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 |
Accenture
ACN
|
$918M |
| 2 |
Linde
LIN
|
$504M |
| 3 |
Medtronic
MDT
|
$482M |
| 4 |
Chubb
CB
|
$336M |
| 5 |
Spotify
SPOT
|
$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.17B |
| 2 |
Coinbase
COIN
|
$1.12B |
| 3 |
UiPath
PATH
|
$760M |
| 4 |
Apple
AAPL
|
$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Blackstone
BX
$132B
| $320M | 0.21% |
2,524,297
-532,590
| -17% | -$67.6M |
|
102
Marsh & McLennan
MMC
$101B
| $315M | 0.21% |
1,850,200
-117,944
| -6% | -$20.1M |
|
103
Blackrock
BLK
$173B
| $315M | 0.21% |
412,521
+701
| +0.2% | +$536K |
|
104
Trimble
TRMB
$18.7B
| $313M | 0.21% |
4,344,614
-830,652
| -16% | -$59.9M |
|
105
ServiceNow
NOW
$189B
| $305M | 0.2% |
547,298
-30,467
| -5% | -$17M |
|
106
Eaton
ETN
$134B
| $303M | 0.2% |
+1,993,703
| New | +$303M |
|
107
Starbucks
SBUX
$102B
| $299M | 0.2% |
3,290,131
-46,178
| -1% | -$4.2M |
|
108
Automatic Data Processing
ADP
$121B
| $298M | 0.2% |
1,309,251
-37,831
| -3% | -$8.61M |
|
109
Emerson Electric
EMR
$73.9B
| $295M | 0.2% |
3,008,124
+18,220
| +0.6% | +$1.79M |
|
110
Edwards Lifesciences
EW
$48B
| $293M | 0.2% |
2,487,734
-503,756
| -17% | -$59.3M |
|
111
3M
MMM
$82.2B
| $291M | 0.19% |
1,955,177
-8,321
| -0.4% | -$1.24M |
|
112
Synopsys
SNPS
$110B
| $291M | 0.19% |
872,904
+3,601
| +0.4% | +$1.2M |
|
113
CRISPR Therapeutics
CRSP
$4.79B
| $290M | 0.19% |
+4,619,747
| New | +$290M |
|
114
Citigroup
C
$174B
| $289M | 0.19% |
5,417,546
-533,717
| -9% | -$28.5M |
|
115
Regeneron Pharmaceuticals
REGN
$61.3B
| $284M | 0.19% |
406,674
-25,541
| -6% | -$17.8M |
|
116
Aon
AON
$80.2B
| $280M | 0.19% |
+861,318
| New | +$280M |
|
117
DraftKings
DKNG
$23.8B
| $275M | 0.18% |
14,142,028
+1,331,163
| +10% | +$25.9M |
|
118
Progressive
PGR
$144B
| $271M | 0.18% |
2,373,518
-293,072
| -11% | -$33.4M |
|
119
Micron Technology
MU
$133B
| $269M | 0.18% |
3,459,007
+225,386
| +7% | +$17.6M |
|
120
Gilead Sciences
GILD
$140B
| $268M | 0.18% |
4,515,033
-8,306
| -0.2% | -$494K |
|
|
TWTR
121
DELISTED
Twitter, Inc.
TWTR
| $266M | 0.18% |
6,863,819
-5,603,879
| -45% | -$217M |
|
122
Duke Energy
DUK
$94.8B
| $265M | 0.18% |
2,375,949
-34,833
| -1% | -$3.89M |
|
123
Lam Research
LRCX
$123B
| $264M | 0.18% |
490,226
-42,736
| -8% | -$23M |
|
124
Zoetis
ZTS
$67.8B
| $258M | 0.17% |
1,368,702
-8,675
| -0.6% | -$1.64M |
|
125
Simon Property Group
SPG
$58.4B
| $258M | 0.17% |
1,958,961
+106,622
| +6% | +$14M |
|