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 | +$122M | |
| 2 | +$118M | |
| 3 | +$116M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$98.8M |
| 5 |
Amazon
AMZN
|
+$74.5M |
Top Sells
| 1 | +$202M | |
| 2 | +$182M | |
| 3 | +$145M | |
| 4 |
Coca-Cola
KO
|
+$130M |
| 5 |
TransUnion
TRU
|
+$65.2M |
Sector Composition
| 1 | Technology | 30.03% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
CVS Health
CVS
$102B
| $237M | 0.17% |
3,495,427
+40,734
|
|
||
127
Simon Property Group
SPG
$58.2B
| $237M | 0.17% |
1,424,256
-53,950
|
|
||
128
Autodesk
ADSK
$65B
| $236M | 0.17% |
899,724
+4,593
|
|
||
129
Emerson Electric
EMR
$73.3B
| $234M | 0.17% |
2,130,353
-22,732
|
|
||
130
Lam Research
LRCX
$183B
| $232M | 0.16% |
3,188,231
+27,708
|
|
||
131
Duke Energy
DUK
$100B
| $228M | 0.16% |
1,872,969
+14,397
|
|
||
132
Blackstone
BX
$128B
| $228M | 0.16% |
1,631,780
+19,885
|
|
||
133
Public Storage
PSA
$52.8B
| $226M | 0.16% |
754,662
-14,503
|
|
||
134
SLB Limited
SLB
$48.7B
| $225M | 0.16% |
5,386,699
-6,299
|
|
||
135
KLA
KLAC
$143B
| $221M | 0.16% |
325,566
+723
|
|
||
136
Waste Management
WM
$86.1B
| $221M | 0.16% |
953,526
+1,222
|
|
||
137
Invesco QQQ Trust
QQQ
$383B
| $213M | 0.15% |
454,577
+12,045
|
|
||
138
McKesson
MCK
$98.5B
| $211M | 0.15% |
313,920
-6,787
|
|
||
139
O'Reilly Automotive
ORLY
$86.6B
| $209M | 0.15% |
2,192,745
-61,770
|
|
||
140
iShares Gold Trust Micro
IAUM
$4.92B
| $207M | 0.15% |
6,650,000
+1,200,000
|
|
||
141
Altria Group
MO
$109B
| $206M | 0.15% |
3,427,252
+12,396
|
|
||
142
GE Vernova
GEV
$168B
| $206M | 0.15% |
673,457
+3,517
|
|
||
|
TEM
143
Tempus AI
TEM
$16B
| $205M | 0.15% |
4,255,477
+1,016,384
|
|
||
144
iShares Core S&P 500 ETF
IVV
$660B
| $205M | 0.15% |
365,026
+42,390
|
|
||
145
PayPal
PYPL
$64.9B
| $204M | 0.14% |
3,134,074
-32,674
|
|
||
146
Pinduoduo
PDD
$181B
| $201M | 0.14% |
1,701,589
+39,242
|
|
||
147
Digital Realty Trust
DLR
$59.8B
| $198M | 0.14% |
1,382,260
-88,530
|
|
||
148
United Parcel Service
UPS
$71.3B
| $195M | 0.14% |
1,775,950
-1,529
|
|
||
149
Arthur J. Gallagher & Co
AJG
$75.9B
| $195M | 0.14% |
564,304
+2,974
|
|
||
150
Regeneron Pharmaceuticals
REGN
$61.1B
| $193M | 0.14% |
303,669
+1,053
|
|