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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Bio-Techne
TECH
|
$63.2M |
| 4 |
Coinbase
COIN
|
$62.8M |
| 5 |
Tesla
TSLA
|
$59M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Robinhood
HOOD
$92.4B
| $168M | 0.13% |
20,593,196
-2,689,470
| -12% | -$21.9M |
|
177
Occidental Petroleum
OXY
$46.9B
| $167M | 0.13% |
2,650,772
+5,482
| +0.2% | +$345K |
|
178
Estee Lauder
EL
$33B
| $167M | 0.13% |
672,398
-7,070
| -1% | -$1.75M |
|
179
Canadian Natural Resources
CNQ
$65.9B
| $166M | 0.13% |
2,990,053
-220,194
| -7% | -$12.2M |
|
180
Norfolk Southern
NSC
$62.8B
| $165M | 0.13% |
670,696
-13,941
| -2% | -$3.44M |
|
181
Bank of Montreal
BMO
$86.7B
| $164M | 0.13% |
1,810,041
-82,656
| -4% | -$7.49M |
|
182
CRISPR Therapeutics
CRSP
$4.71B
| $163M | 0.13% |
4,006,476
-256,260
| -6% | -$10.4M |
|
183
HCA Healthcare
HCA
$94.5B
| $161M | 0.13% |
672,616
-66,751
| -9% | -$16M |
|
184
American Electric Power
AEP
$59.4B
| $160M | 0.13% |
1,684,399
-14,210
| -0.8% | -$1.35M |
|
185
Freeport-McMoran
FCX
$63.7B
| $160M | 0.13% |
4,206,528
-93,876
| -2% | -$3.57M |
|
186
Teradyne
TER
$18.8B
| $159M | 0.13% |
1,824,676
+38,240
| +2% | +$3.34M |
|
187
DraftKings
DKNG
$23.8B
| $159M | 0.13% |
13,991,943
+798,877
| +6% | +$9.1M |
|
188
Phillips 66
PSX
$54B
| $159M | 0.13% |
1,527,222
+153,270
| +11% | +$16M |
|
189
McKesson
MCK
$85.4B
| $158M | 0.12% |
420,106
+392
| +0.1% | +$147K |
|
190
SPDR Gold Trust
GLD
$107B
| $154M | 0.12% |
909,980
+203,030
| +29% | +$34.4M |
|
191
Agilent Technologies
A
$35.7B
| $154M | 0.12% |
1,030,367
-120,230
| -10% | -$18M |
|
192
KLA
KLAC
$115B
| $153M | 0.12% |
405,808
-33,605
| -8% | -$12.7M |
|
193
Centene
CNC
$14.3B
| $150M | 0.12% |
1,827,867
+16,739
| +0.9% | +$1.37M |
|
|
PXD
194
DELISTED
Pioneer Natural Resource Co.
PXD
| $150M | 0.12% |
655,975
-14,123
| -2% | -$3.23M |
|
195
General Motors
GM
$55.8B
| $149M | 0.12% |
4,441,950
+241,630
| +6% | +$8.13M |
|
196
Dominion Energy
D
$51.1B
| $149M | 0.12% |
2,428,565
+24,065
| +1% | +$1.48M |
|
197
Moody's
MCO
$91.4B
| $149M | 0.12% |
534,456
-12,875
| -2% | -$3.59M |
|
198
Blackstone
BX
$134B
| $149M | 0.12% |
2,003,587
-45,187
| -2% | -$3.35M |
|
199
Scotiabank
BNS
$77.6B
| $148M | 0.12% |
3,023,965
-52,164
| -2% | -$2.56M |
|
200
MetLife
MET
$54.1B
| $148M | 0.12% |
2,047,963
-72,126
| -3% | -$5.22M |
|