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 | |
|---|---|---|---|---|---|---|
|
TEM
376
Tempus AI, Inc. Class A Common Stock
TEM
$14.1B
| $68.9M | 0.05% |
1,217,699
+1,145,698
| +1,591% | +$64.8M |
|
377
Cardinal Health
CAH
$36B
| $68.7M | 0.05% |
621,508
+5,600
| +0.9% | +$619K |
|
378
Veralto
VLTO
$26.1B
| $68.6M | 0.05% |
613,625
+20,532
| +3% | +$2.3M |
|
379
Keysight
KEYS
$29.1B
| $68.4M | 0.05% |
430,240
+2,898
| +0.7% | +$461K |
|
380
Church & Dwight Co
CHD
$23.1B
| $66.8M | 0.05% |
637,576
+2,744
| +0.4% | +$287K |
|
381
Dover
DOV
$24B
| $66.7M | 0.05% |
347,761
+2,225
| +0.6% | +$427K |
|
382
Host Hotels & Resorts
HST
$12B
| $66.3M | 0.05% |
3,768,029
+73,198
| +2% | +$1.29M |
|
383
Kellanova
K
$27.6B
| $65.2M | 0.05% |
807,951
-13,439
| -2% | -$1.08M |
|
384
Applovin
APP
$189B
| $65.1M | 0.05% |
498,534
+134,645
| +37% | +$17.6M |
|
385
Intellia Therapeutics
NTLA
$1.28B
| $64.7M | 0.04% |
3,149,399
-108,290
| -3% | -$2.23M |
|
386
NetApp
NTAP
$24.6B
| $64.6M | 0.04% |
523,431
+773
| +0.1% | +$95.5K |
|
387
International Flavors & Fragrances
IFF
$16.7B
| $64.5M | 0.04% |
615,006
+7,553
| +1% | +$793K |
|
388
Recursion Pharmaceuticals
RXRX
$2.05B
| $64.4M | 0.04% |
9,766,728
-220,302
| -2% | -$1.45M |
|
389
Devon Energy
DVN
$21.8B
| $64.3M | 0.04% |
1,642,763
-3,374
| -0.2% | -$132K |
|
390
Ferrari
RACE
$85.4B
| $64.2M | 0.04% |
136,591
+2,374
| +2% | +$1.12M |
|
391
Axon Enterprise
AXON
$57.5B
| $63.7M | 0.04% |
159,322
+3,924
| +3% | +$1.57M |
|
392
DexCom
DXCM
$30.7B
| $63.7M | 0.04% |
949,565
+55,542
| +6% | +$3.72M |
|
393
Global Payments
GPN
$21.1B
| $63.5M | 0.04% |
620,391
-6,019
| -1% | -$616K |
|
394
Entergy
ETR
$38.8B
| $63.4M | 0.04% |
963,896
-126
| -0% | -$8.29K |
|
395
American Water Works
AWK
$27.3B
| $63.4M | 0.04% |
433,538
+9,427
| +2% | +$1.38M |
|
396
Ares Management
ARES
$38.4B
| $63.3M | 0.04% |
406,363
+10,942
| +3% | +$1.71M |
|
397
Halliburton
HAL
$18.5B
| $63.2M | 0.04% |
2,176,683
+3,675
| +0.2% | +$107K |
|
398
Fortive
FTV
$16.1B
| $63M | 0.04% |
798,807
-955
| -0.1% | -$75.4K |
|
399
State Street
STT
$31.8B
| $62.9M | 0.04% |
711,416
-61,240
| -8% | -$5.42M |
|
400
Take-Two Interactive
TTWO
$45.7B
| $61.9M | 0.04% |
402,889
+10,837
| +3% | +$1.67M |
|