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 | |
|---|---|---|---|---|---|---|
176
PNC Financial Services
PNC
$81.7B
| $169M | 0.12% |
914,940
-21,846
| -2% | -$4.04M |
|
177
CSX Corp
CSX
$60.9B
| $168M | 0.12% |
4,859,424
+78,990
| +2% | +$2.73M |
|
178
VICI Properties
VICI
$35.7B
| $166M | 0.12% |
4,991,585
-82,717
| -2% | -$2.76M |
|
|
ANSS
179
DELISTED
Ansys
ANSS
| $165M | 0.11% |
518,779
+16,462
| +3% | +$5.25M |
|
180
Newmont
NEM
$82.3B
| $164M | 0.11% |
3,068,702
-66,978
| -2% | -$3.58M |
|
181
Spotify
SPOT
$145B
| $164M | 0.11% |
444,351
-47,915
| -10% | -$17.7M |
|
182
Ecolab
ECL
$78B
| $164M | 0.11% |
641,038
+1,194
| +0.2% | +$305K |
|
183
Freeport-McMoran
FCX
$66.1B
| $163M | 0.11% |
3,273,080
+16,969
| +0.5% | +$847K |
|
184
Becton Dickinson
BDX
$54.8B
| $161M | 0.11% |
668,792
+11,276
| +2% | +$2.72M |
|
185
Roper Technologies
ROP
$56.7B
| $159M | 0.11% |
286,552
+5,571
| +2% | +$3.1M |
|
186
McKesson
MCK
$86B
| $158M | 0.11% |
320,207
+1,725
| +0.5% | +$853K |
|
187
US Bancorp
USB
$76.5B
| $158M | 0.11% |
3,461,427
+63,230
| +2% | +$2.89M |
|
188
Zebra Technologies
ZBRA
$15.8B
| $158M | 0.11% |
426,660
+18,922
| +5% | +$7.01M |
|
189
GE Vernova
GEV
$163B
| $157M | 0.11% |
617,309
+9,337
| +2% | +$2.38M |
|
190
Aon
AON
$80.5B
| $157M | 0.11% |
454,533
+909
| +0.2% | +$315K |
|
191
Emerson Electric
EMR
$74.9B
| $157M | 0.11% |
1,434,304
+10,113
| +0.7% | +$1.11M |
|
192
Aflac
AFL
$58.1B
| $155M | 0.11% |
1,390,217
-5,660
| -0.4% | -$633K |
|
193
FedEx
FDX
$53.2B
| $153M | 0.11% |
557,507
+3,126
| +0.6% | +$856K |
|
194
Carrier Global
CARR
$54.1B
| $150M | 0.1% |
1,862,043
+19,331
| +1% | +$1.56M |
|
195
Marvell Technology
MRVL
$55.3B
| $148M | 0.1% |
2,047,572
+25,806
| +1% | +$1.86M |
|
196
United Rentals
URI
$62.1B
| $147M | 0.1% |
181,714
-72
| -0% | -$58.3K |
|
197
D.R. Horton
DHI
$52.7B
| $144M | 0.1% |
755,702
+2,904
| +0.4% | +$554K |
|
198
10x Genomics
TXG
$1.69B
| $144M | 0.1% |
6,373,212
+230,145
| +4% | +$5.2M |
|
199
Extra Space Storage
EXR
$30.5B
| $144M | 0.1% |
798,419
+1,298
| +0.2% | +$234K |
|
200
iShares Gold Trust Micro
IAUM
$3.58B
| $143M | 0.1% |
5,450,000
+1,050,000
| +24% | +$27.6M |
|