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 | |
|---|---|---|---|---|---|---|
276
Kinder Morgan
KMI
$59.1B
| $101M | 0.07% |
4,591,311
+29,861
| +0.7% | +$660K |
|
277
Fastenal
FAST
$55.1B
| $101M | 0.07% |
2,833,256
+35,994
| +1% | +$1.29M |
|
278
PG&E
PCG
$33.2B
| $101M | 0.07% |
5,094,874
+64,794
| +1% | +$1.28M |
|
279
Public Service Enterprise Group
PEG
$40.5B
| $101M | 0.07% |
1,128,433
-9,180
| -0.8% | -$819K |
|
280
iShares Core US Aggregate Bond ETF
AGG
$131B
| $101M | 0.07% |
992,594
| – | – |
|
281
Consolidated Edison
ED
$35.4B
| $101M | 0.07% |
965,203
-43,391
| -4% | -$4.52M |
|
282
Nucor
NUE
$33.8B
| $99.9M | 0.07% |
664,275
+1,470
| +0.2% | +$221K |
|
283
Idexx Laboratories
IDXX
$51.4B
| $99.8M | 0.07% |
197,534
+3,233
| +2% | +$1.63M |
|
284
Agilent Technologies
A
$36.5B
| $98.6M | 0.07% |
663,767
+9,703
| +1% | +$1.44M |
|
285
Royal Caribbean
RCL
$95.7B
| $97.7M | 0.07% |
551,022
-19,565
| -3% | -$3.47M |
|
286
Ferguson
FERG
$47.8B
| $97.5M | 0.07% |
491,033
+60,282
| +14% | +$12M |
|
287
Exelon
EXC
$43.9B
| $96.7M | 0.07% |
2,385,715
+39,726
| +2% | +$1.61M |
|
288
CBRE Group
CBRE
$48.9B
| $96.7M | 0.07% |
777,036
+13,801
| +2% | +$1.72M |
|
289
Cheniere Energy
LNG
$51.8B
| $96.6M | 0.07% |
537,167
-7,558
| -1% | -$1.36M |
|
290
Prudential Financial
PRU
$37.2B
| $96.6M | 0.07% |
797,604
+3,000
| +0.4% | +$363K |
|
291
Otis Worldwide
OTIS
$34.1B
| $96.5M | 0.07% |
928,871
-2,582
| -0.3% | -$268K |
|
292
Yum! Brands
YUM
$40.1B
| $96.3M | 0.07% |
689,631
+20,966
| +3% | +$2.93M |
|
293
Howmet Aerospace
HWM
$71.8B
| $96.1M | 0.07% |
958,493
+55,118
| +6% | +$5.53M |
|
294
GE HealthCare
GEHC
$34.6B
| $96M | 0.07% |
1,022,396
+23,448
| +2% | +$2.2M |
|
295
Ingersoll Rand
IR
$32.2B
| $94.5M | 0.07% |
963,167
+2,458
| +0.3% | +$241K |
|
296
Xcel Energy
XEL
$43B
| $94.4M | 0.07% |
1,446,340
-51,490
| -3% | -$3.36M |
|
297
Veracyte
VCYT
$2.55B
| $93.7M | 0.06% |
2,752,383
-429,209
| -13% | -$14.6M |
|
298
Hartford Financial Services
HIG
$37B
| $93M | 0.06% |
791,054
-4,649
| -0.6% | -$547K |
|
299
Monster Beverage
MNST
$61B
| $92.7M | 0.06% |
1,777,230
-16,955
| -0.9% | -$885K |
|
300
Kraft Heinz
KHC
$32.3B
| $92.6M | 0.06% |
2,638,422
+47,335
| +2% | +$1.66M |
|