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 |
Amazon
AMZN
|
$2.8B |
| 2 |
iShares Gold Trust
IAU
|
$997M |
| 3 |
UiPath
PATH
|
$437M |
| 4 |
Shopify
SHOP
|
$355M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
Baidu
BIDU
|
$99.6M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Marathon Petroleum
MPC
$54.6B
| $168M | 0.13% |
2,041,837
+288,335
| +16% | +$23.7M |
|
177
Corteva
CTVA
$50.4B
| $167M | 0.13% |
3,088,000
+99,267
| +3% | +$5.37M |
|
178
Illinois Tool Works
ITW
$77.1B
| $167M | 0.13% |
914,997
+36,210
| +4% | +$6.6M |
|
179
Charter Communications
CHTR
$36.3B
| $166M | 0.13% |
354,470
+3,277
| +0.9% | +$1.54M |
|
180
UBS Group
UBS
$128B
| $166M | 0.13% |
10,286,036
+869,126
| +9% | +$14M |
|
181
Microchip Technology
MCHP
$35.1B
| $165M | 0.13% |
2,846,221
+89,875
| +3% | +$5.22M |
|
182
Canadian Pacific Kansas City
CP
$69.9B
| $164M | 0.13% |
2,354,141
+80,698
| +4% | +$5.64M |
|
183
Fiserv
FI
$75.1B
| $164M | 0.13% |
1,848,005
+140,651
| +8% | +$12.5M |
|
184
Capital One
COF
$145B
| $164M | 0.13% |
1,572,704
+271,476
| +21% | +$28.3M |
|
185
Fidelity National Information Services
FIS
$36.5B
| $163M | 0.13% |
1,773,578
-78,685
| -4% | -$7.21M |
|
186
L3Harris
LHX
$51.9B
| $162M | 0.12% |
671,908
-8,703
| -1% | -$2.1M |
|
187
American Electric Power
AEP
$59.4B
| $161M | 0.12% |
1,682,854
+79,895
| +5% | +$7.67M |
|
|
PXD
188
DELISTED
Pioneer Natural Resource Co.
PXD
| $161M | 0.12% |
721,728
+29,820
| +4% | +$6.65M |
|
189
Sherwin-Williams
SHW
$91.2B
| $160M | 0.12% |
716,335
+13,445
| +2% | +$3.01M |
|
190
Brookfield
BN
$98.3B
| $160M | 0.12% |
3,586,460
+51,356
| +1% | +$2.28M |
|
191
Roblox
RBLX
$86.4B
| $159M | 0.12% |
4,824,717
+1,759,384
| +57% | +$57.8M |
|
192
General Dynamics
GD
$87.3B
| $158M | 0.12% |
713,636
+18,306
| +3% | +$4.05M |
|
193
Norfolk Southern
NSC
$62.8B
| $158M | 0.12% |
693,199
+17,085
| +3% | +$3.88M |
|
194
DraftKings
DKNG
$23.8B
| $156M | 0.12% |
13,350,204
-791,824
| -6% | -$9.24M |
|
195
Sempra
SRE
$53.9B
| $156M | 0.12% |
1,036,018
+152,515
| +17% | +$22.9M |
|
196
Occidental Petroleum
OXY
$46.9B
| $155M | 0.12% |
2,640,133
+107,992
| +4% | +$6.36M |
|
197
Palo Alto Networks
PANW
$127B
| $155M | 0.12% |
314,442
+2,090
| +0.7% | +$1.03M |
|
198
Centene
CNC
$14.3B
| $154M | 0.12% |
1,815,314
-152,952
| -8% | -$12.9M |
|
199
Agilent Technologies
A
$35.7B
| $153M | 0.12% |
1,289,081
+359,441
| +39% | +$42.7M |
|
200
TE Connectivity
TEL
$61B
| $152M | 0.12% |
1,341,882
+48,115
| +4% | +$5.44M |
|