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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Agilent Technologies
A
$35.7B
| $140M | 0.11% |
1,150,597
-138,484
| -11% | -$16.8M |
|
202
L3Harris
LHX
$51.9B
| $138M | 0.11% |
665,091
-6,817
| -1% | -$1.42M |
|
203
Paychex
PAYX
$50.2B
| $136M | 0.11% |
1,215,591
-14,563
| -1% | -$1.63M |
|
204
Kroger
KR
$44.9B
| $136M | 0.11% |
3,116,111
+202,882
| +7% | +$8.88M |
|
205
HCA Healthcare
HCA
$94.5B
| $136M | 0.11% |
739,367
-60,060
| -8% | -$11M |
|
206
General Motors
GM
$55.8B
| $135M | 0.11% |
4,200,320
-5,063
| -0.1% | -$162K |
|
207
Teradyne
TER
$18.8B
| $134M | 0.11% |
1,786,436
+220,697
| +14% | +$16.6M |
|
208
Fidelity National Information Services
FIS
$36.5B
| $134M | 0.11% |
1,772,039
-1,539
| -0.1% | -$116K |
|
209
Capital One
COF
$145B
| $134M | 0.11% |
1,451,579
-121,125
| -8% | -$11.2M |
|
|
ANSS
210
DELISTED
Ansys
ANSS
| $134M | 0.11% |
602,673
-21,833
| -3% | -$4.84M |
|
211
Newmont
NEM
$81.7B
| $133M | 0.11% |
3,171,768
+63,008
| +2% | +$2.65M |
|
212
Moody's
MCO
$91.4B
| $133M | 0.11% |
547,331
+44,145
| +9% | +$10.7M |
|
213
KLA
KLAC
$115B
| $133M | 0.11% |
439,413
-6,294
| -1% | -$1.9M |
|
214
Ford
F
$46.8B
| $132M | 0.11% |
11,822,458
-184,768
| -2% | -$2.07M |
|
215
AutoZone
AZO
$70.2B
| $132M | 0.11% |
61,754
-1,549
| -2% | -$3.32M |
|
216
PagerDuty
PD
$1.54B
| $130M | 0.11% |
5,636,356
-45,858
| -0.8% | -$1.06M |
|
217
Eversource Energy
ES
$23.8B
| $130M | 0.11% |
1,664,250
+1,814
| +0.1% | +$141K |
|
218
MetLife
MET
$54.1B
| $129M | 0.11% |
2,120,089
-142,635
| -6% | -$8.67M |
|
219
Consolidated Edison
ED
$35.4B
| $126M | 0.1% |
1,468,614
-11,202
| -0.8% | -$961K |
|
220
Motorola Solutions
MSI
$78.7B
| $124M | 0.1% |
553,640
-1,721
| -0.3% | -$385K |
|
221
Tractor Supply
TSCO
$32.7B
| $123M | 0.1% |
661,424
+9,785
| +2% | +$1.82M |
|
222
Cintas
CTAS
$84.6B
| $122M | 0.1% |
314,934
-1,803
| -0.6% | -$700K |
|
223
CrowdStrike
CRWD
$106B
| $121M | 0.1% |
734,043
-6,674
| -0.9% | -$1.1M |
|
224
Electronic Arts
EA
$43B
| $121M | 0.1% |
1,045,012
+92,057
| +10% | +$10.7M |
|
225
W.W. Grainger
GWW
$48.5B
| $120M | 0.1% |
245,269
-29,778
| -11% | -$14.6M |
|