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 |
Walmart
WMT
|
$490M |
| 2 |
Tesla
TSLA
|
$198M |
| 3 |
Amazon
AMZN
|
$188M |
| 4 |
Roku
ROKU
|
$95M |
| 5 |
Unity
U
|
$74.2M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
General Dynamics
GD
$87.3B
| $174M | 0.12% |
615,575
+3,370
| +0.6% | +$952K |
|
177
FedEx
FDX
$54.5B
| $173M | 0.12% |
598,527
-12,295
| -2% | -$3.56M |
|
178
Toast
TOST
$26.3B
| $171M | 0.12% |
6,880,795
+280,418
| +4% | +$6.99M |
|
179
Roper Technologies
ROP
$56.6B
| $170M | 0.12% |
303,032
-2,581
| -0.8% | -$1.45M |
|
|
180
Twilio
TWLO
$16.2B
| $170M | 0.12% |
2,778,028
-3,268,417
| -54% | -$200M |
|
181
PACCAR
PCAR
$52.5B
| $170M | 0.12% |
1,368,875
-107,149
| -7% | -$13.3M |
|
182
Pinduoduo
PDD
$171B
| $169M | 0.12% |
1,455,810
-13,039
| -0.9% | -$1.52M |
|
183
Freeport-McMoran
FCX
$63.7B
| $168M | 0.12% |
3,575,357
+16,040
| +0.5% | +$754K |
|
184
Canadian National Railway
CNI
$60.4B
| $168M | 0.12% |
1,273,709
-35,584
| -3% | -$4.69M |
|
185
Bank of Montreal
BMO
$86.7B
| $167M | 0.11% |
1,709,247
+12,926
| +0.8% | +$1.26M |
|
186
Trade Desk
TTD
$26.7B
| $166M | 0.11% |
1,898,159
+59,161
| +3% | +$5.17M |
|
187
Aon
AON
$79.1B
| $166M | 0.11% |
496,766
-8,841
| -2% | -$2.95M |
|
188
3M
MMM
$82.8B
| $165M | 0.11% |
1,862,618
-75,645
| -4% | -$6.71M |
|
189
US Bancorp
USB
$76B
| $165M | 0.11% |
3,686,118
+30,922
| +0.8% | +$1.38M |
|
190
Moderna
MRNA
$9.37B
| $165M | 0.11% |
1,545,829
+463,960
| +43% | +$49.4M |
|
191
Altria Group
MO
$113B
| $164M | 0.11% |
3,754,522
+54,096
| +1% | +$2.36M |
|
192
Cintas
CTAS
$84.6B
| $162M | 0.11% |
235,348
+210
| +0.1% | +$144K |
|
193
TransDigm Group
TDG
$78.8B
| $162M | 0.11% |
131,149
+1,142
| +0.9% | +$1.41M |
|
194
HCA Healthcare
HCA
$94.5B
| $161M | 0.11% |
482,644
-5,405
| -1% | -$1.8M |
|
195
Ecolab
ECL
$78.6B
| $160M | 0.11% |
694,895
+48,617
| +8% | +$11.2M |
|
196
Cloudflare
NET
$72.7B
| $159M | 0.11% |
1,641,979
-36,951
| -2% | -$3.58M |
|
197
Motorola Solutions
MSI
$78.7B
| $159M | 0.11% |
446,941
-12,030
| -3% | -$4.27M |
|
198
Constellation Energy
CEG
$96.2B
| $157M | 0.11% |
847,911
-3,798
| -0.4% | -$702K |
|
199
General Motors
GM
$55.8B
| $157M | 0.11% |
3,452,694
-112,418
| -3% | -$5.1M |
|
200
Air Products & Chemicals
APD
$65.5B
| $155M | 0.11% |
641,364
+7,902
| +1% | +$1.91M |
|