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 |
Amazon
AMZN
|
$2.8B |
| 2 |
iShares Gold Trust
IAU
|
$997M |
| 3 |
UiPath
PATH
|
$437M |
| 4 |
Shopify
SHOP
|
$355M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
Baidu
BIDU
|
$99.6M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Charles Schwab
SCHW
$174B
| $272M | 0.21% | 4,298,768 +187,385 | +5% | +$11.8M |
|
102
Chubb
CB
$110B
| $267M | 0.21% | 1,358,496 -210,843 | -13% | -$41.4M |
|
103
Netflix
NFLX
$513B
| $265M | 0.2% | 1,515,608 +184,886 | +14% | +$32.3M |
|
104
Vertex Pharmaceuticals
VRTX
$100B
| $262M | 0.2% | 928,307 -47,077 | -5% | -$13.3M |
|
105
Mondelez International
MDLZ
$79.5B
| $261M | 0.2% | 4,199,717 +177,154 | +4% | +$11M |
|
106
Duke Energy
DUK
$95.3B
| $261M | 0.2% | 2,430,215 +54,266 | +2% | +$5.82M |
|
107
Eaton
ETN
$136B
| $260M | 0.2% | 2,067,185 +73,482 | +4% | +$9.26M |
|
108
Booking.com
BKNG
$181B
| $260M | 0.2% | 148,858 +6,024 | +4% | +$10.5M |
|
109
3M
MMM
$82.8B
| $259M | 0.2% | 2,003,577 +48,400 | +2% | +$6.26M |
|
110
Edwards Lifesciences
EW
$47.8B
| $256M | 0.2% | 2,688,459 +200,725 | +8% | +$19.1M |
|
111
Trimble
TRMB
$19.2B
| $255M | 0.2% | 4,376,309 +31,695 | +0.7% | +$1.85M |
|
112
Target
TGT
$43.6B
| $255M | 0.2% | 1,802,519 +45,640 | +3% | +$6.45M |
|
113
Starbucks
SBUX
$100B
| $254M | 0.2% | 3,321,602 +31,471 | +1% | +$2.4M |
|
114
Boeing
BA
$177B
| $254M | 0.2% | 1,855,301 +65,561 | +4% | +$8.96M |
|
115
Zoetis
ZTS
$69.3B
| $244M | 0.19% | 1,420,144 +51,442 | +4% | +$8.84M |
|
116
Unity
U
$16.7B
| $240M | 0.18% | 6,525,506 +1,524,282 | +30% | +$56.1M |
|
117
Welltower
WELL
$113B
| $240M | 0.18% | 2,911,391 +249,143 | +9% | +$20.5M |
|
118
Regeneron Pharmaceuticals
REGN
$61.5B
| $236M | 0.18% | 399,334 -7,340 | -2% | -$4.34M |
|
119
Mercado Libre
MELI
$125B
| $234M | 0.18% | 367,043 +27,553 | +8% | +$17.5M |
|
120
Southern Company
SO
$102B
| $231M | 0.18% | 3,240,870 +130,347 | +4% | +$9.3M |
|
121
PayPal
PYPL
$67.1B
| $231M | 0.18% | 3,304,874 +202,338 | +7% | +$14.1M |
|
122
Synopsys
SNPS
$112B
| $229M | 0.18% | 753,389 -119,515 | -14% | -$36.3M |
|
123
Exact Sciences
EXAS
$8.98B
| $229M | 0.18% | 5,807,605 +176,261 | +3% | +$6.94M |
|
124
Enbridge
ENB
$105B
| $229M | 0.18% | 5,414,656 +466,366 | +9% | +$19.7M |
|
125
Emerson Electric
EMR
$74.3B
| $228M | 0.18% | 2,871,951 -136,173 | -5% | -$10.8M |
|