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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TWOU
151
DELISTED
2U, Inc.
TWOU
| $205M | 0.15% | 5,410,777 +404,989 | +8% | +$15.4M |
|
152
eBay
EBAY
$41.4B
| $204M | 0.14% | 3,896,947 +538,291 | +16% | +$28.2M |
|
153
Biogen
BIIB
$19.4B
| $204M | 0.14% | 763,528 -34,069 | -4% | -$9.12M |
|
154
Blackstone
BX
$134B
| $204M | 0.14% | 3,605,210 -77,690 | -2% | -$4.4M |
|
155
ResMed
RMD
$40.2B
| $203M | 0.14% | 1,058,579 +72,576 | +7% | +$13.9M |
|
156
Equity Residential
EQR
$25.3B
| $203M | 0.14% | 3,452,418 +47,188 | +1% | +$2.78M |
|
157
US Bancorp
USB
$76B
| $201M | 0.14% | 5,468,592 -681,128 | -11% | -$25.1M |
|
158
Truist Financial
TFC
$60.4B
| $200M | 0.14% | 5,324,181 -67,231 | -1% | -$2.52M |
|
159
Boston Scientific
BSX
$156B
| $199M | 0.14% | 5,667,277 -917,995 | -14% | -$32.2M |
|
160
SPDR Gold Trust
GLD
$107B
| $198M | 0.14% | 1,185,957 +534,847 | +82% | +$89.5M |
|
161
Lam Research
LRCX
$127B
| $197M | 0.14% | 608,506 -294,383 | -33% | -$95.2M |
|
162
L3Harris
LHX
$51.9B
| $196M | 0.14% | 1,152,489 +196,254 | +21% | +$33.3M |
|
163
JD.com
JD
$44.1B
| $195M | 0.14% | 3,237,759 +456,382 | +16% | +$27.5M |
|
164
Teradyne
TER
$18.8B
| $194M | 0.14% | 2,298,411 +194,716 | +9% | +$16.5M |
|
165
PTC
PTC
$25.6B
| $193M | 0.14% | 2,481,749 +414,068 | +20% | +$32.2M |
|
166
Veeva Systems
VEEV
$44B
| $192M | 0.14% | 818,703 +232,935 | +40% | +$54.6M |
|
167
Pinduoduo
PDD
$171B
| $191M | 0.14% | 2,227,467 -322,477 | -13% | -$27.7M |
|
168
Moody's
MCO
$91.4B
| $189M | 0.13% | 688,597 -153,638 | -18% | -$42.2M |
|
169
Baxter International
BAX
$12.7B
| $188M | 0.13% | 2,188,799 -515,782 | -19% | -$44.4M |
|
170
Twilio
TWLO
$16.2B
| $188M | 0.13% | 858,383 -136,679 | -14% | -$30M |
|
171
Simon Property Group
SPG
$59B
| $187M | 0.13% | 2,789,455 -21,722 | -0.8% | -$1.46M |
|
172
ConocoPhillips
COP
$124B
| $186M | 0.13% | 4,437,962 -219,615 | -5% | -$9.23M |
|
173
Norfolk Southern
NSC
$62.8B
| $186M | 0.13% | 1,060,433 -37,977 | -3% | -$6.67M |
|
174
Sysco
SYY
$38.5B
| $185M | 0.13% | 3,409,354 +129,492 | +4% | +$7.02M |
|
175
PNC Financial Services
PNC
$81.7B
| $184M | 0.13% | 1,753,384 -547,402 | -24% | -$57.6M |
|