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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
American International
AIG
$45.1B
| $182M | 0.11% |
3,936,239
+598,167
| +18% | +$27.6M |
|
202
Ecolab
ECL
$78.6B
| $179M | 0.11% |
834,735
-24,886
| -3% | -$5.33M |
|
203
Editas Medicine
EDIT
$231M
| $177M | 0.11% |
4,222,802
-165,341
| -4% | -$6.94M |
|
204
Boston Scientific
BSX
$156B
| $177M | 0.11% |
4,574,844
-156,201
| -3% | -$6.04M |
|
205
Freeport-McMoran
FCX
$63.7B
| $176M | 0.11% |
5,336,572
-237,293
| -4% | -$7.81M |
|
206
Veracyte
VCYT
$2.39B
| $175M | 0.11% |
3,259,522
-12,516
| -0.4% | -$673K |
|
207
Pacific Biosciences
PACB
$393M
| $173M | 0.11% |
5,203,313
+725,219
| +16% | +$24.2M |
|
208
Dow Inc
DOW
$17.5B
| $173M | 0.11% |
2,706,790
-44,942
| -2% | -$2.87M |
|
209
Bank of Montreal
BMO
$86.7B
| $173M | 0.11% |
1,940,122
+26,825
| +1% | +$2.39M |
|
|
WBA
210
DELISTED
Walgreens Boots Alliance
WBA
| $173M | 0.11% |
3,146,442
+375,729
| +14% | +$20.6M |
|
211
Ford
F
$46.8B
| $172M | 0.11% |
14,013,719
-559,277
| -4% | -$6.85M |
|
212
Kraft Heinz
KHC
$33.1B
| $171M | 0.11% |
4,267,944
-260,872
| -6% | -$10.4M |
|
213
Northrop Grumman
NOC
$84.5B
| $171M | 0.11% |
527,131
-15,835
| -3% | -$5.12M |
|
214
SBA Communications
SBAC
$22B
| $171M | 0.11% |
614,610
+44,040
| +8% | +$12.2M |
|
215
lululemon athletica
LULU
$24.2B
| $169M | 0.11% |
551,052
+13,403
| +2% | +$4.11M |
|
216
Labcorp
LH
$23.1B
| $169M | 0.11% |
661,344
-50,608
| -7% | -$12.9M |
|
217
Iovance Biotherapeutics
IOVA
$807M
| $168M | 0.1% |
5,302,733
+878,823
| +20% | +$27.8M |
|
218
Travelers Companies
TRV
$61.1B
| $167M | 0.1% |
1,113,076
-23,798
| -2% | -$3.58M |
|
219
Synchrony
SYF
$28.4B
| $167M | 0.1% |
4,115,209
-13,493
| -0.3% | -$549K |
|
220
KLA
KLAC
$115B
| $167M | 0.1% |
506,295
-13,293
| -3% | -$4.39M |
|
221
DexCom
DXCM
$29.5B
| $166M | 0.1% |
462,554
+22,058
| +5% | +$7.93M |
|
222
L3Harris
LHX
$51.9B
| $164M | 0.1% |
809,108
-9,602
| -1% | -$1.95M |
|
223
SPDR Gold Trust
GLD
$107B
| $162M | 0.1% |
1,013,449
-9,408
| -0.9% | -$1.5M |
|
224
Equity Lifestyle Properties
ELS
$11.7B
| $162M | 0.1% |
2,545,713
+111,857
| +5% | +$7.12M |
|
225
Moody's
MCO
$91.4B
| $161M | 0.1% |
540,512
-18,230
| -3% | -$5.44M |
|