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 |
Coinbase
COIN
|
$830M |
| 2 |
UiPath
PATH
|
$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$337M |
| 4 |
Twilio
TWLO
|
$292M |
| 5 |
Tesla
TSLA
|
$234M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.4B |
| 2 |
Alibaba
BABA
|
$1.18B |
| 3 |
Apple
AAPL
|
$757M |
| 4 |
Microsoft
MSFT
|
$477M |
| 5 |
Intellia Therapeutics
NTLA
|
$272M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
American Express
AXP
$231B
| $388M | 0.23% | 2,351,019 -114,501 | -5% | -$18.9M |
|
102
Royal Bank of Canada
RY
$205B
| $387M | 0.23% | 3,818,796 -241,928 | -6% | -$24.5M |
|
103
Edwards Lifesciences
EW
$47.8B
| $386M | 0.23% | 3,731,671 -194,951 | -5% | -$20.2M |
|
104
Charles Schwab
SCHW
$174B
| $377M | 0.22% | 5,182,939 -935,223 | -15% | -$68.1M |
|
105
Blackstone
BX
$134B
| $375M | 0.22% | 3,856,876 -110,851 | -3% | -$10.8M |
|
106
Stryker
SYK
$150B
| $372M | 0.22% | 1,430,985 +99,636 | +7% | +$25.9M |
|
107
Rockwell Automation
ROK
$38.6B
| $370M | 0.22% | 1,293,046 -83,011 | -6% | -$23.7M |
|
108
Toronto Dominion Bank
TD
$128B
| $368M | 0.22% | 5,262,208 -339,209 | -6% | -$23.7M |
|
109
GE Aerospace
GE
$292B
| $354M | 0.21% | 26,279,179 -1,505,001 | -5% | -$20.3M |
|
110
ServiceNow
NOW
$190B
| $347M | 0.21% | 631,505 -84,561 | -12% | -$46.5M |
|
111
Peloton Interactive
PTON
$3.1B
| $346M | 0.2% | 2,793,237 +702,460 | +34% | +$87.1M |
|
112
PagerDuty
PD
$1.54B
| $345M | 0.2% | 8,103,453 +953,424 | +13% | +$40.6M |
|
113
Public Storage
PSA
$51.7B
| $343M | 0.2% | 1,139,351 -134,140 | -11% | -$40.3M |
|
114
10x Genomics
TXG
$1.74B
| $341M | 0.2% | 1,739,374 +518,185 | +42% | +$101M |
|
115
Charter Communications
CHTR
$36.3B
| $340M | 0.2% | 471,263 -53,249 | -10% | -$38.4M |
|
116
Twist Bioscience
TWST
$1.63B
| $337M | 0.2% | 2,527,910 +481,979 | +24% | +$64.2M |
|
117
Micron Technology
MU
$133B
| $333M | 0.2% | 3,917,964 -339,472 | -8% | -$28.8M |
|
118
Pinterest
PINS
$24.9B
| $331M | 0.2% | 4,190,912 -352,912 | -8% | -$27.9M |
|
119
Lockheed Martin
LMT
$106B
| $320M | 0.19% | 845,034 -10,254 | -1% | -$3.88M |
|
120
Teradyne
TER
$18.8B
| $320M | 0.19% | 2,386,581 +828,666 | +53% | +$111M |
|
121
Analog Devices
ADI
$124B
| $320M | 0.19% | 1,856,065 -64,929 | -3% | -$11.2M |
|
122
Lam Research
LRCX
$127B
| $319M | 0.19% | 490,170 -5,722 | -1% | -$3.72M |
|
123
T Rowe Price
TROW
$23.6B
| $318M | 0.19% | 1,606,090 +18,788 | +1% | +$3.72M |
|
124
SPDR Gold MiniShares Trust
GLDM
$17B
| $313M | 0.19% | 17,800,000 +2,200,000 | +14% | +$38.7M |
|
|
ATVI
125
DELISTED
Activision Blizzard Inc.
ATVI
| $312M | 0.18% | 3,267,560 -26,012 | -0.8% | -$2.48M |
|