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 | |
|---|---|---|---|---|---|---|
351
CDW
CDW
$22.1B
| $75.1M | 0.05% |
331,969
+6,161
| +2% | +$1.39M |
|
352
Diamondback Energy
FANG
$39.6B
| $74.8M | 0.05% |
433,607
+16,348
| +4% | +$2.82M |
|
353
HDFC Bank
HDB
$180B
| $74.6M | 0.05% |
1,191,982
-80,950
| -6% | -$5.06M |
|
354
Fifth Third Bancorp
FITB
$30B
| $74.2M | 0.05% |
1,731,656
+19,572
| +1% | +$838K |
|
355
Encompass Health
EHC
$12.6B
| $74.1M | 0.05% |
766,812
-258,593
| -25% | -$25M |
|
356
Willis Towers Watson
WTW
$32.1B
| $74.1M | 0.05% |
251,469
+1,960
| +0.8% | +$577K |
|
357
NVR
NVR
$22.8B
| $74M | 0.05% |
7,545
+11
| +0.1% | +$108K |
|
358
Martin Marietta Materials
MLM
$36.9B
| $73.7M | 0.05% |
136,970
+2,066
| +2% | +$1.11M |
|
359
CoStar Group
CSGP
$37.4B
| $73.5M | 0.05% |
974,084
+23,825
| +3% | +$1.8M |
|
360
Charter Communications
CHTR
$35.9B
| $73.4M | 0.05% |
226,479
+3,069
| +1% | +$995K |
|
361
Hershey
HSY
$38B
| $73.2M | 0.05% |
381,808
-6,401
| -2% | -$1.23M |
|
362
Vulcan Materials
VMC
$38.6B
| $72.6M | 0.05% |
290,051
-1,435
| -0.5% | -$359K |
|
363
Berkshire Hathaway Class A
BRK.A
$1.06T
| $72.6M | 0.05% |
105
+1
| +1% | +$691K |
|
364
T Rowe Price
TROW
$23.5B
| $72.3M | 0.05% |
664,063
+9,924
| +2% | +$1.08M |
|
365
Mettler-Toledo International
MTD
$26.4B
| $72.3M | 0.05% |
48,216
+698
| +1% | +$1.05M |
|
366
SPDR S&P 500 ETF Trust
SPY
$662B
| $72.3M | 0.05% |
126,000
| – | – |
|
367
IPG Photonics
IPGP
$3.45B
| $72.2M | 0.05% |
971,043
+54,166
| +6% | +$4.03M |
|
368
Tractor Supply
TSCO
$31.2B
| $72.1M | 0.05% |
1,238,760
+28,795
| +2% | +$1.68M |
|
369
Biogen
BIIB
$20.9B
| $71.7M | 0.05% |
370,128
+9,254
| +3% | +$1.79M |
|
370
LyondellBasell Industries
LYB
$17.5B
| $71.6M | 0.05% |
746,660
+10,611
| +1% | +$1.02M |
|
371
Exact Sciences
EXAS
$10.5B
| $71.5M | 0.05% |
1,049,935
-92,841
| -8% | -$6.32M |
|
372
First Industrial Realty Trust
FR
$6.78B
| $70.7M | 0.05% |
1,263,194
-34,046
| -3% | -$1.91M |
|
373
Essex Property Trust
ESS
$17.2B
| $70.1M | 0.05% |
237,217
+9,743
| +4% | +$2.88M |
|
374
HubSpot
HUBS
$26.4B
| $69.7M | 0.05% |
131,129
+15,701
| +14% | +$8.35M |
|
375
PagerDuty
PD
$1.54B
| $69.4M | 0.05% |
3,738,803
-169,300
| -4% | -$3.14M |
|