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 | +$122M | |
| 2 | +$118M | |
| 3 | +$116M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$98.8M |
| 5 |
Amazon
AMZN
|
+$74.5M |
Top Sells
| 1 | +$202M | |
| 2 | +$182M | |
| 3 | +$145M | |
| 4 |
Coca-Cola
KO
|
+$130M |
| 5 |
TransUnion
TRU
|
+$65.2M |
Sector Composition
| 1 | Technology | 30.03% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
SPDR S&P 500 ETF Trust
SPY
$656B
| $70.5M | 0.05% |
126,000
|
|
||
352
Lennar Class A
LEN
$31.3B
| $70.4M | 0.05% |
613,219
-7,784
|
|
||
353
PPG Industries
PPG
$22.8B
| $70M | 0.05% |
639,691
-5,506
|
|
||
354
Church & Dwight Co
CHD
$21.3B
| $69.6M | 0.05% |
631,856
-4,877
|
|
||
355
DuPont de Nemours
DD
$32.7B
| $69.4M | 0.05% |
929,612
-4,873
|
|
||
356
Nucor
NUE
$30.5B
| $69.4M | 0.05% |
576,666
+11,220
|
|
||
357
Vulcan Materials
VMC
$39.1B
| $69M | 0.05% |
295,807
+1,797
|
|
||
358
EQT Corp
EQT
$33.2B
| $68.8M | 0.05% |
1,288,322
+172,249
|
|
||
359
Palomar
PLMR
$3.02B
| $68.6M | 0.05% |
500,233
-37,999
|
|
||
360
Schrodinger
SDGR
$1.49B
| $68.3M | 0.05% |
3,462,415
-48,103
|
|
||
361
Equifax
EFX
$28B
| $68.3M | 0.05% |
280,435
+5,426
|
|
||
362
Xylem
XYL
$35.3B
| $67.3M | 0.05% |
563,633
+4,116
|
|
||
363
Tractor Supply
TSCO
$29.2B
| $67.2M | 0.05% |
1,219,405
-12,460
|
|
||
364
State Street
STT
$32B
| $67.1M | 0.05% |
749,885
+48,668
|
|
||
365
Veracyte
VCYT
$2.82B
| $67.1M | 0.05% |
2,263,939
-229,438
|
|
||
366
Dell
DELL
$101B
| $66.5M | 0.05% |
729,511
+2,177
|
|
||
367
Teledyne Technologies
TDY
$26.3B
| $66.3M | 0.05% |
133,191
-926
|
|
||
368
American Water Works
AWK
$27.9B
| $65.7M | 0.05% |
445,289
+4,973
|
|
||
369
Monolithic Power Systems
MPWR
$49.2B
| $65.4M | 0.05% |
112,680
+289
|
|
||
370
Constellation Brands
STZ
$24.4B
| $65.1M | 0.05% |
354,581
+535
|
|
||
371
Raymond James Financial
RJF
$31.9B
| $65.1M | 0.05% |
468,343
+3,691
|
|
||
372
DexCom
DXCM
$26B
| $65.1M | 0.05% |
952,600
+6,715
|
|
||
373
GoDaddy
GDDY
$17.7B
| $65M | 0.05% |
360,634
-5,629
|
|
||
374
Atmos Energy
ATO
$28.3B
| $64.7M | 0.05% |
418,643
-6,397
|
|
||
375
Martin Marietta Materials
MLM
$37.6B
| $64.5M | 0.05% |
134,796
-1,630
|
|