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 |
Accenture
ACN
|
$918M |
| 2 |
Linde
LIN
|
$504M |
| 3 |
Medtronic
MDT
|
$482M |
| 4 |
Chubb
CB
|
$336M |
| 5 |
Spotify
SPOT
|
$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.17B |
| 2 |
Coinbase
COIN
|
$1.12B |
| 3 |
UiPath
PATH
|
$760M |
| 4 |
Apple
AAPL
|
$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Welltower
WELL
$113B
| $256M | 0.17% |
2,662,248
+382,159
| +17% | +$36.7M |
|
127
Vertex Pharmaceuticals
VRTX
$102B
| $255M | 0.17% |
975,384
-64,362
| -6% | -$16.8M |
|
128
CME Group
CME
$96.1B
| $253M | 0.17% |
1,065,702
-9,624
| -0.9% | -$2.29M |
|
129
Mondelez International
MDLZ
$78.3B
| $253M | 0.17% |
4,022,563
+62,468
| +2% | +$3.92M |
|
130
NXP Semiconductors
NXPI
$58.6B
| $251M | 0.17% |
+1,354,379
| New | +$251M |
|
131
Autodesk
ADSK
$67.6B
| $249M | 0.17% |
1,161,154
+18,237
| +2% | +$3.91M |
|
132
Altria Group
MO
$112B
| $248M | 0.17% |
4,754,593
-187,648
| -4% | -$9.8M |
|
133
Digital Realty Trust
DLR
$55.2B
| $248M | 0.16% |
1,746,777
+95,253
| +6% | +$13.5M |
|
134
T-Mobile US
TMUS
$285B
| $245M | 0.16% |
1,909,848
-103,434
| -5% | -$13.3M |
|
135
IQVIA
IQV
$31B
| $243M | 0.16% |
1,050,198
-81,243
| -7% | -$18.8M |
|
136
Cigna
CI
$79.7B
| $242M | 0.16% |
1,010,657
-30,327
| -3% | -$7.27M |
|
137
Scotiabank
BNS
$77.6B
| $239M | 0.16% |
3,323,582
+16,199
| +0.5% | +$1.16M |
|
138
CSX Corp
CSX
$59.6B
| $233M | 0.16% |
6,227,271
-135,310
| -2% | -$5.07M |
|
139
Parker-Hannifin
PH
$94.7B
| $231M | 0.15% |
815,357
-395
| -0% | -$112K |
|
140
Canadian National Railway
CNI
$60.4B
| $231M | 0.15% |
1,717,078
+3,917
| +0.2% | +$526K |
|
141
AvalonBay Communities
AVB
$27B
| $228M | 0.15% |
919,360
-83,721
| -8% | -$20.8M |
|
142
Enbridge
ENB
$105B
| $228M | 0.15% |
4,948,290
+24,205
| +0.5% | +$1.12M |
|
143
Freeport-McMoran
FCX
$65.7B
| $227M | 0.15% |
4,558,528
-42,589
| -0.9% | -$2.12M |
|
144
Southern Company
SO
$101B
| $226M | 0.15% |
3,110,523
-23,645
| -0.8% | -$1.71M |
|
145
HCA Healthcare
HCA
$94.8B
| $226M | 0.15% |
899,908
-81,656
| -8% | -$20.5M |
|
146
EOG Resources
EOG
$66.8B
| $219M | 0.15% |
1,834,129
-7,306
| -0.4% | -$871K |
|
147
Bank of Montreal
BMO
$88B
| $216M | 0.14% |
1,830,490
-49,041
| -3% | -$5.78M |
|
148
Cintas
CTAS
$82.6B
| $215M | 0.14% |
504,979
-37,717
| -7% | -$16M |
|
149
Crown Castle
CCI
$42.9B
| $212M | 0.14% |
1,148,960
-12,605
| -1% | -$2.33M |
|
150
Truist Financial
TFC
$59.7B
| $212M | 0.14% |
3,740,695
-4,223
| -0.1% | -$239K |
|