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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Estee Lauder
EL
$33B
| $217M | 0.14% |
744,567
-11,774
| -2% | -$3.42M |
|
177
Scotiabank
BNS
$77.6B
| $215M | 0.13% |
3,445,212
-113,541
| -3% | -$7.1M |
|
178
Enbridge
ENB
$105B
| $212M | 0.13% |
5,810,284
-194,266
| -3% | -$7.07M |
|
179
Marsh & McLennan
MMC
$101B
| $211M | 0.13% |
1,736,244
-67,151
| -4% | -$8.18M |
|
|
TWOU
180
DELISTED
2U, Inc.
TWOU
| $209M | 0.13% |
5,458,277
-814,093
| -13% | -$31.1M |
|
|
XLNX
181
DELISTED
Xilinx Inc
XLNX
| $205M | 0.13% |
1,651,893
-101,323
| -6% | -$12.6M |
|
182
Manulife Financial
MFC
$52.2B
| $203M | 0.13% |
9,450,543
-996,295
| -10% | -$21.4M |
|
183
eBay
EBAY
$41.4B
| $203M | 0.13% |
3,317,373
-237,707
| -7% | -$14.6M |
|
184
ResMed
RMD
$40.2B
| $203M | 0.13% |
1,046,522
-9,100
| -0.9% | -$1.77M |
|
185
Capital One
COF
$145B
| $201M | 0.13% |
1,577,785
-49,853
| -3% | -$6.34M |
|
186
Newmont
NEM
$81.7B
| $200M | 0.13% |
3,324,035
-120,912
| -4% | -$7.29M |
|
187
Waste Management
WM
$91.2B
| $200M | 0.12% |
1,549,265
-57,882
| -4% | -$7.47M |
|
188
Fastenal
FAST
$57B
| $199M | 0.12% |
3,953,200
-23,962
| -0.6% | -$1.2M |
|
189
Pure Storage
PSTG
$25.4B
| $198M | 0.12% |
9,184,446
-3,384,974
| -27% | -$72.9M |
|
190
Dollar General
DG
$23.9B
| $195M | 0.12% |
963,012
-39,808
| -4% | -$8.07M |
|
191
Carrier Global
CARR
$55.5B
| $195M | 0.12% |
4,615,187
+1,260,073
| +38% | +$53.2M |
|
192
Best Buy
BBY
$15.6B
| $194M | 0.12% |
1,692,920
-86,290
| -5% | -$9.91M |
|
193
Emerson Electric
EMR
$74.3B
| $194M | 0.12% |
2,144,894
+49,753
| +2% | +$4.49M |
|
194
Global Payments
GPN
$21.5B
| $192M | 0.12% |
951,076
-29,016
| -3% | -$5.85M |
|
195
Teradyne
TER
$18.8B
| $190M | 0.12% |
1,557,915
+696,575
| +81% | +$84.8M |
|
196
PTC
PTC
$25.6B
| $189M | 0.12% |
1,371,354
-81,855
| -6% | -$11.3M |
|
197
Cintas
CTAS
$84.6B
| $188M | 0.12% |
551,528
+2,486
| +0.5% | +$848K |
|
198
Humana
HUM
$36.5B
| $187M | 0.12% |
447,005
-13,461
| -3% | -$5.64M |
|
199
Illumina
ILMN
$15.8B
| $184M | 0.11% |
478,500
-52,377
| -10% | -$20.1M |
|
200
Uber
UBER
$196B
| $183M | 0.11% |
3,364,615
+62,147
| +2% | +$3.39M |
|