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
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
Automatic Data Processing
ADP
|
$82M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Truist Financial
TFC
$60.4B
| $146M | 0.11% |
4,269,632
+317,161
| +8% | +$10.8M |
|
202
Archer Daniels Midland
ADM
$30.1B
| $145M | 0.11% |
1,821,977
-71,454
| -4% | -$5.69M |
|
203
Amphenol
APH
$133B
| $145M | 0.11% |
1,774,563
+61,744
| +4% | +$5.05M |
|
204
Roper Technologies
ROP
$56.6B
| $144M | 0.11% |
325,778
-1,788
| -0.5% | -$788K |
|
205
Norfolk Southern
NSC
$62.8B
| $143M | 0.11% |
674,348
+3,652
| +0.5% | +$774K |
|
206
AutoZone
AZO
$70.2B
| $143M | 0.11% |
58,003
-1,827
| -3% | -$4.49M |
|
207
SPDR Gold Trust
GLD
$107B
| $142M | 0.11% |
775,235
-134,745
| -15% | -$24.7M |
|
208
Uber
UBER
$196B
| $142M | 0.11% |
4,468,102
+5,637
| +0.1% | +$179K |
|
209
Ford
F
$46.8B
| $140M | 0.1% |
11,076,047
-72,606
| -0.7% | -$915K |
|
210
Airbnb
ABNB
$79.9B
| $139M | 0.1% |
1,119,535
-5,954
| -0.5% | -$741K |
|
211
Nucor
NUE
$34.1B
| $137M | 0.1% |
885,815
+46,626
| +6% | +$7.2M |
|
212
Kimberly-Clark
KMB
$42.8B
| $136M | 0.1% |
1,015,197
-4,985
| -0.5% | -$669K |
|
213
Essex Property Trust
ESS
$17.4B
| $136M | 0.1% |
650,086
+14,035
| +2% | +$2.94M |
|
214
Dominion Energy
D
$51.1B
| $136M | 0.1% |
2,425,725
-2,840
| -0.1% | -$159K |
|
215
Sempra
SRE
$53.9B
| $135M | 0.1% |
894,460
+72
| +0% | +$10.9K |
|
216
Newmont
NEM
$81.7B
| $135M | 0.1% |
2,748,047
-231,143
| -8% | -$11.3M |
|
217
Paychex
PAYX
$50.2B
| $135M | 0.1% |
1,174,612
-78,715
| -6% | -$9.02M |
|
218
Hershey
HSY
$37.3B
| $134M | 0.1% |
527,054
-2,531
| -0.5% | -$644K |
|
219
L3Harris
LHX
$51.9B
| $134M | 0.1% |
680,408
+13,417
| +2% | +$2.63M |
|
220
Marriott International Class A Common Stock
MAR
$72.7B
| $133M | 0.1% |
800,547
+7,956
| +1% | +$1.32M |
|
|
PXD
221
DELISTED
Pioneer Natural Resource Co.
PXD
| $132M | 0.1% |
647,992
-7,983
| -1% | -$1.63M |
|
222
Chipotle Mexican Grill
CMG
$56.5B
| $131M | 0.1% |
76,895
-1,825
| -2% | -$3.12M |
|
223
Ecolab
ECL
$78.6B
| $130M | 0.1% |
786,556
+14,653
| +2% | +$2.43M |
|
224
Occidental Petroleum
OXY
$46.9B
| $129M | 0.1% |
2,065,393
-585,379
| -22% | -$36.5M |
|
225
Exelon
EXC
$44.1B
| $129M | 0.1% |
3,076,065
-68,112
| -2% | -$2.85M |
|