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 |
NVIDIA
NVDA
|
$7.06B |
| 2 |
Chipotle Mexican Grill
CMG
|
$192M |
| 3 |
Amphenol
APH
|
$126M |
| 4 |
GE Vernova
GEV
|
$104M |
| 5 |
Curtiss-Wright
CW
|
$81.7M |
Top Sells
| 1 |
Microsoft
MSFT
|
$537M |
| 2 |
Apple
AAPL
|
$515M |
| 3 |
Royal Bank of Canada
RY
|
$328M |
| 4 |
Toronto Dominion Bank
TD
|
$250M |
| 5 |
Meta Platforms (Facebook)
META
|
$238M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
CME Group
CME
$96B
| $187M | 0.14% |
949,524
-40,241
| -4% | -$7.91M |
|
152
McKesson
MCK
$85.4B
| $186M | 0.14% |
318,482
-23,372
| -7% | -$13.7M |
|
153
Trane Technologies
TT
$92.5B
| $185M | 0.14% |
562,901
-16,888
| -3% | -$5.55M |
|
154
Target
TGT
$42B
| $183M | 0.14% |
1,239,053
-105,129
| -8% | -$15.6M |
|
155
Duke Energy
DUK
$95.3B
| $180M | 0.13% |
1,792,278
-146,153
| -8% | -$14.6M |
|
156
Travelers Companies
TRV
$61.1B
| $179M | 0.13% |
882,071
-44,267
| -5% | -$9M |
|
157
3M
MMM
$82.2B
| $176M | 0.13% |
1,724,360
-138,258
| -7% | -$14.1M |
|
158
EOG Resources
EOG
$68.8B
| $173M | 0.13% |
1,374,250
-117,648
| -8% | -$14.8M |
|
159
Moderna
MRNA
$9.41B
| $172M | 0.13% |
1,446,717
-99,112
| -6% | -$11.8M |
|
160
Trade Desk
TTD
$26.5B
| $171M | 0.13% |
1,753,551
-144,608
| -8% | -$14.1M |
|
161
CRISPR Therapeutics
CRSP
$4.79B
| $170M | 0.13% |
3,151,514
-117,271
| -4% | -$6.33M |
|
162
Unity
U
$16.7B
| $169M | 0.13% |
10,415,371
-1,494,138
| -13% | -$24.3M |
|
163
General Dynamics
GD
$87.3B
| $169M | 0.13% |
583,550
-32,025
| -5% | -$9.29M |
|
164
FedEx
FDX
$52.9B
| $166M | 0.12% |
554,381
-44,146
| -7% | -$13.2M |
|
165
PayPal
PYPL
$66.2B
| $164M | 0.12% |
2,825,096
+84,609
| +3% | +$4.91M |
|
166
Toast
TOST
$25.5B
| $164M | 0.12% |
6,350,105
-530,690
| -8% | -$13.7M |
|
167
Illinois Tool Works
ITW
$77.1B
| $162M | 0.12% |
684,282
-57,385
| -8% | -$13.6M |
|
|
ANSS
168
DELISTED
Ansys
ANSS
| $161M | 0.12% |
502,317
-15,926
| -3% | -$5.12M |
|
169
Sherwin-Williams
SHW
$91.2B
| $161M | 0.12% |
538,303
-63,674
| -11% | -$19M |
|
170
CSX Corp
CSX
$60B
| $160M | 0.12% |
4,780,434
-365,545
| -7% | -$12.2M |
|
171
Motorola Solutions
MSI
$78.7B
| $159M | 0.12% |
412,754
-34,187
| -8% | -$13.2M |
|
172
Cintas
CTAS
$84.6B
| $159M | 0.12% |
226,971
-8,377
| -4% | -$5.87M |
|
173
Roper Technologies
ROP
$56.6B
| $158M | 0.12% |
280,981
-22,051
| -7% | -$12.4M |
|
174
Freeport-McMoran
FCX
$64.5B
| $158M | 0.12% |
3,256,111
-319,246
| -9% | -$15.5M |
|
175
Airbnb
ABNB
$78.1B
| $158M | 0.12% |
1,042,292
-63,037
| -6% | -$9.56M |
|