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 |
Walmart
WMT
|
$490M |
| 2 |
Tesla
TSLA
|
$198M |
| 3 |
Amazon
AMZN
|
$188M |
| 4 |
Roku
ROKU
|
$95M |
| 5 |
Unity
U
|
$74.2M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Marriott International Class A Common Stock
MAR
$72.7B
| $155M | 0.11% |
615,758
-12,172
| -2% | -$3.07M |
|
202
Corteva
CTVA
$50.4B
| $155M | 0.11% |
2,688,324
-72,377
| -3% | -$4.17M |
|
203
Moody's
MCO
$91.4B
| $154M | 0.11% |
392,647
-1,052
| -0.3% | -$413K |
|
204
Edwards Lifesciences
EW
$47.8B
| $154M | 0.11% |
1,609,866
+6,563
| +0.4% | +$627K |
|
205
Marvell Technology
MRVL
$54.2B
| $153M | 0.11% |
2,162,351
+47,855
| +2% | +$3.39M |
|
206
PNC Financial Services
PNC
$81.7B
| $152M | 0.1% |
940,225
+5,785
| +0.6% | +$935K |
|
207
VICI Properties
VICI
$36B
| $151M | 0.1% |
5,084,609
-44,550
| -0.9% | -$1.33M |
|
208
Workday
WDAY
$61.6B
| $150M | 0.1% |
548,654
-2,483
| -0.5% | -$677K |
|
209
CRH
CRH
$75.9B
| $149M | 0.1% |
1,728,987
-123,830
| -7% | -$10.7M |
|
|
PXD
210
DELISTED
Pioneer Natural Resource Co.
PXD
| $149M | 0.1% |
567,561
+1,932
| +0.3% | +$507K |
|
211
Valero Energy
VLO
$47.2B
| $147M | 0.1% |
863,470
-41,572
| -5% | -$7.1M |
|
212
Capital One
COF
$145B
| $146M | 0.1% |
982,454
-7,516
| -0.8% | -$1.12M |
|
213
Scotiabank
BNS
$77.6B
| $146M | 0.1% |
2,814,054
+20,192
| +0.7% | +$1.05M |
|
214
Norfolk Southern
NSC
$62.8B
| $146M | 0.1% |
570,881
-85
| -0% | -$21.7K |
|
215
PTC
PTC
$25.6B
| $145M | 0.1% |
765,069
-23,677
| -3% | -$4.47M |
|
216
United Rentals
URI
$61.5B
| $142M | 0.1% |
197,013
-2,717
| -1% | -$1.96M |
|
217
American International
AIG
$45.1B
| $142M | 0.1% |
1,810,163
-31,389
| -2% | -$2.45M |
|
218
AutoZone
AZO
$70.2B
| $141M | 0.1% |
44,607
-2,671
| -6% | -$8.42M |
|
219
Invitation Homes
INVH
$19.2B
| $140M | 0.1% |
3,919,750
-377,195
| -9% | -$13.4M |
|
220
Nucor
NUE
$34.1B
| $139M | 0.1% |
703,593
-61,386
| -8% | -$12.1M |
|
221
DexCom
DXCM
$29.5B
| $138M | 0.09% |
993,004
-17,005
| -2% | -$2.36M |
|
222
KKR & Co
KKR
$124B
| $137M | 0.09% |
1,366,999
-9,949
| -0.7% | -$1M |
|
223
Exact Sciences
EXAS
$8.98B
| $136M | 0.09% |
1,973,592
-235,658
| -11% | -$16.3M |
|
224
10x Genomics
TXG
$1.74B
| $136M | 0.09% |
3,621,778
+1,338,248
| +59% | +$50.2M |
|
225
Brookfield
BN
$98.3B
| $136M | 0.09% |
3,243,771
-16,095
| -0.5% | -$674K |
|