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 |
NVIDIA
NVDA
|
$1.34B |
| 2 |
UiPath
PATH
|
$425M |
| 3 |
Coinbase
COIN
|
$339M |
| 4 |
Palantir
PLTR
|
$252M |
| 5 |
Teladoc Health
TDOC
|
$215M |
Top Sells
| 1 |
GE Aerospace
GE
|
$2.39B |
| 2 |
Apple
AAPL
|
$425M |
| 3 |
Microsoft
MSFT
|
$311M |
| 4 |
JD.com
JD
|
$309M |
| 5 |
Sea Limited
SE
|
$262M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Communication Services | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
NextEra Energy, Inc.
NEE
$148B
| $473M | 0.29% | 6,028,772 -328,892 | -5% | -$25.8M |
|
77
Advanced Micro Devices
AMD
$264B
| $460M | 0.29% | 4,470,686 -377,490 | -8% | -$38.8M |
|
78
Goldman Sachs
GS
$226B
| $460M | 0.29% | 1,216,775 -69,730 | -5% | -$26.4M |
|
79
Target
TGT
$43.6B
| $459M | 0.29% | 2,007,869 -93,686 | -4% | -$21.4M |
|
80
Blackstone
BX
$134B
| $452M | 0.28% | 3,883,035 +26,159 | +0.7% | +$3.04M |
|
81
Moderna
MRNA
$9.37B
| $447M | 0.28% | 1,162,035 -104,200 | -8% | -$40.1M |
|
82
Exact Sciences
EXAS
$8.98B
| $447M | 0.28% | 4,679,730 +936,245 | +25% | +$89.4M |
|
83
Citigroup
C
$178B
| $446M | 0.28% | 6,351,863 -435,470 | -6% | -$30.6M |
|
84
Bristol-Myers Squibb
BMY
$96B
| $441M | 0.27% | 7,455,502 -595,693 | -7% | -$35.2M |
|
85
Equinix
EQIX
$76.9B
| $435M | 0.27% | 550,709 -68,668 | -11% | -$54.3M |
|
86
Trimble
TRMB
$19.2B
| $417M | 0.26% | 5,071,035 +209,830 | +4% | +$17.3M |
|
87
RTX Corp
RTX
$212B
| $414M | 0.26% | 4,820,606 -112,787 | -2% | -$9.7M |
|
88
Lowe's Companies
LOW
$145B
| $411M | 0.26% | 2,026,458 -194,828 | -9% | -$39.5M |
|
89
Boeing
BA
$177B
| $410M | 0.26% | 1,862,427 -93,999 | -5% | -$20.7M |
|
90
Morgan Stanley
MS
$240B
| $406M | 0.25% | 4,170,455 -282,814 | -6% | -$27.5M |
|
91
Edwards Lifesciences
EW
$47.8B
| $398M | 0.25% | 3,519,964 -211,707 | -6% | -$24M |
|
92
Philip Morris
PM
$260B
| $396M | 0.25% | 4,180,379 -227,763 | -5% | -$21.6M |
|
93
Starbucks
SBUX
$100B
| $390M | 0.24% | 3,534,920 -148,321 | -4% | -$16.4M |
|
94
American Tower
AMT
$95.5B
| $390M | 0.24% | 1,468,902 +21,650 | +1% | +$5.75M |
|
95
Union Pacific
UNP
$133B
| $377M | 0.23% | 1,921,226 -184,037 | -9% | -$36.1M |
|
96
Analog Devices
ADI
$124B
| $376M | 0.23% | 2,246,228 +390,163 | +21% | +$65.3M |
|
97
ServiceNow
NOW
$190B
| $375M | 0.23% | 602,604 -28,901 | -5% | -$18M |
|
98
American Express
AXP
$231B
| $373M | 0.23% | 2,228,579 -122,440 | -5% | -$20.5M |
|
99
Elevance Health
ELV
$71.8B
| $366M | 0.23% | 980,560 -39,133 | -4% | -$14.6M |
|
100
Caterpillar
CAT
$196B
| $364M | 0.23% | 1,895,876 -216,390 | -10% | -$41.5M |
|