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 |
Apple
AAPL
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Blackrock
BLK
$175B
| $323M | 0.22% | 572,498 -40,922 | -7% | -$23.1M |
|
102
TJX Companies
TJX
$152B
| $318M | 0.21% | 5,721,110 -325,186 | -5% | -$18.1M |
|
103
Zoom
ZM
$24.4B
| $313M | 0.21% | 666,393 +196,847 | +42% | +$92.5M |
|
104
Pinterest
PINS
$24.9B
| $312M | 0.21% | 7,525,195 -3,442,027 | -31% | -$143M |
|
105
Zoetis
ZTS
$69.3B
| $312M | 0.21% | 1,884,113 -218,598 | -10% | -$36.1M |
|
106
Mondelez International
MDLZ
$79.5B
| $311M | 0.21% | 5,420,268 -344,509 | -6% | -$19.8M |
|
107
Autodesk
ADSK
$67.3B
| $310M | 0.21% | 1,343,532 -342,626 | -20% | -$79.1M |
|
108
Illumina
ILMN
$15.8B
| $306M | 0.21% | 988,710 -162,507 | -14% | -$50.2M |
|
109
Goldman Sachs
GS
$226B
| $305M | 0.21% | 1,520,099 -130,469 | -8% | -$26.2M |
|
110
LendingTree
TREE
$925M
| $304M | 0.21% | 991,583 -249 | -0% | -$76.4K |
|
|
WORK
111
DELISTED
Slack Technologies, Inc.
WORK
| $300M | 0.2% | 11,152,983 +6,069,014 | +119% | +$163M |
|
112
Rockwell Automation
ROK
$38.6B
| $299M | 0.2% | 1,354,462 -24,108 | -2% | -$5.32M |
|
|
XLNX
113
DELISTED
Xilinx Inc
XLNX
| $296M | 0.2% | 2,842,258 -528,252 | -16% | -$55.1M |
|
114
American Express
AXP
$231B
| $294M | 0.2% | 2,929,548 -810,483 | -22% | -$81.3M |
|
115
JD.com
JD
$44.1B
| $291M | 0.2% | 3,754,892 +517,133 | +16% | +$40.1M |
|
116
Edwards Lifesciences
EW
$47.8B
| $291M | 0.2% | 3,647,700 +141,641 | +4% | +$11.3M |
|
117
Air Products & Chemicals
APD
$65.5B
| $289M | 0.19% | 969,660 -47,752 | -5% | -$14.2M |
|
|
118
Teladoc Health
TDOC
$1.37B
| $284M | 0.19% | 1,294,548 +912,854 | +239% | +$200M |
|
119
Humana
HUM
$36.5B
| $272M | 0.18% | 656,673 -27,180 | -4% | -$11.2M |
|
120
Booking.com
BKNG
$181B
| $270M | 0.18% | 157,937 -9,439 | -6% | -$16.1M |
|
121
Workday
WDAY
$61.6B
| $270M | 0.18% | 1,254,049 +40,231 | +3% | +$8.65M |
|
122
T-Mobile US
TMUS
$284B
| $269M | 0.18% | 2,349,830 -139,264 | -6% | -$15.9M |
|
|
ATVI
123
DELISTED
Activision Blizzard Inc.
ATVI
| $268M | 0.18% | 3,313,729 +182,706 | +6% | +$14.8M |
|
124
Altria Group
MO
$113B
| $267M | 0.18% | 6,909,600 -1,161,781 | -14% | -$44.9M |
|
125
AvalonBay Communities
AVB
$27.9B
| $262M | 0.18% | 1,751,047 -106,436 | -6% | -$15.9M |
|