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 |
Coinbase
COIN
|
$830M |
| 2 |
UiPath
PATH
|
$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$337M |
| 4 |
Twilio
TWLO
|
$292M |
| 5 |
Tesla
TSLA
|
$234M |
Top Sells
| 1 |
Alibaba
BABA
|
$1.18B |
| 2 |
Apple
AAPL
|
$757M |
| 3 |
Microsoft
MSFT
|
$477M |
| 4 |
Intellia Therapeutics
NTLA
|
$272M |
| 5 |
Amazon
AMZN
|
$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
HP
HPQ
$27.4B
| $194M | 0.11% |
6,427,906
-671,229
| -9% | -$20.3M |
|
202
Bank of Montreal
BMO
$90.3B
| $194M | 0.11% |
1,891,238
-48,884
| -3% | -$5.01M |
|
203
Okta
OKTA
$16.1B
| $192M | 0.11% |
784,560
+401,363
| +105% | +$98.2M |
|
204
Etsy
ETSY
$5.36B
| $192M | 0.11% |
931,579
+227,710
| +32% | +$46.9M |
|
205
Protolabs
PRLB
$1.19B
| $192M | 0.11% |
2,086,497
+128,585
| +7% | +$11.8M |
|
206
DexCom
DXCM
$31.6B
| $191M | 0.11% |
1,790,252
-59,964
| -3% | -$6.4M |
|
207
Ford
F
$46.7B
| $191M | 0.11% |
12,822,020
-1,191,699
| -9% | -$17.7M |
|
208
Dominion Energy
D
$49.7B
| $189M | 0.11% |
2,565,260
-417,336
| -14% | -$30.7M |
|
209
TransUnion
TRU
$17.5B
| $186M | 0.11% |
1,691,453
-33,816
| -2% | -$3.71M |
|
210
West Pharmaceutical
WST
$18B
| $186M | 0.11% |
516,771
-8,599
| -2% | -$3.09M |
|
211
Moody's
MCO
$89.5B
| $186M | 0.11% |
512,021
-28,491
| -5% | -$10.3M |
|
212
Boston Scientific
BSX
$159B
| $184M | 0.11% |
4,303,552
-271,292
| -6% | -$11.6M |
|
213
HCA Healthcare
HCA
$98.5B
| $183M | 0.11% |
883,448
+26,499
| +3% | +$5.48M |
|
214
Newmont
NEM
$83.7B
| $183M | 0.11% |
2,880,329
-443,706
| -13% | -$28.1M |
|
215
Humana
HUM
$37B
| $179M | 0.11% |
403,507
-43,498
| -10% | -$19.3M |
|
216
Iridium Communications
IRDM
$2.67B
| $178M | 0.11% |
4,457,962
+1,791,324
| +67% | +$71.6M |
|
217
Northrop Grumman
NOC
$83.2B
| $175M | 0.1% |
480,313
-46,818
| -9% | -$17M |
|
218
Brookfield
BN
$99.5B
| $174M | 0.1% |
4,233,701
-267,590
| -6% | -$11M |
|
219
SBA Communications
SBAC
$21.2B
| $174M | 0.1% |
546,068
-68,542
| -11% | -$21.8M |
|
220
American International
AIG
$43.9B
| $173M | 0.1% |
3,640,391
-295,848
| -8% | -$14.1M |
|
221
Equity Lifestyle Properties
ELS
$12B
| $173M | 0.1% |
2,330,040
-215,673
| -8% | -$16M |
|
222
NIO
NIO
$13.4B
| $172M | 0.1% |
3,235,888
-73,567
| -2% | -$3.91M |
|
223
Biogen
BIIB
$20.6B
| $171M | 0.1% |
494,725
-37,667
| -7% | -$13M |
|
224
lululemon athletica
LULU
$19.9B
| $170M | 0.1% |
465,307
-85,745
| -16% | -$31.3M |
|
225
Kraft Heinz
KHC
$32.3B
| $169M | 0.1% |
4,143,729
-124,215
| -3% | -$5.07M |
|