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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Stryker
SYK
$150B
| $278M | 0.23% | 1,373,908 +4,077 | +0.3% | +$826K |
|
102
Gilead Sciences
GILD
$140B
| $277M | 0.23% | 4,496,593 +16,079 | +0.4% | +$992K |
|
103
Eaton
ETN
$136B
| $277M | 0.23% | 2,074,148 +6,963 | +0.3% | +$929K |
|
104
Vertex Pharmaceuticals
VRTX
$100B
| $271M | 0.22% | 936,055 +7,748 | +0.8% | +$2.24M |
|
105
Regeneron Pharmaceuticals
REGN
$61.5B
| $269M | 0.22% | 391,150 -8,184 | -2% | -$5.64M |
|
106
Target
TGT
$43.6B
| $261M | 0.21% | 1,756,591 -45,928 | -3% | -$6.82M |
|
107
Citigroup
C
$178B
| $257M | 0.21% | 6,159,781 +8,740 | +0.1% | +$364K |
|
108
Booking.com
BKNG
$181B
| $252M | 0.21% | 153,430 +4,572 | +3% | +$7.51M |
|
109
Chubb
CB
$110B
| $247M | 0.2% | 1,356,551 -1,945 | -0.1% | -$354K |
|
110
Trimble
TRMB
$19.2B
| $244M | 0.2% | 4,494,627 +118,318 | +3% | +$6.42M |
|
111
Intercontinental Exchange
ICE
$101B
| $238M | 0.2% | 2,628,689 +228,235 | +10% | +$20.6M |
|
112
Robinhood
HOOD
$92.4B
| $235M | 0.19% | 23,282,666 -117,854 | -0.5% | -$1.19M |
|
113
Southern Company
SO
$102B
| $235M | 0.19% | 3,455,445 +214,575 | +7% | +$14.6M |
|
114
Mondelez International
MDLZ
$79.5B
| $229M | 0.19% | 4,181,317 -18,400 | -0.4% | -$1.01M |
|
115
Synopsys
SNPS
$112B
| $229M | 0.19% | 748,882 -4,507 | -0.6% | -$1.38M |
|
116
Boeing
BA
$177B
| $228M | 0.19% | 1,881,610 +26,309 | +1% | +$3.19M |
|
117
Unity
U
$16.7B
| $226M | 0.19% | 7,083,364 +557,858 | +9% | +$17.8M |
|
118
Humana
HUM
$36.5B
| $225M | 0.18% | 462,924 -18,458 | -4% | -$8.96M |
|
119
ServiceNow
NOW
$190B
| $225M | 0.18% | 594,810 -2,678 | -0.4% | -$1.01M |
|
120
3M
MMM
$82.8B
| $220M | 0.18% | 1,986,703 -16,874 | -0.8% | -$1.86M |
|
121
Rockwell Automation
ROK
$38.6B
| $219M | 0.18% | 1,016,572 -62,509 | -6% | -$13.4M |
|
122
Teladoc Health
TDOC
$1.37B
| $218M | 0.18% | 8,599,503 -123,004 | -1% | -$3.12M |
|
123
Duke Energy
DUK
$95.3B
| $218M | 0.18% | 2,342,222 -87,993 | -4% | -$8.19M |
|
124
Waste Management
WM
$91.2B
| $214M | 0.18% | 1,336,604 -5,199 | -0.4% | -$833K |
|
125
Zoetis
ZTS
$69.3B
| $213M | 0.18% | 1,439,737 +19,593 | +1% | +$2.91M |
|