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 |
UiPath
PATH
|
$425M |
| 2 |
Coinbase
COIN
|
$339M |
| 3 |
Palantir
PLTR
|
$252M |
| 4 |
Teladoc Health
TDOC
|
$215M |
| 5 |
Robinhood
HOOD
|
$193M |
Top Sells
| 1 |
Apple
AAPL
|
$425M |
| 2 |
Microsoft
MSFT
|
$311M |
| 3 |
JD.com
JD
|
$309M |
| 4 |
Sea Limited
SE
|
$262M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$260M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Communication Services | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Lam Research
LRCX
$127B
| $278M | 0.17% |
4,889,600
-12,100
| -0.2% | -$689K |
|
127
Gilead Sciences
GILD
$140B
| $275M | 0.17% |
3,939,622
-195,808
| -5% | -$13.7M |
|
128
ConocoPhillips
COP
$120B
| $269M | 0.17% |
3,963,015
-225,833
| -5% | -$15.3M |
|
129
Synopsys
SNPS
$111B
| $268M | 0.17% |
894,803
-55,087
| -6% | -$16.5M |
|
130
ResMed
RMD
$40.1B
| $262M | 0.16% |
995,378
-21,755
| -2% | -$5.73M |
|
131
Emerson Electric
EMR
$74.3B
| $260M | 0.16% |
2,763,961
+721,025
| +35% | +$67.9M |
|
132
PagerDuty
PD
$1.52B
| $260M | 0.16% |
6,279,022
-1,824,431
| -23% | -$75.6M |
|
133
PNC Financial Services
PNC
$81.5B
| $256M | 0.16% |
1,309,592
-11,308
| -0.9% | -$2.21M |
|
134
Marsh & McLennan
MMC
$101B
| $255M | 0.16% |
1,682,246
+40,078
| +2% | +$6.07M |
|
135
Digital Realty Trust
DLR
$55.1B
| $254M | 0.16% |
1,759,533
-285,433
| -14% | -$41.2M |
|
136
T-Mobile US
TMUS
$283B
| $254M | 0.16% |
1,984,818
-115,250
| -5% | -$14.7M |
|
137
Duke Energy
DUK
$93.9B
| $246M | 0.15% |
2,517,386
-112,841
| -4% | -$11M |
|
138
Workday
WDAY
$61.7B
| $244M | 0.15% |
977,661
-1,676
| -0.2% | -$419K |
|
139
US Bancorp
USB
$76.4B
| $244M | 0.15% |
4,107,189
-372,370
| -8% | -$22.1M |
|
140
Progressive
PGR
$146B
| $242M | 0.15% |
2,676,657
-130,810
| -5% | -$11.8M |
|
141
AvalonBay Communities
AVB
$27.3B
| $242M | 0.15% |
1,091,006
-118,246
| -10% | -$26.2M |
|
142
Peloton Interactive
PTON
$3.29B
| $240M | 0.15% |
2,760,572
-32,665
| -1% | -$2.84M |
|
143
Pacific Biosciences
PACB
$366M
| $239M | 0.15% |
9,348,002
+1,215,677
| +15% | +$31.1M |
|
144
Mondelez International
MDLZ
$79B
| $238M | 0.15% |
4,087,509
-232,128
| -5% | -$13.5M |
|
|
ATVI
145
DELISTED
Activision Blizzard Inc.
ATVI
| $238M | 0.15% |
3,070,013
-197,547
| -6% | -$15.3M |
|
146
DexCom
DXCM
$31.9B
| $237M | 0.15% |
1,730,164
-60,088
| -3% | -$8.21M |
|
147
Simon Property Group
SPG
$58.9B
| $235M | 0.15% |
1,807,752
-110,315
| -6% | -$14.3M |
|
148
TJX Companies
TJX
$157B
| $234M | 0.15% |
3,546,796
-201,676
| -5% | -$13.3M |
|
149
Micron Technology
MU
$136B
| $234M | 0.15% |
3,291,350
-626,614
| -16% | -$44.5M |
|
150
Carrier Global
CARR
$54.1B
| $231M | 0.14% |
4,465,457
+53,902
| +1% | +$2.79M |
|