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 |
Invesco QQQ Trust
QQQ
|
$191M |
| 2 |
Palantir
PLTR
|
$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$85M |
| 4 |
Twilio
TWLO
|
$59.4M |
| 5 |
Synopsys
SNPS
|
$49M |
Top Sells
| 1 |
Apple
AAPL
|
$1.17B |
| 2 |
Microsoft
MSFT
|
$867M |
| 3 |
NVIDIA
NVDA
|
$580M |
| 4 |
Amazon
AMZN
|
$414M |
| 5 |
Meta Platforms (Facebook)
META
|
$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Parker-Hannifin
PH
$95.4B
| $222M | 0.17% |
569,220
-57,930
| -9% | -$22.6M |
|
127
Charles Schwab
SCHW
$177B
| $220M | 0.17% |
3,876,017
-601,030
| -13% | -$34.1M |
|
128
NXP Semiconductors
NXPI
$56.4B
| $217M | 0.17% |
1,061,129
-118,120
| -10% | -$24.2M |
|
129
Zoetis
ZTS
$67.6B
| $215M | 0.17% |
1,245,594
-174,550
| -12% | -$30.1M |
|
130
Digital Realty Trust
DLR
$55.1B
| $214M | 0.17% |
1,879,934
-133,719
| -7% | -$15.2M |
|
131
O'Reilly Automotive
ORLY
$88.7B
| $213M | 0.17% |
3,343,065
-641,625
| -16% | -$40.9M |
|
132
Uber
UBER
$194B
| $212M | 0.17% |
4,919,239
+451,137
| +10% | +$19.5M |
|
133
Welltower
WELL
$112B
| $212M | 0.17% |
2,621,149
-117,056
| -4% | -$9.47M |
|
134
PayPal
PYPL
$65.2B
| $203M | 0.16% |
3,038,095
-401,619
| -12% | -$26.8M |
|
135
Palo Alto Networks
PANW
$130B
| $203M | 0.16% |
1,586,252
-243,994
| -13% | -$31.2M |
|
136
Boston Scientific
BSX
$160B
| $200M | 0.16% |
3,705,565
-824,175
| -18% | -$44.6M |
|
137
3M
MMM
$82.2B
| $200M | 0.16% |
2,386,109
-179,659
| -7% | -$15M |
|
138
Simon Property Group
SPG
$58.9B
| $199M | 0.16% |
1,726,969
-142,047
| -8% | -$16.4M |
|
139
Southern Company
SO
$101B
| $199M | 0.16% |
2,837,227
-419,245
| -13% | -$29.5M |
|
140
Teladoc Health
TDOC
$1.36B
| $199M | 0.16% |
7,868,874
-164,914
| -2% | -$4.18M |
|
141
CRISPR Therapeutics
CRSP
$4.77B
| $198M | 0.15% |
3,533,357
-439,823
| -11% | -$24.7M |
|
142
Waste Management
WM
$90.5B
| $195M | 0.15% |
1,126,308
-164,186
| -13% | -$28.5M |
|
143
Fiserv
FI
$73.9B
| $194M | 0.15% |
1,540,630
-323,327
| -17% | -$40.8M |
|
144
Illinois Tool Works
ITW
$77.2B
| $194M | 0.15% |
775,482
-114,299
| -13% | -$28.6M |
|
145
Air Products & Chemicals
APD
$64.5B
| $194M | 0.15% |
646,379
-112,391
| -15% | -$33.7M |
|
|
146
Invesco QQQ Trust
QQQ
$366B
| $191M | 0.15% |
+517,382
| New | +$191M |
|
147
Becton Dickinson
BDX
$54.5B
| $190M | 0.15% |
718,316
-103,983
| -13% | -$27.5M |
|
148
Autodesk
ADSK
$67.8B
| $187M | 0.15% |
912,176
-95,515
| -9% | -$19.5M |
|
149
CME Group
CME
$96.3B
| $184M | 0.14% |
994,723
-155,915
| -14% | -$28.9M |
|
150
CSX Corp
CSX
$60.8B
| $182M | 0.14% |
5,342,095
-951,596
| -15% | -$32.4M |
|