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 | +$122M | |
| 2 | +$118M | |
| 3 | +$116M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$98.8M |
| 5 |
Amazon
AMZN
|
+$74.5M |
Top Sells
| 1 | +$202M | |
| 2 | +$182M | |
| 3 | +$145M | |
| 4 |
Coca-Cola
KO
|
+$130M |
| 5 |
TransUnion
TRU
|
+$65.2M |
Sector Composition
| 1 | Technology | 30.03% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
DoorDash
DASH
$116B
| $166M | 0.12% |
910,529
+110,834
|
|
||
177
Air Products & Chemicals
APD
$57.3B
| $166M | 0.12% |
563,096
+1,655
|
|
||
178
Fortinet
FTNT
$64B
| $164M | 0.12% |
1,705,200
+154,467
|
|
||
179
Ecolab
ECL
$77.6B
| $163M | 0.12% |
644,231
+1,225
|
|
||
|
ANSS
180
DELISTED
Ansys
ANSS
| $163M | 0.12% |
514,004
-11,561
|
|
||
181
VICI Properties
VICI
$33.4B
| $162M | 0.11% |
4,971,725
-185,587
|
|
||
182
KKR & Co
KKR
$111B
| $161M | 0.11% |
1,395,198
+5,307
|
|
||
183
General Dynamics
GD
$89.3B
| $161M | 0.11% |
591,630
+732
|
|
||
184
Chipotle Mexican Grill
CMG
$56B
| $159M | 0.11% |
3,171,033
-1,350
|
|
||
185
Cloudflare
NET
$75.8B
| $159M | 0.11% |
1,407,931
-67,892
|
|
||
186
AutoZone
AZO
$67.1B
| $156M | 0.11% |
40,825
-561
|
|
||
187
Becton Dickinson
BDX
$53.5B
| $155M | 0.11% |
674,949
+1,278
|
|
||
188
Oneok
OKE
$43.4B
| $154M | 0.11% |
1,551,655
+7,447
|
|
||
189
CRH
CRH
$79.5B
| $154M | 0.11% |
1,748,643
+185,681
|
|
||
190
AvalonBay Communities
AVB
$26.2B
| $153M | 0.11% |
712,473
-8,234
|
|
||
191
Strategy Inc
MSTR
$85.2B
| $152M | 0.11% |
528,850
+113,752
|
|
||
192
Constellation Energy
CEG
$126B
| $152M | 0.11% |
753,343
+8,562
|
|
||
193
Aflac
AFL
$58.7B
| $152M | 0.11% |
1,365,168
+6,372
|
|
||
194
US Bancorp
USB
$72.3B
| $152M | 0.11% |
3,591,115
+97,444
|
|
||
195
Bank of New York Mellon
BK
$76.8B
| $150M | 0.11% |
1,792,193
+64,592
|
|
||
196
HCA Healthcare
HCA
$98.3B
| $148M | 0.1% |
428,720
-4,092
|
|
||
197
Applovin
APP
$204B
| $148M | 0.1% |
557,269
+12,968
|
|
||
198
American Electric Power
AEP
$63.4B
| $147M | 0.1% |
1,345,982
+23,778
|
|
||
199
Allstate
ALL
$52.8B
| $147M | 0.1% |
709,807
-48
|
|
||
200
Equity Residential
EQR
$23.7B
| $146M | 0.1% |
2,045,411
+34,043
|
|