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 | |
|---|---|---|---|---|---|---|
376
Alnylam Pharmaceuticals
ALNY
$61.7B
| $67.5M | 0.05% |
286,703
+8,462
| +3% | +$1.99M |
|
377
Essex Property Trust
ESS
$17.1B
| $66.8M | 0.05% |
233,895
-3,322
| -1% | -$948K |
|
378
Church & Dwight Co
CHD
$22.6B
| $66.7M | 0.05% |
636,733
-843
| -0.1% | -$88.3K |
|
379
Monolithic Power Systems
MPWR
$41.2B
| $66.5M | 0.04% |
112,391
+2,491
| +2% | +$1.47M |
|
380
Nucor
NUE
$32.6B
| $66M | 0.04% |
565,446
-98,829
| -15% | -$11.5M |
|
381
Dover
DOV
$24.2B
| $65.6M | 0.04% |
349,904
+2,143
| +0.6% | +$402K |
|
382
Tractor Supply
TSCO
$31B
| $65.4M | 0.04% |
1,231,865
-6,895
| -0.6% | -$366K |
|
383
Keysight
KEYS
$29.3B
| $65.1M | 0.04% |
404,969
-25,271
| -6% | -$4.06M |
|
384
Xylem
XYL
$33.6B
| $64.9M | 0.04% |
559,517
+406
| +0.1% | +$47.1K |
|
385
Curtiss-Wright
CW
$18.6B
| $64.7M | 0.04% |
182,252
-76,699
| -30% | -$27.2M |
|
386
Omnicell
OMCL
$1.49B
| $64.6M | 0.04% |
1,450,416
+699,925
| +93% | +$31.2M |
|
387
Berkshire Hathaway Class A
BRK.A
$1.05T
| $64M | 0.04% |
94
-11
| -10% | -$7.49M |
|
388
Dow Inc
DOW
$17.1B
| $63.8M | 0.04% |
1,589,410
-314,042
| -16% | -$12.6M |
|
389
Host Hotels & Resorts
HST
$12.1B
| $63.4M | 0.04% |
3,616,494
-151,535
| -4% | -$2.65M |
|
390
Fifth Third Bancorp
FITB
$30.2B
| $63.2M | 0.04% |
1,495,952
-235,704
| -14% | -$9.97M |
|
391
Veralto
VLTO
$26.2B
| $63M | 0.04% |
618,770
+5,145
| +0.8% | +$524K |
|
392
Teledyne Technologies
TDY
$25.6B
| $62.2M | 0.04% |
134,117
+2,152
| +2% | +$999K |
|
393
Masimo
MASI
$7.93B
| $61.8M | 0.04% |
373,705
+1,522
| +0.4% | +$252K |
|
394
Tyler Technologies
TYL
$23.7B
| $61.8M | 0.04% |
107,106
+11,317
| +12% | +$6.53M |
|
395
PagerDuty
PD
$1.5B
| $61.4M | 0.04% |
3,364,565
-374,238
| -10% | -$6.83M |
|
396
Halliburton
HAL
$19.1B
| $61.4M | 0.04% |
2,257,250
+80,567
| +4% | +$2.19M |
|
397
Hershey
HSY
$37.2B
| $61M | 0.04% |
360,395
-21,413
| -6% | -$3.63M |
|
398
Huntington Bancshares
HBAN
$25.9B
| $61M | 0.04% |
3,746,908
-49,945
| -1% | -$813K |
|
399
Recursion Pharmaceuticals
RXRX
$2.06B
| $60.7M | 0.04% |
8,980,601
-786,127
| -8% | -$5.31M |
|
400
Kellanova
K
$27.4B
| $60.2M | 0.04% |
744,086
-63,865
| -8% | -$5.17M |
|