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
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ANSS
201
DELISTED
Ansys
ANSS
| $159M | 0.11% |
487,038
-34,661
| -7% | -$11.3M |
|
202
Corning
GLW
$57.4B
| $159M | 0.11% |
4,910,762
+147,798
| +3% | +$4.79M |
|
203
Xcel Energy
XEL
$42.8B
| $159M | 0.11% |
2,301,359
-93,206
| -4% | -$6.43M |
|
204
Ventas
VTR
$30.9B
| $158M | 0.11% |
3,770,983
-113,633
| -3% | -$4.77M |
|
205
Emerson Electric
EMR
$74.3B
| $158M | 0.11% |
2,405,962
-205,920
| -8% | -$13.5M |
|
206
L3Harris
LHX
$51.9B
| $157M | 0.11% |
925,390
-227,099
| -20% | -$38.6M |
|
207
Seres Therapeutics
MCRB
$166M
| $157M | 0.11% |
5,531,670
-1,868,575
| -25% | -$52.9M |
|
208
Roper Technologies
ROP
$56.6B
| $157M | 0.11% |
396,187
-26,914
| -6% | -$10.6M |
|
|
WBA
209
DELISTED
Walgreens Boots Alliance
WBA
| $156M | 0.11% |
4,355,116
+51,932
| +1% | +$1.87M |
|
210
PagerDuty
PD
$1.54B
| $156M | 0.11% |
5,751,883
+2,299,197
| +67% | +$62.3M |
|
211
General Motors
GM
$55.8B
| $155M | 0.1% |
5,230,962
-75,154
| -1% | -$2.22M |
|
212
lululemon athletica
LULU
$24.2B
| $155M | 0.1% |
469,648
-78,819
| -14% | -$26M |
|
213
DuPont de Nemours
DD
$32.2B
| $154M | 0.1% |
2,770,748
-222,358
| -7% | -$12.3M |
|
|
SGEN
214
DELISTED
Seagen Inc. Common Stock
SGEN
| $153M | 0.1% |
783,047
+135,077
| +21% | +$26.4M |
|
215
Brookfield
BN
$98.3B
| $151M | 0.1% |
4,572,665
-569,930
| -11% | -$18.9M |
|
216
Dow Inc
DOW
$17.5B
| $148M | 0.1% |
3,146,479
-236,329
| -7% | -$11.1M |
|
217
Cognex
CGNX
$7.38B
| $147M | 0.1% |
2,264,086
-101,268
| -4% | -$6.59M |
|
218
General Mills
GIS
$26.4B
| $147M | 0.1% |
2,382,931
-116,788
| -5% | -$7.2M |
|
219
Cognizant
CTSH
$35.3B
| $147M | 0.1% |
2,116,090
-175,745
| -8% | -$12.2M |
|
220
Zebra Technologies
ZBRA
$16.1B
| $146M | 0.1% |
578,006
+85,168
| +17% | +$21.5M |
|
221
Okta
OKTA
$16.4B
| $146M | 0.1% |
681,437
+165,137
| +32% | +$35.3M |
|
222
Canadian Pacific Kansas City
CP
$69.9B
| $146M | 0.1% |
478,370
-43,942
| -8% | -$13.4M |
|
223
Edison International
EIX
$21.6B
| $145M | 0.1% |
2,860,214
+771,828
| +37% | +$39.2M |
|
224
Kraft Heinz
KHC
$33.1B
| $144M | 0.1% |
4,809,081
+824,376
| +21% | +$24.7M |
|
225
Editas Medicine
EDIT
$231M
| $142M | 0.1% |
5,074,108
+76,279
| +2% | +$2.14M |
|