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 |
Roku
ROKU
|
$256M |
| 2 |
Zoom
ZM
|
$236M |
| 3 |
Robinhood
HOOD
|
$185M |
| 4 |
Twilio
TWLO
|
$164M |
| 5 |
Microsoft
MSFT
|
$152M |
Top Sells
| 1 |
Tesla
TSLA
|
$796M |
| 2 |
Meta Platforms (Facebook)
META
|
$472M |
| 3 |
Zillow
Z
|
$361M |
| 4 |
Apple
AAPL
|
$338M |
| 5 |
PayPal
PYPL
|
$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
T Rowe Price
TROW
$23.2B
| $276M | 0.17% |
1,404,789
-160,178
| -10% | -$31.5M |
|
127
Lockheed Martin
LMT
$105B
| $275M | 0.17% |
774,151
-74,194
| -9% | -$26.4M |
|
128
Moderna
MRNA
$9.36B
| $275M | 0.17% |
1,081,027
-81,008
| -7% | -$20.6M |
|
129
Progressive
PGR
$145B
| $274M | 0.17% |
2,666,590
-10,067
| -0.4% | -$1.03M |
|
130
Regeneron Pharmaceuticals
REGN
$59.8B
| $273M | 0.17% |
432,215
-37,054
| -8% | -$23.4M |
|
131
ConocoPhillips
COP
$118B
| $269M | 0.16% |
3,728,177
-234,838
| -6% | -$17M |
|
|
132
Robinhood
HOOD
$89.6B
| $266M | 0.16% |
14,982,340
+10,405,975
| +227% | +$185M |
|
133
Estee Lauder
EL
$33.1B
| $263M | 0.16% |
710,608
-14,716
| -2% | -$5.45M |
|
134
Mondelez International
MDLZ
$79.3B
| $263M | 0.16% |
3,960,095
-127,414
| -3% | -$8.45M |
|
135
Parker-Hannifin
PH
$94.8B
| $260M | 0.16% |
815,752
+73,497
| +10% | +$23.4M |
|
136
Sherwin-Williams
SHW
$90.5B
| $256M | 0.16% |
728,141
-23,097
| -3% | -$8.13M |
|
137
Workday
WDAY
$62.3B
| $254M | 0.15% |
928,480
-49,181
| -5% | -$13.4M |
|
138
AvalonBay Communities
AVB
$26.9B
| $253M | 0.15% |
1,003,081
-87,925
| -8% | -$22.2M |
|
139
TJX Companies
TJX
$155B
| $253M | 0.15% |
3,334,654
-212,142
| -6% | -$16.1M |
|
140
ResMed
RMD
$39.4B
| $253M | 0.15% |
971,642
-23,736
| -2% | -$6.18M |
|
141
Duke Energy
DUK
$94.5B
| $253M | 0.15% |
2,410,782
-106,604
| -4% | -$11.2M |
|
142
HCA Healthcare
HCA
$95.4B
| $252M | 0.15% |
981,564
+215,831
| +28% | +$55.5M |
|
143
Zebra Technologies
ZBRA
$15.5B
| $251M | 0.15% |
420,913
-18,225
| -4% | -$10.8M |
|
144
Marvell Technology
MRVL
$53.7B
| $250M | 0.15% |
2,862,038
+201,574
| +8% | +$17.6M |
|
|
XLNX
145
DELISTED
Xilinx Inc
XLNX
| $248M | 0.15% |
1,168,475
+385,018
| +49% | +$81.6M |
|
146
CME Group
CME
$97.1B
| $246M | 0.15% |
1,075,326
-42,873
| -4% | -$9.79M |
|
147
General Motors
GM
$55B
| $244M | 0.15% |
4,167,272
+210,600
| +5% | +$12.3M |
|
|
ANSS
148
DELISTED
Ansys
ANSS
| $244M | 0.15% |
609,008
-38,101
| -6% | -$15.3M |
|
149
Pacific Biosciences
PACB
$378M
| $244M | 0.15% |
11,915,025
+2,567,023
| +27% | +$52.5M |
|
150
Crown Castle
CCI
$42.3B
| $242M | 0.15% |
1,161,565
-110,174
| -9% | -$23M |
|