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 | |
|---|---|---|---|---|---|---|
151
Waste Management
WM
$90.1B
| $192M | 0.13% |
952,304
-16,094
| -2% | -$3.25M |
|
152
Moody's
MCO
$89B
| $191M | 0.13% |
404,334
+30,700
| +8% | +$14.5M |
|
153
Chipotle Mexican Grill
CMG
$56.2B
| $191M | 0.13% |
3,172,383
-19,636
| -0.6% | -$1.18M |
|
154
NXP Semiconductors
NXPI
$58.6B
| $191M | 0.13% |
916,677
+8,153
| +0.9% | +$1.69M |
|
155
iShares Core S&P 500 ETF
IVV
$660B
| $190M | 0.13% |
322,636
-45,291
| -12% | -$26.7M |
|
156
Motorola Solutions
MSI
$79.2B
| $190M | 0.13% |
410,840
-8,666
| -2% | -$4.01M |
|
157
Parker-Hannifin
PH
$94.7B
| $185M | 0.12% |
291,015
+2,472
| +0.9% | +$1.57M |
|
158
Colgate-Palmolive
CL
$67.2B
| $184M | 0.12% |
2,028,600
+38,824
| +2% | +$3.53M |
|
159
McKesson
MCK
$85.4B
| $183M | 0.12% |
320,707
+500
| +0.2% | +$285K |
|
160
Zoetis
ZTS
$67.5B
| $181M | 0.12% |
1,110,615
-2,047
| -0.2% | -$334K |
|
161
Altria Group
MO
$112B
| $179M | 0.12% |
3,414,856
+39,341
| +1% | +$2.06M |
|
162
O'Reilly Automotive
ORLY
$87.7B
| $178M | 0.12% |
150,301
-76,152
| -34% | -$90.3M |
|
|
ANSS
163
DELISTED
Ansys
ANSS
| $177M | 0.12% |
525,565
+6,786
| +1% | +$2.29M |
|
164
Applovin
APP
$168B
| $176M | 0.12% |
544,301
+45,767
| +9% | +$14.8M |
|
165
Illinois Tool Works
ITW
$76.2B
| $175M | 0.12% |
690,924
+1,824
| +0.3% | +$462K |
|
166
EOG Resources
EOG
$66.8B
| $174M | 0.12% |
1,418,424
+1,355
| +0.1% | +$166K |
|
167
Target
TGT
$41.7B
| $172M | 0.12% |
1,272,682
-15,865
| -1% | -$2.14M |
|
168
Cintas
CTAS
$82.5B
| $171M | 0.12% |
933,451
+44,049
| +5% | +$8.05M |
|
169
PNC Financial Services
PNC
$80.5B
| $170M | 0.11% |
878,932
-36,008
| -4% | -$6.94M |
|
170
Zebra Technologies
ZBRA
$15.6B
| $169M | 0.11% |
437,616
+10,956
| +3% | +$4.23M |
|
171
US Bancorp
USB
$75.6B
| $167M | 0.11% |
3,493,671
+32,244
| +0.9% | +$1.54M |
|
172
Constellation Energy
CEG
$96.3B
| $167M | 0.11% |
744,781
-59,234
| -7% | -$13.3M |
|
173
Northrop Grumman
NOC
$82.8B
| $165M | 0.11% |
350,622
-2,844
| -0.8% | -$1.33M |
|
174
Aon
AON
$80.1B
| $163M | 0.11% |
454,374
-159
| -0% | -$57.1K |
|
175
Air Products & Chemicals
APD
$65B
| $163M | 0.11% |
561,441
-45,016
| -7% | -$13.1M |
|