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 |
Amazon
AMZN
|
$2.8B |
| 2 |
iShares Gold Trust
IAU
|
$997M |
| 3 |
UiPath
PATH
|
$437M |
| 4 |
Shopify
SHOP
|
$355M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
Baidu
BIDU
|
$99.6M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Keurig Dr Pepper
KDP
$39.1B
| $97.6M | 0.08% |
2,759,004
+786,302
| +40% | +$27.8M |
|
302
Labcorp
LH
$22.8B
| $97.6M | 0.08% |
416,314
+114,001
| +38% | +$26.7M |
|
303
Arthur J. Gallagher & Co
AJG
$77.6B
| $97.1M | 0.07% |
595,567
+31,962
| +6% | +$5.21M |
|
304
Baxter International
BAX
$12.4B
| $96.4M | 0.07% |
1,501,069
+4,778
| +0.3% | +$307K |
|
305
lululemon athletica
LULU
$23.9B
| $96.2M | 0.07% |
352,745
-236
| -0.1% | -$64.3K |
|
306
Manulife Financial
MFC
$51.7B
| $95.3M | 0.07% |
5,495,015
+228,325
| +4% | +$3.96M |
|
307
MSCI
MSCI
$42.7B
| $94.8M | 0.07% |
230,061
+6,601
| +3% | +$2.72M |
|
308
Verisk Analytics
VRSK
$36.9B
| $94.8M | 0.07% |
547,715
+123,108
| +29% | +$21.3M |
|
309
Extra Space Storage
EXR
$29.8B
| $94.8M | 0.07% |
557,057
+9,890
| +2% | +$1.68M |
|
310
Public Service Enterprise Group
PEG
$40.7B
| $94.6M | 0.07% |
1,495,515
-73,309
| -5% | -$4.64M |
|
311
Keysight
KEYS
$28B
| $94.5M | 0.07% |
685,354
-49,461
| -7% | -$6.82M |
|
312
PTC
PTC
$25.4B
| $94.3M | 0.07% |
886,873
+64,784
| +8% | +$6.89M |
|
313
Equity Lifestyle Properties
ELS
$11.5B
| $93.7M | 0.07% |
1,328,986
-368,481
| -22% | -$26M |
|
314
Twist Bioscience
TWST
$1.57B
| $93.6M | 0.07% |
2,677,170
+300,885
| +13% | +$10.5M |
|
315
Cheniere Energy
LNG
$52.8B
| $93.4M | 0.07% |
701,858
+7,844
| +1% | +$1.04M |
|
316
Alcon
ALC
$38.7B
| $92.9M | 0.07% |
1,328,728
-260,962
| -16% | -$18.2M |
|
317
Willis Towers Watson
WTW
$31.8B
| $92.2M | 0.07% |
467,205
-215,483
| -32% | -$42.5M |
|
318
Otis Worldwide
OTIS
$33.7B
| $91.9M | 0.07% |
1,300,444
-259,807
| -17% | -$18.4M |
|
319
Uber
UBER
$194B
| $90.9M | 0.07% |
4,440,571
+310,779
| +8% | +$6.36M |
|
320
Hologic
HOLX
$14.8B
| $90.4M | 0.07% |
1,304,007
+421,055
| +48% | +$29.2M |
|
321
Best Buy
BBY
$15.7B
| $90.1M | 0.07% |
1,381,600
-22,786
| -2% | -$1.49M |
|
322
Illumina
ILMN
$15.4B
| $89.9M | 0.07% |
487,673
+70,435
| +17% | +$13M |
|
323
Global Payments
GPN
$21.1B
| $89.5M | 0.07% |
809,036
-284,950
| -26% | -$31.5M |
|
324
TransUnion
TRU
$16.7B
| $88.7M | 0.07% |
1,108,447
-206,798
| -16% | -$16.5M |
|
325
Iron Mountain
IRM
$26.4B
| $88.5M | 0.07% |
1,818,456
+449,724
| +33% | +$21.9M |
|