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 |
Extra Space Storage
EXR
|
$90M |
| 2 |
Advanced Micro Devices
AMD
|
$76.6M |
| 3 |
Amphenol
APH
|
$71M |
| 4 |
Kenvue
KVUE
|
$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
$153M |
| 2 |
Johnson & Johnson
JNJ
|
$96.2M |
| 3 |
Coinbase
COIN
|
$94.4M |
| 4 |
Tesla
TSLA
|
$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
176
Extra Space Storage
EXR
$31.3B
| $149M | 0.12% |
1,226,185
+740,413
| +152% | +$90M |
|
177
VICI Properties
VICI
$35.8B
| $146M | 0.12% |
5,026,438
-349,708
| -7% | -$10.2M |
|
178
Canadian National Railway
CNI
$60.3B
| $145M | 0.12% |
1,337,554
+137,725
| +11% | +$15M |
|
179
Airbnb
ABNB
$75.8B
| $145M | 0.12% |
1,055,416
-10,672
| -1% | -$1.46M |
|
180
Colgate-Palmolive
CL
$68.8B
| $145M | 0.12% |
2,033,890
-47,994
| -2% | -$3.41M |
|
181
Bank of Montreal
BMO
$90.3B
| $143M | 0.12% |
1,694,338
+189,188
| +13% | +$16M |
|
182
Teladoc Health
TDOC
$1.38B
| $143M | 0.12% |
7,687,646
-181,228
| -2% | -$3.37M |
|
183
Roper Technologies
ROP
$55.8B
| $142M | 0.12% |
293,869
-2,978
| -1% | -$1.44M |
|
184
Pinduoduo
PDD
$177B
| $142M | 0.12% |
1,446,606
+99,379
| +7% | +$9.75M |
|
185
Corteva
CTVA
$49.1B
| $140M | 0.11% |
2,729,530
-51,589
| -2% | -$2.64M |
|
186
CrowdStrike
CRWD
$105B
| $140M | 0.11% |
833,955
-14,225
| -2% | -$2.38M |
|
187
General Dynamics
GD
$86.8B
| $137M | 0.11% |
619,460
-7,509
| -1% | -$1.66M |
|
188
Target
TGT
$42.3B
| $136M | 0.11% |
1,234,235
-16,582
| -1% | -$1.83M |
|
189
Invitation Homes
INVH
$18.5B
| $135M | 0.11% |
4,256,387
-271,515
| -6% | -$8.6M |
|
190
Freeport-McMoran
FCX
$66.5B
| $134M | 0.11% |
3,601,292
-51,473
| -1% | -$1.92M |
|
191
iShares Core S&P 500 ETF
IVV
$664B
| $134M | 0.11% |
311,448
+73,013
| +31% | +$31.4M |
|
|
PXD
192
DELISTED
Pioneer Natural Resource Co.
PXD
| $133M | 0.11% |
578,288
-10,658
| -2% | -$2.45M |
|
193
Chipotle Mexican Grill
CMG
$55.1B
| $132M | 0.11% |
3,596,600
+35,400
| +1% | +$1.3M |
|
194
Valero Energy
VLO
$48.7B
| $132M | 0.11% |
928,602
-31,062
| -3% | -$4.4M |
|
195
Moody's
MCO
$89.5B
| $127M | 0.1% |
402,803
-8,181
| -2% | -$2.59M |
|
196
PNC Financial Services
PNC
$80.5B
| $127M | 0.1% |
1,033,661
+52,730
| +5% | +$6.47M |
|
197
PACCAR
PCAR
$52B
| $127M | 0.1% |
1,488,492
+8,422
| +0.6% | +$716K |
|
198
General Motors
GM
$55.5B
| $126M | 0.1% |
3,828,228
-188,433
| -5% | -$6.21M |
|
199
Marriott International Class A Common Stock
MAR
$71.9B
| $126M | 0.1% |
641,212
-12,685
| -2% | -$2.49M |
|
200
Suncor Energy
SU
$48.5B
| $126M | 0.1% |
3,652,303
+369,366
| +11% | +$12.7M |
|