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 |
Invesco QQQ Trust
QQQ
|
$191M |
| 2 |
Palantir
PLTR
|
$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$85M |
| 4 |
Twilio
TWLO
|
$59.4M |
| 5 |
Synopsys
SNPS
|
$49M |
Top Sells
| 1 |
Apple
AAPL
|
$1.17B |
| 2 |
Microsoft
MSFT
|
$867M |
| 3 |
NVIDIA
NVDA
|
$580M |
| 4 |
Amazon
AMZN
|
$414M |
| 5 |
Meta Platforms (Facebook)
META
|
$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
S&P Global
SPGI
$167B
| $349M | 0.27% | 870,839 -146,165 | -14% | -$58.6M |
|
77
United Parcel Service
UPS
$74.1B
| $348M | 0.27% | 1,943,725 -308,865 | -14% | -$55.4M |
|
78
RTX Corp
RTX
$212B
| $348M | 0.27% | 3,556,274 -622,461 | -15% | -$61M |
|
79
ConocoPhillips
COP
$124B
| $336M | 0.26% | 3,246,808 -275,229 | -8% | -$28.5M |
|
80
Deere & Co
DE
$129B
| $336M | 0.26% | 828,507 -260,970 | -24% | -$106M |
|
81
Booking.com
BKNG
$181B
| $335M | 0.26% | 124,157 -26,270 | -17% | -$70.9M |
|
82
Eaton
ETN
$136B
| $335M | 0.26% | 1,664,608 -178,143 | -10% | -$35.8M |
|
83
Philip Morris
PM
$260B
| $334M | 0.26% | 3,424,359 -632,701 | -16% | -$61.8M |
|
84
Lowe's Companies
LOW
$145B
| $333M | 0.26% | 1,477,367 -234,429 | -14% | -$52.9M |
|
85
American Express
AXP
$231B
| $326M | 0.25% | 1,873,487 -355,657 | -16% | -$62M |
|
86
ServiceNow
NOW
$190B
| $315M | 0.25% | 560,870 -78,374 | -12% | -$44M |
|
87
GE Aerospace
GE
$292B
| $315M | 0.25% | 2,867,639 -193,937 | -6% | -$21.3M |
|
88
Union Pacific
UNP
$133B
| $312M | 0.24% | 1,526,204 -278,603 | -15% | -$57M |
|
89
Mercado Libre
MELI
$125B
| $306M | 0.24% | 258,539 -64,151 | -20% | -$76M |
|
90
Rockwell Automation
ROK
$38.6B
| $304M | 0.24% | 924,240 -72,850 | -7% | -$24M |
|
91
Lockheed Martin
LMT
$106B
| $299M | 0.23% | 648,405 -93,665 | -13% | -$43.1M |
|
92
DraftKings
DKNG
$23.8B
| $291M | 0.23% | 10,947,439 -2,215,799 | -17% | -$58.9M |
|
93
Medtronic
MDT
$119B
| $289M | 0.22% | 3,277,335 -753,207 | -19% | -$66.4M |
|
94
Starbucks
SBUX
$100B
| $284M | 0.22% | 2,866,833 -415,868 | -13% | -$41.2M |
|
95
AT&T
T
$209B
| $283M | 0.22% | 17,761,600 -2,581,912 | -13% | -$41.2M |
|
96
Schlumberger
SLB
$55B
| $281M | 0.22% | 5,730,807 -576,511 | -9% | -$28.3M |
|
97
Royal Bank of Canada
RY
$205B
| $276M | 0.21% | 2,879,717 -579,181 | -17% | -$55.4M |
|
98
Progressive
PGR
$145B
| $274M | 0.21% | 2,069,937 -429,208 | -17% | -$56.8M |
|
99
Roblox
RBLX
$86.4B
| $273M | 0.21% | 6,777,255 +413,918 | +7% | +$16.7M |
|
100
CVS Health
CVS
$92.8B
| $269M | 0.21% | 3,892,830 -553,470 | -12% | -$38.3M |
|