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 |
GE Vernova
GEV
|
$104M |
| 2 |
Curtiss-Wright
CW
|
$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$68.6M |
| 4 |
Roblox
RBLX
|
$55.5M |
| 5 |
10x Genomics
TXG
|
$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$605M |
| 2 |
Microsoft
MSFT
|
$537M |
| 3 |
Apple
AAPL
|
$515M |
| 4 |
Royal Bank of Canada
RY
|
$328M |
| 5 |
Toronto Dominion Bank
TD
|
$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Garmin
GRMN
$45.7B
| $84.2M | 0.06% |
516,888
-32,052
| -6% | -$5.22M |
|
302
Public Service Enterprise Group
PEG
$40.5B
| $83.8M | 0.06% |
1,137,613
-161,236
| -12% | -$11.9M |
|
303
Biogen
BIIB
$20.6B
| $83.7M | 0.06% |
360,874
-25,608
| -7% | -$5.94M |
|
304
Ametek
AME
$43.3B
| $83.6M | 0.06% |
501,321
-44,329
| -8% | -$7.39M |
|
305
Diamondback Energy
FANG
$40.2B
| $83.5M | 0.06% |
417,259
-11,905
| -3% | -$2.38M |
|
306
Kraft Heinz
KHC
$32.3B
| $83.5M | 0.06% |
2,591,087
-5,154
| -0.2% | -$166K |
|
307
Crown Castle
CCI
$41.9B
| $83.4M | 0.06% |
853,995
-77,402
| -8% | -$7.56M |
|
308
Ferguson
FERG
$47.8B
| $83.4M | 0.06% |
430,751
-109,530
| -20% | -$21.2M |
|
309
Fair Isaac
FICO
$36.8B
| $83.2M | 0.06% |
55,864
-4,604
| -8% | -$6.85M |
|
310
MSCI
MSCI
$42.9B
| $82.5M | 0.06% |
171,270
-16,118
| -9% | -$7.76M |
|
311
Sysco
SYY
$39.4B
| $82.3M | 0.06% |
1,152,475
-90,093
| -7% | -$6.43M |
|
|
312
Curtiss-Wright
CW
$18.1B
| $81.9M | 0.06% |
302,396
+301,394
| +30,079% | +$81.7M |
|
313
HDFC Bank
HDB
$361B
| $81.9M | 0.06% |
1,272,932
+259,587
| +26% | +$16.7M |
|
314
Exelon
EXC
$43.9B
| $81.2M | 0.06% |
2,345,989
-133,332
| -5% | -$4.61M |
|
315
Iron Mountain
IRM
$27.2B
| $81M | 0.06% |
903,856
-52,333
| -5% | -$4.69M |
|
316
Old Dominion Freight Line
ODFL
$31.7B
| $80.8M | 0.06% |
457,558
-37,493
| -8% | -$6.62M |
|
317
Sea Limited
SE
$113B
| $80.3M | 0.06% |
1,124,304
-96,626
| -8% | -$6.9M |
|
318
Hartford Financial Services
HIG
$37B
| $80M | 0.06% |
795,703
-71,774
| -8% | -$7.22M |
|
319
Xcel Energy
XEL
$43B
| $80M | 0.06% |
1,497,830
-127,700
| -8% | -$6.82M |
|
320
Gartner
IT
$18.6B
| $78.6M | 0.06% |
175,046
-15,571
| -8% | -$6.99M |
|
321
Devon Energy
DVN
$22.1B
| $78M | 0.06% |
1,646,137
-57,329
| -3% | -$2.72M |
|
322
Gaming and Leisure Properties
GLPI
$13.7B
| $78M | 0.06% |
1,724,466
-36,018
| -2% | -$1.63M |
|
323
GE HealthCare
GEHC
$34.6B
| $77.8M | 0.06% |
998,948
-26,372
| -3% | -$2.05M |
|
324
IPG Photonics
IPGP
$3.56B
| $77.4M | 0.06% |
916,877
+11,548
| +1% | +$975K |
|
325
Kenvue
KVUE
$35.7B
| $76.7M | 0.06% |
4,216,574
+351,999
| +9% | +$6.4M |
|