0.07% |
2,465,952
-125,093
| -5% | -$5.82M |
|
304
PPG Industries
PPG
$24.7B
| $114M | 0.07% |
659,560
-27,236
| -4% | -$4.7M |
|
305
Ross Stores
ROST
$48.7B
| $114M | 0.07% |
995,108
-49,541
| -5% | -$5.66M |
|
306
Labcorp
LH
$23.1B
| $113M | 0.07% |
417,834
+85,492
| +26% | +$23.1M |
|
307
Sysco
SYY
$38.7B
| $112M | 0.07% |
1,425,221
-72,864
| -5% | -$5.72M |
|
308
Quest Diagnostics
DGX
$20.4B
| $112M | 0.07% |
646,626
-217,163
| -25% | -$37.6M |
|
309
Yum! Brands
YUM
$40.5B
| $112M | 0.07% |
805,453
+15,958
| +2% | +$2.22M |
|
310
CubeSmart
CUBE
$9.29B
| $111M | 0.07% |
1,950,328
+133,937
| +7% | +$7.62M |
|
311
Masimo
MASI
$8.05B
| $110M | 0.07% |
376,335
+12,161
| +3% | +$3.56M |
|
312
Constellation Brands
STZ
$25.7B
| $109M | 0.07% |
435,704
-47,311
| -10% | -$11.9M |
|
313
Cummins
CMI
$54.4B
| $109M | 0.07% |
501,164
-61,304
| -11% | -$13.4M |
|
314
Veeva Systems
VEEV
$46.3B
| $109M | 0.07% |
427,869
-27,177
| -6% | -$6.94M |
|
315
SolarEdge
SEDG
$1.78B
| $109M | 0.07% |
388,025
-18,713
| -5% | -$5.25M |
|
316
MongoDB
MDB
$26.9B
| $109M | 0.07% |
205,416
-69,711
| -25% | -$36.9M |
|
317
Waste Connections
WCN
$45.7B
| $109M | 0.07% |
796,914
-35,111
| -4% | -$4.79M |
|
318
Airbnb
ABNB
$75.8B
| $108M | 0.07% |
648,500
+276,175
| +74% | +$46M |
|
319
Consolidated Edison
ED
$35B
| $107M | 0.07% |
1,259,944
-353,990
| -22% | -$30.2M |
|
320
Trade Desk
TTD
$25.6B
| $107M | 0.07% |
1,169,428
-46,292
| -4% | -$4.24M |
|
321
Nucor
NUE
$32.4B
| $107M | 0.07% |
937,352
-62,542
| -6% | -$7.14M |
|
322
WEC Energy
WEC
$34.6B
| $107M | 0.06% |
1,099,219
+10,936
| +1% | +$1.06M |
|
|
TWOU
323
DELISTED
2U, Inc.
TWOU
| $106M | 0.06% |
175,775
+9,939
| +6% | +$5.98M |
|
324
McKesson
MCK
$87.8B
| $105M | 0.06% |
423,787
-36,130
| -8% | -$8.98M |
|
325
Republic Services
RSG
$71.5B
| $105M | 0.06% |
754,740
-189,923
| -20% | -$26.5M |
|