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 |
Invesco QQQ Trust
QQQ
|
$191M |
| 2 |
Palantir
PLTR
|
$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$85M |
| 4 |
Twilio
TWLO
|
$59.4M |
| 5 |
Synopsys
SNPS
|
$49M |
Top Sells
| 1 |
Apple
AAPL
|
$1.17B |
| 2 |
Microsoft
MSFT
|
$867M |
| 3 |
NVIDIA
NVDA
|
$580M |
| 4 |
Amazon
AMZN
|
$414M |
| 5 |
Meta Platforms (Facebook)
META
|
$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Gilead Sciences
GILD
$140B
| $266M | 0.21% | 3,453,897 -434,927 | -11% | -$33.5M |
|
102
Blackrock
BLK
$175B
| $265M | 0.21% | 383,824 -54,119 | -12% | -$37.4M |
|
103
Morgan Stanley
MS
$240B
| $261M | 0.2% | 3,060,039 -490,248 | -14% | -$41.9M |
|
104
Mondelez International
MDLZ
$79.5B
| $260M | 0.2% | 3,562,623 -584,335 | -14% | -$42.6M |
|
105
American Tower
AMT
$95.5B
| $257M | 0.2% | 1,326,255 -47,359 | -3% | -$9.18M |
|
106
Vertex Pharmaceuticals
VRTX
$100B
| $254M | 0.2% | 722,041 -123,186 | -15% | -$43.4M |
|
107
Public Storage
PSA
$51.7B
| $251M | 0.2% | 861,275 -96,622 | -10% | -$28.2M |
|
108
Trimble
TRMB
$19.2B
| $251M | 0.2% | 4,744,662 -184,264 | -4% | -$9.75M |
|
109
Robinhood
HOOD
$92.4B
| $250M | 0.19% | 25,039,807 +724,776 | +3% | +$7.23M |
|
110
Cigna
CI
$80.3B
| $249M | 0.19% | 887,298 -114,731 | -11% | -$32.2M |
|
111
Exact Sciences
EXAS
$8.98B
| $248M | 0.19% | 2,644,850 -1,133,545 | -30% | -$106M |
|
112
Intercontinental Exchange
ICE
$101B
| $248M | 0.19% | 2,188,735 -351,180 | -14% | -$39.7M |
|
113
Teradyne
TER
$18.8B
| $247M | 0.19% | 2,219,885 +329,154 | +17% | +$36.6M |
|
114
TJX Companies
TJX
$152B
| $245M | 0.19% | 2,893,220 -408,202 | -12% | -$34.6M |
|
115
T-Mobile US
TMUS
$284B
| $245M | 0.19% | 1,760,494 -317,819 | -15% | -$44.1M |
|
116
Marsh & McLennan
MMC
$101B
| $244M | 0.19% | 1,297,084 -194,719 | -13% | -$36.6M |
|
117
Automatic Data Processing
ADP
$123B
| $241M | 0.19% | 1,094,744 -200,322 | -15% | -$44M |
|
118
Regeneron Pharmaceuticals
REGN
$61.5B
| $240M | 0.19% | 333,401 -39,737 | -11% | -$28.6M |
|
119
Toronto Dominion Bank
TD
$128B
| $238M | 0.19% | 3,841,552 -754,645 | -16% | -$46.8M |
|
120
Microchip Technology
MCHP
$35.1B
| $235M | 0.18% | 2,628,086 -219,245 | -8% | -$19.6M |
|
121
Citigroup
C
$178B
| $234M | 0.18% | 5,072,122 -337,463 | -6% | -$15.5M |
|
122
Chubb
CB
$110B
| $233M | 0.18% | 1,209,542 -156,382 | -11% | -$30.1M |
|
123
Realty Income
O
$53.7B
| $226M | 0.18% | 3,784,652 +332,782 | +10% | +$19.9M |
|
124
Micron Technology
MU
$133B
| $225M | 0.18% | 3,563,727 -749,825 | -17% | -$47.3M |
|
125
Lam Research
LRCX
$127B
| $225M | 0.17% | 349,270 -69,032 | -17% | -$44.4M |
|