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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
AvalonBay Communities
AVB
$27.9B
| $245M | 0.15% | 1,326,808 -90,815 | -6% | -$16.8M |
|
152
Welltower
WELL
$113B
| $242M | 0.15% | 3,376,906 -477,323 | -12% | -$34.2M |
|
153
CSX Corp
CSX
$60.6B
| $240M | 0.15% | 2,488,684 -55,518 | -2% | -$5.35M |
|
|
154
DraftKings
DKNG
$23.8B
| $239M | 0.15% | 3,904,822 +3,407,857 | +686% | +$209M |
|
155
LendingTree
TREE
$925M
| $239M | 0.15% | 1,123,282 -18,371 | -2% | -$3.91M |
|
156
Protolabs
PRLB
$1.19B
| $238M | 0.15% | 1,957,912 +367,009 | +23% | +$44.7M |
|
157
Kimberly-Clark
KMB
$42.8B
| $238M | 0.15% | 1,708,537 +85,506 | +5% | +$11.9M |
|
158
ConocoPhillips
COP
$124B
| $237M | 0.15% | 4,470,768 +867,009 | +24% | +$45.9M |
|
159
Canadian National Railway
CNI
$60.4B
| $237M | 0.15% | 2,039,985 -72,227 | -3% | -$8.38M |
|
160
Microchip Technology
MCHP
$35.1B
| $235M | 0.15% | 1,517,111 -37,464 | -2% | -$5.82M |
|
161
Peloton Interactive
PTON
$3.1B
| $235M | 0.15% | 2,090,777 +538,845 | +35% | +$60.6M |
|
162
Regeneron Pharmaceuticals
REGN
$61.5B
| $235M | 0.15% | 495,855 +46,254 | +10% | +$21.9M |
|
163
Crown Castle
CCI
$43.2B
| $234M | 0.15% | 1,362,127 -41,499 | -3% | -$7.14M |
|
164
PNC Financial Services
PNC
$81.7B
| $234M | 0.15% | 1,333,727 -160,189 | -11% | -$28.1M |
|
165
Fiserv
FI
$75.1B
| $231M | 0.14% | 1,943,634 -44,365 | -2% | -$5.28M |
|
166
PACCAR
PCAR
$52.5B
| $228M | 0.14% | 2,452,173 +1,175,674 | +92% | +$109M |
|
167
Illinois Tool Works
ITW
$77.1B
| $228M | 0.14% | 1,028,165 -26,548 | -3% | -$5.88M |
|
168
Simon Property Group
SPG
$59B
| $227M | 0.14% | 1,993,380 +16,324 | +0.8% | +$1.86M |
|
169
Dominion Energy
D
$51.1B
| $227M | 0.14% | 2,982,596 +74,657 | +3% | +$5.67M |
|
170
Southern Company
SO
$102B
| $226M | 0.14% | 3,637,856 -114,727 | -3% | -$7.13M |
|
171
HP
HPQ
$26.7B
| $225M | 0.14% | 7,099,135 -1,646,661 | -19% | -$52.3M |
|
172
IQVIA
IQV
$32.4B
| $222M | 0.14% | 1,146,904 -40,830 | -3% | -$7.89M |
|
173
10x Genomics
TXG
$1.74B
| $221M | 0.14% | 1,221,189 +904,239 | +285% | +$164M |
|
174
Norfolk Southern
NSC
$62.8B
| $220M | 0.14% | 820,096 -27,675 | -3% | -$7.43M |
|
175
Trimble
TRMB
$19.2B
| $219M | 0.14% | 2,812,452 +327,295 | +13% | +$25.5M |
|