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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Synopsys
SNPS
$112B
| $183M | 0.13% |
939,231
+74,968
| +9% | +$14.6M |
|
177
Scotiabank
BNS
$77.6B
| $182M | 0.13% |
4,493,736
-61,796
| -1% | -$2.51M |
|
|
WBA
178
DELISTED
Walgreens Boots Alliance
WBA
| $182M | 0.13% |
4,303,184
+736,130
| +21% | +$31.2M |
|
179
IQVIA
IQV
$32.4B
| $182M | 0.13% |
1,281,173
-109,067
| -8% | -$15.5M |
|
180
HP
HPQ
$26.7B
| $181M | 0.13% |
10,407,014
+4,296,970
| +70% | +$74.9M |
|
181
DexCom
DXCM
$29.5B
| $181M | 0.13% |
446,155
-111,492
| -20% | -$45.2M |
|
182
Realty Income
O
$53.7B
| $179M | 0.13% |
3,011,565
+141,877
| +5% | +$8.44M |
|
183
Microchip Technology
MCHP
$35.1B
| $178M | 0.13% |
1,690,959
-8,348
| -0.5% | -$879K |
|
184
Charles Schwab
SCHW
$174B
| $174M | 0.12% |
5,151,782
-397,518
| -7% | -$13.4M |
|
185
lululemon athletica
LULU
$24.2B
| $171M | 0.12% |
548,467
-190,599
| -26% | -$59.5M |
|
186
Allstate
ALL
$53.6B
| $170M | 0.12% |
1,751,471
-24,407
| -1% | -$2.37M |
|
|
DRE
187
DELISTED
Duke Realty Corp.
DRE
| $169M | 0.12% |
4,772,001
-362,700
| -7% | -$12.8M |
|
188
Brookfield
BN
$98.3B
| $169M | 0.12% |
5,142,595
+1,696,583
| +49% | +$55.7M |
|
189
American Electric Power
AEP
$59.4B
| $168M | 0.12% |
2,115,131
-40,425
| -2% | -$3.22M |
|
190
Electronic Arts
EA
$43B
| $168M | 0.12% |
1,273,608
+13,835
| +1% | +$1.83M |
|
191
Fastenal
FAST
$57B
| $166M | 0.12% |
3,878,250
+1,526,965
| +65% | +$65.4M |
|
192
DocuSign
DOCU
$15.5B
| $165M | 0.12% |
955,337
+10,893
| +1% | +$1.88M |
|
193
Centene
CNC
$14.3B
| $164M | 0.12% |
2,585,508
+44,053
| +2% | +$2.8M |
|
194
Roper Technologies
ROP
$56.6B
| $164M | 0.12% |
423,101
-4,479
| -1% | -$1.74M |
|
195
Cintas
CTAS
$84.6B
| $164M | 0.12% |
615,312
+156,168
| +34% | +$41.6M |
|
196
Verisk Analytics
VRSK
$37.5B
| $163M | 0.12% |
960,433
-293,632
| -23% | -$50M |
|
197
Agilent Technologies
A
$35.7B
| $163M | 0.12% |
1,843,379
+550,105
| +43% | +$48.6M |
|
198
IPG Photonics
IPGP
$3.45B
| $163M | 0.11% |
1,014,314
-38,002
| -4% | -$6.1M |
|
199
Emerson Electric
EMR
$74.3B
| $162M | 0.11% |
2,611,882
+21,395
| +0.8% | +$1.33M |
|
200
Amphenol
APH
$133B
| $160M | 0.11% |
1,669,477
+105,732
| +7% | +$10.1M |
|