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 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
Automatic Data Processing
ADP
|
$82M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Rockwell Automation
ROK
$38.6B
| $293M | 0.22% | 997,090 -15,361 | -2% | -$4.51M |
|
102
Public Storage
PSA
$51.7B
| $289M | 0.22% | 957,897 +25,352 | +3% | +$7.66M |
|
103
Mondelez International
MDLZ
$79.5B
| $289M | 0.22% | 4,146,958 +16,198 | +0.4% | +$1.13M |
|
|
104
Automatic Data Processing
ADP
$123B
| $288M | 0.21% | 1,295,066 -368,364 | -22% | -$82M |
|
105
Roblox
RBLX
$86.4B
| $286M | 0.21% | 6,363,337 +173,261 | +3% | +$7.79M |
|
106
Synopsys
SNPS
$112B
| $284M | 0.21% | 736,182 -8,967 | -1% | -$3.46M |
|
107
American Tower
AMT
$95.5B
| $281M | 0.21% | 1,373,614 -172,895 | -11% | -$35.3M |
|
108
Toronto Dominion Bank
TD
$128B
| $275M | 0.21% | 4,596,197 -133,632 | -3% | -$8M |
|
109
Vertex Pharmaceuticals
VRTX
$100B
| $266M | 0.2% | 845,227 -9,681 | -1% | -$3.05M |
|
110
Chubb
CB
$110B
| $265M | 0.2% | 1,365,924 +37,792 | +3% | +$7.34M |
|
111
Intercontinental Exchange
ICE
$101B
| $265M | 0.2% | 2,539,915 -57,542 | -2% | -$6M |
|
112
PayPal
PYPL
$67.1B
| $261M | 0.19% | 3,439,714 -40,060 | -1% | -$3.04M |
|
113
Unity
U
$16.7B
| $261M | 0.19% | 8,044,123 +987,473 | +14% | +$32M |
|
114
Micron Technology
MU
$133B
| $260M | 0.19% | 4,313,552 +127,808 | +3% | +$7.71M |
|
115
TJX Companies
TJX
$152B
| $259M | 0.19% | 3,301,422 -28,410 | -0.9% | -$2.23M |
|
116
Trimble
TRMB
$19.2B
| $258M | 0.19% | 4,928,926 +6,459 | +0.1% | +$339K |
|
|
117
Exact Sciences
EXAS
$8.98B
| $256M | 0.19% | 3,778,395 -1,586,204 | -30% | -$108M |
|
118
Cigna
CI
$80.3B
| $256M | 0.19% | 1,002,029 -172,453 | -15% | -$44.1M |
|
119
DraftKings
DKNG
$23.8B
| $255M | 0.19% | 13,163,238 -828,705 | -6% | -$16M |
|
120
Citigroup
C
$178B
| $254M | 0.19% | 5,409,585 -240,554 | -4% | -$11.3M |
|
121
Marsh & McLennan
MMC
$101B
| $248M | 0.19% | 1,491,803 -299,470 | -17% | -$49.9M |
|
122
Target
TGT
$43.6B
| $239M | 0.18% | 1,440,424 -125,092 | -8% | -$20.7M |
|
123
Microchip Technology
MCHP
$35.1B
| $239M | 0.18% | 2,847,331 +25,800 | +0.9% | +$2.16M |
|
124
Zoetis
ZTS
$69.3B
| $236M | 0.18% | 1,420,144 -15,093 | -1% | -$2.51M |
|
125
Robinhood
HOOD
$92.4B
| $236M | 0.18% | 24,315,031 +3,721,835 | +18% | +$36.1M |
|