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 |
NextEra Energy, Inc.
NEE
|
$411M |
| 2 |
Teladoc Health
TDOC
|
$385M |
| 3 |
Shopify
SHOP
|
$235M |
| 4 |
KE Holdings
BEKE
|
$200M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$172M |
Top Sells
| 1 |
Apple
AAPL
|
$1.15B |
| 2 |
Microsoft
MSFT
|
$788M |
| 3 |
Amazon
AMZN
|
$604M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$418M |
| 5 |
VER
VEREIT, Inc.
VER
|
$386M |
Sector Composition
| 1 | Technology | 25.28% |
| 2 | Healthcare | 13.29% |
| 3 | Consumer Discretionary | 12.57% |
| 4 | Financials | 11.94% |
| 5 | Communication Services | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Canadian National Railway
CNI
$60.4B
| $232M | 0.15% | 2,112,212 -338,869 | -14% | -$37.1M |
|
152
CSX Corp
CSX
$60.6B
| $231M | 0.15% | 2,544,202 -542,352 | -18% | -$49.2M |
|
153
Southern Company
SO
$102B
| $231M | 0.15% | 3,752,583 -488,603 | -12% | -$30M |
|
154
FedEx
FDX
$54.5B
| $230M | 0.15% | 885,839 -148,387 | -14% | -$38.5M |
|
155
AvalonBay Communities
AVB
$27.9B
| $227M | 0.15% | 1,417,623 -333,424 | -19% | -$53.5M |
|
156
Fiserv
FI
$75.1B
| $226M | 0.15% | 1,987,999 -260,998 | -12% | -$29.7M |
|
157
ResMed
RMD
$40.2B
| $224M | 0.15% | 1,055,622 -107,679 | -9% | -$22.9M |
|
158
Crown Castle
CCI
$43.2B
| $223M | 0.14% | 1,403,626 -143,505 | -9% | -$22.8M |
|
159
Sherwin-Williams
SHW
$91.2B
| $223M | 0.14% | 303,014 -34,189 | -10% | -$25.1M |
|
160
PNC Financial Services
PNC
$81.7B
| $223M | 0.14% | 1,493,916 -222,441 | -13% | -$33.1M |
|
161
Kimberly-Clark
KMB
$42.8B
| $219M | 0.14% | 1,623,031 +50,829 | +3% | +$6.85M |
|
162
Dominion Energy
D
$51.1B
| $219M | 0.14% | 2,907,939 -354,306 | -11% | -$26.6M |
|
163
Regeneron Pharmaceuticals
REGN
$61.5B
| $217M | 0.14% | 449,601 -10,971 | -2% | -$5.3M |
|
|
164
KE Holdings
BEKE
$20.8B
| $216M | 0.14% | 3,512,686 +3,245,986 | +1,217% | +$200M |
|
165
Zebra Technologies
ZBRA
$16.1B
| $216M | 0.14% | 561,421 -16,585 | -3% | -$6.37M |
|
166
HP
HPQ
$26.7B
| $215M | 0.14% | 8,745,796 -2,305,013 | -21% | -$56.7M |
|
167
Illinois Tool Works
ITW
$77.1B
| $215M | 0.14% | 1,054,713 -155,697 | -13% | -$31.7M |
|
168
Microchip Technology
MCHP
$35.1B
| $215M | 0.14% | 1,554,575 -86,016 | -5% | -$11.9M |
|
169
IQVIA
IQV
$32.4B
| $213M | 0.14% | 1,187,734 -132,693 | -10% | -$23.8M |
|
170
General Motors
GM
$55.8B
| $211M | 0.14% | 5,071,086 -159,876 | -3% | -$6.66M |
|
171
Global Payments
GPN
$21.5B
| $211M | 0.14% | 980,092 -206,508 | -17% | -$44.5M |
|
172
Truist Financial
TFC
$60.4B
| $211M | 0.14% | 4,404,936 -626,371 | -12% | -$30M |
|
173
Marsh & McLennan
MMC
$101B
| $211M | 0.14% | 1,803,395 -239,344 | -12% | -$28M |
|
174
Dollar General
DG
$23.9B
| $211M | 0.14% | 1,002,820 +3,649 | +0.4% | +$767K |
|
175
Newmont
NEM
$81.7B
| $206M | 0.13% | 3,444,947 -460,196 | -12% | -$27.6M |
|