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 |
Intuitive Surgical
ISRG
|
$415M |
| 2 |
Roku
ROKU
|
$256M |
| 3 |
Zoom
ZM
|
$236M |
| 4 |
Robinhood
HOOD
|
$185M |
| 5 |
Twilio
TWLO
|
$164M |
Top Sells
| 1 |
Tesla
TSLA
|
$796M |
| 2 |
Meta Platforms (Facebook)
META
|
$472M |
| 3 |
Zillow
Z
|
$361M |
| 4 |
Apple
AAPL
|
$338M |
| 5 |
PayPal
PYPL
|
$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Exact Sciences
EXAS
$8.98B
| $458M | 0.28% | 5,883,180 +1,203,450 | +26% | +$93.7M |
|
77
Mercado Libre
MELI
$125B
| $457M | 0.28% | 339,048 -14,308 | -4% | -$19.3M |
|
78
Bristol-Myers Squibb
BMY
$96B
| $456M | 0.28% | 7,308,607 -146,895 | -2% | -$9.16M |
|
79
Trimble
TRMB
$19.2B
| $451M | 0.27% | 5,175,266 +104,231 | +2% | +$9.09M |
|
80
Amgen
AMGN
$155B
| $450M | 0.27% | 1,999,082 -328,245 | -14% | -$73.8M |
|
81
Union Pacific
UNP
$133B
| $448M | 0.27% | 1,779,229 -141,997 | -7% | -$35.8M |
|
82
IBM
IBM
$227B
| $438M | 0.27% | 3,274,477 -726,277 | -18% | -$97.1M |
|
83
Target
TGT
$43.6B
| $436M | 0.27% | 1,885,189 -122,680 | -6% | -$28.4M |
|
84
Morgan Stanley
MS
$240B
| $433M | 0.26% | 4,412,862 +242,407 | +6% | +$23.8M |
|
85
American Tower
AMT
$95.5B
| $416M | 0.25% | 1,421,690 -47,212 | -3% | -$13.8M |
|
86
Oracle
ORCL
$635B
| $415M | 0.25% | 4,754,459 -722,267 | -13% | -$63M |
|
87
Blackstone
BX
$134B
| $396M | 0.24% | 3,056,887 -826,148 | -21% | -$107M |
|
88
Starbucks
SBUX
$100B
| $390M | 0.24% | 3,336,309 -198,611 | -6% | -$23.2M |
|
89
Edwards Lifesciences
EW
$47.8B
| $388M | 0.24% | 2,991,490 -528,474 | -15% | -$68.5M |
|
90
Palantir
PLTR
$372B
| $385M | 0.23% | 21,138,518 -527,442 | -2% | -$9.6M |
|
91
Analog Devices
ADI
$124B
| $383M | 0.23% | 2,181,433 -64,795 | -3% | -$11.4M |
|
92
Lam Research
LRCX
$127B
| $383M | 0.23% | 532,962 +44,002 | +9% | +$31.6M |
|
93
RTX Corp
RTX
$212B
| $382M | 0.23% | 4,440,277 -380,329 | -8% | -$32.7M |
|
94
Caterpillar
CAT
$196B
| $379M | 0.23% | 1,831,703 -64,173 | -3% | -$13.3M |
|
95
Philip Morris
PM
$260B
| $378M | 0.23% | 3,983,224 -197,155 | -5% | -$18.7M |
|
96
Blackrock
BLK
$175B
| $377M | 0.23% | 411,820 -19,588 | -5% | -$17.9M |
|
97
ServiceNow
NOW
$190B
| $375M | 0.23% | 577,765 -24,839 | -4% | -$16.1M |
|
98
Public Storage
PSA
$51.7B
| $372M | 0.23% | 992,684 -15,202 | -2% | -$5.69M |
|
99
Toronto Dominion Bank
TD
$128B
| $363M | 0.22% | 4,728,424 -128,403 | -3% | -$9.84M |
|
100
Royal Bank of Canada
RY
$205B
| $362M | 0.22% | 3,415,346 -189,809 | -5% | -$20.1M |
|