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 |
Microsoft
MSFT
|
$370M |
| 2 |
Apple
AAPL
|
$280M |
| 3 |
Amazon
AMZN
|
$263M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$254M |
| 5 |
Equinix
EQIX
|
$248M |
Top Sells
| 1 |
RTX Corp
RTX
|
$536M |
| 2 |
iShares Gold Trust
IAU
|
$133M |
| 3 |
SPDR Gold Trust
GLD
|
$129M |
| 4 |
Teladoc Health
TDOC
|
$110M |
| 5 |
Eventbrite
EB
|
$78M |
Sector Composition
| 1 | Technology | 21.94% |
| 2 | Healthcare | 14.25% |
| 3 | Financials | 13.05% |
| 4 | Consumer Discretionary | 10.64% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
SBA Communications
SBAC
$21.4B
| $179M | 0.15% |
662,373
+262,886
| +66% | +$71M |
|
|
NVTA
152
DELISTED
Invitae Corporation
NVTA
| $178M | 0.15% |
13,043,141
+2,986,101
| +30% | +$40.8M |
|
153
Moody's
MCO
$89B
| $178M | 0.15% |
842,235
+188,314
| +29% | +$39.8M |
|
|
XLNX
154
DELISTED
Xilinx Inc
XLNX
| $175M | 0.15% |
2,243,109
+265,664
| +13% | +$20.7M |
|
155
Verisk Analytics
VRSK
$37.5B
| $175M | 0.15% |
1,254,065
+292,987
| +30% | +$40.8M |
|
156
American Electric Power
AEP
$58.8B
| $172M | 0.15% |
2,155,556
+119,475
| +6% | +$9.56M |
|
157
L3Harris
LHX
$51.1B
| $172M | 0.15% |
956,235
-37,588
| -4% | -$6.77M |
|
158
Blackstone
BX
$131B
| $168M | 0.14% |
3,682,900
+1,387,516
| +60% | +$63.2M |
|
159
Roku
ROKU
$14.5B
| $167M | 0.14% |
1,904,787
+1,027,532
| +117% | +$89.9M |
|
160
Truist Financial
TFC
$59.8B
| $166M | 0.14% |
5,391,412
+253,929
| +5% | +$7.83M |
|
|
DRE
161
DELISTED
Duke Realty Corp.
DRE
| $166M | 0.14% |
5,134,701
+3,185,906
| +163% | +$103M |
|
162
Estee Lauder
EL
$33.1B
| $166M | 0.14% |
1,042,793
-24,599
| -2% | -$3.92M |
|
|
WBA
163
DELISTED
Walgreens Boots Alliance
WBA
| $163M | 0.14% |
3,567,054
+284,934
| +9% | +$13M |
|
|
RTN
164
DELISTED
Raytheon Company
RTN
| $163M | 0.14% |
1,242,354
+112,488
| +10% | +$14.8M |
|
165
Allstate
ALL
$53.9B
| $163M | 0.14% |
1,775,878
+170,171
| +11% | +$15.6M |
|
166
Norfolk Southern
NSC
$62.4B
| $160M | 0.14% |
1,098,410
+60,583
| +6% | +$8.85M |
|
167
TC Energy
TRP
$54.1B
| $159M | 0.14% |
3,603,242
+243,021
| +7% | +$10.7M |
|
168
Simon Property Group
SPG
$58.7B
| $154M | 0.13% |
2,811,177
+1,147,717
| +69% | +$63M |
|
169
Sempra
SRE
$53.7B
| $154M | 0.13% |
2,724,278
+553,062
| +25% | +$31.2M |
|
170
Pinterest
PINS
$25.2B
| $152M | 0.13% |
9,857,997
+6,432,356
| +188% | +$99.3M |
|
171
Centene
CNC
$14.8B
| $151M | 0.13% |
2,541,455
+837,177
| +49% | +$49.7M |
|
172
DexCom
DXCM
$30.9B
| $150M | 0.13% |
2,230,588
+695,176
| +45% | +$46.8M |
|
173
IQVIA
IQV
$31.4B
| $150M | 0.13% |
1,390,240
+722,345
| +108% | +$77.9M |
|
174
KLA
KLAC
$111B
| $149M | 0.13% |
1,033,753
+349,222
| +51% | +$50.2M |
|
175
Sysco
SYY
$38.8B
| $148M | 0.13% |
3,279,862
+1,309,272
| +66% | +$59.1M |
|