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
|
$124M |
| 2 |
Microsoft
MSFT
|
$108M |
| 3 |
Apple
AAPL
|
$101M |
| 4 |
Nu Holdings
NU
|
$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Old Dominion Freight Line
ODFL
$31.7B
| $92.4M | 0.06% |
465,063
+7,505
| +2% | +$1.49M |
|
302
Electronic Arts
EA
$42.2B
| $92.2M | 0.06% |
642,741
+1,435
| +0.2% | +$206K |
|
303
Ford
F
$46.7B
| $91.7M | 0.06% |
8,686,178
+109,747
| +1% | +$1.16M |
|
304
TSMC
TSM
$1.26T
| $91.6M | 0.06% |
527,604
-37,701
| -7% | -$6.55M |
|
|
HES
305
DELISTED
Hess
HES
| $90.9M | 0.06% |
669,469
+332
| +0% | +$45.1K |
|
306
Sun Communities
SUI
$16.2B
| $90.8M | 0.06% |
671,690
-31,125
| -4% | -$4.21M |
|
307
Edwards Lifesciences
EW
$47.5B
| $90.1M | 0.06% |
1,365,272
+1,070
| +0.1% | +$70.6K |
|
308
Sysco
SYY
$39.4B
| $90.1M | 0.06% |
1,153,718
+1,243
| +0.1% | +$97K |
|
309
Constellation Brands
STZ
$26.2B
| $89.3M | 0.06% |
346,471
+701
| +0.2% | +$181K |
|
310
Gartner
IT
$18.6B
| $88.9M | 0.06% |
175,353
+307
| +0.2% | +$156K |
|
311
Verisk Analytics
VRSK
$37.8B
| $88.8M | 0.06% |
331,342
+658
| +0.2% | +$176K |
|
312
Archer Daniels Midland
ADM
$30.2B
| $88M | 0.06% |
1,472,499
-10,610
| -0.7% | -$634K |
|
313
Kimco Realty
KIM
$15.4B
| $87.9M | 0.06% |
3,786,626
+25,317
| +0.7% | +$588K |
|
314
Corning
GLW
$61B
| $87.5M | 0.06% |
1,936,928
+10,311
| +0.5% | +$466K |
|
315
Gaming and Leisure Properties
GLPI
$13.7B
| $87.3M | 0.06% |
1,695,993
-28,473
| -2% | -$1.46M |
|
316
Beam Therapeutics
BEAM
$2.11B
| $87M | 0.06% |
3,552,829
+1,328,414
| +60% | +$32.5M |
|
317
Ametek
AME
$43.3B
| $87M | 0.06% |
506,696
+5,375
| +1% | +$923K |
|
318
Garmin
GRMN
$45.7B
| $85.4M | 0.06% |
485,368
-31,520
| -6% | -$5.55M |
|
319
Ventas
VTR
$30.9B
| $85.2M | 0.06% |
1,329,154
-112,020
| -8% | -$7.18M |
|
320
Natera
NTRA
$23.1B
| $85.2M | 0.06% |
671,382
+153,441
| +30% | +$19.5M |
|
321
Curtiss-Wright
CW
$18.1B
| $85.1M | 0.06% |
258,951
-43,445
| -14% | -$14.3M |
|
322
Vertiv
VRT
$47.4B
| $84.5M | 0.06% |
849,809
+102,042
| +14% | +$10.2M |
|
323
lululemon athletica
LULU
$19.9B
| $84.4M | 0.06% |
311,187
-1,006
| -0.3% | -$273K |
|
324
ResMed
RMD
$40.6B
| $84.4M | 0.06% |
345,542
+14,465
| +4% | +$3.53M |
|
325
Interactive Brokers
IBKR
$26.8B
| $83.6M | 0.06% |
+2,400,416
| New | +$83.6M |
|