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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$312M |
| 2 |
Oracle
ORCL
|
+$124M |
| 3 |
Amazon
AMZN
|
+$122M |
| 4 |
Visa
V
|
+$110M |
| 5 |
TE Connectivity
TEL
|
+$108M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$210M |
| 2 |
Palantir
PLTR
|
+$178M |
| 3 |
Robinhood
HOOD
|
+$176M |
| 4 |
Stryker
SYK
|
+$139M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$128M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.66% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.11% |
| 4 | Healthcare | 10.49% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Pinterest
PINS
$12.4B
| $162M | 0.11% |
5,587,655
-356,834
| -6% | -$11.2M |
|
177
Pinduoduo
PDD
$118B
| $161M | 0.11% |
1,662,347
-18,033
| -1% | -$2.1M |
|
178
UiPath
PATH
$5.62B
| $160M | 0.11% |
12,590,291
-1,579,445
| -11% | -$20.9M |
|
179
Arthur J. Gallagher & Co
AJG
$63.7B
| $159M | 0.11% |
561,330
+71,544
| +15% | +$20.8M |
|
180
Cloudflare
NET
$93B
| $159M | 0.11% |
1,475,823
-123,645
| -8% | -$12.1M |
|
181
AvalonBay Communities
AVB
$27.1B
| $159M | 0.11% |
720,707
-175,365
| -20% | -$39.6M |
|
182
Apollo Global Management
APO
$70.7B
| $158M | 0.11% |
958,745
+6,955
| +0.7% | +$1.1M |
|
183
TransDigm Group
TDG
$69.2B
| $158M | 0.11% |
124,720
+1,480
| +1% | +$1.95M |
|
184
Marriott International
MAR
$98.7B
| $156M | 0.11% |
560,387
-6,161
| -1% | -$1.69M |
|
185
CSX Corp
CSX
$98.6B
| $156M | 0.11% |
4,841,675
-17,749
| -0.4% | -$609K |
|
186
General Dynamics
GD
$105B
| $156M | 0.11% |
590,898
+2,279
| +0.4% | +$656K |
|
187
FedEx
FDX
$74.5B
| $155M | 0.1% |
551,514
-5,993
| -1% | -$1.67M |
|
188
CVS Health
CVS
$137B
| $155M | 0.1% |
3,454,693
-290,712
| -8% | -$16.3M |
|
189
Oneok
OKE
$58.7B
| $155M | 0.1% |
1,544,208
+136,071
| +10% | +$13.9M |
|
190
Capital One
COF
$124B
| $155M | 0.1% |
866,605
-4,442
| -0.5% | -$769K |
|
191
Williams Companies
WMB
$90.5B
| $154M | 0.1% |
2,844,807
-28,666
| -1% | -$1.54M |
|
192
Becton Dickinson
BDX
$43.1B
| $153M | 0.1% |
673,671
+4,879
| +0.7% | +$1.13M |
|
193
Ecolab
ECL
$75.6B
| $151M | 0.1% |
643,006
+1,968
| +0.3% | +$489K |
|
194
VICI Properties
VICI
$29.4B
| $151M | 0.1% |
5,157,312
+165,727
| +3% | +$5.24M |
|
195
Roper Technologies
ROP
$36.3B
| $148M | 0.1% |
285,282
-1,270
| -0.4% | -$697K |
|
196
PTC
PTC
$13.7B
| $148M | 0.1% |
805,663
+22,586
| +3% | +$4.28M |
|
197
Bio-Techne
TECH
$11.2B
| $147M | 0.1% |
2,040,840
+354,478
| +21% | +$26M |
|
198
Fortinet
FTNT
$112B
| $147M | 0.1% |
1,550,733
+37,009
| +2% | +$3.29M |
|
199
General Motors
GM
$74.7B
| $145M | 0.1% |
2,717,130
-48,896
| -2% | -$2.56M |
|
200
CRH
CRH
$66.7B
| $145M | 0.1% |
1,562,962
+114,072
| +8% | +$11M |
|
Similar funds
Sumitomo Mitsui Trust Group's Q4 2024 Portfolio in Review
As of Q4 2024, Sumitomo Mitsui Trust Group held 1,078 positions worth $148B, up 2.7% from $144B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Sumitomo Mitsui Trust Group's Q4 2024 filing shows 26 new, 463 increased, 512 reduced and 37 closed positions. Its largest new stake was Curbline Properties: 788,956 shares worth $18.3M. The largest sale was Tesla, an estimated $210M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Financials and Consumer Discretionary.
- Sumitomo Mitsui Trust Group's largest Q4 2024 buy was Curbline Properties: 788,956 shares worth $18.3M.
- Sumitomo Mitsui Trust Group added most to Apple in Q4 2024, an estimated $312M increase.
- Sumitomo Mitsui Trust Group's biggest Q4 2024 reduction was Tesla, cutting an estimated $210M.
- Sumitomo Mitsui Trust Group fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $33.1M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 31% of its $148B portfolio in Q4 2024.
- Sumitomo Mitsui Trust Group opened 26 new positions and closed 37 in Q4 2024.
- Sumitomo Mitsui Trust Group's portfolio value rose 2.7% quarter-over-quarter to $148B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2024, filed 28 Jan 2025.