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 |
Dow Inc
DOW
|
$171M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$102M |
| 3 |
Corteva
CTVA
|
$101M |
| 4 |
NVTA
Invitae Corporation
NVTA
|
$99.2M |
| 5 |
Alibaba
BABA
|
$88.9M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$125M |
| 2 |
SPDR Gold Trust
GLD
|
$116M |
| 3 |
LendingTree
TREE
|
$104M |
| 4 |
MDSO
Medidata Solutions, Inc.
MDSO
|
$91.6M |
| 5 |
L3Harris
LHX
|
$78.5M |
Sector Composition
| 1 | Technology | 18.4% |
| 2 | Financials | 15.53% |
| 3 | Healthcare | 12.87% |
| 4 | Consumer Discretionary | 10.81% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
MetLife
MET
$54.4B
| $170M | 0.15% |
3,416,088
-125,986
| -4% | -$6.26M |
|
|
XLNX
152
DELISTED
Xilinx Inc
XLNX
| $165M | 0.15% |
1,397,663
+162,240
| +13% | +$19.1M |
|
153
Zillow
Z
$20.3B
| $164M | 0.15% |
3,536,017
+130,449
| +4% | +$6.05M |
|
154
Capital One
COF
$145B
| $163M | 0.15% |
1,791,133
-29,132
| -2% | -$2.64M |
|
155
Baxter International
BAX
$12.1B
| $162M | 0.14% |
1,978,862
-91,141
| -4% | -$7.46M |
|
156
Fidelity National Information Services
FIS
$35.9B
| $161M | 0.14% |
1,315,909
-15,000
| -1% | -$1.84M |
|
157
TC Energy
TRP
$53.4B
| $161M | 0.14% |
3,247,918
-79,965
| -2% | -$3.96M |
|
158
Kinder Morgan
KMI
$59.4B
| $160M | 0.14% |
7,679,533
+109,843
| +1% | +$2.29M |
|
159
Allstate
ALL
$54.9B
| $160M | 0.14% |
1,575,589
-92,083
| -6% | -$9.36M |
|
160
Tesla
TSLA
$1.09T
| $160M | 0.14% |
10,727,295
+635,190
| +6% | +$9.46M |
|
161
Analog Devices
ADI
$121B
| $159M | 0.14% |
1,409,731
-15,991
| -1% | -$1.8M |
|
162
Prudential Financial
PRU
$38.3B
| $159M | 0.14% |
1,574,414
-53,283
| -3% | -$5.38M |
|
163
Dollar General
DG
$23.9B
| $159M | 0.14% |
1,175,727
+59,205
| +5% | +$8M |
|
164
Mercado Libre
MELI
$123B
| $158M | 0.14% |
258,863
-60,888
| -19% | -$37.2M |
|
|
RHT
165
DELISTED
Red Hat Inc
RHT
| $158M | 0.14% |
840,110
+22,043
| +3% | +$4.14M |
|
166
Shopify
SHOP
$189B
| $157M | 0.14% |
5,222,880
-1,003,480
| -16% | -$30.1M |
|
167
Marathon Petroleum
MPC
$54.4B
| $157M | 0.14% |
2,806,812
-84,380
| -3% | -$4.72M |
|
168
Welltower
WELL
$112B
| $156M | 0.14% |
1,911,028
+276,579
| +17% | +$22.5M |
|
169
Bank of New York Mellon
BK
$74.4B
| $156M | 0.14% |
3,527,184
-259,577
| -7% | -$11.5M |
|
170
Sempra
SRE
$53.6B
| $154M | 0.14% |
2,245,688
+172,896
| +8% | +$11.9M |
|
171
Ford
F
$46.5B
| $154M | 0.14% |
15,083,628
+975,035
| +7% | +$9.97M |
|
172
AvalonBay Communities
AVB
$27.4B
| $154M | 0.14% |
755,863
+86,236
| +13% | +$17.5M |
|
173
Marriott International Class A Common Stock
MAR
$73B
| $153M | 0.14% |
1,093,333
-34,576
| -3% | -$4.85M |
|
174
Valero Energy
VLO
$48.3B
| $153M | 0.14% |
1,791,390
+9,495
| +0.5% | +$813K |
|
175
Ross Stores
ROST
$50B
| $153M | 0.14% |
1,538,744
-66,355
| -4% | -$6.58M |
|