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 | +$122M | |
| 2 | +$118M | |
| 3 | +$116M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$98.8M |
| 5 |
Amazon
AMZN
|
+$74.5M |
Top Sells
| 1 | +$202M | |
| 2 | +$182M | |
| 3 | +$145M | |
| 4 |
Coca-Cola
KO
|
+$130M |
| 5 |
TransUnion
TRU
|
+$65.2M |
Sector Composition
| 1 | Technology | 30.03% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Prudential Financial
PRU
$35.1B
| $89.4M | 0.06% |
800,136
-5,917
|
|
||
302
Pure Storage
PSTG
$30.2B
| $89M | 0.06% |
2,010,210
+58,054
|
|
||
303
Corning
GLW
$74.3B
| $88.2M | 0.06% |
1,927,026
+4,175
|
|
||
304
Ford
F
$46.7B
| $88M | 0.06% |
8,775,886
-23,655
|
|
||
305
Humana
HUM
$32.1B
| $87.7M | 0.06% |
331,314
+408
|
|
||
306
Take-Two Interactive
TTWO
$47.8B
| $87.5M | 0.06% |
422,357
+899
|
|
||
307
HDFC Bank
HDB
$181B
| $87.5M | 0.06% |
1,317,346
-8,803
|
|
||
308
Gaming and Leisure Properties
GLPI
$12.6B
| $87.4M | 0.06% |
1,717,787
+96,060
|
|
||
309
Alexandria Real Estate Equities
ARE
$12.8B
| $86.9M | 0.06% |
938,836
+35,295
|
|
||
310
Datadog
DDOG
$52.7B
| $86.6M | 0.06% |
873,255
+914
|
|
||
311
CRISPR Therapeutics
CRSP
$6.22B
| $86.4M | 0.06% |
2,539,889
-205,787
|
|
||
312
Cardinal Health
CAH
$36.4B
| $85.1M | 0.06% |
617,774
-2,055
|
|
||
313
Nasdaq
NDAQ
$50.5B
| $84.9M | 0.06% |
1,118,924
+11,970
|
|
||
314
Charter Communications
CHTR
$34.9B
| $84.5M | 0.06% |
229,374
+5,622
|
|
||
315
TSMC
TSM
$1.56T
| $84.1M | 0.06% |
506,870
-16,229
|
|
||
316
Idexx Laboratories
IDXX
$51B
| $83.7M | 0.06% |
199,390
+940
|
|
||
317
Entergy
ETR
$42.9B
| $83.6M | 0.06% |
978,356
+13,278
|
|
||
318
Beam Therapeutics
BEAM
$2.61B
| $83.3M | 0.06% |
4,266,871
+309,260
|
|
||
319
Illumina
ILMN
$14.7B
| $83.3M | 0.06% |
1,050,203
+184,657
|
|
||
320
UiPath
PATH
$8.46B
| $82.8M | 0.06% |
8,041,596
-4,548,695
|
|
||
321
Willis Towers Watson
WTW
$32B
| $82.7M | 0.06% |
244,669
-3,983
|
|
||
322
Kraft Heinz
KHC
$29.7B
| $82.3M | 0.06% |
2,703,744
+15,495
|
|
||
323
Veeva Systems
VEEV
$48B
| $82.2M | 0.06% |
354,729
-8,463
|
|
||
324
Atlassian
TEAM
$39.4B
| $81.9M | 0.06% |
386,062
+9,297
|
|
||
325
ResMed
RMD
$39.4B
| $81.7M | 0.06% |
365,190
+32,994
|
|