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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Targa Resources
TRGP
$34.5B
| $91.5M | 0.06% |
512,636
-5,527
| -1% | -$987K |
|
302
Corning
GLW
$61.8B
| $91.4M | 0.06% |
1,922,851
-14,077
| -0.7% | -$669K |
|
303
Exelon
EXC
$43.4B
| $91.3M | 0.06% |
2,425,791
+40,076
| +2% | +$1.51M |
|
304
HubSpot
HUBS
$26.3B
| $90.8M | 0.06% |
130,272
-857
| -0.7% | -$597K |
|
305
Agilent Technologies
A
$36.3B
| $89.7M | 0.06% |
667,856
+4,089
| +0.6% | +$549K |
|
306
Flutter Entertainment
FLUT
$50.6B
| $89.1M | 0.06% |
344,815
+10,664
| +3% | +$2.76M |
|
307
Sysco
SYY
$39B
| $88.7M | 0.06% |
1,160,456
+6,738
| +0.6% | +$515K |
|
308
Valero Energy
VLO
$48.9B
| $88.4M | 0.06% |
721,209
-35,202
| -5% | -$4.32M |
|
309
Alexandria Real Estate Equities
ARE
$14.6B
| $88.1M | 0.06% |
903,541
+42,825
| +5% | +$4.18M |
|
310
Gartner
IT
$18.7B
| $88.1M | 0.06% |
181,882
+6,529
| +4% | +$3.16M |
|
311
Ford
F
$46.5B
| $87.1M | 0.06% |
8,799,541
+113,363
| +1% | +$1.12M |
|
312
Ingersoll Rand
IR
$31.9B
| $87.1M | 0.06% |
962,719
-448
| -0% | -$40.5K |
|
313
Otis Worldwide
OTIS
$34.3B
| $86.9M | 0.06% |
938,843
+9,972
| +1% | +$924K |
|
314
Consolidated Edison
ED
$34.9B
| $85.8M | 0.06% |
961,538
-3,665
| -0.4% | -$327K |
|
315
Nasdaq
NDAQ
$54.5B
| $85.6M | 0.06% |
1,106,954
-30
| -0% | -$2.32K |
|
316
Hartford Financial Services
HIG
$36.7B
| $85.5M | 0.06% |
781,126
-9,928
| -1% | -$1.09M |
|
317
Ferguson
FERG
$47.7B
| $85.4M | 0.06% |
492,107
+1,074
| +0.2% | +$186K |
|
318
GE HealthCare
GEHC
$35.7B
| $84.9M | 0.06% |
1,086,324
+63,928
| +6% | +$5M |
|
319
HDFC Bank
HDB
$181B
| $84.7M | 0.06% |
1,326,149
+134,167
| +11% | +$8.57M |
|
320
Humana
HUM
$37.3B
| $84M | 0.06% |
330,906
+5,497
| +2% | +$1.39M |
|
321
Ventas
VTR
$30.9B
| $83.9M | 0.06% |
1,423,945
+94,791
| +7% | +$5.58M |
|
322
Dell
DELL
$83.2B
| $83.8M | 0.06% |
727,334
+81,340
| +13% | +$9.37M |
|
|
HES
323
DELISTED
Hess
HES
| $83M | 0.06% |
623,902
-45,567
| -7% | -$6.06M |
|
324
Kraft Heinz
KHC
$31.8B
| $82.6M | 0.06% |
2,688,249
+49,827
| +2% | +$1.53M |
|
325
Iridium Communications
IRDM
$2.27B
| $82.1M | 0.06% |
2,829,052
+320,506
| +13% | +$9.3M |
|