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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
SPDR S&P 500 ETF Trust
SPY
$663B
| $73.8M | 0.05% |
126,000
| – | – |
|
352
DexCom
DXCM
$30.7B
| $73.6M | 0.05% |
945,885
-3,680
| -0.4% | -$286K |
|
353
Cardinal Health
CAH
$36B
| $73.3M | 0.05% |
619,829
-1,679
| -0.3% | -$199K |
|
354
Ares Management
ARES
$38.4B
| $73.2M | 0.05% |
413,353
+6,990
| +2% | +$1.24M |
|
355
Entergy
ETR
$38.8B
| $73.2M | 0.05% |
965,078
+1,182
| +0.1% | +$89.6K |
|
356
IPG Photonics
IPGP
$3.46B
| $72.7M | 0.05% |
999,649
+28,606
| +3% | +$2.08M |
|
357
GoDaddy
GDDY
$20.6B
| $72.3M | 0.05% |
366,263
-6,994
| -2% | -$1.38M |
|
358
Raymond James Financial
RJF
$33B
| $72.2M | 0.05% |
464,652
-8,488
| -2% | -$1.32M |
|
359
SPDR Gold Trust
GLD
$115B
| $72.1M | 0.05% |
297,956
-156,197
| -34% | -$37.8M |
|
360
Occidental Petroleum
OXY
$44.4B
| $71.9M | 0.05% |
1,456,171
-25,878
| -2% | -$1.28M |
|
361
Deckers Outdoor
DECK
$17.1B
| $71.5M | 0.05% |
352,047
-7,576
| -2% | -$1.54M |
|
362
HP
HPQ
$27.1B
| $71.3M | 0.05% |
2,186,506
-19,503
| -0.9% | -$636K |
|
363
DuPont de Nemours
DD
$32.1B
| $71.3M | 0.05% |
934,485
+124
| +0% | +$9.46K |
|
364
eBay
EBAY
$42.2B
| $71.2M | 0.05% |
1,148,713
-49,606
| -4% | -$3.07M |
|
365
Encompass Health
EHC
$12.6B
| $71.1M | 0.05% |
769,716
+2,904
| +0.4% | +$268K |
|
366
T Rowe Price
TROW
$23.5B
| $71.1M | 0.05% |
628,288
-35,775
| -5% | -$4.05M |
|
367
Martin Marietta Materials
MLM
$37B
| $70.5M | 0.05% |
136,426
-544
| -0.4% | -$281K |
|
368
Global E Online
GLBE
$6.33B
| $70.3M | 0.05% |
1,289,805
-178,285
| -12% | -$9.72M |
|
369
Equifax
EFX
$31B
| $70.1M | 0.05% |
275,009
+1,976
| +0.7% | +$504K |
|
370
ON Semiconductor
ON
$19.9B
| $69.3M | 0.05% |
1,098,616
+36,793
| +3% | +$2.32M |
|
371
Reddit
RDDT
$45B
| $69.2M | 0.05% |
423,636
-89,235
| -17% | -$14.6M |
|
372
Global Payments
GPN
$21.1B
| $68.9M | 0.05% |
614,898
-5,493
| -0.9% | -$616K |
|
373
State Street
STT
$31.8B
| $68.8M | 0.05% |
701,217
-10,199
| -1% | -$1M |
|
374
CoStar Group
CSGP
$37.3B
| $68.2M | 0.05% |
952,195
-21,889
| -2% | -$1.57M |
|
375
Schrodinger
SDGR
$1.43B
| $67.7M | 0.05% |
3,510,518
+1,319,464
| +60% | +$25.5M |
|