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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Bio-Techne
TECH
|
$63.2M |
| 4 |
Coinbase
COIN
|
$62.8M |
| 5 |
Tesla
TSLA
|
$59M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Medtronic
MDT
$119B
| $293M | 0.23% | 3,767,344 -48,968 | -1% | -$3.81M |
|
102
Twilio
TWLO
$16.2B
| $291M | 0.23% | 5,938,393 +707,908 | +14% | +$34.7M |
|
103
Eaton
ETN
$136B
| $282M | 0.22% | 1,798,369 -275,779 | -13% | -$43.3M |
|
104
Mondelez International
MDLZ
$79.5B
| $275M | 0.22% | 4,130,760 -50,557 | -1% | -$3.37M |
|
105
Regeneron Pharmaceuticals
REGN
$61.5B
| $274M | 0.22% | 379,609 -11,541 | -3% | -$8.33M |
|
106
Intercontinental Exchange
ICE
$101B
| $266M | 0.21% | 2,597,457 -31,232 | -1% | -$3.2M |
|
107
Exact Sciences
EXAS
$8.98B
| $266M | 0.21% | 5,364,599 -1,152,546 | -18% | -$57.1M |
|
108
TJX Companies
TJX
$152B
| $265M | 0.21% | 3,329,832 -88,665 | -3% | -$7.06M |
|
109
Public Storage
PSA
$51.7B
| $261M | 0.21% | 932,545 -75,243 | -7% | -$21.1M |
|
110
Rockwell Automation
ROK
$38.6B
| $261M | 0.21% | 1,012,451 -4,121 | -0.4% | -$1.06M |
|
|
111
Coinbase
COIN
$78.2B
| $259M | 0.2% | 7,310,461 +1,775,711 | +32% | +$62.8M |
|
112
Emerson Electric
EMR
$74.3B
| $257M | 0.2% | 2,673,360 -200,947 | -7% | -$19.3M |
|
113
Citigroup
C
$178B
| $256M | 0.2% | 5,650,139 -509,642 | -8% | -$23.1M |
|
114
Trimble
TRMB
$19.2B
| $249M | 0.2% | 4,922,467 +427,840 | +10% | +$21.6M |
|
115
PayPal
PYPL
$67.1B
| $248M | 0.2% | 3,479,774 +174,728 | +5% | +$12.4M |
|
116
Vertex Pharmaceuticals
VRTX
$100B
| $247M | 0.2% | 854,908 -81,147 | -9% | -$23.4M |
|
117
ServiceNow
NOW
$190B
| $246M | 0.19% | 632,695 +37,885 | +6% | +$14.7M |
|
118
3M
MMM
$82.8B
| $245M | 0.19% | 2,042,776 +56,073 | +3% | +$6.72M |
|
119
Synopsys
SNPS
$112B
| $238M | 0.19% | 745,149 -3,733 | -0.5% | -$1.19M |
|
120
Duke Energy
DUK
$95.3B
| $238M | 0.19% | 2,309,073 -33,149 | -1% | -$3.41M |
|
121
Southern Company
SO
$102B
| $234M | 0.19% | 3,275,962 -179,483 | -5% | -$12.8M |
|
122
Target
TGT
$43.6B
| $233M | 0.18% | 1,565,516 -191,075 | -11% | -$28.5M |
|
123
Northrop Grumman
NOC
$84.5B
| $233M | 0.18% | 427,415 -6,082 | -1% | -$3.32M |
|
124
Air Products & Chemicals
APD
$65.5B
| $231M | 0.18% | 748,291 -13,998 | -2% | -$4.32M |
|
125
EOG Resources
EOG
$68.2B
| $229M | 0.18% | 1,765,379 +24,447 | +1% | +$3.17M |
|