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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Elevance Health
ELV
$71.8B
| $383M | 0.27% | 1,456,490 +156,254 | +12% | +$41.1M |
|
77
Applied Materials
AMAT
$128B
| $378M | 0.27% | 6,256,091 -1,256,447 | -17% | -$76M |
|
|
78
Shopify
SHOP
$184B
| $372M | 0.26% | 392,679 -246,105 | -39% | -$233M |
|
|
NVTA
79
DELISTED
Invitae Corporation
NVTA
| $371M | 0.26% | 12,235,349 -807,792 | -6% | -$24.5M |
|
80
Starbucks
SBUX
$100B
| $354M | 0.25% | 4,816,689 -110,532 | -2% | -$8.13M |
|
81
American Express
AXP
$231B
| $354M | 0.25% | 3,740,031 +547,042 | +17% | +$51.8M |
|
82
Royal Bank of Canada
RY
$205B
| $354M | 0.25% | 5,238,166 -110,025 | -2% | -$7.44M |
|
83
Fidelity National Information Services
FIS
$36.5B
| $353M | 0.25% | 2,636,030 +50,801 | +2% | +$6.81M |
|
84
ServiceNow
NOW
$190B
| $351M | 0.25% | 865,852 +42,101 | +5% | +$17.1M |
|
85
United Parcel Service
UPS
$74.1B
| $344M | 0.24% | 3,091,170 +188,284 | +6% | +$20.9M |
|
86
Zillow
Z
$20.4B
| $342M | 0.24% | 5,942,545 +427,864 | +8% | +$24.6M |
|
87
Digital Realty Trust
DLR
$57.2B
| $336M | 0.24% | 2,364,387 +115,252 | +5% | +$16.4M |
|
88
S&P Global
SPGI
$167B
| $335M | 0.24% | 1,018,229 -160,900 | -14% | -$53M |
|
89
Toronto Dominion Bank
TD
$128B
| $334M | 0.24% | 7,615,177 +851,753 | +13% | +$37.4M |
|
90
Blackrock
BLK
$175B
| $334M | 0.24% | 613,420 +138,274 | +29% | +$75.2M |
|
|
XLNX
91
DELISTED
Xilinx Inc
XLNX
| $332M | 0.23% | 3,370,510 +1,127,401 | +50% | +$111M |
|
92
Caterpillar
CAT
$196B
| $330M | 0.23% | 2,609,492 -48,220 | -2% | -$6.1M |
|
93
Charter Communications
CHTR
$36.3B
| $329M | 0.23% | 645,084 -96,918 | -13% | -$49.4M |
|
94
Public Storage
PSA
$51.7B
| $329M | 0.23% | 1,713,309 +24,907 | +1% | +$4.78M |
|
95
Goldman Sachs
GS
$226B
| $326M | 0.23% | 1,650,568 -19,588 | -1% | -$3.87M |
|
96
Altria Group
MO
$113B
| $317M | 0.22% | 8,071,381 -127,183 | -2% | -$4.99M |
|
97
Automatic Data Processing
ADP
$123B
| $310M | 0.22% | 2,084,007 -131,686 | -6% | -$19.6M |
|
98
Advanced Micro Devices
AMD
$264B
| $306M | 0.22% | 5,810,941 +369,836 | +7% | +$19.5M |
|
99
TJX Companies
TJX
$152B
| $306M | 0.22% | 6,046,296 -782,941 | -11% | -$39.6M |
|
100
Dominion Energy
D
$51.1B
| $304M | 0.21% | 3,745,871 +50,358 | +1% | +$4.09M |
|