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 |
Amazon
AMZN
|
$124M |
| 2 |
Microsoft
MSFT
|
$108M |
| 3 |
Apple
AAPL
|
$101M |
| 4 |
Nu Holdings
NU
|
$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
M&T Bank
MTB
$31.2B
| $83.3M | 0.06% |
467,801
+36,822
| +9% | +$6.56M |
|
327
DuPont de Nemours
DD
$32.6B
| $83.3M | 0.06% |
934,361
+2,867
| +0.3% | +$255K |
|
328
Ryan Specialty Holdings
RYAN
$6.96B
| $81.7M | 0.06% |
1,230,207
-230,057
| -16% | -$15.3M |
|
329
Edison International
EIX
$21B
| $81.2M | 0.06% |
932,866
+8,586
| +0.9% | +$748K |
|
330
Nasdaq
NDAQ
$53.6B
| $80.8M | 0.06% |
1,106,984
+71,048
| +7% | +$5.19M |
|
331
PPG Industries
PPG
$24.8B
| $80.5M | 0.06% |
607,838
+2,971
| +0.5% | +$394K |
|
332
Equifax
EFX
$30.8B
| $80.2M | 0.06% |
273,033
+1,461
| +0.5% | +$429K |
|
333
Hewlett Packard
HPE
$31B
| $79.8M | 0.06% |
3,898,013
+407,637
| +12% | +$8.34M |
|
334
Flutter Entertainment
FLUT
$51.9B
| $79.3M | 0.05% |
+334,151
| New | +$79.3M |
|
335
HP
HPQ
$27.4B
| $79.1M | 0.05% |
2,206,009
+29,109
| +1% | +$1.04M |
|
336
WEC Energy
WEC
$34.7B
| $79M | 0.05% |
821,719
+7,274
| +0.9% | +$700K |
|
337
SoFi Technologies
SOFI
$30.7B
| $79M | 0.05% |
10,046,261
-1,411,679
| -12% | -$11.1M |
|
|
DFS
338
DELISTED
Discover Financial Services
DFS
| $78.4M | 0.05% |
558,688
-14,665
| -3% | -$2.06M |
|
339
Wabtec
WAB
$33B
| $78.1M | 0.05% |
429,772
-26,210
| -6% | -$4.76M |
|
340
eBay
EBAY
$42.3B
| $78M | 0.05% |
1,198,319
-14,529
| -1% | -$946K |
|
341
ON Semiconductor
ON
$20.1B
| $77.1M | 0.05% |
1,061,823
+20,405
| +2% | +$1.48M |
|
342
Pultegroup
PHM
$27.7B
| $77M | 0.05% |
536,232
+957
| +0.2% | +$137K |
|
343
Targa Resources
TRGP
$34.9B
| $76.7M | 0.05% |
518,163
+45,590
| +10% | +$6.75M |
|
344
Dell
DELL
$84.4B
| $76.6M | 0.05% |
645,994
+108,547
| +20% | +$12.9M |
|
345
Alnylam Pharmaceuticals
ALNY
$59.2B
| $76.5M | 0.05% |
278,241
+1,294
| +0.5% | +$356K |
|
346
Iridium Communications
IRDM
$2.67B
| $76.4M | 0.05% |
2,508,546
+33,074
| +1% | +$1.01M |
|
347
Occidental Petroleum
OXY
$45.2B
| $76.4M | 0.05% |
1,482,049
+22,920
| +2% | +$1.18M |
|
348
Snowflake
SNOW
$75.3B
| $76.4M | 0.05% |
664,858
+3,487
| +0.5% | +$401K |
|
349
Veeva Systems
VEEV
$44.7B
| $76M | 0.05% |
362,290
-4,004
| -1% | -$840K |
|
350
Xylem
XYL
$34.2B
| $75.5M | 0.05% |
559,111
+7,793
| +1% | +$1.05M |
|