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 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
Automatic Data Processing
ADP
|
$82M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Northrop Grumman
NOC
$84.5B
| $200M | 0.15% | 433,192 +5,777 | +1% | +$2.67M |
|
152
Humana
HUM
$36.5B
| $199M | 0.15% | 410,566 -19,497 | -5% | -$9.47M |
|
153
EOG Resources
EOG
$68.2B
| $199M | 0.15% | 1,735,665 -29,714 | -2% | -$3.41M |
|
154
Digital Realty Trust
DLR
$57.2B
| $198M | 0.15% | 2,013,653 +83,735 | +4% | +$8.23M |
|
|
ANSS
155
DELISTED
Ansys
ANSS
| $197M | 0.15% | 592,248 -4,963 | -0.8% | -$1.65M |
|
156
Welltower
WELL
$113B
| $196M | 0.15% | 2,738,205 -261,354 | -9% | -$18.7M |
|
157
Canadian Pacific Kansas City
CP
$69.9B
| $196M | 0.15% | 2,544,646 +203,818 | +9% | +$15.7M |
|
158
Enbridge
ENB
$105B
| $194M | 0.14% | 5,109,358 -148,992 | -3% | -$5.66M |
|
159
CSX Corp
CSX
$60.6B
| $188M | 0.14% | 6,293,691 -44,007 | -0.7% | -$1.32M |
|
160
Colgate-Palmolive
CL
$67.9B
| $188M | 0.14% | 2,500,128 +115,613 | +5% | +$8.69M |
|
161
Canadian National Railway
CNI
$60.4B
| $186M | 0.14% | 1,575,470 +68,143 | +5% | +$8.04M |
|
162
General Mills
GIS
$26.4B
| $185M | 0.14% | 2,169,086 +21,872 | +1% | +$1.87M |
|
163
VICI Properties
VICI
$36B
| $185M | 0.14% | 5,671,843 +112,793 | +2% | +$3.68M |
|
164
Corteva
CTVA
$50.4B
| $184M | 0.14% | 3,052,466 -180,272 | -6% | -$10.9M |
|
165
Travelers Companies
TRV
$61.1B
| $184M | 0.14% | 1,073,451 +47,006 | +5% | +$8.06M |
|
166
Palo Alto Networks
PANW
$127B
| $183M | 0.14% | 915,123 +26,196 | +3% | +$5.23M |
|
167
IQVIA
IQV
$32.4B
| $182M | 0.14% | 915,739 +25,053 | +3% | +$4.98M |
|
168
Cadence Design Systems
CDNS
$95.5B
| $181M | 0.14% | 862,212 -40,824 | -5% | -$8.58M |
|
169
CRISPR Therapeutics
CRSP
$4.71B
| $180M | 0.13% | 3,973,180 -33,296 | -0.8% | -$1.51M |
|
170
Blackstone
BX
$134B
| $175M | 0.13% | 1,995,411 -8,176 | -0.4% | -$718K |
|
171
AvalonBay Communities
AVB
$27.9B
| $173M | 0.13% | 1,028,249 -25,469 | -2% | -$4.28M |
|
172
Freeport-McMoran
FCX
$63.7B
| $171M | 0.13% | 4,168,461 -38,067 | -0.9% | -$1.56M |
|
173
Valero Energy
VLO
$47.2B
| $170M | 0.13% | 1,218,871 -300,568 | -20% | -$42M |
|
174
Emerson Electric
EMR
$74.3B
| $170M | 0.13% | 1,946,404 -726,956 | -27% | -$63.3M |
|
175
General Motors
GM
$55.8B
| $167M | 0.12% | 4,562,897 +120,947 | +3% | +$4.44M |
|