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 |
Apple
AAPL
|
$331M |
| 2 |
Lam Research
LRCX
|
$204M |
| 3 |
Arista Networks
ANET
|
$203M |
| 4 |
Palo Alto Networks
PANW
|
$145M |
| 5 |
Amazon
AMZN
|
$131M |
Top Sells
| 1 |
Tesla
TSLA
|
$263M |
| 2 |
Palantir
PLTR
|
$231M |
| 3 |
Robinhood
HOOD
|
$203M |
| 4 |
Stryker
SYK
|
$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Spotify
SPOT
$142B
| $290M | 0.2% |
647,460
+203,109
| +46% | +$90.9M |
|
102
Rockwell Automation
ROK
$38B
| $288M | 0.19% |
1,008,209
+21,360
| +2% | +$6.1M |
|
|
103
Palo Alto Networks
PANW
$127B
| $284M | 0.19% |
1,562,722
+796,964
| +104% | +$145M |
|
104
Gilead Sciences
GILD
$140B
| $280M | 0.19% |
3,034,060
+10,076
| +0.3% | +$931K |
|
105
CrowdStrike
CRWD
$104B
| $279M | 0.19% |
815,452
-30,737
| -4% | -$10.5M |
|
106
Blackstone
BX
$132B
| $278M | 0.19% |
1,611,895
+20,443
| +1% | +$3.52M |
|
|
107
Stryker
SYK
$149B
| $277M | 0.19% |
769,759
-373,814
| -33% | -$135M |
|
108
Cadence Design Systems
CDNS
$93.4B
| $276M | 0.19% |
918,388
-34,039
| -4% | -$10.2M |
|
109
Chubb
CB
$110B
| $273M | 0.18% |
989,382
-9,621
| -1% | -$2.66M |
|
110
PayPal
PYPL
$66.2B
| $270M | 0.18% |
3,166,748
-23,199
| -0.7% | -$1.98M |
|
111
Lockheed Martin
LMT
$106B
| $269M | 0.18% |
553,535
-10,798
| -2% | -$5.25M |
|
|
112
Arista Networks
ANET
$171B
| $269M | 0.18% |
2,433,425
+1,835,421
| +307% | +$203M |
|
113
Fiserv
FI
$74.4B
| $267M | 0.18% |
1,300,431
-17,347
| -1% | -$3.56M |
|
114
Emerson Electric
EMR
$73.9B
| $267M | 0.18% |
2,153,085
+718,781
| +50% | +$89.1M |
|
115
Vertex Pharmaceuticals
VRTX
$103B
| $266M | 0.18% |
659,533
-12,565
| -2% | -$5.06M |
|
116
Bristol-Myers Squibb
BMY
$96.5B
| $265M | 0.18% |
4,681,038
+27,232
| +0.6% | +$1.54M |
|
117
Autodesk
ADSK
$68.3B
| $265M | 0.18% |
895,131
+9,288
| +1% | +$2.75M |
|
118
Charles Schwab
SCHW
$174B
| $262M | 0.18% |
3,541,413
+194,807
| +6% | +$14.4M |
|
119
Digital Realty Trust
DLR
$55.6B
| $261M | 0.18% |
1,470,790
-144,333
| -9% | -$25.6M |
|
120
Simon Property Group
SPG
$58.4B
| $255M | 0.17% |
1,478,206
-9,691
| -0.7% | -$1.67M |
|
121
Marsh & McLennan
MMC
$101B
| $251M | 0.17% |
1,183,396
+2,829
| +0.2% | +$601K |
|
122
Realty Income
O
$52.8B
| $245M | 0.17% |
4,589,456
+261,162
| +6% | +$13.9M |
|
123
Medtronic
MDT
$120B
| $243M | 0.16% |
3,038,346
+7,186
| +0.2% | +$574K |
|
124
Starbucks
SBUX
$102B
| $243M | 0.16% |
2,658,091
+17,999
| +0.7% | +$1.64M |
|
125
American Tower
AMT
$93.9B
| $235M | 0.16% |
1,283,519
+36,013
| +3% | +$6.61M |
|