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 |
NextEra Energy, Inc.
NEE
|
$411M |
| 2 |
Teladoc Health
TDOC
|
$385M |
| 3 |
Shopify
SHOP
|
$235M |
| 4 |
KE Holdings
BEKE
|
$200M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$172M |
Top Sells
| 1 |
Apple
AAPL
|
$1.15B |
| 2 |
Microsoft
MSFT
|
$788M |
| 3 |
Amazon
AMZN
|
$604M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$418M |
| 5 |
VER
VEREIT, Inc.
VER
|
$386M |
Sector Composition
| 1 | Technology | 25.28% |
| 2 | Healthcare | 13.29% |
| 3 | Consumer Discretionary | 12.57% |
| 4 | Financials | 11.94% |
| 5 | Communication Services | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
T-Mobile US
TMUS
$284B
| $278M | 0.18% | 2,062,723 -287,107 | -12% | -$38.7M |
|
127
Mondelez International
MDLZ
$79.5B
| $278M | 0.18% | 4,753,881 -666,387 | -12% | -$39M |
|
128
Intellia Therapeutics
NTLA
$1.22B
| $278M | 0.18% | 5,104,362 -958,154 | -16% | -$52.1M |
|
129
Zoetis
ZTS
$69.3B
| $271M | 0.18% | 1,637,680 -246,433 | -13% | -$40.8M |
|
130
Public Storage
PSA
$51.7B
| $268M | 0.17% | 1,160,379 -352,587 | -23% | -$81.4M |
|
131
S&P Global
SPGI
$167B
| $266M | 0.17% | 808,444 -131,313 | -14% | -$43.2M |
|
132
PagerDuty
PD
$1.54B
| $265M | 0.17% | 6,359,550 +607,667 | +11% | +$25.3M |
|
133
Becton Dickinson
BDX
$55.3B
| $264M | 0.17% | 1,053,737 -54,489 | -5% | -$13.6M |
|
134
Twist Bioscience
TWST
$1.63B
| $261M | 0.17% | 1,850,717 +234,339 | +14% | +$33.1M |
|
135
Colgate-Palmolive
CL
$67.9B
| $255M | 0.16% | 2,980,860 -372,911 | -11% | -$31.9M |
|
136
Cigna
CI
$80.3B
| $253M | 0.16% | 1,213,856 -302,949 | -20% | -$63.1M |
|
|
TWOU
137
DELISTED
2U, Inc.
TWOU
| $251M | 0.16% | 6,272,370 +215,827 | +4% | +$8.64M |
|
138
Air Products & Chemicals
APD
$65.5B
| $249M | 0.16% | 912,690 -56,970 | -6% | -$15.6M |
|
139
Welltower
WELL
$113B
| $249M | 0.16% | 3,854,229 -720,209 | -16% | -$46.5M |
|
|
XLNX
140
DELISTED
Xilinx Inc
XLNX
| $249M | 0.16% | 1,753,216 -1,089,042 | -38% | -$154M |
|
141
Invitation Homes
INVH
$19.2B
| $247M | 0.16% | 8,333,274 -658,803 | -7% | -$19.6M |
|
142
Blackstone
BX
$134B
| $247M | 0.16% | 3,809,786 -43,816 | -1% | -$2.84M |
|
143
Protolabs
PRLB
$1.19B
| $244M | 0.16% | 1,590,903 +186,263 | +13% | +$28.6M |
|
144
Exact Sciences
EXAS
$8.98B
| $244M | 0.16% | 1,839,313 +1,156,192 | +169% | +$153M |
|
145
T Rowe Price
TROW
$23.6B
| $244M | 0.16% | 1,609,340 +217,813 | +16% | +$33M |
|
146
Altria Group
MO
$113B
| $238M | 0.15% | 5,807,744 -1,101,856 | -16% | -$45.2M |
|
147
Duke Energy
DUK
$95.3B
| $237M | 0.15% | 2,584,875 -367,378 | -12% | -$33.6M |
|
148
Peloton Interactive
PTON
$3.1B
| $235M | 0.15% | 1,551,932 +397,363 | +34% | +$60.3M |
|
149
CME Group
CME
$96B
| $232M | 0.15% | 1,276,321 -219,018 | -15% | -$39.9M |
|
150
Lam Research
LRCX
$127B
| $232M | 0.15% | 490,495 -68,079 | -12% | -$32.2M |
|