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 |
UiPath
PATH
|
$425M |
| 2 |
Coinbase
COIN
|
$339M |
| 3 |
Palantir
PLTR
|
$252M |
| 4 |
Teladoc Health
TDOC
|
$215M |
| 5 |
Robinhood
HOOD
|
$193M |
Top Sells
| 1 |
Apple
AAPL
|
$425M |
| 2 |
Microsoft
MSFT
|
$311M |
| 3 |
JD.com
JD
|
$309M |
| 4 |
Sea Limited
SE
|
$262M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$260M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Communication Services | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
lululemon athletica
LULU
$19.9B
| $179M | 0.11% |
442,862
-22,445
| -5% | -$9.08M |
|
202
Dominion Energy
D
$49.7B
| $179M | 0.11% |
2,447,509
-117,751
| -5% | -$8.6M |
|
203
Boston Scientific
BSX
$159B
| $177M | 0.11% |
4,068,433
-235,119
| -5% | -$10.2M |
|
204
Ventas
VTR
$30.9B
| $175M | 0.11% |
3,177,170
+508,389
| +19% | +$28.1M |
|
205
Editas Medicine
EDIT
$248M
| $175M | 0.11% |
4,262,572
-613,847
| -13% | -$25.2M |
|
206
Illumina
ILMN
$15.7B
| $175M | 0.11% |
443,358
-23,606
| -5% | -$9.31M |
|
207
Norfolk Southern
NSC
$62.3B
| $174M | 0.11% |
725,474
-36,838
| -5% | -$8.81M |
|
208
Kimberly-Clark
KMB
$43.1B
| $173M | 0.11% |
1,306,861
-164,383
| -11% | -$21.8M |
|
209
Brookfield
BN
$99.5B
| $173M | 0.11% |
3,988,838
-244,863
| -6% | -$10.6M |
|
210
Teradyne
TER
$19.1B
| $172M | 0.11% |
1,576,816
-809,765
| -34% | -$88.4M |
|
211
Ford
F
$46.7B
| $171M | 0.11% |
12,110,780
-711,240
| -6% | -$10.1M |
|
212
FedEx
FDX
$53.7B
| $169M | 0.11% |
772,322
-59,562
| -7% | -$13.1M |
|
213
Snowflake
SNOW
$75.3B
| $169M | 0.11% |
558,995
+473,276
| +552% | +$143M |
|
|
SIVB
214
DELISTED
SVB Financial Group
SIVB
| $167M | 0.1% |
258,420
+3,415
| +1% | +$2.21M |
|
|
TWOU
215
DELISTED
2U, Inc.
TWOU
| $167M | 0.1% |
165,836
+2,857
| +2% | +$2.88M |
|
216
Uber
UBER
$190B
| $167M | 0.1% |
3,721,345
-164,363
| -4% | -$7.36M |
|
217
Freeport-McMoran
FCX
$66.5B
| $165M | 0.1% |
5,079,633
-341,976
| -6% | -$11.1M |
|
218
Travelers Companies
TRV
$62B
| $165M | 0.1% |
1,086,697
+18,354
| +2% | +$2.79M |
|
219
Align Technology
ALGN
$10.1B
| $164M | 0.1% |
246,764
-13,394
| -5% | -$8.91M |
|
220
L3Harris
LHX
$51B
| $163M | 0.1% |
738,617
+3,423
| +0.5% | +$754K |
|
221
Marvell Technology
MRVL
$54.6B
| $160M | 0.1% |
2,660,464
-24,269
| -0.9% | -$1.46M |
|
222
Corteva
CTVA
$49.1B
| $160M | 0.1% |
3,808,608
+1,106,420
| +41% | +$46.6M |
|
223
Northrop Grumman
NOC
$83.2B
| $160M | 0.1% |
443,687
-36,626
| -8% | -$13.2M |
|
224
Otis Worldwide
OTIS
$34.1B
| $158M | 0.1% |
1,923,927
+76,701
| +4% | +$6.31M |
|
225
Iovance Biotherapeutics
IOVA
$901M
| $157M | 0.1% |
6,380,803
-1,356,815
| -18% | -$33.5M |
|