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 |
Apple
AAPL
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Cintas
CTAS
$84.6B
| $193M | 0.13% | 578,411 -36,901 | -6% | -$12.3M |
|
177
Truist Financial
TFC
$60.4B
| $191M | 0.13% | 5,031,307 -292,874 | -6% | -$11.1M |
|
178
Biogen
BIIB
$19.4B
| $191M | 0.13% | 674,078 -89,450 | -12% | -$25.4M |
|
179
PNC Financial Services
PNC
$81.7B
| $189M | 0.13% | 1,716,357 -37,027 | -2% | -$4.07M |
|
180
Lam Research
LRCX
$127B
| $185M | 0.12% | 558,574 -49,932 | -8% | -$16.6M |
|
181
Moody's
MCO
$91.4B
| $185M | 0.12% | 638,634 -49,963 | -7% | -$14.5M |
|
182
US Bancorp
USB
$76B
| $182M | 0.12% | 5,085,167 -383,425 | -7% | -$13.7M |
|
183
Protolabs
PRLB
$1.19B
| $182M | 0.12% | 1,404,640 +98,613 | +8% | +$12.8M |
|
184
T Rowe Price
TROW
$23.6B
| $178M | 0.12% | 1,391,527 +203,961 | +17% | +$26.2M |
|
185
SBA Communications
SBAC
$22B
| $178M | 0.12% | 559,763 -159,957 | -22% | -$50.9M |
|
|
DRE
186
DELISTED
Duke Realty Corp.
DRE
| $176M | 0.12% | 4,761,939 -10,062 | -0.2% | -$371K |
|
187
Realty Income
O
$53.7B
| $173M | 0.12% | 2,843,314 -168,251 | -6% | -$10.2M |
|
188
Verisk Analytics
VRSK
$37.5B
| $173M | 0.12% | 931,922 -28,511 | -3% | -$5.28M |
|
189
Scotiabank
BNS
$77.6B
| $172M | 0.12% | 4,135,771 -357,965 | -8% | -$14.9M |
|
190
TransUnion
TRU
$17.2B
| $169M | 0.11% | 2,009,784 +294,959 | +17% | +$24.8M |
|
191
Microchip Technology
MCHP
$35.1B
| $169M | 0.11% | 1,640,591 -50,368 | -3% | -$5.18M |
|
192
Simon Property Group
SPG
$59B
| $168M | 0.11% | 2,603,497 -185,958 | -7% | -$12M |
|
193
Pure Storage
PSTG
$25.4B
| $168M | 0.11% | 10,918,545 +4,616,287 | +73% | +$71M |
|
194
IPG Photonics
IPGP
$3.45B
| $167M | 0.11% | 983,913 -30,401 | -3% | -$5.17M |
|
195
Equity Residential
EQR
$25.3B
| $166M | 0.11% | 3,230,053 -222,365 | -6% | -$11.4M |
|
196
American Electric Power
AEP
$59.4B
| $163M | 0.11% | 1,989,566 -125,565 | -6% | -$10.3M |
|
197
Baxter International
BAX
$12.7B
| $161M | 0.11% | 2,001,545 -187,254 | -9% | -$15.1M |
|
198
Otis Worldwide
OTIS
$33.9B
| $160M | 0.11% | 2,569,509 +196,883 | +8% | +$12.3M |
|
199
Electronic Arts
EA
$43B
| $159M | 0.11% | 1,222,420 -51,188 | -4% | -$6.68M |
|
200
Trimble
TRMB
$19.2B
| $159M | 0.11% | 3,272,923 -133,503 | -4% | -$6.5M |
|