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 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
GE Aerospace
GE
|
$86.4M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Labcorp
LH
$22.9B
| $62M | 0.05% |
314,462
-90,829
| -22% | -$17.9M |
|
427
DTE Energy
DTE
$28.3B
| $61.7M | 0.05% |
562,830
-55,150
| -9% | -$6.04M |
|
428
McCormick & Company Non-Voting
MKC
$18.8B
| $61.5M | 0.05% |
739,298
+143
| +0% | +$11.9K |
|
429
First Industrial Realty Trust
FR
$6.89B
| $61.5M | 0.05% |
1,155,468
-39,444
| -3% | -$2.1M |
|
430
PPL Corp
PPL
$27B
| $61.5M | 0.05% |
2,211,947
-26,195
| -1% | -$728K |
|
431
American Homes 4 Rent
AMH
$12.8B
| $61.3M | 0.05% |
1,949,869
+51,256
| +3% | +$1.61M |
|
432
Martin Marietta Materials
MLM
$37.3B
| $61.2M | 0.05% |
172,487
-2,112
| -1% | -$750K |
|
433
Nasdaq
NDAQ
$54.1B
| $61.1M | 0.05% |
1,118,386
+4,257
| +0.4% | +$233K |
|
434
Expeditors International
EXPD
$16.5B
| $60.9M | 0.05% |
552,897
-234,696
| -30% | -$25.8M |
|
435
J.M. Smucker
SJM
$12B
| $60.8M | 0.05% |
386,286
+29,086
| +8% | +$4.58M |
|
436
FirstEnergy
FE
$25.1B
| $60.6M | 0.05% |
1,512,952
-6,573
| -0.4% | -$263K |
|
437
HubSpot
HUBS
$24.5B
| $60.5M | 0.05% |
141,034
+12,923
| +10% | +$5.54M |
|
438
Cooper Companies
COO
$13.5B
| $60.4M | 0.05% |
647,300
+89,900
| +16% | +$8.39M |
|
439
Hologic
HOLX
$14.8B
| $60.3M | 0.04% |
747,568
-332,819
| -31% | -$26.9M |
|
440
BILL Holdings
BILL
$4.75B
| $59.8M | 0.04% |
737,125
+312,826
| +74% | +$25.4M |
|
441
Waters Corp
WAT
$17.8B
| $59.3M | 0.04% |
191,363
-60,627
| -24% | -$18.8M |
|
442
Stellantis
STLA
$26.2B
| $59M | 0.04% |
3,242,331
+558,007
| +21% | +$10.2M |
|
443
First Solar
FSLR
$21.7B
| $58.9M | 0.04% |
270,824
+27,082
| +11% | +$5.89M |
|
444
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
| $58.8M | 0.04% |
681,705
+121,490
| +22% | +$10.5M |
|
445
Clorox
CLX
$15.2B
| $58.8M | 0.04% |
371,274
-163,457
| -31% | -$25.9M |
|
446
W.P. Carey
WPC
$14.7B
| $58.6M | 0.04% |
771,847
+39,818
| +5% | +$3.02M |
|
447
Hewlett Packard
HPE
$30.4B
| $58.4M | 0.04% |
3,666,008
-696,790
| -16% | -$11.1M |
|
448
Brown-Forman Class B
BF.B
$13.3B
| $57.7M | 0.04% |
897,738
+3,048
| +0.3% | +$196K |
|
449
Skyworks Solutions
SWKS
$11.1B
| $57.5M | 0.04% |
487,117
+6,585
| +1% | +$777K |
|
450
Palomar
PLMR
$3.38B
| $57.3M | 0.04% |
1,037,535
+95,246
| +10% | +$5.26M |
|