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 |
Broadcom
AVGO
|
$1.77B |
| 2 |
Cintas
CTAS
|
$136M |
| 3 |
Amazon
AMZN
|
$124M |
| 4 |
Microsoft
MSFT
|
$108M |
| 5 |
Apple
AAPL
|
$101M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Boston Scientific
BSX
$158B
| $290M | 0.2% |
3,456,741
+30,636
| +0.9% | +$2.57M |
|
102
Chubb
CB
$110B
| $288M | 0.2% |
999,003
-25,288
| -2% | -$7.29M |
|
103
Morgan Stanley
MS
$238B
| $285M | 0.2% |
2,732,791
+28,723
| +1% | +$2.99M |
|
104
Citigroup
C
$174B
| $284M | 0.2% |
4,541,263
+365,094
| +9% | +$22.9M |
|
105
Lam Research
LRCX
$123B
| $278M | 0.19% |
340,855
+28,089
| +9% | +$22.9M |
|
106
Automatic Data Processing
ADP
$121B
| $277M | 0.19% |
999,237
+13,545
| +1% | +$3.75M |
|
107
Realty Income
O
$52.8B
| $275M | 0.19% |
4,328,294
+78,562
| +2% | +$4.98M |
|
108
Medtronic
MDT
$120B
| $273M | 0.19% |
3,031,160
-50,038
| -2% | -$4.5M |
|
109
Cigna
CI
$80.3B
| $272M | 0.19% |
784,034
+13,814
| +2% | +$4.79M |
|
110
Nike
NKE
$110B
| $268M | 0.19% |
3,028,773
+34,563
| +1% | +$3.06M |
|
111
Rockwell Automation
ROK
$38B
| $265M | 0.18% |
986,849
+41,605
| +4% | +$11.2M |
|
112
Marsh & McLennan
MMC
$101B
| $263M | 0.18% |
1,180,567
+18,202
| +2% | +$4.06M |
|
113
Palo Alto Networks
PANW
$127B
| $262M | 0.18% |
765,758
+12,824
| +2% | +$4.38M |
|
114
Digital Realty Trust
DLR
$55.6B
| $261M | 0.18% |
1,615,123
+40,491
| +3% | +$6.55M |
|
115
O'Reilly Automotive
ORLY
$87.6B
| $261M | 0.18% |
226,453
-1,786
| -0.8% | -$2.06M |
|
116
DraftKings
DKNG
$23.8B
| $261M | 0.18% |
6,646,495
-113,092
| -2% | -$4.43M |
|
117
Cadence Design Systems
CDNS
$93.4B
| $258M | 0.18% |
952,427
+310,250
| +48% | +$84.1M |
|
118
Starbucks
SBUX
$102B
| $257M | 0.18% |
2,640,092
+41,389
| +2% | +$4.04M |
|
119
Mondelez International
MDLZ
$80B
| $254M | 0.18% |
3,445,724
+50,094
| +1% | +$3.69M |
|
120
Gilead Sciences
GILD
$140B
| $254M | 0.18% |
3,023,984
+55,841
| +2% | +$4.68M |
|
121
Simon Property Group
SPG
$58.4B
| $251M | 0.17% |
1,487,897
+25,519
| +2% | +$4.31M |
|
122
KLA
KLAC
$112B
| $251M | 0.17% |
324,049
-573
| -0.2% | -$444K |
|
123
PayPal
PYPL
$66.2B
| $249M | 0.17% |
3,189,947
+364,851
| +13% | +$28.5M |
|
124
Autodesk
ADSK
$68.3B
| $244M | 0.17% |
885,843
+38,288
| +5% | +$10.5M |
|
125
Blackstone
BX
$132B
| $244M | 0.17% |
1,591,452
+24,199
| +2% | +$3.71M |
|