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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
PNC Financial Services
PNC
$81.7B
| $185M | 0.15% |
1,235,250
-33,821
| -3% | -$5.05M |
|
152
Dollar General
DG
$23.9B
| $185M | 0.15% |
769,247
+29,976
| +4% | +$7.19M |
|
153
Simon Property Group
SPG
$59B
| $181M | 0.15% |
2,011,823
+23,686
| +1% | +$2.13M |
|
154
Lam Research
LRCX
$127B
| $180M | 0.15% |
491,991
+18,501
| +4% | +$6.77M |
|
155
Air Products & Chemicals
APD
$65.5B
| $177M | 0.15% |
762,289
-2,872
| -0.4% | -$668K |
|
|
ATVI
156
DELISTED
Activision Blizzard Inc.
ATVI
| $175M | 0.14% |
2,360,590
+14,819
| +0.6% | +$1.1M |
|
157
Truist Financial
TFC
$60.4B
| $175M | 0.14% |
4,015,040
+61,438
| +2% | +$2.68M |
|
158
Microchip Technology
MCHP
$35.1B
| $173M | 0.14% |
2,838,213
-8,008
| -0.3% | -$489K |
|
159
Fiserv
FI
$75.1B
| $172M | 0.14% |
1,841,040
-6,965
| -0.4% | -$652K |
|
160
Blackstone
BX
$134B
| $171M | 0.14% |
2,048,774
-5,644
| -0.3% | -$472K |
|
161
Colgate-Palmolive
CL
$67.9B
| $171M | 0.14% |
2,440,734
-125,808
| -5% | -$8.84M |
|
162
CSX Corp
CSX
$60.6B
| $171M | 0.14% |
6,403,617
-48,922
| -0.8% | -$1.3M |
|
163
Aon
AON
$79.1B
| $170M | 0.14% |
632,944
-4,148
| -0.7% | -$1.11M |
|
164
Micron Technology
MU
$133B
| $169M | 0.14% |
3,382,394
-190,347
| -5% | -$9.54M |
|
165
Digital Realty Trust
DLR
$57.2B
| $168M | 0.14% |
1,695,314
+218,348
| +15% | +$21.7M |
|
166
US Bancorp
USB
$76B
| $166M | 0.14% |
4,126,438
+17,822
| +0.4% | +$719K |
|
167
Bank of Montreal
BMO
$86.7B
| $166M | 0.14% |
1,892,697
-45,181
| -2% | -$3.97M |
|
168
Dominion Energy
D
$51.1B
| $166M | 0.14% |
2,404,500
-10,810
| -0.4% | -$747K |
|
169
Intellia Therapeutics
NTLA
$1.22B
| $166M | 0.14% |
2,963,928
+182,792
| +7% | +$10.2M |
|
170
Boston Scientific
BSX
$156B
| $165M | 0.14% |
4,272,783
+213,941
| +5% | +$8.29M |
|
171
VICI Properties
VICI
$36B
| $165M | 0.14% |
5,518,399
-666,210
| -11% | -$19.9M |
|
172
Canadian National Railway
CNI
$60.4B
| $165M | 0.14% |
1,522,124
-7,455
| -0.5% | -$807K |
|
173
Illinois Tool Works
ITW
$77.1B
| $165M | 0.14% |
911,057
-3,940
| -0.4% | -$712K |
|
174
IQVIA
IQV
$32.4B
| $164M | 0.13% |
904,374
-4,357
| -0.5% | -$789K |
|
175
Occidental Petroleum
OXY
$46.9B
| $163M | 0.13% |
2,645,290
+5,157
| +0.2% | +$317K |
|