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 |
NVIDIA
NVDA
|
$7.06B |
| 2 |
Chipotle Mexican Grill
CMG
|
$192M |
| 3 |
Amphenol
APH
|
$126M |
| 4 |
GE Vernova
GEV
|
$104M |
| 5 |
Curtiss-Wright
CW
|
$81.7M |
Top Sells
| 1 |
Microsoft
MSFT
|
$537M |
| 2 |
Apple
AAPL
|
$515M |
| 3 |
Royal Bank of Canada
RY
|
$328M |
| 4 |
Toronto Dominion Bank
TD
|
$250M |
| 5 |
Meta Platforms (Facebook)
META
|
$238M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
KLA
KLAC
$112B
| $268M | 0.2% |
324,622
-17,502
| -5% | -$14.4M |
|
102
Invesco QQQ Trust
QQQ
$361B
| $266M | 0.2% |
555,980
-104,876
| -16% | -$50.2M |
|
103
Citigroup
C
$174B
| $265M | 0.2% |
4,176,169
-631,148
| -13% | -$40.1M |
|
104
NXP Semiconductors
NXPI
$58.7B
| $264M | 0.19% |
981,288
-40,333
| -4% | -$10.9M |
|
105
Boston Scientific
BSX
$158B
| $264M | 0.19% |
3,426,105
-299,420
| -8% | -$23.1M |
|
106
Lockheed Martin
LMT
$106B
| $264M | 0.19% |
564,426
-46,752
| -8% | -$21.8M |
|
107
Morgan Stanley
MS
$238B
| $263M | 0.19% |
2,704,068
-227,660
| -8% | -$22.1M |
|
108
Chubb
CB
$110B
| $261M | 0.19% |
1,024,291
-130,625
| -11% | -$33.3M |
|
109
Rockwell Automation
ROK
$38B
| $260M | 0.19% |
945,244
-10,330
| -1% | -$2.84M |
|
110
DraftKings
DKNG
$23.8B
| $258M | 0.19% |
6,759,587
-900,976
| -12% | -$34.4M |
|
111
Palo Alto Networks
PANW
$127B
| $255M | 0.19% |
752,934
-24,587
| -3% | -$8.34M |
|
112
Cigna
CI
$80.3B
| $255M | 0.19% |
770,220
-41,453
| -5% | -$13.7M |
|
113
Schlumberger
SLB
$53.6B
| $252M | 0.19% |
5,331,203
-117,748
| -2% | -$5.56M |
|
114
T-Mobile US
TMUS
$288B
| $247M | 0.18% |
1,400,033
-134,219
| -9% | -$23.6M |
|
115
Marsh & McLennan
MMC
$101B
| $245M | 0.18% |
1,162,365
-83,670
| -7% | -$17.6M |
|
116
Public Storage
PSA
$50.6B
| $244M | 0.18% |
848,465
-25,696
| -3% | -$7.39M |
|
117
Charles Schwab
SCHW
$174B
| $243M | 0.18% |
3,301,326
-468,356
| -12% | -$34.5M |
|
118
American Tower
AMT
$93.9B
| $243M | 0.18% |
1,249,804
-89,917
| -7% | -$17.5M |
|
119
Medtronic
MDT
$120B
| $243M | 0.18% |
3,081,198
-126,176
| -4% | -$9.93M |
|
120
Pinterest
PINS
$25B
| $242M | 0.18% |
5,483,781
-251,603
| -4% | -$11.1M |
|
121
O'Reilly Automotive
ORLY
$87.6B
| $241M | 0.18% |
228,239
+13,532
| +6% | +$14.3M |
|
122
Digital Realty Trust
DLR
$55.6B
| $239M | 0.18% |
1,574,632
-55,077
| -3% | -$8.37M |
|
123
United Parcel Service
UPS
$72.2B
| $238M | 0.18% |
1,738,065
-36,076
| -2% | -$4.94M |
|
124
Automatic Data Processing
ADP
$121B
| $235M | 0.17% |
985,692
-78,444
| -7% | -$18.7M |
|
125
UiPath
PATH
$5.83B
| $234M | 0.17% |
18,448,307
-863,708
| -4% | -$11M |
|