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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Bio-Techne
TECH
|
$63.2M |
| 4 |
Coinbase
COIN
|
$62.8M |
| 5 |
Tesla
TSLA
|
$59M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Equifax
EFX
$30.3B
| $80.4M | 0.06% |
413,660
-39,201
| -9% | -$7.62M |
|
352
Old Dominion Freight Line
ODFL
$31.7B
| $80.3M | 0.06% |
283,081
-5,165
| -2% | -$1.47M |
|
353
Albemarle
ALB
$9.36B
| $80.3M | 0.06% |
370,346
-4,455
| -1% | -$966K |
|
354
Alnylam Pharmaceuticals
ALNY
$58.5B
| $80.1M | 0.06% |
336,976
-1,709
| -0.5% | -$406K |
|
355
Encompass Health
EHC
$12.3B
| $80.1M | 0.06% |
1,338,791
+26,810
| +2% | +$1.6M |
|
356
Gartner
IT
$19B
| $80M | 0.06% |
238,106
-15,404
| -6% | -$5.18M |
|
357
Extra Space Storage
EXR
$30.5B
| $79.5M | 0.06% |
539,948
-14,048
| -3% | -$2.07M |
|
358
10x Genomics
TXG
$1.74B
| $79.4M | 0.06% |
2,177,988
-29,270
| -1% | -$1.07M |
|
359
Global Payments
GPN
$21.5B
| $78.8M | 0.06% |
793,417
-10,256
| -1% | -$1.02M |
|
360
Host Hotels & Resorts
HST
$11.8B
| $78.4M | 0.06% |
4,887,632
-281,353
| -5% | -$4.52M |
|
361
Ingersoll Rand
IR
$31.6B
| $77.9M | 0.06% |
1,491,864
-23,159
| -2% | -$1.21M |
|
362
Genuine Parts
GPC
$19.4B
| $77.7M | 0.06% |
447,962
-21,737
| -5% | -$3.77M |
|
363
eBay
EBAY
$41.4B
| $77.7M | 0.06% |
1,873,401
-448,089
| -19% | -$18.6M |
|
364
PG&E
PCG
$33.6B
| $77.4M | 0.06% |
4,762,055
+532,412
| +13% | +$8.66M |
|
365
Cenovus Energy
CVE
$30.5B
| $77.4M | 0.06% |
3,985,688
+8,760
| +0.2% | +$170K |
|
366
Best Buy
BBY
$15.6B
| $75.7M | 0.06% |
943,906
-154,352
| -14% | -$12.4M |
|
367
International Flavors & Fragrances
IFF
$17.3B
| $75.5M | 0.06% |
720,566
-1,794
| -0.2% | -$188K |
|
368
Synchrony
SYF
$28.4B
| $75.3M | 0.06% |
2,292,261
-496,514
| -18% | -$16.3M |
|
369
Quest Diagnostics
DGX
$20.3B
| $75.2M | 0.06% |
480,445
-102,816
| -18% | -$16.1M |
|
370
Clorox
CLX
$14.5B
| $75M | 0.06% |
534,731
-129,639
| -20% | -$18.2M |
|
371
Zimmer Biomet
ZBH
$21B
| $74.8M | 0.06% |
586,293
-1,908
| -0.3% | -$243K |
|
372
Sun Life Financial
SLF
$32.8B
| $74.7M | 0.06% |
1,608,657
-67,457
| -4% | -$3.13M |
|
373
Ulta Beauty
ULTA
$22.1B
| $74.6M | 0.06% |
159,043
-6,788
| -4% | -$3.18M |
|
|
VMW
374
DELISTED
VMware, Inc
VMW
| $74.6M | 0.06% |
607,604
+22,271
| +4% | +$2.73M |
|
375
Agnico Eagle Mines
AEM
$72.4B
| $74.3M | 0.06% |
1,429,229
+8,654
| +0.6% | +$450K |
|