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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Sun Life Financial
SLF
$32.9B
| $71M | 0.06% |
1,360,848
-273,054
| -17% | -$14.3M |
|
377
Equifax
EFX
$31B
| $70.7M | 0.06% |
300,605
-85,411
| -22% | -$20.1M |
|
378
Church & Dwight Co
CHD
$23.1B
| $70.6M | 0.06% |
704,220
-91,709
| -12% | -$9.19M |
|
379
T Rowe Price
TROW
$23.5B
| $70.4M | 0.05% |
628,782
-104,281
| -14% | -$11.7M |
|
380
Host Hotels & Resorts
HST
$12B
| $70.3M | 0.05% |
4,177,507
-466,215
| -10% | -$7.85M |
|
381
Global Payments
GPN
$21.1B
| $70.3M | 0.05% |
713,230
-50,980
| -7% | -$5.02M |
|
|
AZPN
382
DELISTED
Aspen Technology Inc
AZPN
| $70.2M | 0.05% |
418,758
-30,726
| -7% | -$5.15M |
|
383
Ingersoll Rand
IR
$31.7B
| $69.7M | 0.05% |
1,066,135
-207,696
| -16% | -$13.6M |
|
384
State Street
STT
$31.8B
| $69.6M | 0.05% |
951,665
-189,408
| -17% | -$13.9M |
|
385
Xylem
XYL
$33.5B
| $68.9M | 0.05% |
611,946
+79,304
| +15% | +$8.93M |
|
386
Martin Marietta Materials
MLM
$37B
| $68.9M | 0.05% |
149,139
-23,348
| -14% | -$10.8M |
|
387
American Water Works
AWK
$27.3B
| $68.1M | 0.05% |
476,720
-59,583
| -11% | -$8.51M |
|
388
Eversource Energy
ES
$23.7B
| $68M | 0.05% |
959,265
-66,982
| -7% | -$4.75M |
|
389
HubSpot
HUBS
$26.5B
| $68M | 0.05% |
127,724
-13,310
| -9% | -$7.08M |
|
390
Oneok
OKE
$45.2B
| $67.8M | 0.05% |
1,098,117
-159,228
| -13% | -$9.83M |
|
391
Willis Towers Watson
WTW
$32.1B
| $67.5M | 0.05% |
286,806
-110,239
| -28% | -$26M |
|
392
Edison International
EIX
$21.1B
| $67.1M | 0.05% |
966,439
-109,372
| -10% | -$7.6M |
|
393
HP
HPQ
$27.1B
| $67M | 0.05% |
2,181,928
-655,873
| -23% | -$20.1M |
|
394
Gartner
IT
$18.7B
| $66.9M | 0.05% |
190,918
-30,774
| -14% | -$10.8M |
|
395
Hartford Financial Services
HIG
$36.8B
| $66.8M | 0.05% |
928,169
-133,843
| -13% | -$9.64M |
|
396
American Homes 4 Rent
AMH
$12.8B
| $66.2M | 0.05% |
1,866,812
-83,057
| -4% | -$2.94M |
|
397
Cardinal Health
CAH
$36B
| $66.2M | 0.05% |
699,621
-165,825
| -19% | -$15.7M |
|
398
HDFC Bank
HDB
$179B
| $66M | 0.05% |
946,739
-147,932
| -14% | -$10.3M |
|
399
Ulta Beauty
ULTA
$23B
| $65.9M | 0.05% |
140,107
-16,281
| -10% | -$7.66M |
|
400
Align Technology
ALGN
$9.85B
| $65.4M | 0.05% |
184,986
-28,515
| -13% | -$10.1M |
|