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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Synchrony
SYF
$28.4B
| $78.6M | 0.06% |
2,788,775
-10,613
| -0.4% | -$299K |
|
352
American Water Works
AWK
$28B
| $78.6M | 0.06% |
603,504
-81,920
| -12% | -$10.7M |
|
353
Alcon
ALC
$39.5B
| $78.5M | 0.06% |
1,327,859
-869
| -0.1% | -$51.4K |
|
354
Equifax
EFX
$30.3B
| $77.6M | 0.06% |
452,861
-82,245
| -15% | -$14.1M |
|
355
TransDigm Group
TDG
$78.8B
| $77.4M | 0.06% |
147,487
-2,033
| -1% | -$1.07M |
|
356
Palomar
PLMR
$3.29B
| $77.3M | 0.06% |
922,915
-39,665
| -4% | -$3.32M |
|
357
Franco-Nevada
FNV
$36.3B
| $76.7M | 0.06% |
640,979
-5,026
| -0.8% | -$602K |
|
358
CubeSmart
CUBE
$9.33B
| $76.3M | 0.06% |
1,903,472
-46,637
| -2% | -$1.87M |
|
359
Oneok
OKE
$47B
| $75.5M | 0.06% |
1,473,635
+110,523
| +8% | +$5.66M |
|
360
Iron Mountain
IRM
$27.3B
| $75.4M | 0.06% |
1,714,203
-104,253
| -6% | -$4.58M |
|
361
Rexford Industrial Realty
REXR
$9.8B
| $74.7M | 0.06% |
1,436,922
+81,247
| +6% | +$4.22M |
|
362
Ametek
AME
$42.7B
| $74.2M | 0.06% |
654,310
-4,605
| -0.7% | -$522K |
|
363
Trade Desk
TTD
$26.5B
| $74.1M | 0.06% |
1,240,458
+9,736
| +0.8% | +$582K |
|
364
KBR
KBR
$6.5B
| $73.2M | 0.06% |
1,693,865
+44,661
| +3% | +$1.93M |
|
365
Veeva Systems
VEEV
$44.1B
| $72.8M | 0.06% |
441,278
-2,313
| -0.5% | -$381K |
|
366
DuPont de Nemours
DD
$32.2B
| $72.4M | 0.06% |
1,435,762
-11,036
| -0.8% | -$556K |
|
367
Kraft Heinz
KHC
$30.8B
| $72M | 0.06% |
2,158,251
+989
| +0% | +$33K |
|
368
Halliburton
HAL
$19.3B
| $71.8M | 0.06% |
2,917,773
-367,246
| -11% | -$9.04M |
|
369
Steris
STE
$24.1B
| $71.7M | 0.06% |
431,406
+25,585
| +6% | +$4.25M |
|
370
Old Dominion Freight Line
ODFL
$31.7B
| $71.7M | 0.06% |
288,246
+62
| +0% | +$15.4K |
|
371
Healthpeak Properties
DOC
$12.5B
| $71.6M | 0.06% |
3,124,498
+938,943
| +43% | +$21.5M |
|
372
Bio-Techne
TECH
$8.5B
| $71.6M | 0.06% |
251,992
+4,713
| +2% | +$1.34M |
|
373
Quest Diagnostics
DGX
$20.3B
| $71.6M | 0.06% |
583,261
-10,838
| -2% | -$1.33M |
|
374
Jack Henry & Associates
JKHY
$11.9B
| $70.8M | 0.06% |
388,599
-24,197
| -6% | -$4.41M |
|
375
Regions Financial
RF
$24.4B
| $70.8M | 0.06% |
3,527,958
-202,196
| -5% | -$4.06M |
|