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 |
Broadcom
AVGO
|
$192M |
| 2 |
Cencora
COR
|
$123M |
| 3 |
IQVIA
IQV
|
$60.2M |
| 4 |
CRH
CRH
|
$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
$56M |
Top Sells
| 1 |
Coinbase
COIN
|
$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$184M |
| 3 |
Apple
AAPL
|
$142M |
| 4 |
NVIDIA
NVDA
|
$125M |
| 5 |
VMW
VMware, Inc
VMW
|
$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Marriott International Class A Common Stock
MAR
$71.9B
| $142M | 0.1% |
627,930
-13,282
| -2% | -$3M |
|
202
Trane Technologies
TT
$92.1B
| $141M | 0.1% |
580,145
-9,496
| -2% | -$2.32M |
|
203
StoneCo
STNE
$4.63B
| $140M | 0.1% |
7,781,734
-503,814
| -6% | -$9.08M |
|
204
Cloudflare
NET
$74.7B
| $140M | 0.1% |
1,678,930
-57,282
| -3% | -$4.77M |
|
205
PTC
PTC
$25.6B
| $138M | 0.1% |
788,746
+23,716
| +3% | +$4.15M |
|
206
Scotiabank
BNS
$78.8B
| $136M | 0.1% |
2,793,862
+11,838
| +0.4% | +$578K |
|
207
Snowflake
SNOW
$75.3B
| $136M | 0.1% |
684,632
+37,515
| +6% | +$7.47M |
|
208
Newmont
NEM
$83.7B
| $135M | 0.1% |
3,272,175
+868,804
| +36% | +$36M |
|
209
Norfolk Southern
NSC
$62.3B
| $135M | 0.1% |
570,966
-1,035
| -0.2% | -$245K |
|
210
Nucor
NUE
$33.8B
| $133M | 0.1% |
764,979
-26,012
| -3% | -$4.53M |
|
211
Trade Desk
TTD
$25.5B
| $132M | 0.1% |
1,838,998
+438,733
| +31% | +$31.6M |
|
212
Corteva
CTVA
$49.1B
| $132M | 0.1% |
2,760,701
+31,171
| +1% | +$1.49M |
|
213
HCA Healthcare
HCA
$98.5B
| $132M | 0.1% |
488,049
-16,756
| -3% | -$4.54M |
|
214
Twist Bioscience
TWST
$1.55B
| $132M | 0.1% |
3,583,443
+99,511
| +3% | +$3.67M |
|
215
TransDigm Group
TDG
$71.6B
| $132M | 0.1% |
130,007
-544
| -0.4% | -$550K |
|
216
Brookfield
BN
$99.5B
| $131M | 0.1% |
3,259,866
-325,457
| -9% | -$13.1M |
|
217
Capital One
COF
$142B
| $130M | 0.1% |
989,970
-3,679
| -0.4% | -$482K |
|
218
Pacific Biosciences
PACB
$381M
| $129M | 0.1% |
13,200,375
-247,291
| -2% | -$2.43M |
|
219
Ecolab
ECL
$77.6B
| $128M | 0.09% |
646,278
-3,721
| -0.6% | -$738K |
|
220
General Motors
GM
$55.5B
| $128M | 0.09% |
3,565,112
-263,116
| -7% | -$9.45M |
|
|
221
CRH
CRH
$75.4B
| $128M | 0.09% |
1,852,817
+848,075
| +84% | +$58.6M |
|
222
10x Genomics
TXG
$1.74B
| $128M | 0.09% |
2,283,530
+565,059
| +33% | +$31.6M |
|
223
Marvell Technology
MRVL
$54.6B
| $128M | 0.09% |
2,114,496
-727
| -0% | -$43.8K |
|
224
Aflac
AFL
$57.2B
| $127M | 0.09% |
1,543,538
-51,583
| -3% | -$4.26M |
|
|
PXD
225
DELISTED
Pioneer Natural Resource Co.
PXD
| $127M | 0.09% |
565,629
-12,659
| -2% | -$2.85M |
|