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 |
Accenture
ACN
|
$918M |
| 2 |
Linde
LIN
|
$504M |
| 3 |
Medtronic
MDT
|
$482M |
| 4 |
Chubb
CB
|
$336M |
| 5 |
Spotify
SPOT
|
$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.17B |
| 2 |
Coinbase
COIN
|
$1.12B |
| 3 |
UiPath
PATH
|
$760M |
| 4 |
Apple
AAPL
|
$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Lowe's Companies
LOW
$145B
| $410M | 0.27% |
2,027,364
-139,312
| -6% | -$28.2M |
|
77
Mercado Libre
MELI
$121B
| $404M | 0.27% |
339,490
+442
| +0.1% | +$526K |
|
78
Caterpillar
CAT
$195B
| $403M | 0.27% |
1,809,166
-22,537
| -1% | -$5.02M |
|
79
Goldman Sachs
GS
$221B
| $396M | 0.26% |
1,198,968
-15,408
| -1% | -$5.09M |
|
80
Exact Sciences
EXAS
$9.09B
| $394M | 0.26% |
5,631,344
-251,836
| -4% | -$17.6M |
|
81
Oracle
ORCL
$633B
| $383M | 0.26% |
4,630,387
-124,072
| -3% | -$10.3M |
|
82
Morgan Stanley
MS
$238B
| $379M | 0.25% |
4,340,504
-72,358
| -2% | -$6.32M |
|
83
Royal Bank of Canada
RY
$204B
| $379M | 0.25% |
3,435,747
+20,401
| +0.6% | +$2.25M |
|
84
Public Storage
PSA
$50.6B
| $377M | 0.25% |
964,870
-27,814
| -3% | -$10.9M |
|
85
Philip Morris
PM
$261B
| $375M | 0.25% |
3,996,945
+13,721
| +0.3% | +$1.29M |
|
86
Target
TGT
$42B
| $373M | 0.25% |
1,756,879
-128,310
| -7% | -$27.2M |
|
87
ConocoPhillips
COP
$124B
| $365M | 0.24% |
3,646,227
-81,950
| -2% | -$8.2M |
|
88
Rockwell Automation
ROK
$38B
| $364M | 0.24% |
1,300,379
-48,658
| -4% | -$13.6M |
|
89
American Tower
AMT
$93.9B
| $359M | 0.24% |
1,428,673
+6,983
| +0.5% | +$1.75M |
|
90
PayPal
PYPL
$66.2B
| $359M | 0.24% |
3,102,536
-349,042
| -10% | -$40.4M |
|
91
Analog Devices
ADI
$122B
| $358M | 0.24% |
2,169,206
-12,227
| -0.6% | -$2.02M |
|
92
Toronto Dominion Bank
TD
$127B
| $355M | 0.24% |
4,459,627
-268,797
| -6% | -$21.4M |
|
93
Stryker
SYK
$149B
| $351M | 0.23% |
1,312,975
-3,507
| -0.3% | -$938K |
|
94
Charles Schwab
SCHW
$174B
| $347M | 0.23% |
4,111,383
+99,803
| +2% | +$8.41M |
|
95
Boeing
BA
$179B
| $343M | 0.23% |
1,789,740
-683
| -0% | -$131K |
|
|
96
Chubb
CB
$110B
| $336M | 0.22% |
+1,569,339
| New | +$336M |
|
97
Booking.com
BKNG
$178B
| $335M | 0.22% |
142,834
+17,416
| +14% | +$40.9M |
|
98
Intercontinental Exchange
ICE
$100B
| $333M | 0.22% |
2,521,648
-79,475
| -3% | -$10.5M |
|
99
Lockheed Martin
LMT
$106B
| $328M | 0.22% |
742,980
-31,171
| -4% | -$13.8M |
|
|
100
Spotify
SPOT
$142B
| $322M | 0.21% |
+2,131,425
| New | +$322M |
|