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 |
NVIDIA
NVDA
|
$1.34B |
| 2 |
UiPath
PATH
|
$425M |
| 3 |
Coinbase
COIN
|
$339M |
| 4 |
Palantir
PLTR
|
$252M |
| 5 |
Teladoc Health
TDOC
|
$215M |
Top Sells
| 1 |
GE Aerospace
GE
|
$2.39B |
| 2 |
Apple
AAPL
|
$425M |
| 3 |
Microsoft
MSFT
|
$311M |
| 4 |
JD.com
JD
|
$309M |
| 5 |
Sea Limited
SE
|
$262M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Communication Services | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Blackrock
BLK
$175B
| $362M | 0.23% | 431,408 -24,162 | -5% | -$20.3M |
|
102
Royal Bank of Canada
RY
$205B
| $358M | 0.22% | 3,605,155 -213,641 | -6% | -$21.2M |
|
103
Stryker
SYK
$150B
| $357M | 0.22% | 1,354,394 -76,591 | -5% | -$20.2M |
|
104
3M
MMM
$82.8B
| $354M | 0.22% | 2,018,387 -79,844 | -4% | -$14M |
|
105
Opendoor
OPEN
$3.27B
| $344M | 0.21% | 16,742,268 +2,450,112 | +17% | +$50.3M |
|
106
Rockwell Automation
ROK
$38.6B
| $340M | 0.21% | 1,157,419 -135,627 | -10% | -$39.9M |
|
107
Charter Communications
CHTR
$36.3B
| $337M | 0.21% | 463,682 -7,581 | -2% | -$5.52M |
|
108
Intercontinental Exchange
ICE
$101B
| $331M | 0.21% | 2,882,465 -525,912 | -15% | -$60.4M |
|
109
Intellia Therapeutics
NTLA
$1.22B
| $322M | 0.2% | 2,399,933 -727,670 | -23% | -$97.6M |
|
|
110
GE Aerospace
GE
$292B
| $321M | 0.2% | 3,118,508 -23,160,671 | -88% | -$2.39B |
|
111
Toronto Dominion Bank
TD
$128B
| $321M | 0.2% | 4,856,827 -405,381 | -8% | -$26.8M |
|
112
Snap
SNAP
$12.1B
| $312M | 0.19% | 4,222,986 -2,278,456 | -35% | -$168M |
|
113
SPDR Gold MiniShares Trust
GLDM
$17B
| $311M | 0.19% | 17,800,000 | – | – |
|
114
Booking.com
BKNG
$181B
| $310M | 0.19% | 130,435 -6,347 | -5% | -$15.1M |
|
115
T Rowe Price
TROW
$23.6B
| $308M | 0.19% | 1,564,967 -41,123 | -3% | -$8.09M |
|
116
Pinduoduo
PDD
$171B
| $306M | 0.19% | 3,374,561 +60,029 | +2% | +$5.44M |
|
117
Charles Schwab
SCHW
$174B
| $306M | 0.19% | 4,194,216 -988,723 | -19% | -$72M |
|
118
Public Storage
PSA
$51.7B
| $299M | 0.19% | 1,007,886 -131,465 | -12% | -$39.1M |
|
119
S&P Global
SPGI
$167B
| $299M | 0.19% | 704,411 -40,093 | -5% | -$17M |
|
120
Etsy
ETSY
$5.25B
| $297M | 0.19% | 1,430,504 +498,925 | +54% | +$104M |
|
121
Lockheed Martin
LMT
$106B
| $293M | 0.18% | 848,345 +3,311 | +0.4% | +$1.14M |
|
122
Autodesk
ADSK
$67.3B
| $292M | 0.18% | 1,022,868 -4,916 | -0.5% | -$1.4M |
|
123
Regeneron Pharmaceuticals
REGN
$61.5B
| $284M | 0.18% | 469,269 -82,083 | -15% | -$49.7M |
|
124
Automatic Data Processing
ADP
$123B
| $280M | 0.17% | 1,402,598 -67,271 | -5% | -$13.4M |
|
125
Zoetis
ZTS
$69.3B
| $279M | 0.17% | 1,437,599 -85,165 | -6% | -$16.5M |
|