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 |
Intuitive Surgical
ISRG
|
$415M |
| 2 |
Roku
ROKU
|
$256M |
| 3 |
Zoom
ZM
|
$236M |
| 4 |
Robinhood
HOOD
|
$185M |
| 5 |
Twilio
TWLO
|
$164M |
Top Sells
| 1 |
Tesla
TSLA
|
$796M |
| 2 |
Meta Platforms (Facebook)
META
|
$472M |
| 3 |
Zillow
Z
|
$361M |
| 4 |
Apple
AAPL
|
$338M |
| 5 |
PayPal
PYPL
|
$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Boeing
BA
$177B
| $360M | 0.22% | 1,790,423 -72,004 | -4% | -$14.5M |
|
102
Citigroup
C
$178B
| $359M | 0.22% | 5,951,263 -400,600 | -6% | -$24.2M |
|
103
Intercontinental Exchange
ICE
$101B
| $356M | 0.22% | 2,601,123 -281,342 | -10% | -$38.5M |
|
104
Stryker
SYK
$150B
| $352M | 0.21% | 1,316,482 -37,912 | -3% | -$10.1M |
|
105
DraftKings
DKNG
$23.8B
| $352M | 0.21% | 12,810,865 +2,240,370 | +21% | +$61.5M |
|
106
3M
MMM
$82.8B
| $349M | 0.21% | 1,963,498 -54,889 | -3% | -$9.75M |
|
107
Marsh & McLennan
MMC
$101B
| $342M | 0.21% | 1,968,144 +285,898 | +17% | +$49.7M |
|
108
Charles Schwab
SCHW
$174B
| $337M | 0.21% | 4,011,580 -182,636 | -4% | -$15.4M |
|
109
Zoetis
ZTS
$69.3B
| $336M | 0.2% | 1,377,377 -60,222 | -4% | -$14.7M |
|
110
Automatic Data Processing
ADP
$123B
| $332M | 0.2% | 1,347,082 -55,516 | -4% | -$13.7M |
|
111
Gilead Sciences
GILD
$140B
| $328M | 0.2% | 4,523,339 +583,717 | +15% | +$42.4M |
|
112
Intellia Therapeutics
NTLA
$1.22B
| $326M | 0.2% | 2,753,903 +353,970 | +15% | +$41.9M |
|
113
SPDR Gold MiniShares Trust
GLDM
$17B
| $324M | 0.2% | 17,800,000 | – | – |
|
114
Autodesk
ADSK
$67.3B
| $321M | 0.2% | 1,142,917 +120,049 | +12% | +$33.8M |
|
115
Synopsys
SNPS
$112B
| $320M | 0.19% | 869,303 -25,500 | -3% | -$9.4M |
|
116
IQVIA
IQV
$32.4B
| $319M | 0.19% | 1,131,441 +189,607 | +20% | +$53.5M |
|
117
S&P Global
SPGI
$167B
| $318M | 0.19% | 674,303 -30,108 | -4% | -$14.2M |
|
118
Micron Technology
MU
$133B
| $301M | 0.18% | 3,233,621 -57,729 | -2% | -$5.38M |
|
119
Booking.com
BKNG
$181B
| $301M | 0.18% | 125,418 -5,017 | -4% | -$12M |
|
120
Simon Property Group
SPG
$59B
| $296M | 0.18% | 1,852,339 +44,587 | +2% | +$7.12M |
|
121
Digital Realty Trust
DLR
$57.2B
| $292M | 0.18% | 1,651,524 -108,009 | -6% | -$19.1M |
|
|
NVTA
122
DELISTED
Invitae Corporation
NVTA
| $290M | 0.18% | 18,998,453 +1,873,864 | +11% | +$28.6M |
|
123
Etsy
ETSY
$5.25B
| $287M | 0.17% | 1,312,345 -118,159 | -8% | -$25.9M |
|
124
GE Aerospace
GE
$292B
| $282M | 0.17% | 2,985,464 -133,044 | -4% | -$12.6M |
|
125
Emerson Electric
EMR
$74.3B
| $278M | 0.17% | 2,989,904 +225,943 | +8% | +$21M |
|