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
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
TAL Education Group
TAL
$6.39B
| $93.6M | 0.06% |
1,230,362
-119,718
| -9% | -$9.1M |
|
327
Lennar Class A
LEN
$34.4B
| $93.1M | 0.06% |
1,140,374
-92,450
| -7% | -$7.55M |
|
328
Align Technology
ALGN
$9.94B
| $92.9M | 0.06% |
283,776
-19,196
| -6% | -$6.28M |
|
329
Skyworks Solutions
SWKS
$10.8B
| $92.6M | 0.06% |
636,372
-116,653
| -15% | -$17M |
|
330
Ametek
AME
$42.7B
| $92M | 0.06% |
925,684
-102,224
| -10% | -$10.2M |
|
331
Palo Alto Networks
PANW
$127B
| $91.8M | 0.06% |
375,236
-63,692
| -15% | -$15.6M |
|
332
Williams Companies
WMB
$70.1B
| $91.3M | 0.06% |
4,648,274
-293,725
| -6% | -$5.77M |
|
333
Freeport-McMoran
FCX
$64.5B
| $90.9M | 0.06% |
5,811,126
-345,474
| -6% | -$5.4M |
|
334
TransDigm Group
TDG
$73.5B
| $90.7M | 0.06% |
190,927
-60,545
| -24% | -$28.8M |
|
335
Schlumberger
SLB
$53.6B
| $90.4M | 0.06% |
5,808,161
-88,353
| -1% | -$1.37M |
|
336
Valero Energy
VLO
$47.9B
| $89.7M | 0.06% |
2,071,228
+71,524
| +4% | +$3.1M |
|
337
American International
AIG
$44.9B
| $89.5M | 0.06% |
3,250,614
-273,112
| -8% | -$7.52M |
|
338
Broadridge
BR
$29.5B
| $89.3M | 0.06% |
676,133
-75,562
| -10% | -$9.97M |
|
339
Sun Life Financial
SLF
$32.4B
| $89.2M | 0.06% |
2,189,271
-268,562
| -11% | -$10.9M |
|
340
Agnico Eagle Mines
AEM
$74.2B
| $89.1M | 0.06% |
1,120,586
-97,268
| -8% | -$7.73M |
|
341
Hilton Worldwide
HLT
$64.9B
| $88.4M | 0.06% |
1,036,089
-121,251
| -10% | -$10.3M |
|
342
VeriSign
VRSN
$25.5B
| $87.7M | 0.06% |
428,005
-25,907
| -6% | -$5.31M |
|
343
Mettler-Toledo International
MTD
$26.3B
| $87.3M | 0.06% |
90,435
-5,669
| -6% | -$5.47M |
|
344
Rogers Communications
RCI
$19.2B
| $87.1M | 0.06% |
2,193,912
+31,213
| +1% | +$1.24M |
|
345
State Street
STT
$32.1B
| $86.8M | 0.06% |
1,463,367
-100,645
| -6% | -$5.97M |
|
346
DTE Energy
DTE
$28.2B
| $86.4M | 0.06% |
750,928
-69,448
| -8% | -$7.99M |
|
|
NSTG
347
DELISTED
NanoString Technologies, Inc.
NSTG
| $86M | 0.06% |
1,925,006
-442,700
| -19% | -$19.8M |
|
348
Dollar Tree
DLTR
$23.2B
| $85.5M | 0.06% |
936,081
-65,584
| -7% | -$5.99M |
|
349
Hasbro
HAS
$11.2B
| $85.4M | 0.06% |
1,032,560
+170,137
| +20% | +$14.1M |
|
350
Nutrien
NTR
$28B
| $84.5M | 0.06% |
2,155,485
-178,629
| -8% | -$7.01M |
|