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 |
Apple
AAPL
|
$331M |
| 2 |
Lam Research
LRCX
|
$204M |
| 3 |
Arista Networks
ANET
|
$203M |
| 4 |
Palo Alto Networks
PANW
|
$145M |
| 5 |
Amazon
AMZN
|
$131M |
Top Sells
| 1 |
Tesla
TSLA
|
$263M |
| 2 |
Palantir
PLTR
|
$231M |
| 3 |
Robinhood
HOOD
|
$203M |
| 4 |
Stryker
SYK
|
$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Public Storage
PSA
$50.9B
| $230M | 0.16% |
769,165
-27,299
| -3% | -$8.17M |
|
127
Cencora
COR
$57B
| $230M | 0.16% |
1,021,889
-37,567
| -4% | -$8.44M |
|
|
128
Lam Research
LRCX
$123B
| $228M | 0.15% |
3,160,523
+2,819,668
| +827% | +$204M |
|
129
Nike
NKE
$110B
| $228M | 0.15% |
3,012,770
-16,003
| -0.5% | -$1.21M |
|
130
Marvell Technology
MRVL
$54.5B
| $227M | 0.15% |
2,053,133
+5,561
| +0.3% | +$614K |
|
131
Invesco QQQ Trust
QQQ
$364B
| $226M | 0.15% |
442,532
+39,638
| +10% | +$20.3M |
|
132
United Parcel Service
UPS
$72.3B
| $224M | 0.15% |
1,777,479
+24,779
| +1% | +$3.12M |
|
133
CME Group
CME
$96.1B
| $222M | 0.15% |
956,685
-1,400
| -0.1% | -$325K |
|
134
GE Vernova
GEV
$159B
| $220M | 0.15% |
669,940
+52,631
| +9% | +$17.3M |
|
135
DraftKings
DKNG
$23.8B
| $220M | 0.15% |
5,922,307
-724,188
| -11% | -$26.9M |
|
136
3M
MMM
$81.2B
| $217M | 0.15% |
1,680,284
-48,277
| -3% | -$6.23M |
|
137
Trade Desk
TTD
$26.4B
| $217M | 0.15% |
1,843,481
+93,562
| +5% | +$11M |
|
138
Regeneron Pharmaceuticals
REGN
$61.9B
| $216M | 0.15% |
302,616
+1,108
| +0.4% | +$789K |
|
139
Cigna
CI
$79.7B
| $215M | 0.15% |
780,341
-3,693
| -0.5% | -$1.02M |
|
140
Southern Company
SO
$101B
| $214M | 0.14% |
2,594,755
-25,240
| -1% | -$2.08M |
|
141
Travelers Companies
TRV
$61.6B
| $213M | 0.14% |
884,627
-6,283
| -0.7% | -$1.51M |
|
142
Trane Technologies
TT
$91B
| $212M | 0.14% |
573,573
+6,494
| +1% | +$2.4M |
|
143
Mondelez International
MDLZ
$78.3B
| $207M | 0.14% |
3,465,809
+20,085
| +0.6% | +$1.2M |
|
144
Schlumberger
SLB
$52.3B
| $207M | 0.14% |
5,392,998
+109,652
| +2% | +$4.2M |
|
145
IQVIA
IQV
$31B
| $206M | 0.14% |
1,049,912
+26,648
| +3% | +$5.24M |
|
146
KKR & Co
KKR
$121B
| $206M | 0.14% |
1,389,891
+16,574
| +1% | +$2.45M |
|
147
KLA
KLAC
$111B
| $205M | 0.14% |
324,843
+794
| +0.2% | +$500K |
|
148
Toast
TOST
$24.6B
| $204M | 0.14% |
5,595,784
-456,921
| -8% | -$16.7M |
|
149
Intel
INTC
$104B
| $204M | 0.14% |
10,170,150
-210,372
| -2% | -$4.22M |
|
150
Duke Energy
DUK
$94.1B
| $200M | 0.14% |
1,858,572
+48,447
| +3% | +$5.22M |
|