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 |
Extra Space Storage
EXR
|
$90M |
| 2 |
Advanced Micro Devices
AMD
|
$76.6M |
| 3 |
Amphenol
APH
|
$71M |
| 4 |
Kenvue
KVUE
|
$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
$153M |
| 2 |
Johnson & Johnson
JNJ
|
$96.2M |
| 3 |
Coinbase
COIN
|
$94.4M |
| 4 |
Tesla
TSLA
|
$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Rockwell Automation
ROK
$38.6B
| $257M | 0.21% | 897,890 -26,350 | -3% | -$7.53M |
|
102
Gilead Sciences
GILD
$140B
| $256M | 0.21% | 3,416,947 -36,950 | -1% | -$2.77M |
|
103
Medtronic
MDT
$119B
| $253M | 0.21% | 3,223,309 -54,026 | -2% | -$4.23M |
|
104
RTX Corp
RTX
$212B
| $250M | 0.21% | 3,473,954 -82,320 | -2% | -$5.92M |
|
105
Unity
U
$16.7B
| $250M | 0.21% | 7,961,567 -230,108 | -3% | -$7.22M |
|
106
Cigna
CI
$80.3B
| $250M | 0.2% | 872,484 -14,814 | -2% | -$4.24M |
|
107
TJX Companies
TJX
$152B
| $249M | 0.2% | 2,803,462 -89,758 | -3% | -$7.98M |
|
108
Chubb
CB
$110B
| $249M | 0.2% | 1,194,399 -15,143 | -1% | -$3.15M |
|
109
Vertex Pharmaceuticals
VRTX
$100B
| $247M | 0.2% | 711,584 -10,457 | -1% | -$3.64M |
|
110
Trimble
TRMB
$19.2B
| $247M | 0.2% | 4,586,449 -158,213 | -3% | -$8.52M |
|
111
Morgan Stanley
MS
$240B
| $246M | 0.2% | 3,007,239 -52,800 | -2% | -$4.31M |
|
112
Marsh & McLennan
MMC
$101B
| $243M | 0.2% | 1,277,606 -19,478 | -2% | -$3.71M |
|
113
Blackrock
BLK
$175B
| $243M | 0.2% | 376,010 -7,814 | -2% | -$5.05M |
|
114
Mondelez International
MDLZ
$79.5B
| $243M | 0.2% | 3,498,726 -63,897 | -2% | -$4.43M |
|
115
Intercontinental Exchange
ICE
$101B
| $242M | 0.2% | 2,200,843 +12,108 | +0.6% | +$1.33M |
|
116
Roblox
RBLX
$86.4B
| $236M | 0.19% | 8,145,602 +1,368,347 | +20% | +$39.6M |
|
117
Teradyne
TER
$18.8B
| $230M | 0.19% | 2,292,276 +72,391 | +3% | +$7.27M |
|
118
American Tower
AMT
$95.5B
| $224M | 0.18% | 1,360,404 +34,149 | +3% | +$5.62M |
|
119
T-Mobile US
TMUS
$284B
| $222M | 0.18% | 1,583,090 -177,404 | -10% | -$24.8M |
|
120
Digital Realty Trust
DLR
$57.2B
| $220M | 0.18% | 1,817,026 -62,908 | -3% | -$7.61M |
|
121
Uber
UBER
$196B
| $219M | 0.18% | 4,761,191 -158,048 | -3% | -$7.27M |
|
122
Parker-Hannifin
PH
$96.2B
| $217M | 0.18% | 557,983 -11,237 | -2% | -$4.38M |
|
123
Lam Research
LRCX
$127B
| $217M | 0.18% | 345,625 -3,645 | -1% | -$2.28M |
|
124
Zoetis
ZTS
$69.3B
| $213M | 0.17% | 1,221,411 -24,183 | -2% | -$4.21M |
|
125
NXP Semiconductors
NXPI
$59.2B
| $209M | 0.17% | 1,043,887 -17,242 | -2% | -$3.45M |
|