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 |
Microsoft
MSFT
|
$200M |
| 2 |
NVIDIA
NVDA
|
$184M |
| 3 |
Amazon
AMZN
|
$173M |
| 4 |
Mastercard
MA
|
$123M |
| 5 |
Apple
AAPL
|
$120M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
VICI Properties
VICI
$35.7B
| $156M | 0.1% |
4,793,341
-178,384
| -4% | -$5.82M |
|
202
Marriott International Class A Common Stock
MAR
$73B
| $156M | 0.1% |
570,345
+4,815
| +0.9% | +$1.32M |
|
203
Freeport-McMoran
FCX
$66.1B
| $156M | 0.1% |
3,589,190
+307,735
| +9% | +$13.3M |
|
204
AutoZone
AZO
$70.8B
| $156M | 0.1% |
41,901
+1,076
| +3% | +$3.99M |
|
205
Bank of New York Mellon
BK
$74.4B
| $155M | 0.1% |
1,701,668
-90,525
| -5% | -$8.25M |
|
206
CRH
CRH
$74.9B
| $151M | 0.09% |
1,649,186
-99,457
| -6% | -$9.13M |
|
207
Axon Enterprise
AXON
$57.3B
| $148M | 0.09% |
178,470
-7,769
| -4% | -$6.43M |
|
208
AvalonBay Communities
AVB
$27.4B
| $147M | 0.09% |
723,402
+10,929
| +2% | +$2.22M |
|
209
Hilton Worldwide
HLT
$65.4B
| $147M | 0.09% |
552,299
-1,774
| -0.3% | -$472K |
|
210
Trade Desk
TTD
$25.4B
| $145M | 0.09% |
2,007,334
+7,150
| +0.4% | +$515K |
|
211
American Electric Power
AEP
$58.1B
| $143M | 0.09% |
1,382,321
+36,339
| +3% | +$3.77M |
|
212
Aflac
AFL
$58.1B
| $143M | 0.09% |
1,357,152
-8,016
| -0.6% | -$845K |
|
213
Quanta Services
PWR
$56B
| $143M | 0.09% |
377,907
+5,594
| +2% | +$2.11M |
|
214
PTC
PTC
$25.5B
| $142M | 0.09% |
824,012
+27,751
| +3% | +$4.78M |
|
215
Equity Residential
EQR
$25B
| $141M | 0.09% |
2,096,596
+51,185
| +3% | +$3.45M |
|
216
Kinder Morgan
KMI
$59.4B
| $140M | 0.09% |
4,758,199
+140,111
| +3% | +$4.12M |
|
217
Norfolk Southern
NSC
$62.8B
| $140M | 0.09% |
546,174
+4,754
| +0.9% | +$1.22M |
|
218
Republic Services
RSG
$73B
| $139M | 0.09% |
563,507
+254
| +0% | +$62.6K |
|
219
L3Harris
LHX
$51.1B
| $138M | 0.09% |
548,836
+24,509
| +5% | +$6.15M |
|
220
Workday
WDAY
$61.7B
| $137M | 0.09% |
569,716
+12,668
| +2% | +$3.04M |
|
221
Apollo Global Management
APO
$77.1B
| $137M | 0.09% |
962,514
+6,117
| +0.6% | +$868K |
|
222
Carrier Global
CARR
$54.1B
| $135M | 0.08% |
1,843,598
-17,721
| -1% | -$1.3M |
|
223
Zebra Technologies
ZBRA
$15.8B
| $135M | 0.08% |
437,048
+6,875
| +2% | +$2.12M |
|
224
PACCAR
PCAR
$51.6B
| $133M | 0.08% |
1,401,009
+55,830
| +4% | +$5.31M |
|
225
Allstate
ALL
$54.9B
| $133M | 0.08% |
658,419
-51,388
| -7% | -$10.3M |
|