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 |
Amazon
AMZN
|
$2.8B |
| 2 |
iShares Gold Trust
IAU
|
$997M |
| 3 |
UiPath
PATH
|
$437M |
| 4 |
Shopify
SHOP
|
$355M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
Baidu
BIDU
|
$99.6M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Digital Realty Trust
DLR
$57.2B
| $192M | 0.15% |
1,476,966
-269,811
| -15% | -$35M |
|
152
US Bancorp
USB
$76B
| $189M | 0.15% |
4,108,616
+198,093
| +5% | +$9.12M |
|
153
Simon Property Group
SPG
$59B
| $189M | 0.15% |
1,988,137
+29,176
| +1% | +$2.77M |
|
154
Truist Financial
TFC
$60.4B
| $188M | 0.14% |
3,953,602
+212,907
| +6% | +$10.1M |
|
155
CSX Corp
CSX
$60.6B
| $188M | 0.14% |
6,452,539
+225,268
| +4% | +$6.55M |
|
156
Blackstone
BX
$134B
| $187M | 0.14% |
2,054,418
-469,879
| -19% | -$42.9M |
|
157
Bank of Montreal
BMO
$86.7B
| $186M | 0.14% |
1,937,878
+107,388
| +6% | +$10.3M |
|
158
Newmont
NEM
$81.7B
| $186M | 0.14% |
3,108,760
+514,444
| +20% | +$30.7M |
|
159
Baker Hughes
BKR
$44.8B
| $185M | 0.14% |
6,411,529
+3,280,083
| +105% | +$94.7M |
|
160
Scotiabank
BNS
$77.6B
| $184M | 0.14% |
3,114,143
-209,439
| -6% | -$12.4M |
|
161
VICI Properties
VICI
$36B
| $184M | 0.14% |
6,184,609
+1,530,947
| +33% | +$45.6M |
|
162
Air Products & Chemicals
APD
$65.5B
| $184M | 0.14% |
765,161
+50,479
| +7% | +$12.1M |
|
|
ATVI
163
DELISTED
Activision Blizzard Inc.
ATVI
| $183M | 0.14% |
2,345,771
+29,075
| +1% | +$2.26M |
|
164
Dollar General
DG
$23.9B
| $181M | 0.14% |
739,271
+9,058
| +1% | +$2.22M |
|
165
NXP Semiconductors
NXPI
$59.2B
| $181M | 0.14% |
1,219,390
-134,989
| -10% | -$20M |
|
166
Canadian Natural Resources
CNQ
$65.9B
| $180M | 0.14% |
3,349,587
+393,070
| +13% | +$21.1M |
|
167
Autodesk
ADSK
$67.3B
| $179M | 0.14% |
1,043,120
-118,034
| -10% | -$20.3M |
|
168
O'Reilly Automotive
ORLY
$88B
| $179M | 0.14% |
282,654
+90,595
| +47% | +$57.2M |
|
|
DRE
169
DELISTED
Duke Realty Corp.
DRE
| $177M | 0.14% |
3,217,130
+1,231,771
| +62% | +$67.7M |
|
170
Travelers Companies
TRV
$61.1B
| $176M | 0.14% |
1,040,422
+11,097
| +1% | +$1.88M |
|
171
Invitation Homes
INVH
$19.2B
| $176M | 0.14% |
4,932,803
-57,245
| -1% | -$2.04M |
|
172
Estee Lauder
EL
$33B
| $173M | 0.13% |
680,766
-5,822
| -0.8% | -$1.48M |
|
173
FedEx
FDX
$54.5B
| $172M | 0.13% |
760,389
+34,894
| +5% | +$7.91M |
|
174
Canadian National Railway
CNI
$60.4B
| $172M | 0.13% |
1,529,579
-187,499
| -11% | -$21.1M |
|
175
Aon
AON
$79.1B
| $172M | 0.13% |
637,092
-224,226
| -26% | -$60.5M |
|