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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
VF Corp
VFC
$5.78B
| $109M | 0.07% |
1,367,172
+151,217
| +12% | +$12.1M |
|
|
ALXN
327
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $109M | 0.07% |
713,967
-49,091
| -6% | -$7.51M |
|
328
NetEase
NTES
$86B
| $108M | 0.07% |
1,050,406
-44,332
| -4% | -$4.58M |
|
329
D.R. Horton
DHI
$50.7B
| $108M | 0.07% |
1,213,606
-37,562
| -3% | -$3.35M |
|
330
Trade Desk
TTD
$26.4B
| $108M | 0.07% |
165,815
+18,761
| +13% | +$12.2M |
|
331
Kinder Morgan
KMI
$59.3B
| $108M | 0.07% |
6,486,497
-260,894
| -4% | -$4.34M |
|
332
Tyson Foods
TSN
$20B
| $108M | 0.07% |
1,449,333
+328,132
| +29% | +$24.4M |
|
333
RingCentral
RNG
$2.73B
| $108M | 0.07% |
361,048
-327
| -0.1% | -$97.4K |
|
334
IPG Photonics
IPGP
$3.37B
| $107M | 0.07% |
509,009
-17,731
| -3% | -$3.74M |
|
335
Alexandria Real Estate Equities
ARE
$13.8B
| $107M | 0.07% |
650,489
+6,832
| +1% | +$1.12M |
|
|
PXD
336
DELISTED
Pioneer Natural Resource Co.
PXD
| $106M | 0.07% |
670,243
+106,523
| +19% | +$16.9M |
|
337
Hilton Worldwide
HLT
$64.9B
| $106M | 0.07% |
879,672
-27,645
| -3% | -$3.34M |
|
338
State Street
STT
$32.1B
| $106M | 0.07% |
1,257,183
-58,378
| -4% | -$4.9M |
|
339
Palo Alto Networks
PANW
$127B
| $105M | 0.07% |
327,545
-15,853
| -5% | -$5.11M |
|
|
PARA
340
DELISTED
Paramount Global Class B
PARA
| $105M | 0.07% |
2,319,457
+406,992
| +21% | +$18.4M |
|
341
Yum! Brands
YUM
$40.4B
| $104M | 0.07% |
963,245
-32,596
| -3% | -$3.53M |
|
342
Bilibili
BILI
$9.25B
| $104M | 0.06% |
969,575
+16,508
| +2% | +$1.77M |
|
|
AZPN
343
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $103M | 0.06% |
713,924
-46,568
| -6% | -$6.72M |
|
344
Halliburton
HAL
$19.3B
| $103M | 0.06% |
4,789,026
-414,918
| -8% | -$8.9M |
|
345
Magna International
MGA
$12.8B
| $102M | 0.06% |
1,160,765
+152,403
| +15% | +$13.4M |
|
346
Consolidated Edison
ED
$34.9B
| $102M | 0.06% |
1,364,900
-143,361
| -10% | -$10.7M |
|
347
McKesson
MCK
$86B
| $102M | 0.06% |
521,534
-19,209
| -4% | -$3.75M |
|
348
Waste Connections
WCN
$46.8B
| $101M | 0.06% |
936,619
-98,819
| -10% | -$10.7M |
|
349
International Flavors & Fragrances
IFF
$17B
| $101M | 0.06% |
722,248
+414,670
| +135% | +$57.9M |
|
350
Skyworks Solutions
SWKS
$10.8B
| $100M | 0.06% |
546,113
-15,977
| -3% | -$2.93M |
|