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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Bio-Techne
TECH
|
$63.2M |
| 4 |
Coinbase
COIN
|
$62.8M |
| 5 |
Tesla
TSLA
|
$59M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
O'Reilly Automotive
ORLY
$88B
| $221M | 0.18% |
262,084
-20,907
| -7% | -$17.6M |
|
127
Simon Property Group
SPG
$59B
| $221M | 0.18% |
1,882,784
-129,039
| -6% | -$15.2M |
|
128
Humana
HUM
$36.5B
| $220M | 0.17% |
430,063
-32,861
| -7% | -$16.8M |
|
129
Realty Income
O
$53.7B
| $218M | 0.17% |
3,444,617
-2,710
| -0.1% | -$172K |
|
130
Becton Dickinson
BDX
$55.3B
| $216M | 0.17% |
848,420
+4,144
| +0.5% | +$1.05M |
|
131
Altria Group
MO
$113B
| $211M | 0.17% |
4,620,032
-62,968
| -1% | -$2.88M |
|
132
Parker-Hannifin
PH
$96.2B
| $211M | 0.17% |
723,529
-146,829
| -17% | -$42.7M |
|
133
Zoetis
ZTS
$69.3B
| $210M | 0.17% |
1,435,237
-4,500
| -0.3% | -$659K |
|
134
Micron Technology
MU
$133B
| $209M | 0.17% |
4,185,744
+803,350
| +24% | +$40.2M |
|
135
Enbridge
ENB
$105B
| $206M | 0.16% |
5,258,350
-114,185
| -2% | -$4.47M |
|
136
Waste Management
WM
$91.2B
| $205M | 0.16% |
1,309,284
-27,320
| -2% | -$4.29M |
|
137
NXP Semiconductors
NXPI
$59.2B
| $203M | 0.16% |
1,283,400
-38,214
| -3% | -$6.04M |
|
138
GE Aerospace
GE
$292B
| $202M | 0.16% |
3,095,738
-31,698
| -1% | -$2.07M |
|
139
Marathon Petroleum
MPC
$54.6B
| $202M | 0.16% |
1,737,136
-162,071
| -9% | -$18.9M |
|
140
Unity
U
$16.7B
| $202M | 0.16% |
7,056,650
-26,714
| -0.4% | -$764K |
|
141
Illinois Tool Works
ITW
$77.1B
| $199M | 0.16% |
902,172
-8,885
| -1% | -$1.96M |
|
142
Microchip Technology
MCHP
$35.1B
| $198M | 0.16% |
2,821,531
-16,682
| -0.6% | -$1.17M |
|
143
Lam Research
LRCX
$127B
| $197M | 0.16% |
468,510
-23,481
| -5% | -$9.87M |
|
144
Welltower
WELL
$113B
| $197M | 0.16% |
2,999,559
-60,526
| -2% | -$3.97M |
|
145
CSX Corp
CSX
$60.6B
| $196M | 0.16% |
6,337,698
-65,919
| -1% | -$2.04M |
|
146
Boston Scientific
BSX
$156B
| $196M | 0.16% |
4,231,183
-41,600
| -1% | -$1.92M |
|
147
Digital Realty Trust
DLR
$57.2B
| $194M | 0.15% |
1,929,918
+234,604
| +14% | +$23.5M |
|
148
Valero Energy
VLO
$47.2B
| $193M | 0.15% |
1,519,439
-286,789
| -16% | -$36.4M |
|
149
Travelers Companies
TRV
$61.1B
| $192M | 0.15% |
1,026,445
-18,611
| -2% | -$3.49M |
|
150
Teladoc Health
TDOC
$1.37B
| $192M | 0.15% |
8,125,231
-474,272
| -6% | -$11.2M |
|