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 |
Walmart
WMT
|
$490M |
| 2 |
Tesla
TSLA
|
$198M |
| 3 |
Amazon
AMZN
|
$188M |
| 4 |
Roku
ROKU
|
$95M |
| 5 |
Unity
U
|
$74.2M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Alcon
ALC
$38.7B
| $91M | 0.06% |
1,097,274
+7,942
| +0.7% | +$659K |
|
327
Gartner
IT
$18.9B
| $90.9M | 0.06% |
190,617
-868
| -0.5% | -$414K |
|
328
Global Payments
GPN
$21.1B
| $89.6M | 0.06% |
670,110
-9,779
| -1% | -$1.31M |
|
329
Hartford Financial Services
HIG
$37B
| $89.4M | 0.06% |
867,477
-19,721
| -2% | -$2.03M |
|
330
CDW
CDW
$21.2B
| $88.8M | 0.06% |
347,025
-1,359
| -0.4% | -$348K |
|
331
UDR
UDR
$12.7B
| $87.6M | 0.06% |
2,342,825
+512,388
| +28% | +$19.2M |
|
332
Xcel Energy
XEL
$42.6B
| $87.4M | 0.06% |
1,625,530
+38,653
| +2% | +$2.08M |
|
333
PG&E
PCG
$33.6B
| $86.9M | 0.06% |
5,182,072
-6,047
| -0.1% | -$101K |
|
334
Public Service Enterprise Group
PEG
$40.7B
| $86.7M | 0.06% |
1,298,849
-76,538
| -6% | -$5.11M |
|
335
Global E Online
GLBE
$5.63B
| $86.6M | 0.06% |
2,382,578
-20,895
| -0.9% | -$760K |
|
336
ON Semiconductor
ON
$19.8B
| $86.5M | 0.06% |
1,175,711
-18,561
| -2% | -$1.37M |
|
337
Hershey
HSY
$37.6B
| $86.3M | 0.06% |
443,517
-15,380
| -3% | -$2.99M |
|
338
iShares Core S&P 500 ETF
IVV
$656B
| $86M | 0.06% |
163,547
+13,966
| +9% | +$7.34M |
|
339
Vulcan Materials
VMC
$38.6B
| $85.6M | 0.06% |
313,591
-1,604
| -0.5% | -$438K |
|
340
Verisk Analytics
VRSK
$36.9B
| $85.5M | 0.06% |
362,915
+4,147
| +1% | +$978K |
|
341
TSMC
TSM
$1.18T
| $85.5M | 0.06% |
628,488
-15,549
| -2% | -$2.12M |
|
342
Devon Energy
DVN
$23.1B
| $85.5M | 0.06% |
1,703,466
-121,898
| -7% | -$6.12M |
|
343
Halliburton
HAL
$19.3B
| $85.4M | 0.06% |
2,167,061
-7,969
| -0.4% | -$314K |
|
|
AZPN
344
DELISTED
Aspen Technology Inc
AZPN
| $85.3M | 0.06% |
399,965
-15,697
| -4% | -$3.35M |
|
345
Diamondback Energy
FANG
$43.4B
| $85M | 0.06% |
429,164
+3,582
| +0.8% | +$710K |
|
346
Sun Communities
SUI
$15.6B
| $84.6M | 0.06% |
658,129
-15,086
| -2% | -$1.94M |
|
347
Biogen
BIIB
$20.4B
| $83.3M | 0.06% |
386,482
+3,380
| +0.9% | +$729K |
|
348
Kenvue
KVUE
$39.8B
| $82.9M | 0.06% |
3,864,575
+20,943
| +0.5% | +$449K |
|
349
Nutrien
NTR
$28B
| $82.6M | 0.06% |
1,520,513
-26,905
| -2% | -$1.46M |
|
350
Stellantis
STLA
$27.1B
| $82.4M | 0.06% |
2,897,504
-111,641
| -4% | -$3.18M |
|