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 |
Microsoft
MSFT
|
$200M |
| 2 |
NVIDIA
NVDA
|
$184M |
| 3 |
Amazon
AMZN
|
$173M |
| 4 |
Mastercard
MA
|
$123M |
| 5 |
Apple
AAPL
|
$120M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Garmin
GRMN
$45.9B
| $85.5M | 0.05% |
409,670
-50,546
| -11% | -$10.5M |
|
327
Twist Bioscience
TWST
$1.57B
| $84.6M | 0.05% |
2,299,437
-116,361
| -5% | -$4.28M |
|
328
Brown & Brown
BRO
$31.3B
| $84.4M | 0.05% |
760,893
+178,082
| +31% | +$19.7M |
|
329
UDR
UDR
$13B
| $84.3M | 0.05% |
2,063,642
-100,565
| -5% | -$4.11M |
|
330
DexCom
DXCM
$31.5B
| $84M | 0.05% |
962,834
+10,234
| +1% | +$893K |
|
331
Centene
CNC
$14.2B
| $83.3M | 0.05% |
1,535,187
-101,672
| -6% | -$5.52M |
|
332
EQT Corp
EQT
$32.1B
| $83.3M | 0.05% |
1,427,900
+139,578
| +11% | +$8.14M |
|
333
Gartner
IT
$18.6B
| $82.5M | 0.05% |
204,179
+20,547
| +11% | +$8.31M |
|
334
Monolithic Power Systems
MPWR
$41.3B
| $82.3M | 0.05% |
112,516
-164
| -0.1% | -$120K |
|
335
CoStar Group
CSGP
$37.9B
| $82.1M | 0.05% |
1,021,300
+24,290
| +2% | +$1.95M |
|
336
Archer Daniels Midland
ADM
$30.2B
| $81.3M | 0.05% |
1,541,221
+35,002
| +2% | +$1.85M |
|
337
Nucor
NUE
$33.8B
| $81.1M | 0.05% |
625,940
+49,274
| +9% | +$6.38M |
|
338
Entergy
ETR
$39.2B
| $81M | 0.05% |
974,255
-4,101
| -0.4% | -$341K |
|
339
Atlassian
TEAM
$45.2B
| $81M | 0.05% |
398,645
+12,583
| +3% | +$2.56M |
|
340
NRG Energy
NRG
$28.5B
| $80.9M | 0.05% |
503,841
+33,574
| +7% | +$5.39M |
|
341
PG&E
PCG
$33.2B
| $80.9M | 0.05% |
5,799,953
+111,125
| +2% | +$1.55M |
|
342
Ingersoll Rand
IR
$32.3B
| $80.8M | 0.05% |
971,570
+23,069
| +2% | +$1.92M |
|
343
Beam Therapeutics
BEAM
$2.1B
| $80.4M | 0.05% |
4,729,444
+462,573
| +11% | +$7.87M |
|
344
Agilent Technologies
A
$36.5B
| $79.4M | 0.05% |
672,755
+10,706
| +2% | +$1.26M |
|
345
Masimo
MASI
$7.98B
| $79.2M | 0.05% |
471,041
+98,063
| +26% | +$16.5M |
|
346
eBay
EBAY
$42.2B
| $79M | 0.05% |
1,060,728
-72,225
| -6% | -$5.38M |
|
347
Vulcan Materials
VMC
$39B
| $79M | 0.05% |
302,713
+6,906
| +2% | +$1.8M |
|
348
Xylem
XYL
$34.2B
| $78.9M | 0.05% |
609,724
+46,091
| +8% | +$5.96M |
|
349
Ares Management
ARES
$38.9B
| $78.4M | 0.05% |
452,396
+36,139
| +9% | +$6.26M |
|
350
Old Dominion Freight Line
ODFL
$31.6B
| $77.5M | 0.05% |
477,351
+6,476
| +1% | +$1.05M |
|