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 |
Amazon
AMZN
|
$2.8B |
| 2 |
iShares Gold Trust
IAU
|
$997M |
| 3 |
UiPath
PATH
|
$437M |
| 4 |
Shopify
SHOP
|
$355M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
Baidu
BIDU
|
$99.6M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
CME Group
CME
$96B
| $227M | 0.17% |
1,110,152
+44,450
| +4% | +$9.1M |
|
127
Intercontinental Exchange
ICE
$101B
| $226M | 0.17% |
2,400,454
-121,194
| -5% | -$11.4M |
|
128
Humana
HUM
$36.5B
| $225M | 0.17% |
481,382
+85,161
| +21% | +$39.9M |
|
129
Valero Energy
VLO
$47.2B
| $217M | 0.17% |
2,038,311
+900,370
| +79% | +$95.7M |
|
130
Rockwell Automation
ROK
$38.6B
| $215M | 0.17% |
1,079,081
-221,298
| -17% | -$44.1M |
|
131
Schlumberger
SLB
$55B
| $213M | 0.16% |
5,968,127
+1,577,864
| +36% | +$56.4M |
|
132
Crown Castle
CCI
$43.2B
| $212M | 0.16% |
1,258,059
+109,099
| +9% | +$18.4M |
|
133
Realty Income
O
$53.7B
| $210M | 0.16% |
3,069,253
+16,662
| +0.5% | +$1.14M |
|
134
Northrop Grumman
NOC
$84.5B
| $208M | 0.16% |
435,020
+19,502
| +5% | +$9.33M |
|
135
Parker-Hannifin
PH
$96.2B
| $208M | 0.16% |
845,286
+29,929
| +4% | +$7.36M |
|
136
AvalonBay Communities
AVB
$27.9B
| $207M | 0.16% |
1,067,368
+148,008
| +16% | +$28.8M |
|
137
Colgate-Palmolive
CL
$67.9B
| $206M | 0.16% |
2,566,542
+258,204
| +11% | +$20.7M |
|
138
Waste Management
WM
$91.2B
| $205M | 0.16% |
1,341,803
+38,917
| +3% | +$5.95M |
|
139
Becton Dickinson
BDX
$55.3B
| $205M | 0.16% |
830,328
+39,576
| +5% | +$9.76M |
|
140
EOG Resources
EOG
$68.2B
| $204M | 0.16% |
1,849,053
+14,924
| +0.8% | +$1.65M |
|
141
Altria Group
MO
$113B
| $202M | 0.16% |
4,835,545
+80,952
| +2% | +$3.38M |
|
142
Lam Research
LRCX
$127B
| $202M | 0.16% |
473,490
-16,736
| -3% | -$7.13M |
|
143
Sea Limited
SE
$110B
| $201M | 0.15% |
3,005,701
-1,269,802
| -30% | -$84.9M |
|
144
PNC Financial Services
PNC
$81.7B
| $200M | 0.15% |
1,269,071
+127,749
| +11% | +$20.2M |
|
145
GE Aerospace
GE
$292B
| $198M | 0.15% |
+3,106,923
| New | +$198M |
|
146
Micron Technology
MU
$133B
| $198M | 0.15% |
3,572,741
+113,734
| +3% | +$6.29M |
|
147
IQVIA
IQV
$32.4B
| $197M | 0.15% |
908,731
-141,467
| -13% | -$30.7M |
|
148
TJX Companies
TJX
$152B
| $193M | 0.15% |
3,457,040
+130,650
| +4% | +$7.3M |
|
149
Dominion Energy
D
$51.1B
| $193M | 0.15% |
2,415,310
+66,888
| +3% | +$5.34M |
|
150
Robinhood
HOOD
$92.4B
| $192M | 0.15% |
+23,400,520
| New | +$192M |
|