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 |
Apple
AAPL
|
$331M |
| 2 |
Lam Research
LRCX
|
$204M |
| 3 |
Arista Networks
ANET
|
$203M |
| 4 |
Palo Alto Networks
PANW
|
$145M |
| 5 |
Amazon
AMZN
|
$131M |
Top Sells
| 1 |
Tesla
TSLA
|
$263M |
| 2 |
Palantir
PLTR
|
$231M |
| 3 |
Robinhood
HOOD
|
$203M |
| 4 |
Stryker
SYK
|
$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Equity Residential
EQR
$24.6B
| $144M | 0.1% |
2,011,368
+345,988
| +21% | +$24.8M |
|
202
iShares Gold Trust Micro
IAUM
$3.59B
| $143M | 0.1% |
5,450,000
| – | – |
|
203
Aflac
AFL
$56.9B
| $141M | 0.09% |
1,358,796
-31,421
| -2% | -$3.25M |
|
204
Workday
WDAY
$62.2B
| $140M | 0.09% |
544,293
+9,071
| +2% | +$2.34M |
|
205
Airbnb
ABNB
$76.3B
| $138M | 0.09% |
1,048,013
+8,777
| +0.8% | +$1.15M |
|
206
Allstate
ALL
$53.6B
| $137M | 0.09% |
709,855
+59,474
| +9% | +$11.5M |
|
207
PACCAR
PCAR
$50.4B
| $136M | 0.09% |
1,308,529
+3,722
| +0.3% | +$387K |
|
208
Hilton Worldwide
HLT
$64.7B
| $136M | 0.09% |
550,270
-3,026
| -0.5% | -$748K |
|
209
DoorDash
DASH
$106B
| $134M | 0.09% |
799,695
+16,766
| +2% | +$2.81M |
|
210
Cummins
CMI
$53.9B
| $133M | 0.09% |
381,585
+5,646
| +2% | +$1.97M |
|
211
Nu Holdings
NU
$71.2B
| $133M | 0.09% |
12,826,009
-1,013,201
| -7% | -$10.5M |
|
212
Bank of New York Mellon
BK
$73.4B
| $133M | 0.09% |
1,727,601
+3,469
| +0.2% | +$267K |
|
213
AutoZone
AZO
$70.1B
| $133M | 0.09% |
41,386
-29
| -0.1% | -$92.9K |
|
214
Manhattan Associates
MANH
$12.6B
| $132M | 0.09% |
486,750
+357,172
| +276% | +$96.5M |
|
215
Royal Caribbean
RCL
$96B
| $131M | 0.09% |
569,890
+18,868
| +3% | +$4.35M |
|
216
Truist Financial
TFC
$59.5B
| $131M | 0.09% |
3,014,852
+33,527
| +1% | +$1.45M |
|
217
HCA Healthcare
HCA
$95.4B
| $130M | 0.09% |
432,812
-5,212
| -1% | -$1.56M |
|
218
Sempra
SRE
$53.5B
| $128M | 0.09% |
1,463,474
+17,507
| +1% | +$1.54M |
|
219
Carrier Global
CARR
$52.6B
| $128M | 0.09% |
1,879,036
+16,993
| +0.9% | +$1.16M |
|
220
United Rentals
URI
$60.8B
| $127M | 0.09% |
180,260
-1,454
| -0.8% | -$1.02M |
|
221
Johnson Controls International
JCI
$68.7B
| $126M | 0.09% |
1,597,480
-20,031
| -1% | -$1.58M |
|
222
Norfolk Southern
NSC
$62.4B
| $126M | 0.09% |
536,823
+3,364
| +0.6% | +$790K |
|
223
Kinder Morgan
KMI
$59.2B
| $126M | 0.08% |
4,583,672
-7,639
| -0.2% | -$209K |
|
224
Freeport-McMoran
FCX
$66.2B
| $126M | 0.08% |
3,297,136
+24,056
| +0.7% | +$916K |
|
225
Kroger
KR
$44.8B
| $125M | 0.08% |
2,040,508
-135,710
| -6% | -$8.3M |
|