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 |
Microsoft
MSFT
|
$200M |
| 2 |
O'Reilly Automotive
ORLY
|
$185M |
| 3 |
NVIDIA
NVDA
|
$184M |
| 4 |
Amazon
AMZN
|
$173M |
| 5 |
Mastercard
MA
|
$123M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Lockheed Martin
LMT
$106B
| $256M | 0.16% | 552,359 -1,494 | -0.3% | -$692K |
|
127
Arista Networks
ANET
$172B
| $255M | 0.16% | 2,496,333 +38,160 | +2% | +$3.9M |
|
128
Starbucks
SBUX
$100B
| $253M | 0.16% | 2,757,230 +40,053 | +1% | +$3.67M |
|
129
Blackstone
BX
$134B
| $252M | 0.16% | 1,684,829 +53,049 | +3% | +$7.94M |
|
130
3M
MMM
$82.8B
| $250M | 0.16% | 1,643,923 -45,425 | -3% | -$6.92M |
|
131
Trane Technologies
TT
$92.5B
| $250M | 0.16% | 571,073 +29,936 | +6% | +$13.1M |
|
132
Constellation Energy
CEG
$96.2B
| $248M | 0.15% | 769,712 +16,369 | +2% | +$5.28M |
|
133
Cigna
CI
$80.3B
| $248M | 0.15% | 750,161 -29,690 | -4% | -$9.81M |
|
|
TEM
134
Tempus AI, Inc. Class A Common Stock
TEM
$13.2B
| $246M | 0.15% | 3,869,941 -385,536 | -9% | -$24.5M |
|
135
Digital Realty Trust
DLR
$57.2B
| $245M | 0.15% | 1,407,125 +24,865 | +2% | +$4.33M |
|
136
Toast
TOST
$26.3B
| $245M | 0.15% | 5,534,650 -221,222 | -4% | -$9.8M |
|
137
Southern Company
SO
$102B
| $243M | 0.15% | 2,651,091 +33,533 | +1% | +$3.08M |
|
138
Intel
INTC
$107B
| $242M | 0.15% | 10,825,350 +360,026 | +3% | +$8.06M |
|
139
Airbnb
ABNB
$79.9B
| $242M | 0.15% | 1,829,731 +650,059 | +55% | +$86M |
|
140
Travelers Companies
TRV
$61.1B
| $242M | 0.15% | 903,674 +6,737 | +0.8% | +$1.8M |
|
141
Simon Property Group
SPG
$59B
| $242M | 0.15% | 1,503,185 +78,929 | +6% | +$12.7M |
|
142
PayPal
PYPL
$67.1B
| $241M | 0.15% | 3,245,932 +111,858 | +4% | +$8.31M |
|
143
Bristol-Myers Squibb
BMY
$96B
| $238M | 0.15% | 5,145,653 +103,608 | +2% | +$4.8M |
|
144
Strategy Inc Common Stock Class A
MSTR
$94.8B
| $238M | 0.15% | 588,538 +59,688 | +11% | +$24.1M |
|
145
Mondelez International
MDLZ
$79.5B
| $236M | 0.15% | 3,505,072 +4,898 | +0.1% | +$330K |
|
146
Fiserv
FI
$75.1B
| $236M | 0.15% | 1,369,717 +76,247 | +6% | +$13.1M |
|
147
Invesco QQQ Trust
QQQ
$364B
| $231M | 0.14% | 419,351 -35,226 | -8% | -$19.4M |
|
148
McKesson
MCK
$85.4B
| $231M | 0.14% | 315,284 +1,364 | +0.4% | +$1,000K |
|
149
Public Storage
PSA
$51.7B
| $228M | 0.14% | 776,307 +21,645 | +3% | +$6.35M |
|
150
Duke Energy
DUK
$95.3B
| $226M | 0.14% | 1,917,951 +44,982 | +2% | +$5.31M |
|