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 |
Invesco QQQ Trust
QQQ
|
$191M |
| 2 |
Palantir
PLTR
|
$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$85M |
| 4 |
Twilio
TWLO
|
$59.4M |
| 5 |
Synopsys
SNPS
|
$49M |
Top Sells
| 1 |
Apple
AAPL
|
$1.17B |
| 2 |
Microsoft
MSFT
|
$867M |
| 3 |
NVIDIA
NVDA
|
$580M |
| 4 |
Amazon
AMZN
|
$414M |
| 5 |
Meta Platforms (Facebook)
META
|
$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Canadian Pacific Kansas City
CP
$70.3B
| $155M | 0.12% |
1,920,630
-624,016
| -25% | -$50.5M |
|
177
General Motors
GM
$55.5B
| $155M | 0.12% |
4,016,661
-546,236
| -12% | -$21.1M |
|
178
Chipotle Mexican Grill
CMG
$55.1B
| $152M | 0.12% |
3,561,200
-283,550
| -7% | -$12.1M |
|
179
Emerson Electric
EMR
$74.6B
| $151M | 0.12% |
1,669,816
-276,588
| -14% | -$25M |
|
180
Edwards Lifesciences
EW
$47.5B
| $151M | 0.12% |
1,598,662
-254,997
| -14% | -$24.1M |
|
181
UBS Group
UBS
$128B
| $150M | 0.12% |
7,405,836
-2,106,970
| -22% | -$42.6M |
|
182
Freeport-McMoran
FCX
$66.5B
| $146M | 0.11% |
3,652,765
-515,696
| -12% | -$20.6M |
|
183
General Mills
GIS
$27B
| $146M | 0.11% |
1,899,008
-270,078
| -12% | -$20.7M |
|
184
Canadian National Railway
CNI
$60.3B
| $145M | 0.11% |
1,199,829
-375,641
| -24% | -$45.6M |
|
185
Marathon Petroleum
MPC
$54.8B
| $145M | 0.11% |
1,246,613
-370,450
| -23% | -$43.2M |
|
186
Ford
F
$46.7B
| $145M | 0.11% |
9,590,572
-1,485,475
| -13% | -$22.5M |
|
187
FedEx
FDX
$53.7B
| $144M | 0.11% |
581,480
-105,072
| -15% | -$26M |
|
188
Moody's
MCO
$89.5B
| $143M | 0.11% |
410,984
-87,428
| -18% | -$30.4M |
|
189
Roper Technologies
ROP
$55.8B
| $143M | 0.11% |
296,847
-28,931
| -9% | -$13.9M |
|
190
Intellia Therapeutics
NTLA
$1.29B
| $138M | 0.11% |
3,394,656
+281,692
| +9% | +$11.5M |
|
191
Motorola Solutions
MSI
$79.8B
| $138M | 0.11% |
470,822
-65,943
| -12% | -$19.3M |
|
192
Airbnb
ABNB
$75.8B
| $137M | 0.11% |
1,066,088
-53,447
| -5% | -$6.85M |
|
193
Essex Property Trust
ESS
$17.3B
| $136M | 0.11% |
581,796
-68,290
| -11% | -$16M |
|
194
Bank of Montreal
BMO
$90.3B
| $136M | 0.11% |
1,505,150
-223,337
| -13% | -$20.2M |
|
195
General Dynamics
GD
$86.8B
| $135M | 0.11% |
626,969
-78,783
| -11% | -$17M |
|
196
DexCom
DXCM
$31.6B
| $134M | 0.1% |
1,039,868
-66,465
| -6% | -$8.54M |
|
197
Norfolk Southern
NSC
$62.3B
| $133M | 0.1% |
584,939
-89,409
| -13% | -$20.3M |
|
198
IPG Photonics
IPGP
$3.56B
| $132M | 0.1% |
974,778
-48,970
| -5% | -$6.65M |
|
199
Canadian Natural Resources
CNQ
$63.2B
| $132M | 0.1% |
4,700,436
-1,003,108
| -18% | -$28.2M |
|
200
Ecolab
ECL
$77.6B
| $132M | 0.1% |
705,178
-81,378
| -10% | -$15.2M |
|