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 |
Apple
AAPL
|
$331M |
| 2 |
Lam Research
LRCX
|
$204M |
| 3 |
Arista Networks
ANET
|
$203M |
| 4 |
Palo Alto Networks
PANW
|
$145M |
| 5 |
Amazon
AMZN
|
$131M |
Top Sells
| 1 |
Tesla
TSLA
|
$263M |
| 2 |
Palantir
PLTR
|
$231M |
| 3 |
Robinhood
HOOD
|
$203M |
| 4 |
Stryker
SYK
|
$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Pinterest
PINS
$25.1B
| $162M | 0.11% |
5,587,655
-356,834
| -6% | -$10.3M |
|
177
Pinduoduo
PDD
$176B
| $161M | 0.11% |
1,662,347
-18,033
| -1% | -$1.75M |
|
178
UiPath
PATH
$5.8B
| $160M | 0.11% |
12,590,291
-1,579,445
| -11% | -$20.1M |
|
179
Arthur J. Gallagher & Co
AJG
$77.8B
| $159M | 0.11% |
561,330
+71,544
| +15% | +$20.3M |
|
180
Cloudflare
NET
$71.5B
| $159M | 0.11% |
1,475,823
-123,645
| -8% | -$13.3M |
|
181
AvalonBay Communities
AVB
$27.1B
| $159M | 0.11% |
720,707
-175,365
| -20% | -$38.6M |
|
182
Apollo Global Management
APO
$75B
| $158M | 0.11% |
958,745
+6,955
| +0.7% | +$1.15M |
|
183
TransDigm Group
TDG
$71.8B
| $158M | 0.11% |
124,720
+1,480
| +1% | +$1.88M |
|
184
Marriott International Class A Common Stock
MAR
$71.8B
| $156M | 0.11% |
560,387
-6,161
| -1% | -$1.72M |
|
185
CSX Corp
CSX
$59.9B
| $156M | 0.11% |
4,841,675
-17,749
| -0.4% | -$573K |
|
186
General Dynamics
GD
$86.5B
| $156M | 0.11% |
590,898
+2,279
| +0.4% | +$600K |
|
187
FedEx
FDX
$52.9B
| $155M | 0.1% |
551,514
-5,993
| -1% | -$1.69M |
|
188
CVS Health
CVS
$92.7B
| $155M | 0.1% |
3,454,693
-290,712
| -8% | -$13.1M |
|
189
Oneok
OKE
$46.4B
| $155M | 0.1% |
1,544,208
+136,071
| +10% | +$13.7M |
|
190
Capital One
COF
$141B
| $155M | 0.1% |
866,605
-4,442
| -0.5% | -$792K |
|
191
Williams Companies
WMB
$70.2B
| $154M | 0.1% |
2,844,807
-28,666
| -1% | -$1.55M |
|
192
Becton Dickinson
BDX
$54.1B
| $153M | 0.1% |
673,671
+4,879
| +0.7% | +$1.11M |
|
193
Ecolab
ECL
$77.2B
| $151M | 0.1% |
643,006
+1,968
| +0.3% | +$461K |
|
194
VICI Properties
VICI
$35.6B
| $151M | 0.1% |
5,157,312
+165,727
| +3% | +$4.84M |
|
195
Roper Technologies
ROP
$56.2B
| $148M | 0.1% |
285,282
-1,270
| -0.4% | -$660K |
|
196
PTC
PTC
$25.4B
| $148M | 0.1% |
805,663
+22,586
| +3% | +$4.15M |
|
197
Bio-Techne
TECH
$8.3B
| $147M | 0.1% |
2,040,840
+354,478
| +21% | +$25.5M |
|
198
Fortinet
FTNT
$58.8B
| $147M | 0.1% |
1,550,733
+37,009
| +2% | +$3.5M |
|
199
General Motors
GM
$55B
| $145M | 0.1% |
2,717,130
-48,896
| -2% | -$2.6M |
|
200
CRH
CRH
$74.7B
| $145M | 0.1% |
1,562,962
+114,072
| +8% | +$10.6M |
|