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 |
Microsoft
MSFT
|
$200M |
| 2 |
O'Reilly Automotive
ORLY
|
$185M |
| 3 |
NVIDIA
NVDA
|
$184M |
| 4 |
Amazon
AMZN
|
$173M |
| 5 |
Mastercard
MA
|
$123M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Synopsys
SNPS
$112B
| $422M | 0.26% | 823,578 +38,089 | +5% | +$19.5M |
|
77
Boeing
BA
$177B
| $422M | 0.26% | 2,014,928 +46,180 | +2% | +$9.68M |
|
78
CrowdStrike
CRWD
$106B
| $416M | 0.26% | 817,437 -20,187 | -2% | -$10.3M |
|
79
Analog Devices
ADI
$124B
| $409M | 0.25% | 1,717,392 +47,001 | +3% | +$11.2M |
|
80
Danaher
DHR
$147B
| $408M | 0.25% | 2,063,672 +65,383 | +3% | +$12.9M |
|
81
Morgan Stanley
MS
$240B
| $400M | 0.25% | 2,839,512 -151,410 | -5% | -$21.3M |
|
82
Comcast
CMCSA
$125B
| $399M | 0.25% | 11,172,008 +211,515 | +2% | +$7.55M |
|
83
Intercontinental Exchange
ICE
$101B
| $392M | 0.24% | 2,135,661 -48,027 | -2% | -$8.81M |
|
84
Roku
ROKU
$14.2B
| $391M | 0.24% | 4,451,737 -297,326 | -6% | -$26.1M |
|
85
S&P Global
SPGI
$167B
| $386M | 0.24% | 732,258 -1,378 | -0.2% | -$727K |
|
86
Palo Alto Networks
PANW
$127B
| $385M | 0.24% | 1,880,611 -23,483 | -1% | -$4.81M |
|
87
Deere & Co
DE
$129B
| $384M | 0.24% | 756,158 -48,582 | -6% | -$24.7M |
|
88
Boston Scientific
BSX
$156B
| $384M | 0.24% | 3,579,659 +84,529 | +2% | +$9.08M |
|
89
Citigroup
C
$178B
| $382M | 0.24% | 4,482,197 -92,632 | -2% | -$7.88M |
|
90
Pfizer
PFE
$141B
| $378M | 0.24% | 15,601,116 +2,466,969 | +19% | +$59.8M |
|
91
Blackrock
BLK
$175B
| $375M | 0.23% | 357,648 +3,075 | +0.9% | +$3.23M |
|
92
Gilead Sciences
GILD
$140B
| $366M | 0.23% | 3,302,290 +211,097 | +7% | +$23.4M |
|
93
Elevance Health
ELV
$71.8B
| $364M | 0.23% | 935,044 +85,590 | +10% | +$33.3M |
|
94
GE Vernova
GEV
$167B
| $358M | 0.22% | 677,437 +3,980 | +0.6% | +$2.11M |
|
95
Charles Schwab
SCHW
$174B
| $357M | 0.22% | 3,917,265 +83,750 | +2% | +$7.64M |
|
96
NextEra Energy, Inc.
NEE
$148B
| $338M | 0.21% | 4,863,423 +80,117 | +2% | +$5.56M |
|
97
Rockwell Automation
ROK
$38.6B
| $334M | 0.21% | 1,006,575 +12,262 | +1% | +$4.07M |
|
98
TJX Companies
TJX
$152B
| $332M | 0.21% | 2,688,939 +27,086 | +1% | +$3.34M |
|
99
Union Pacific
UNP
$133B
| $329M | 0.21% | 1,430,775 +30,539 | +2% | +$7.03M |
|
100
Cadence Design Systems
CDNS
$95.5B
| $326M | 0.2% | 1,057,759 +20,401 | +2% | +$6.29M |
|