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 | +$122M | |
| 2 | +$118M | |
| 3 | +$116M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$98.8M |
| 5 |
Amazon
AMZN
|
+$74.5M |
Top Sells
| 1 | +$202M | |
| 2 | +$182M | |
| 3 | +$145M | |
| 4 |
Coca-Cola
KO
|
+$130M |
| 5 |
TransUnion
TRU
|
+$65.2M |
Sector Composition
| 1 | Technology | 30.03% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
CSX Corp
CSX
$67.6B
| $143M | 0.1% |
4,851,133
+9,458
|
|
||
202
Airbnb
ABNB
$76.1B
| $141M | 0.1% |
1,179,672
+131,659
|
|
||
203
Newmont
NEM
$103B
| $139M | 0.1% |
2,882,310
-60,621
|
|
||
204
Corteva
CTVA
$42B
| $138M | 0.1% |
2,191,949
+38,575
|
|
||
205
Johnson Controls International
JCI
$72.5B
| $137M | 0.1% |
1,705,550
+108,070
|
|
||
206
Paychex
PAYX
$45.9B
| $137M | 0.1% |
885,406
+46,549
|
|
||
207
Republic Services
RSG
$69B
| $136M | 0.1% |
563,253
+4,110
|
|
||
208
Kroger
KR
$45.8B
| $135M | 0.1% |
1,998,612
-41,896
|
|
||
209
Marriott International
MAR
$72.3B
| $135M | 0.1% |
565,530
+5,143
|
|
||
210
Marvell Technology
MRVL
$76.6B
| $134M | 0.09% |
2,174,932
+121,799
|
|
||
211
FedEx
FDX
$55.6B
| $133M | 0.09% |
545,666
-5,848
|
|
||
212
Natera
NTRA
$24.6B
| $132M | 0.09% |
935,768
+194,931
|
|
||
213
American International
AIG
$45B
| $132M | 0.09% |
1,518,122
+82,211
|
|
||
214
Kinder Morgan
KMI
$61.4B
| $132M | 0.09% |
4,618,088
+34,416
|
|
||
215
PACCAR
PCAR
$50B
| $131M | 0.09% |
1,345,179
+36,650
|
|
||
216
Apollo Global Management
APO
$73B
| $131M | 0.09% |
956,397
-2,348
|
|
||
217
Workday
WDAY
$62.7B
| $130M | 0.09% |
557,048
+12,755
|
|
||
218
Sea Limited
SE
$96.7B
| $129M | 0.09% |
990,178
-154,315
|
|
||
219
Norfolk Southern
NSC
$65B
| $128M | 0.09% |
541,420
+4,597
|
|
||
220
Baker Hughes
BKR
$43.8B
| $128M | 0.09% |
2,914,818
+33,377
|
|
||
221
Nu Holdings
NU
$73.4B
| $127M | 0.09% |
12,358,111
-467,898
|
|
||
222
Target
TGT
$41.3B
| $126M | 0.09% |
1,209,048
-63,634
|
|
||
223
Hilton Worldwide
HLT
$62.4B
| $126M | 0.09% |
554,073
+3,803
|
|
||
224
General Motors
GM
$55B
| $125M | 0.09% |
2,651,891
-65,239
|
|
||
225
Freeport-McMoran
FCX
$59.9B
| $124M | 0.09% |
3,281,455
-15,681
|
|