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 |
Bristol-Myers Squibb
BMY
|
$200M |
| 2 |
Alibaba
BABA
|
$176M |
| 3 |
Blackstone
BX
|
$127M |
| 4 |
Truist Financial
TFC
|
$127M |
| 5 |
Mercado Libre
MELI
|
$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$116M |
| 3 |
Tesla
TSLA
|
$92.4M |
| 4 |
Apple
AAPL
|
$90.7M |
| 5 |
NVIDIA
NVDA
|
$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Autodesk
ADSK
$67.2B
| $191M | 0.15% |
1,040,332
+40,254
| +4% | +$7.38M |
|
152
Welltower
WELL
$113B
| $188M | 0.15% |
2,304,141
+226,069
| +11% | +$18.5M |
|
153
DuPont de Nemours
DD
$31.6B
| $188M | 0.15% |
2,932,829
+25,363
| +0.9% | +$1.63M |
|
154
Public Storage
PSA
$51.3B
| $188M | 0.15% |
880,601
+63,149
| +8% | +$13.4M |
|
155
Lam Research
LRCX
$124B
| $187M | 0.15% |
6,387,720
+315,010
| +5% | +$9.21M |
|
156
American International
AIG
$45.2B
| $186M | 0.15% |
3,624,641
+33,871
| +0.9% | +$1.74M |
|
157
Brookfield
BN
$97.7B
| $186M | 0.15% |
6,011,187
+234,689
| +4% | +$7.26M |
|
|
ATVI
158
DELISTED
Activision Blizzard Inc.
ATVI
| $184M | 0.14% |
3,096,854
-33,397
| -1% | -$1.98M |
|
159
Advanced Micro Devices
AMD
$257B
| $182M | 0.14% |
3,966,554
-20,308
| -0.5% | -$931K |
|
160
Emerson Electric
EMR
$73.1B
| $182M | 0.14% |
2,383,579
-64,265
| -3% | -$4.9M |
|
161
Dow Inc
DOW
$16.6B
| $181M | 0.14% |
3,313,846
-102,920
| -3% | -$5.63M |
|
162
Allstate
ALL
$54.4B
| $181M | 0.14% |
1,605,707
-20,337
| -1% | -$2.29M |
|
163
Bank of Montreal
BMO
$88.8B
| $180M | 0.14% |
2,323,991
+82,688
| +4% | +$6.41M |
|
164
TC Energy
TRP
$54.2B
| $179M | 0.14% |
3,360,221
+113,467
| +3% | +$6.05M |
|
165
Bank of New York Mellon
BK
$74.3B
| $178M | 0.14% |
3,533,554
+303,509
| +9% | +$15.3M |
|
166
Dollar General
DG
$24.1B
| $175M | 0.14% |
1,124,785
-41,577
| -4% | -$6.47M |
|
167
Regeneron Pharmaceuticals
REGN
$59.9B
| $175M | 0.14% |
465,823
-8,682
| -2% | -$3.26M |
|
168
MetLife
MET
$53.9B
| $174M | 0.14% |
3,413,384
+30,290
| +0.9% | +$1.54M |
|
169
Exelon
EXC
$44.3B
| $173M | 0.14% |
5,324,875
-219,077
| -4% | -$7.12M |
|
170
Baidu
BIDU
$33.7B
| $172M | 0.14% |
1,359,771
-16,856
| -1% | -$2.13M |
|
171
AvalonBay Communities
AVB
$27.4B
| $172M | 0.13% |
818,144
+30,422
| +4% | +$6.38M |
|
172
Ross Stores
ROST
$49.5B
| $171M | 0.13% |
1,465,957
-62,902
| -4% | -$7.32M |
|
173
Analog Devices
ADI
$118B
| $170M | 0.13% |
1,427,641
+19,280
| +1% | +$2.29M |
|
174
General Dynamics
GD
$86.6B
| $169M | 0.13% |
964,754
+10,275
| +1% | +$1.8M |
|
175
Travelers Companies
TRV
$62.8B
| $168M | 0.13% |
1,228,633
+4,366
| +0.4% | +$598K |
|