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 |
GE Vernova
GEV
|
+$104M |
| 2 |
Curtiss-Wright
CW
|
+$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$68.6M |
| 4 |
Roblox
RBLX
|
+$55.5M |
| 5 |
10x Genomics
TXG
|
+$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$605M |
| 2 |
Microsoft
MSFT
|
+$537M |
| 3 |
Apple
AAPL
|
+$515M |
| 4 |
Royal Bank of Canada
RY
|
+$328M |
| 5 |
Toronto Dominion Bank
TD
|
+$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Howmet Aerospace
HWM
$72.1B
| $70.1M | 0.05% |
903,375
-63,911
| -7% | -$4.96M |
|
352
Palomar
PLMR
$3.26B
| $69.1M | 0.05% |
851,341
-75,929
| -8% | -$6.16M |
|
353
Veracyte
VCYT
$2.49B
| $68.9M | 0.05% |
3,181,592
-165,844
| -5% | -$3.59M |
|
|
354
SPDR S&P 500 ETF Trust
SPY
$662B
| $68.6M | 0.05% |
+126,000
| New | +$68.6M |
|
355
HubSpot
HUBS
$26.4B
| $68.1M | 0.05% |
115,428
-11,129
| -9% | -$6.56M |
|
356
CBRE Group
CBRE
$48.1B
| $68M | 0.05% |
763,235
-58,450
| -7% | -$5.21M |
|
357
Western Digital
WDC
$32.7B
| $67.6M | 0.05% |
1,180,563
+92,685
| +9% | +$5.31M |
|
358
NetApp
NTAP
$24.5B
| $67.3M | 0.05% |
522,658
-38,973
| -7% | -$5.02M |
|
359
Alnylam Pharmaceuticals
ALNY
$63.2B
| $67.3M | 0.05% |
276,947
-14,049
| -5% | -$3.41M |
|
360
Veeva Systems
VEEV
$46.1B
| $67M | 0.05% |
366,294
-36,281
| -9% | -$6.64M |
|
361
Charter Communications
CHTR
$35.9B
| $66.8M | 0.05% |
223,410
-18,844
| -8% | -$5.63M |
|
362
Host Hotels & Resorts
HST
$11.9B
| $66.4M | 0.05% |
3,694,831
-84,037
| -2% | -$1.51M |
|
363
Mettler-Toledo International
MTD
$26.4B
| $66.4M | 0.05% |
47,518
-4,476
| -9% | -$6.26M |
|
364
Edison International
EIX
$21.1B
| $66.4M | 0.05% |
924,280
+9,600
| +1% | +$689K |
|
365
SPDR Gold Trust
GLD
$115B
| $66.2M | 0.05% |
307,882
-151,390
| -33% | -$32.6M |
|
366
Iridium Communications
IRDM
$2.01B
| $65.9M | 0.05% |
2,475,472
+385,872
| +18% | +$10.3M |
|
367
Equifax
EFX
$30.9B
| $65.8M | 0.05% |
271,572
-21,342
| -7% | -$5.17M |
|
368
Church & Dwight Co
CHD
$23.1B
| $65.8M | 0.05% |
634,832
-50,074
| -7% | -$5.19M |
|
369
Willis Towers Watson
WTW
$32.1B
| $65.4M | 0.05% |
249,509
-24,796
| -9% | -$6.5M |
|
370
Tractor Supply
TSCO
$31.2B
| $65.3M | 0.05% |
1,209,965
-97,420
| -7% | -$5.26M |
|
371
M&T Bank
MTB
$31.2B
| $65.2M | 0.05% |
430,979
-66,524
| -13% | -$10.1M |
|
372
eBay
EBAY
$42.2B
| $65.2M | 0.05% |
1,212,848
-50,866
| -4% | -$2.73M |
|
373
Vertiv
VRT
$47.8B
| $64.7M | 0.05% |
747,767
-57,320
| -7% | -$4.96M |
|
374
WEC Energy
WEC
$34.6B
| $63.9M | 0.05% |
814,445
-60,750
| -7% | -$4.77M |
|
375
Berkshire Hathaway Class A
BRK.A
$1.06T
| $63.7M | 0.05% |
104
| – | – |
|