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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
TJX Companies
TJX
$152B
| $212M | 0.17% |
3,418,497
-38,543
| -1% | -$2.39M |
|
127
Exact Sciences
EXAS
$8.98B
| $212M | 0.17% |
6,517,145
+709,540
| +12% | +$23.1M |
|
128
Parker-Hannifin
PH
$96.2B
| $211M | 0.17% |
870,358
+25,072
| +3% | +$6.08M |
|
129
Emerson Electric
EMR
$74.3B
| $210M | 0.17% |
2,874,307
+2,356
| +0.1% | +$173K |
|
130
Edwards Lifesciences
EW
$47.8B
| $205M | 0.17% |
2,478,100
-210,359
| -8% | -$17.4M |
|
131
Northrop Grumman
NOC
$84.5B
| $204M | 0.17% |
433,497
-1,523
| -0.4% | -$716K |
|
132
Realty Income
O
$53.7B
| $201M | 0.16% |
3,447,327
+378,074
| +12% | +$22M |
|
133
DraftKings
DKNG
$23.8B
| $200M | 0.16% |
13,193,066
-157,138
| -1% | -$2.38M |
|
134
Enbridge
ENB
$105B
| $200M | 0.16% |
5,372,535
-42,121
| -0.8% | -$1.57M |
|
135
O'Reilly Automotive
ORLY
$88B
| $199M | 0.16% |
282,991
+337
| +0.1% | +$237K |
|
136
Schlumberger
SLB
$55B
| $199M | 0.16% |
5,538,635
-429,492
| -7% | -$15.4M |
|
137
CME Group
CME
$96B
| $197M | 0.16% |
1,111,230
+1,078
| +0.1% | +$191K |
|
138
Welltower
WELL
$113B
| $197M | 0.16% |
3,060,085
+148,694
| +5% | +$9.56M |
|
139
NXP Semiconductors
NXPI
$59.2B
| $195M | 0.16% |
1,321,614
+102,224
| +8% | +$15.1M |
|
140
EOG Resources
EOG
$68.2B
| $195M | 0.16% |
1,740,932
-108,121
| -6% | -$12.1M |
|
141
GE Aerospace
GE
$292B
| $194M | 0.16% |
3,127,436
+20,513
| +0.7% | +$1.27M |
|
142
Valero Energy
VLO
$47.2B
| $193M | 0.16% |
1,806,228
-232,083
| -11% | -$24.8M |
|
143
Autodesk
ADSK
$67.3B
| $192M | 0.16% |
1,026,803
-16,317
| -2% | -$3.05M |
|
144
Corteva
CTVA
$50.4B
| $189M | 0.16% |
3,312,903
+224,903
| +7% | +$12.9M |
|
145
Crown Castle
CCI
$43.2B
| $189M | 0.16% |
1,308,432
+50,373
| +4% | +$7.28M |
|
146
AvalonBay Communities
AVB
$27.9B
| $189M | 0.16% |
1,026,735
-40,633
| -4% | -$7.48M |
|
147
Altria Group
MO
$113B
| $189M | 0.16% |
4,683,000
-152,545
| -3% | -$6.16M |
|
148
Marathon Petroleum
MPC
$54.6B
| $189M | 0.16% |
1,899,207
-142,630
| -7% | -$14.2M |
|
149
Becton Dickinson
BDX
$55.3B
| $188M | 0.15% |
844,276
+13,948
| +2% | +$3.11M |
|
150
Roblox
RBLX
$86.4B
| $187M | 0.15% |
5,216,816
+392,099
| +8% | +$14.1M |
|