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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
DuPont de Nemours
DD
$32.2B
| $159M | 0.11% | 2,993,106 -45,257 | -1% | -$2.4M |
|
|
WORK
202
DELISTED
Slack Technologies, Inc.
WORK
| $158M | 0.11% | 5,083,969 +4,939,656 | +3,423% | +$154M |
|
203
Travelers Companies
TRV
$61.1B
| $158M | 0.11% | 1,381,781 -3,022 | -0.2% | -$345K |
|
204
Sempra
SRE
$53.9B
| $157M | 0.11% | 1,338,666 -23,473 | -2% | -$2.75M |
|
205
FedEx
FDX
$54.5B
| $154M | 0.11% | 1,098,634 +65,594 | +6% | +$9.2M |
|
206
General Mills
GIS
$26.4B
| $153M | 0.11% | 2,499,719 -204,654 | -8% | -$12.5M |
|
207
Snap
SNAP
$12.1B
| $153M | 0.11% | 6,495,501 +647,575 | +11% | +$15.2M |
|
|
ANSS
208
DELISTED
Ansys
ANSS
| $152M | 0.11% | 521,699 -14,756 | -3% | -$4.3M |
|
209
TC Energy
TRP
$54.1B
| $152M | 0.11% | 3,559,064 -44,178 | -1% | -$1.88M |
|
210
Xcel Energy
XEL
$42.8B
| $150M | 0.11% | 2,394,565 -26,334 | -1% | -$1.65M |
|
211
General Dynamics
GD
$87.3B
| $150M | 0.11% | 1,008,606 -9,760 | -1% | -$1.45M |
|
212
TransUnion
TRU
$17.2B
| $149M | 0.11% | 1,714,825 -194,064 | -10% | -$16.9M |
|
213
Essex Property Trust
ESS
$17.4B
| $149M | 0.1% | 648,233 +68,302 | +12% | +$15.7M |
|
214
Editas Medicine
EDIT
$231M
| $148M | 0.1% | 4,997,829 -109,848 | -2% | -$3.25M |
|
215
Trimble
TRMB
$19.2B
| $147M | 0.1% | 3,406,426 -193,686 | -5% | -$8.37M |
|
216
Protolabs
PRLB
$1.19B
| $147M | 0.1% | 1,306,027 +74,525 | +6% | +$8.38M |
|
217
T Rowe Price
TROW
$23.6B
| $147M | 0.1% | 1,187,566 -156,740 | -12% | -$19.4M |
|
218
Best Buy
BBY
$15.6B
| $147M | 0.1% | 1,679,361 +204,579 | +14% | +$17.9M |
|
219
Exelon
EXC
$44.1B
| $144M | 0.1% | 3,968,315 -26,094 | -0.7% | -$947K |
|
220
Phillips 66
PSX
$54B
| $144M | 0.1% | 1,996,971 -572,735 | -22% | -$41.2M |
|
221
Ventas
VTR
$30.9B
| $142M | 0.1% | 3,884,616 -467,052 | -11% | -$17.1M |
|
222
Cognex
CGNX
$7.38B
| $141M | 0.1% | 2,365,354 -205,251 | -8% | -$12.3M |
|
223
Bank of New York Mellon
BK
$74.5B
| $139M | 0.1% | 3,594,611 -125,428 | -3% | -$4.85M |
|
224
Sea Limited
SE
$110B
| $138M | 0.1% | 1,290,541 +457,263 | +55% | +$49M |
|
225
Dow Inc
DOW
$17.5B
| $138M | 0.1% | 3,382,808 -24,383 | -0.7% | -$994K |
|