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 | |
|---|---|---|---|---|---|---|
451
McCormick & Company Non-Voting
MKC
$18.4B
| $50.4M | 0.03% |
612,357
+8,605
| +1% | +$708K |
|
452
Clorox
CLX
$15.1B
| $50.1M | 0.03% |
307,649
+6,008
| +2% | +$979K |
|
453
Hubbell
HUBB
$24B
| $50M | 0.03% |
116,623
-135
| -0.1% | -$57.8K |
|
454
Masimo
MASI
$8.01B
| $49.6M | 0.03% |
372,183
-18,843
| -5% | -$2.51M |
|
455
Packaging Corp of America
PKG
$19.3B
| $49.5M | 0.03% |
229,989
+2,325
| +1% | +$501K |
|
456
Cooper Companies
COO
$13.5B
| $49M | 0.03% |
443,863
+6,489
| +1% | +$716K |
|
457
Markel Group
MKL
$24.6B
| $48.9M | 0.03% |
31,203
-101
| -0.3% | -$158K |
|
458
Regency Centers
REG
$13.1B
| $48.7M | 0.03% |
674,025
-167,183
| -20% | -$12.1M |
|
459
Waters Corp
WAT
$17.6B
| $48.1M | 0.03% |
133,788
+1,156
| +0.9% | +$416K |
|
460
Alerian MLP ETF
AMLP
$10.5B
| $48.1M | 0.03% |
1,021,142
-5,901
| -0.6% | -$278K |
|
461
NRG Energy
NRG
$30.7B
| $47.7M | 0.03% |
523,758
+8,426
| +2% | +$768K |
|
462
MongoDB
MDB
$27.5B
| $47.1M | 0.03% |
174,135
+1,205
| +0.7% | +$326K |
|
463
Ball Corp
BALL
$13.7B
| $47M | 0.03% |
692,380
+2,762
| +0.4% | +$188K |
|
464
Corpay
CPAY
$21.9B
| $46.9M | 0.03% |
149,862
-218
| -0.1% | -$68.2K |
|
465
Carnival Corp
CCL
$43.2B
| $46M | 0.03% |
2,490,686
+28,403
| +1% | +$525K |
|
466
International Paper
IP
$24.9B
| $45.8M | 0.03% |
937,324
+49,125
| +6% | +$2.4M |
|
467
Everest Group
EG
$14.3B
| $45.7M | 0.03% |
116,752
+8,345
| +8% | +$3.27M |
|
468
Jacobs Solutions
J
$17.3B
| $45.5M | 0.03% |
351,411
-65,326
| -16% | -$8.47M |
|
469
AeroVironment
AVAV
$11.6B
| $45.3M | 0.03% |
225,949
-27,601
| -11% | -$5.53M |
|
470
Darden Restaurants
DRI
$24.6B
| $45M | 0.03% |
274,058
-3,582
| -1% | -$588K |
|
471
Principal Financial Group
PFG
$17.8B
| $44.9M | 0.03% |
522,860
-48,628
| -9% | -$4.18M |
|
472
EQT Corp
EQT
$31.9B
| $44.7M | 0.03% |
1,220,556
+282,423
| +30% | +$10.3M |
|
473
CF Industries
CF
$13.9B
| $44.5M | 0.03% |
518,194
-12,731
| -2% | -$1.09M |
|
474
Quest Diagnostics
DGX
$20.3B
| $44.3M | 0.03% |
285,122
-4,223
| -1% | -$656K |
|
475
Emcor
EME
$28.5B
| $44.2M | 0.03% |
102,754
+1,467
| +1% | +$632K |
|