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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Bio-Techne
TECH
|
$63.2M |
| 4 |
Coinbase
COIN
|
$62.8M |
| 5 |
Tesla
TSLA
|
$59M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Gilead Sciences
GILD
$140B
| $365M | 0.29% | 4,251,536 -245,057 | -5% | -$21M |
|
77
Analog Devices
ADI
$124B
| $358M | 0.28% | 2,184,247 -22,664 | -1% | -$3.72M |
|
78
Lockheed Martin
LMT
$106B
| $357M | 0.28% | 733,905 -14,162 | -2% | -$6.89M |
|
79
Intel
INTC
$107B
| $356M | 0.28% | 13,470,198 -234,391 | -2% | -$6.19M |
|
80
Boeing
BA
$177B
| $355M | 0.28% | 1,864,590 -17,020 | -0.9% | -$3.24M |
|
81
Intuit
INTU
$186B
| $354M | 0.28% | 910,205 -5,634 | -0.6% | -$2.19M |
|
82
S&P Global
SPGI
$167B
| $350M | 0.28% | 1,046,103 -52,622 | -5% | -$17.6M |
|
83
UiPath
PATH
$5.95B
| $347M | 0.27% | 27,293,681 -1,899,365 | -7% | -$24.1M |
|
84
Blackrock
BLK
$175B
| $336M | 0.27% | 474,016 -44,302 | -9% | -$31.4M |
|
85
Stryker
SYK
$150B
| $334M | 0.26% | 1,366,093 -7,815 | -0.6% | -$1.91M |
|
86
Royal Bank of Canada
RY
$205B
| $330M | 0.26% | 3,502,126 -107,912 | -3% | -$10.2M |
|
87
American Express
AXP
$231B
| $328M | 0.26% | 2,221,884 -37,466 | -2% | -$5.54M |
|
88
Advanced Micro Devices
AMD
$264B
| $328M | 0.26% | 5,067,440 -130,212 | -3% | -$8.43M |
|
89
Morgan Stanley
MS
$240B
| $328M | 0.26% | 3,857,777 -273,581 | -7% | -$23.3M |
|
90
American Tower
AMT
$95.5B
| $328M | 0.26% | 1,546,509 -14,171 | -0.9% | -$3M |
|
91
Progressive
PGR
$145B
| $327M | 0.26% | 2,522,707 -93,157 | -4% | -$12.1M |
|
92
Starbucks
SBUX
$100B
| $327M | 0.26% | 3,298,148 -23,431 | -0.7% | -$2.32M |
|
93
Roku
ROKU
$14.2B
| $319M | 0.25% | 7,847,444 +444,022 | +6% | +$18.1M |
|
94
Equinix
EQIX
$76.9B
| $315M | 0.25% | 481,009 -56,627 | -11% | -$37.1M |
|
95
Mercado Libre
MELI
$125B
| $310M | 0.25% | 366,508 -2,017 | -0.5% | -$1.71M |
|
96
Toronto Dominion Bank
TD
$128B
| $306M | 0.24% | 4,729,829 -115,909 | -2% | -$7.51M |
|
97
T-Mobile US
TMUS
$284B
| $306M | 0.24% | 2,186,656 +4,956 | +0.2% | +$694K |
|
98
Booking.com
BKNG
$181B
| $305M | 0.24% | 151,171 -2,259 | -1% | -$4.55M |
|
99
Marsh & McLennan
MMC
$101B
| $296M | 0.23% | 1,791,273 -175,722 | -9% | -$29.1M |
|
100
Chubb
CB
$110B
| $293M | 0.23% | 1,328,132 -28,419 | -2% | -$6.27M |
|