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 |
Roku
ROKU
|
$256M |
| 2 |
Zoom
ZM
|
$236M |
| 3 |
Robinhood
HOOD
|
$185M |
| 4 |
Twilio
TWLO
|
$164M |
| 5 |
Microsoft
MSFT
|
$152M |
Top Sells
| 1 |
Tesla
TSLA
|
$796M |
| 2 |
Meta Platforms (Facebook)
META
|
$472M |
| 3 |
Zillow
Z
|
$361M |
| 4 |
Apple
AAPL
|
$338M |
| 5 |
PayPal
PYPL
|
$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
HP
HPQ
$27.4B
| $213M | 0.13% |
5,642,694
+150,272
| +3% | +$5.66M |
|
177
Air Products & Chemicals
APD
$64.5B
| $211M | 0.13% |
694,572
-176,243
| -20% | -$53.6M |
|
178
Canadian National Railway
CNI
$60.3B
| $210M | 0.13% |
1,713,161
-78,468
| -4% | -$9.64M |
|
179
Brookfield
BN
$99.5B
| $206M | 0.13% |
4,225,779
+236,941
| +6% | +$11.6M |
|
180
Norfolk Southern
NSC
$62.3B
| $205M | 0.12% |
687,199
-38,275
| -5% | -$11.4M |
|
181
Becton Dickinson
BDX
$55.1B
| $203M | 0.12% |
828,197
-40,965
| -5% | -$10.1M |
|
182
Bank of Montreal
BMO
$90.3B
| $202M | 0.12% |
1,879,531
+79,742
| +4% | +$8.59M |
|
183
Colgate-Palmolive
CL
$68.8B
| $199M | 0.12% |
2,329,995
-407,963
| -15% | -$34.8M |
|
184
Carrier Global
CARR
$55.8B
| $198M | 0.12% |
3,646,235
-819,222
| -18% | -$44.4M |
|
185
Snowflake
SNOW
$75.3B
| $197M | 0.12% |
580,560
+21,565
| +4% | +$7.31M |
|
186
Capital One
COF
$142B
| $196M | 0.12% |
1,352,910
-43,995
| -3% | -$6.38M |
|
187
Welltower
WELL
$112B
| $196M | 0.12% |
2,280,089
-354,511
| -13% | -$30.4M |
|
188
Canadian Pacific Kansas City
CP
$70.3B
| $195M | 0.12% |
2,708,564
+1,011,104
| +60% | +$72.7M |
|
189
Enbridge
ENB
$105B
| $192M | 0.12% |
4,924,085
-210,730
| -4% | -$8.23M |
|
190
Freeport-McMoran
FCX
$66.5B
| $192M | 0.12% |
4,601,117
-478,516
| -9% | -$20M |
|
191
FedEx
FDX
$53.7B
| $190M | 0.12% |
733,670
-38,652
| -5% | -$10M |
|
192
KLA
KLAC
$119B
| $188M | 0.11% |
436,758
-15,460
| -3% | -$6.65M |
|
193
Fiserv
FI
$73.4B
| $187M | 0.11% |
1,804,267
-911
| -0.1% | -$94.6K |
|
194
Dominion Energy
D
$49.7B
| $186M | 0.11% |
2,368,707
-78,802
| -3% | -$6.19M |
|
195
Pinduoduo
PDD
$177B
| $184M | 0.11% |
3,158,476
-216,085
| -6% | -$12.6M |
|
196
eBay
EBAY
$42.3B
| $184M | 0.11% |
2,768,219
+33,168
| +1% | +$2.21M |
|
197
TransUnion
TRU
$17.5B
| $184M | 0.11% |
1,550,155
-69,874
| -4% | -$8.29M |
|
|
SPLK
198
DELISTED
Splunk Inc
SPLK
| $183M | 0.11% |
1,578,568
+194,526
| +14% | +$22.5M |
|
199
Twist Bioscience
TWST
$1.55B
| $182M | 0.11% |
2,351,257
+205,147
| +10% | +$15.9M |
|
200
Humana
HUM
$37B
| $181M | 0.11% |
390,379
+7,235
| +2% | +$3.36M |
|