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
|
$124M |
| 2 |
Microsoft
MSFT
|
$108M |
| 3 |
Apple
AAPL
|
$101M |
| 4 |
Nu Holdings
NU
|
$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Corteva
CTVA
$49.3B
| $143M | 0.1% |
2,427,466
-57,562
| -2% | -$3.38M |
|
202
PTC
PTC
$25.5B
| $141M | 0.1% |
783,077
+32,343
| +4% | +$5.84M |
|
203
Marriott International Class A Common Stock
MAR
$73B
| $141M | 0.1% |
566,548
+2,723
| +0.5% | +$677K |
|
204
CRISPR Therapeutics
CRSP
$4.8B
| $139M | 0.1% |
2,968,034
-183,480
| -6% | -$8.62M |
|
|
AZPN
205
DELISTED
Aspen Technology Inc
AZPN
| $139M | 0.1% |
582,682
+28,820
| +5% | +$6.88M |
|
206
Marathon Petroleum
MPC
$54.4B
| $138M | 0.1% |
846,308
-10,590
| -1% | -$1.73M |
|
207
Arthur J. Gallagher & Co
AJG
$77B
| $138M | 0.1% |
489,786
+9,223
| +2% | +$2.6M |
|
208
TransUnion
TRU
$17.3B
| $137M | 0.09% |
1,308,028
+140,952
| +12% | +$14.8M |
|
209
American Electric Power
AEP
$58.1B
| $135M | 0.09% |
1,316,652
+36,423
| +3% | +$3.74M |
|
210
Bio-Techne
TECH
$8.23B
| $135M | 0.09% |
1,686,362
-28,632
| -2% | -$2.29M |
|
211
CRH
CRH
$74.9B
| $134M | 0.09% |
1,448,890
+107,266
| +8% | +$9.95M |
|
212
Norfolk Southern
NSC
$62.8B
| $133M | 0.09% |
533,459
+3,621
| +0.7% | +$900K |
|
213
Airbnb
ABNB
$76.8B
| $132M | 0.09% |
1,039,236
-3,056
| -0.3% | -$388K |
|
214
Williams Companies
WMB
$70.3B
| $131M | 0.09% |
2,873,473
+38,594
| +1% | +$1.76M |
|
215
Workday
WDAY
$61.7B
| $131M | 0.09% |
535,222
+8,317
| +2% | +$2.03M |
|
216
AutoZone
AZO
$70.8B
| $130M | 0.09% |
41,415
+387
| +0.9% | +$1.22M |
|
217
Capital One
COF
$145B
| $130M | 0.09% |
871,047
+13,972
| +2% | +$2.09M |
|
218
Cloudflare
NET
$73.2B
| $129M | 0.09% |
1,599,468
-61,957
| -4% | -$5.01M |
|
219
Twist Bioscience
TWST
$1.55B
| $129M | 0.09% |
2,861,666
-301,765
| -10% | -$13.6M |
|
220
PACCAR
PCAR
$51.6B
| $129M | 0.09% |
1,304,807
+20,155
| +2% | +$1.99M |
|
221
Oneok
OKE
$46.8B
| $128M | 0.09% |
1,408,137
+26,420
| +2% | +$2.41M |
|
222
L3Harris
LHX
$51.1B
| $128M | 0.09% |
539,056
+721
| +0.1% | +$172K |
|
223
Hilton Worldwide
HLT
$65.4B
| $128M | 0.09% |
553,296
-1,330
| -0.2% | -$307K |
|
224
Truist Financial
TFC
$60.7B
| $128M | 0.09% |
2,981,325
+8,341
| +0.3% | +$357K |
|
225
Johnson Controls International
JCI
$70.1B
| $126M | 0.09% |
1,617,511
+957
| +0.1% | +$74.3K |
|