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 |
Microsoft
MSFT
|
$200M |
| 2 |
O'Reilly Automotive
ORLY
|
$185M |
| 3 |
NVIDIA
NVDA
|
$184M |
| 4 |
Amazon
AMZN
|
$173M |
| 5 |
Mastercard
MA
|
$123M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Automatic Data Processing
ADP
$123B
| $316M | 0.2% | 1,025,726 +11,986 | +1% | +$3.7M |
|
102
Lam Research
LRCX
$127B
| $315M | 0.2% | 3,235,709 +47,478 | +1% | +$4.62M |
|
103
Capital One
COF
$145B
| $313M | 0.19% | 1,469,557 +538,283 | +58% | +$115M |
|
104
T-Mobile US
TMUS
$284B
| $311M | 0.19% | 1,304,036 -97,484 | -7% | -$23.2M |
|
105
Stryker
SYK
$150B
| $309M | 0.19% | 781,548 +10,767 | +1% | +$4.26M |
|
106
iShares Gold Trust Micro
IAUM
$3.45B
| $307M | 0.19% | 9,300,000 +2,650,000 | +40% | +$87.4M |
|
107
Chubb
CB
$110B
| $306M | 0.19% | 1,056,109 +61,679 | +6% | +$17.9M |
|
108
ConocoPhillips
COP
$124B
| $305M | 0.19% | 3,395,546 +78,642 | +2% | +$7.06M |
|
109
Cencora
COR
$56.5B
| $304M | 0.19% | 1,012,479 +67 | +0% | +$20.1K |
|
110
TransDigm Group
TDG
$78.8B
| $299M | 0.19% | 196,866 +71,399 | +57% | +$109M |
|
111
KLA
KLAC
$115B
| $296M | 0.18% | 330,386 +4,820 | +1% | +$4.32M |
|
112
Sherwin-Williams
SHW
$91.2B
| $296M | 0.18% | 860,810 +24,049 | +3% | +$8.26M |
|
113
Lowe's Companies
LOW
$145B
| $293M | 0.18% | 1,319,887 +20,490 | +2% | +$4.55M |
|
114
Vertex Pharmaceuticals
VRTX
$100B
| $292M | 0.18% | 655,050 +11,063 | +2% | +$4.93M |
|
115
Emerson Electric
EMR
$74.3B
| $285M | 0.18% | 2,140,674 +10,321 | +0.5% | +$1.38M |
|
116
Autodesk
ADSK
$67.3B
| $285M | 0.18% | 921,142 +21,418 | +2% | +$6.63M |
|
117
Medtronic
MDT
$119B
| $281M | 0.17% | 3,219,006 +167,709 | +5% | +$14.6M |
|
118
Trimble
TRMB
$19.2B
| $275M | 0.17% | 3,616,416 -54,871 | -1% | -$4.17M |
|
119
Cloudflare
NET
$72.7B
| $273M | 0.17% | 1,396,266 -11,665 | -0.8% | -$2.28M |
|
120
DoorDash
DASH
$105B
| $273M | 0.17% | 1,108,014 +197,485 | +22% | +$48.7M |
|
121
American Tower
AMT
$95.5B
| $273M | 0.17% | 1,235,419 -8,920 | -0.7% | -$1.97M |
|
122
Realty Income
O
$53.7B
| $261M | 0.16% | 4,538,468 +49,160 | +1% | +$2.83M |
|
123
Marsh & McLennan
MMC
$101B
| $260M | 0.16% | 1,189,513 +408 | +0% | +$89.2K |
|
124
CME Group
CME
$96B
| $260M | 0.16% | 942,163 -13,568 | -1% | -$3.74M |
|
125
Teradyne
TER
$18.8B
| $258M | 0.16% | 2,873,714 -83,335 | -3% | -$7.49M |
|