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 |
Apple
AAPL
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Morgan Stanley
MS
$240B
| $228M | 0.15% | 4,714,194 -444,618 | -9% | -$21.5M |
|
152
TSMC
TSM
$1.2T
| $216M | 0.15% | 2,659,800 +1,592,554 | +149% | +$129M |
|
153
Enbridge
ENB
$105B
| $215M | 0.14% | 7,350,331 -317,121 | -4% | -$9.27M |
|
154
Best Buy
BBY
$15.6B
| $215M | 0.14% | 1,927,920 +248,559 | +15% | +$27.7M |
|
155
Global Payments
GPN
$21.5B
| $211M | 0.14% | 1,186,600 -43,531 | -4% | -$7.73M |
|
156
SPDR Gold Trust
GLD
$107B
| $210M | 0.14% | 1,184,857 -1,100 | -0.1% | -$195K |
|
157
HP
HPQ
$26.7B
| $210M | 0.14% | 11,050,809 +643,795 | +6% | +$12.2M |
|
158
Dollar General
DG
$23.9B
| $209M | 0.14% | 999,171 -202,462 | -17% | -$42.4M |
|
159
Norfolk Southern
NSC
$62.8B
| $209M | 0.14% | 977,115 -83,318 | -8% | -$17.8M |
|
160
IQVIA
IQV
$32.4B
| $208M | 0.14% | 1,320,427 +39,254 | +3% | +$6.19M |
|
161
Snap
SNAP
$12.1B
| $208M | 0.14% | 7,966,920 +1,471,419 | +23% | +$38.4M |
|
162
Boston Scientific
BSX
$156B
| $206M | 0.14% | 5,387,483 -279,794 | -5% | -$10.7M |
|
|
TWOU
163
DELISTED
2U, Inc.
TWOU
| $205M | 0.14% | 6,056,543 +645,766 | +12% | +$21.9M |
|
164
eBay
EBAY
$41.4B
| $205M | 0.14% | 3,933,451 +36,504 | +0.9% | +$1.9M |
|
|
B
165
Barrick Mining Corporation
B
$45.4B
| $205M | 0.14% | 7,278,622 -809,640 | -10% | -$22.7M |
|
166
Charles Schwab
SCHW
$174B
| $204M | 0.14% | 5,641,880 +490,098 | +10% | +$17.8M |
|
167
GE Aerospace
GE
$292B
| $203M | 0.14% | 32,565,394 -2,297,583 | -7% | -$14.3M |
|
168
Waste Management
WM
$91.2B
| $203M | 0.14% | 1,789,907 -389,552 | -18% | -$44.1M |
|
169
Blackstone
BX
$134B
| $201M | 0.14% | 3,853,602 +248,392 | +7% | +$13M |
|
170
ResMed
RMD
$40.2B
| $199M | 0.13% | 1,163,301 +104,722 | +10% | +$18M |
|
171
Fastenal
FAST
$57B
| $199M | 0.13% | 4,413,891 +535,641 | +14% | +$24.2M |
|
172
Micron Technology
MU
$133B
| $198M | 0.13% | 4,213,638 -345,250 | -8% | -$16.2M |
|
173
DexCom
DXCM
$29.5B
| $197M | 0.13% | 478,853 +32,698 | +7% | +$13.5M |
|
174
Northrop Grumman
NOC
$84.5B
| $196M | 0.13% | 620,332 -62,794 | -9% | -$19.8M |
|
175
Ecolab
ECL
$78.6B
| $193M | 0.13% | 963,470 -80,278 | -8% | -$16M |
|