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 |
Roku
ROKU
|
$256M |
| 2 |
Zoom
ZM
|
$236M |
| 3 |
Robinhood
HOOD
|
$185M |
| 4 |
Twilio
TWLO
|
$164M |
| 5 |
Microsoft
MSFT
|
$152M |
Top Sells
| 1 |
Tesla
TSLA
|
$796M |
| 2 |
Meta Platforms (Facebook)
META
|
$472M |
| 3 |
Zillow
Z
|
$361M |
| 4 |
Apple
AAPL
|
$338M |
| 5 |
PayPal
PYPL
|
$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Ford
F
$46.3B
| $242M | 0.15% |
11,641,090
-469,690
| -4% | -$9.76M |
|
152
Realty Income
O
$53.1B
| $241M | 0.15% |
3,362,808
+1,062,637
| +46% | +$76.1M |
|
153
Cintas
CTAS
$83.1B
| $241M | 0.15% |
2,170,784
+60,688
| +3% | +$6.72M |
|
154
CSX Corp
CSX
$60.5B
| $239M | 0.15% |
6,362,581
-273,712
| -4% | -$10.3M |
|
155
Cigna
CI
$80.7B
| $239M | 0.15% |
1,040,984
-90,525
| -8% | -$20.8M |
|
156
Microchip Technology
MCHP
$34.3B
| $239M | 0.15% |
2,744,095
-53,333
| -2% | -$4.64M |
|
157
Charter Communications
CHTR
$36.4B
| $237M | 0.14% |
363,473
-100,209
| -22% | -$65.3M |
|
158
Teradyne
TER
$18.9B
| $236M | 0.14% |
1,446,085
-130,731
| -8% | -$21.4M |
|
159
West Pharmaceutical
WST
$17.9B
| $235M | 0.14% |
500,006
-4,275
| -0.8% | -$2.01M |
|
160
Altria Group
MO
$113B
| $234M | 0.14% |
4,942,241
+16,144
| +0.3% | +$765K |
|
161
Scotiabank
BNS
$78.3B
| $234M | 0.14% |
3,307,383
+241,784
| +8% | +$17.1M |
|
162
T-Mobile US
TMUS
$285B
| $234M | 0.14% |
2,013,282
+28,464
| +1% | +$3.3M |
|
163
Invitation Homes
INVH
$18.5B
| $232M | 0.14% |
5,120,568
-574,002
| -10% | -$26M |
|
164
PNC Financial Services
PNC
$81.1B
| $229M | 0.14% |
1,144,454
-165,138
| -13% | -$33.1M |
|
165
Vertex Pharmaceuticals
VRTX
$102B
| $228M | 0.14% |
1,039,746
-52,295
| -5% | -$11.5M |
|
166
Snap
SNAP
$12B
| $226M | 0.14% |
4,815,836
+592,850
| +14% | +$27.9M |
|
167
Waste Management
WM
$91B
| $222M | 0.14% |
1,331,003
-59,117
| -4% | -$9.87M |
|
168
Illinois Tool Works
ITW
$76.7B
| $220M | 0.13% |
889,651
-36,616
| -4% | -$9.04M |
|
169
Fidelity National Information Services
FIS
$35.9B
| $219M | 0.13% |
2,010,233
+182,262
| +10% | +$19.9M |
|
170
Truist Financial
TFC
$60B
| $219M | 0.13% |
3,744,918
-174,588
| -4% | -$10.2M |
|
171
US Bancorp
USB
$75.9B
| $219M | 0.13% |
3,891,354
-215,835
| -5% | -$12.1M |
|
172
Fastenal
FAST
$57B
| $216M | 0.13% |
6,746,248
-1,369,164
| -17% | -$43.9M |
|
173
Southern Company
SO
$101B
| $215M | 0.13% |
3,134,168
-128,299
| -4% | -$8.8M |
|
174
PagerDuty
PD
$1.49B
| $215M | 0.13% |
6,178,820
-100,202
| -2% | -$3.48M |
|
175
10x Genomics
TXG
$1.65B
| $214M | 0.13% |
1,434,185
-90,020
| -6% | -$13.4M |
|