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 |
Extra Space Storage
EXR
|
$90M |
| 2 |
Advanced Micro Devices
AMD
|
$76.6M |
| 3 |
Amphenol
APH
|
$71M |
| 4 |
Kenvue
KVUE
|
$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
$153M |
| 2 |
Johnson & Johnson
JNJ
|
$96.2M |
| 3 |
Coinbase
COIN
|
$94.4M |
| 4 |
Tesla
TSLA
|
$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Mercado Libre
MELI
$125B
| $317M | 0.26% | 249,652 -8,887 | -3% | -$11.3M |
|
77
Bristol-Myers Squibb
BMY
$96B
| $315M | 0.26% | 5,421,323 -131,794 | -2% | -$7.65M |
|
78
Equinix
EQIX
$76.9B
| $314M | 0.26% | 431,968 -19,889 | -4% | -$14.4M |
|
79
GE Aerospace
GE
$292B
| $311M | 0.26% | 2,817,543 -50,096 | -2% | -$5.54M |
|
80
Philip Morris
PM
$260B
| $309M | 0.25% | 3,342,838 -81,521 | -2% | -$7.55M |
|
81
ServiceNow
NOW
$190B
| $309M | 0.25% | 553,326 -7,544 | -1% | -$4.22M |
|
82
Deere & Co
DE
$129B
| $304M | 0.25% | 806,082 -22,425 | -3% | -$8.46M |
|
83
Union Pacific
UNP
$133B
| $304M | 0.25% | 1,493,281 -32,923 | -2% | -$6.7M |
|
84
Lowe's Companies
LOW
$145B
| $299M | 0.25% | 1,438,150 -39,217 | -3% | -$8.15M |
|
85
DraftKings
DKNG
$23.8B
| $298M | 0.25% | 10,138,560 -808,879 | -7% | -$23.8M |
|
86
S&P Global
SPGI
$167B
| $294M | 0.24% | 804,316 -66,523 | -8% | -$24.3M |
|
87
United Parcel Service
UPS
$74.1B
| $292M | 0.24% | 1,873,121 -70,604 | -4% | -$11M |
|
88
NextEra Energy, Inc.
NEE
$148B
| $285M | 0.23% | 4,969,482 -86,633 | -2% | -$4.96M |
|
89
Royal Bank of Canada
RY
$205B
| $283M | 0.23% | 3,227,173 +347,456 | +12% | +$30.4M |
|
90
CVS Health
CVS
$92.8B
| $276M | 0.23% | 3,955,898 +63,068 | +2% | +$4.4M |
|
91
American Express
AXP
$231B
| $273M | 0.22% | 1,831,821 -41,666 | -2% | -$6.22M |
|
92
Progressive
PGR
$145B
| $273M | 0.22% | 1,957,460 -112,477 | -5% | -$15.7M |
|
93
Micron Technology
MU
$133B
| $271M | 0.22% | 3,979,993 +416,266 | +12% | +$28.3M |
|
94
Regeneron Pharmaceuticals
REGN
$61.5B
| $270M | 0.22% | 328,321 -5,080 | -2% | -$4.18M |
|
95
AT&T
T
$209B
| $263M | 0.22% | 17,490,403 -271,197 | -2% | -$4.07M |
|
96
Toronto Dominion Bank
TD
$128B
| $262M | 0.22% | 4,338,785 +497,233 | +13% | +$30M |
|
97
Robinhood
HOOD
$92.4B
| $262M | 0.21% | 26,688,681 +1,648,874 | +7% | +$16.2M |
|
98
Automatic Data Processing
ADP
$123B
| $261M | 0.21% | 1,083,470 -11,274 | -1% | -$2.71M |
|
99
Lockheed Martin
LMT
$106B
| $260M | 0.21% | 634,765 -13,640 | -2% | -$5.58M |
|
100
Starbucks
SBUX
$100B
| $259M | 0.21% | 2,833,342 -33,491 | -1% | -$3.06M |
|