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 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
Automatic Data Processing
ADP
|
$82M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Charles Schwab
SCHW
$174B
| $235M | 0.17% |
4,477,047
+31,989
| +0.7% | +$1.68M |
|
127
Boston Scientific
BSX
$156B
| $227M | 0.17% |
4,529,740
+298,557
| +7% | +$14.9M |
|
128
Southern Company
SO
$102B
| $227M | 0.17% |
3,256,472
-19,490
| -0.6% | -$1.36M |
|
129
O'Reilly Automotive
ORLY
$88B
| $226M | 0.17% |
265,646
+3,562
| +1% | +$3.02M |
|
130
3M
MMM
$82.8B
| $225M | 0.17% |
2,145,291
+102,515
| +5% | +$10.8M |
|
131
Duke Energy
DUK
$95.3B
| $222M | 0.17% |
2,302,046
-7,027
| -0.3% | -$678K |
|
132
Lam Research
LRCX
$127B
| $222M | 0.17% |
418,302
-50,208
| -11% | -$26.6M |
|
133
CME Group
CME
$96B
| $220M | 0.16% |
1,150,638
+30,414
| +3% | +$5.82M |
|
134
NXP Semiconductors
NXPI
$59.2B
| $220M | 0.16% |
1,179,249
-104,151
| -8% | -$19.4M |
|
135
Realty Income
O
$53.7B
| $219M | 0.16% |
3,451,870
+7,253
| +0.2% | +$459K |
|
136
Marathon Petroleum
MPC
$54.6B
| $218M | 0.16% |
1,617,063
-120,073
| -7% | -$16.2M |
|
137
Air Products & Chemicals
APD
$65.5B
| $218M | 0.16% |
758,770
+10,479
| +1% | +$3.01M |
|
138
Illinois Tool Works
ITW
$77.1B
| $217M | 0.16% |
889,781
-12,391
| -1% | -$3.02M |
|
139
Parker-Hannifin
PH
$96.2B
| $211M | 0.16% |
627,150
-96,379
| -13% | -$32.4M |
|
140
Fiserv
FI
$75.1B
| $211M | 0.16% |
1,863,957
+61,988
| +3% | +$7.01M |
|
141
Waste Management
WM
$91.2B
| $211M | 0.16% |
1,290,494
-18,790
| -1% | -$3.07M |
|
142
Autodesk
ADSK
$67.3B
| $210M | 0.16% |
1,007,691
-12,270
| -1% | -$2.55M |
|
143
Simon Property Group
SPG
$59B
| $209M | 0.16% |
1,869,016
-13,768
| -0.7% | -$1.54M |
|
144
Teladoc Health
TDOC
$1.37B
| $208M | 0.16% |
8,033,788
-91,443
| -1% | -$2.37M |
|
145
Aon
AON
$79.1B
| $205M | 0.15% |
649,760
+20,728
| +3% | +$6.54M |
|
146
Becton Dickinson
BDX
$55.3B
| $204M | 0.15% |
822,299
-26,121
| -3% | -$6.47M |
|
147
Teradyne
TER
$18.8B
| $203M | 0.15% |
1,890,731
+66,055
| +4% | +$7.1M |
|
148
Altria Group
MO
$113B
| $203M | 0.15% |
4,554,007
-66,025
| -1% | -$2.95M |
|
|
ATVI
149
DELISTED
Activision Blizzard Inc.
ATVI
| $201M | 0.15% |
2,353,973
-26,394
| -1% | -$2.26M |
|
150
UBS Group
UBS
$128B
| $201M | 0.15% |
9,512,806
+494,441
| +5% | +$10.4M |
|