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 |
Amazon
AMZN
|
$2.8B |
| 2 |
iShares Gold Trust
IAU
|
$997M |
| 3 |
UiPath
PATH
|
$437M |
| 4 |
Shopify
SHOP
|
$355M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
Baidu
BIDU
|
$99.6M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Boston Scientific
BSX
$156B
| $151M | 0.12% |
4,058,842
+184,199
| +5% | +$6.87M |
|
|
ANSS
202
DELISTED
Ansys
ANSS
| $149M | 0.11% |
624,506
+19,490
| +3% | +$4.66M |
|
203
Nutrien
NTR
$28B
| $149M | 0.11% |
1,866,701
+222,951
| +14% | +$17.8M |
|
204
Archer Daniels Midland
ADM
$30.1B
| $148M | 0.11% |
1,902,343
+222,558
| +13% | +$17.3M |
|
205
Moderna
MRNA
$9.37B
| $146M | 0.11% |
1,020,302
-21,951
| -2% | -$3.14M |
|
206
Essex Property Trust
ESS
$17.4B
| $145M | 0.11% |
552,854
+86,601
| +19% | +$22.6M |
|
207
Intellia Therapeutics
NTLA
$1.22B
| $144M | 0.11% |
2,781,136
-91,133
| -3% | -$4.72M |
|
208
KLA
KLAC
$115B
| $142M | 0.11% |
445,707
+16,430
| +4% | +$5.24M |
|
209
MetLife
MET
$54.1B
| $142M | 0.11% |
2,262,724
+104,635
| +5% | +$6.57M |
|
210
CBRE Group
CBRE
$48.2B
| $142M | 0.11% |
1,926,723
+893,602
| +86% | +$65.8M |
|
211
HP
HPQ
$26.7B
| $142M | 0.11% |
4,321,245
-626,336
| -13% | -$20.5M |
|
212
PagerDuty
PD
$1.54B
| $141M | 0.11% |
5,682,214
-274,931
| -5% | -$6.81M |
|
213
Consolidated Edison
ED
$35.4B
| $141M | 0.11% |
1,479,816
+161,446
| +12% | +$15.4M |
|
214
Eversource Energy
ES
$23.8B
| $140M | 0.11% |
1,662,436
+677,374
| +69% | +$57.2M |
|
215
Teradyne
TER
$18.8B
| $140M | 0.11% |
1,565,739
+114,403
| +8% | +$10.2M |
|
216
Paychex
PAYX
$50.2B
| $140M | 0.11% |
1,230,154
+60,808
| +5% | +$6.92M |
|
217
McKesson
MCK
$85.4B
| $139M | 0.11% |
425,283
+9,461
| +2% | +$3.09M |
|
218
Kroger
KR
$44.9B
| $138M | 0.11% |
2,913,229
-144,042
| -5% | -$6.82M |
|
219
Kimberly-Clark
KMB
$42.8B
| $137M | 0.11% |
1,013,642
+38,513
| +4% | +$5.21M |
|
220
Moody's
MCO
$91.4B
| $137M | 0.11% |
503,186
+45,131
| +10% | +$12.3M |
|
221
General Mills
GIS
$26.4B
| $137M | 0.11% |
1,811,981
-173,231
| -9% | -$13.1M |
|
222
AutoZone
AZO
$70.2B
| $136M | 0.1% |
63,303
+1,034
| +2% | +$2.22M |
|
223
Suncor Energy
SU
$50.1B
| $135M | 0.1% |
3,846,700
+76,075
| +2% | +$2.67M |
|
224
West Pharmaceutical
WST
$17.8B
| $135M | 0.1% |
445,656
+9,804
| +2% | +$2.96M |
|
225
HCA Healthcare
HCA
$94.5B
| $134M | 0.1% |
799,427
-100,481
| -11% | -$16.9M |
|