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
|
$830M |
| 2 |
UiPath
PATH
|
$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$337M |
| 4 |
Twilio
TWLO
|
$292M |
| 5 |
Tesla
TSLA
|
$234M |
Top Sells
| 1 |
Alibaba
BABA
|
$1.18B |
| 2 |
Apple
AAPL
|
$757M |
| 3 |
Microsoft
MSFT
|
$477M |
| 4 |
Intellia Therapeutics
NTLA
|
$272M |
| 5 |
Amazon
AMZN
|
$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Illinois Tool Works
ITW
$77.6B
| $218M | 0.13% |
974,556
-53,609
| -5% | -$12M |
|
177
Enbridge
ENB
$105B
| $217M | 0.13% |
5,423,163
-387,121
| -7% | -$15.5M |
|
178
Becton Dickinson
BDX
$55.1B
| $217M | 0.13% |
914,089
-140,547
| -13% | -$33.3M |
|
179
Welltower
WELL
$112B
| $216M | 0.13% |
2,601,507
-775,399
| -23% | -$64.4M |
|
180
Sherwin-Williams
SHW
$92.9B
| $216M | 0.13% |
791,161
-15,971
| -2% | -$4.35M |
|
181
Illumina
ILMN
$15.7B
| $215M | 0.13% |
466,964
-24,934
| -5% | -$11.5M |
|
182
Carrier Global
CARR
$55.8B
| $214M | 0.13% |
4,411,555
-203,632
| -4% | -$9.9M |
|
183
Scotiabank
BNS
$78.8B
| $210M | 0.12% |
3,229,183
-216,029
| -6% | -$14M |
|
184
Southern Company
SO
$101B
| $208M | 0.12% |
3,437,188
-200,668
| -6% | -$12.1M |
|
185
Cintas
CTAS
$82.4B
| $206M | 0.12% |
2,161,976
-44,136
| -2% | -$4.21M |
|
186
Waste Management
WM
$88.6B
| $206M | 0.12% |
1,468,378
-80,887
| -5% | -$11.3M |
|
|
TWOU
187
DELISTED
2U, Inc.
TWOU
| $204M | 0.12% |
162,979
-18,964
| -10% | -$23.7M |
|
188
Fiserv
FI
$73.4B
| $203M | 0.12% |
1,898,628
-45,006
| -2% | -$4.81M |
|
189
Norfolk Southern
NSC
$62.3B
| $202M | 0.12% |
762,312
-57,784
| -7% | -$15.3M |
|
190
eBay
EBAY
$42.3B
| $202M | 0.12% |
2,869,971
-447,402
| -13% | -$31.4M |
|
191
Iovance Biotherapeutics
IOVA
$901M
| $201M | 0.12% |
7,737,618
+2,434,885
| +46% | +$63.4M |
|
192
Freeport-McMoran
FCX
$66.5B
| $201M | 0.12% |
5,421,609
+85,037
| +2% | +$3.16M |
|
193
Fastenal
FAST
$55.1B
| $200M | 0.12% |
7,674,850
-231,550
| -3% | -$6.02M |
|
194
Canadian National Railway
CNI
$60.3B
| $199M | 0.12% |
1,887,825
-152,160
| -7% | -$16M |
|
195
Synchrony
SYF
$28.1B
| $198M | 0.12% |
4,083,565
-31,644
| -0.8% | -$1.54M |
|
196
Kimberly-Clark
KMB
$43.1B
| $197M | 0.12% |
1,471,244
-237,293
| -14% | -$31.7M |
|
197
Dollar General
DG
$24.1B
| $197M | 0.12% |
909,146
-53,866
| -6% | -$11.7M |
|
198
Emerson Electric
EMR
$74.6B
| $197M | 0.12% |
2,042,936
-101,958
| -5% | -$9.81M |
|
199
Best Buy
BBY
$16.1B
| $196M | 0.12% |
1,701,851
+8,931
| +0.5% | +$1.03M |
|
200
Uber
UBER
$190B
| $195M | 0.12% |
3,885,708
+521,093
| +15% | +$26.1M |
|