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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
ON Semiconductor
ON
$19.8B
| $95.1M | 0.08% |
1,526,180
+69,385
| +5% | +$4.32M |
|
302
Equity Residential
EQR
$24.4B
| $94.8M | 0.08% |
1,410,920
+548
| +0% | +$36.8K |
|
303
Hilton Worldwide
HLT
$64.9B
| $94.4M | 0.08% |
783,033
-5,734
| -0.7% | -$692K |
|
304
West Pharmaceutical
WST
$17.5B
| $94.3M | 0.08% |
383,343
-62,313
| -14% | -$15.3M |
|
305
Workday
WDAY
$60.9B
| $94.1M | 0.08% |
618,425
+1,970
| +0.3% | +$300K |
|
306
Dollar Tree
DLTR
$23.2B
| $94M | 0.08% |
690,305
-3,045
| -0.4% | -$414K |
|
307
Verisk Analytics
VRSK
$36.9B
| $92.7M | 0.08% |
543,768
-3,947
| -0.7% | -$673K |
|
308
PTC
PTC
$25.4B
| $92.4M | 0.08% |
883,357
-3,516
| -0.4% | -$368K |
|
309
Willis Towers Watson
WTW
$31.8B
| $91.9M | 0.08% |
457,149
-10,056
| -2% | -$2.02M |
|
310
M&T Bank
MTB
$31B
| $91.7M | 0.08% |
519,946
-598
| -0.1% | -$105K |
|
311
StoneCo
STNE
$4.38B
| $91.5M | 0.08% |
9,596,824
+18,408
| +0.2% | +$175K |
|
312
DexCom
DXCM
$29.2B
| $91.4M | 0.08% |
1,134,371
+3,492
| +0.3% | +$281K |
|
|
AZPN
313
DELISTED
Aspen Technology Inc
AZPN
| $90.7M | 0.07% |
380,703
| – | – |
|
314
Pinduoduo
PDD
$173B
| $89.8M | 0.07% |
1,435,239
+155,024
| +12% | +$9.7M |
|
315
SBA Communications
SBAC
$21.7B
| $89.5M | 0.07% |
314,438
-42,364
| -12% | -$12.1M |
|
316
Manulife Financial
MFC
$51.7B
| $89M | 0.07% |
5,659,593
+164,578
| +3% | +$2.59M |
|
317
Illumina
ILMN
$15.4B
| $88.7M | 0.07% |
464,729
-22,944
| -5% | -$4.38M |
|
|
HES
318
DELISTED
Hess
HES
| $88.2M | 0.07% |
809,555
-1,291
| -0.2% | -$141K |
|
319
IPG Photonics
IPGP
$3.38B
| $87.9M | 0.07% |
1,041,712
-9,598
| -0.9% | -$810K |
|
320
Broadridge
BR
$29.5B
| $87.4M | 0.07% |
605,641
-8,190
| -1% | -$1.18M |
|
321
Global Payments
GPN
$21.1B
| $86.8M | 0.07% |
803,673
-5,363
| -0.7% | -$579K |
|
322
Idexx Laboratories
IDXX
$51.2B
| $86.8M | 0.07% |
266,415
-12,130
| -4% | -$3.95M |
|
|
B
323
Barrick Mining Corporation
B
$45.9B
| $86.4M | 0.07% |
5,563,992
-61,752
| -1% | -$959K |
|
324
PACCAR
PCAR
$52B
| $85.9M | 0.07% |
1,025,837
-5,742
| -0.6% | -$481K |
|
325
Ross Stores
ROST
$49.4B
| $85.5M | 0.07% |
1,014,725
-6,995
| -0.7% | -$589K |
|