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
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Arthur J. Gallagher & Co
AJG
$78.1B
| $77.5M | 0.05% |
734,121
-104,782
| -12% | -$11.1M |
|
377
Datadog
DDOG
$46.2B
| $77.5M | 0.05% |
758,652
+341,684
| +82% | +$34.9M |
|
|
DFS
378
DELISTED
Discover Financial Services
DFS
| $76.5M | 0.05% |
1,323,647
-61
| -0% | -$3.53K |
|
379
Corpay
CPAY
$22.3B
| $76.4M | 0.05% |
320,718
-26,059
| -8% | -$6.2M |
|
380
Marathon Petroleum
MPC
$54.5B
| $74.2M | 0.05% |
2,528,860
-371,778
| -13% | -$10.9M |
|
381
Omnicom Group
OMC
$14.9B
| $74M | 0.05% |
1,494,632
+224,009
| +18% | +$11.1M |
|
382
Suncor Energy
SU
$49.2B
| $73.7M | 0.05% |
6,034,850
-544,964
| -8% | -$6.66M |
|
383
Lumen
LUMN
$4.77B
| $73.6M | 0.05% |
7,295,547
+374,065
| +5% | +$3.77M |
|
384
BioMarin Pharmaceuticals
BMRN
$11.3B
| $73.1M | 0.05% |
960,627
+242,035
| +34% | +$18.4M |
|
|
MXIM
385
DELISTED
Maxim Integrated Products
MXIM
| $73M | 0.05% |
1,079,275
-514,851
| -32% | -$34.8M |
|
|
VAR
386
DELISTED
Varian Medical Systems, Inc.
VAR
| $72.7M | 0.05% |
422,864
-172,811
| -29% | -$29.7M |
|
387
Hartford Financial Services
HIG
$37.3B
| $72.4M | 0.05% |
1,964,355
+67,771
| +4% | +$2.5M |
|
|
ONC
388
BeOne Medicines Ltd. American Depositary Shares
ONC
$37.1B
| $72.1M | 0.05% |
251,707
+79,700
| +46% | +$22.8M |
|
389
CMS Energy
CMS
$21.3B
| $72M | 0.05% |
1,171,997
-112,118
| -9% | -$6.89M |
|
390
NIO
NIO
$13.7B
| $71.8M | 0.05% |
3,385,414
+569,772
| +20% | +$12.1M |
|
391
Moderna
MRNA
$9.37B
| $71.8M | 0.05% |
1,014,340
-58,489
| -5% | -$4.14M |
|
|
FLIR
392
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $71.7M | 0.05% |
1,998,956
-217,026
| -10% | -$7.78M |
|
393
Healthcare Realty
HR
$6.1B
| $71.5M | 0.05% |
2,750,132
+260,921
| +10% | +$6.78M |
|
394
Hewlett Packard
HPE
$30B
| $70.8M | 0.05% |
7,561,301
-396,114
| -5% | -$3.71M |
|
395
Old Dominion Freight Line
ODFL
$31.3B
| $70.8M | 0.05% |
391,556
-60,847
| -13% | -$11M |
|
396
Teradyne
TER
$19B
| $70.7M | 0.05% |
889,988
-1,408,423
| -61% | -$112M |
|
397
Wayfair
W
$10.1B
| $70.5M | 0.05% |
242,208
+70,125
| +41% | +$20.4M |
|
398
Equifax
EFX
$29.2B
| $70.5M | 0.05% |
449,145
-52,687
| -10% | -$8.27M |
|
399
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $70M | 0.05% |
1,326,194
-7,283
| -0.5% | -$385K |
|
400
Tyson Foods
TSN
$20B
| $69.7M | 0.05% |
1,171,583
-43,378
| -4% | -$2.58M |
|