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 |
Invesco QQQ Trust
QQQ
|
$191M |
| 2 |
Palantir
PLTR
|
$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$85M |
| 4 |
Twilio
TWLO
|
$59.4M |
| 5 |
Synopsys
SNPS
|
$49M |
Top Sells
| 1 |
Apple
AAPL
|
$1.17B |
| 2 |
Microsoft
MSFT
|
$867M |
| 3 |
NVIDIA
NVDA
|
$580M |
| 4 |
Amazon
AMZN
|
$414M |
| 5 |
Meta Platforms (Facebook)
META
|
$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Zebra Technologies
ZBRA
$16B
| $130M | 0.1% |
439,843
+39,951
| +10% | +$11.8M |
|
202
Amphenol
APH
$135B
| $130M | 0.1% |
3,062,064
-487,062
| -14% | -$20.7M |
|
203
Aptiv
APTV
$17.5B
| $130M | 0.1% |
1,270,991
-109,511
| -8% | -$11.2M |
|
204
US Bancorp
USB
$75.9B
| $128M | 0.1% |
3,886,680
-581,604
| -13% | -$19.2M |
|
205
Fortinet
FTNT
$60.4B
| $128M | 0.1% |
1,697,892
-195,145
| -10% | -$14.8M |
|
206
Marvell Technology
MRVL
$54.6B
| $128M | 0.1% |
2,138,527
-309,471
| -13% | -$18.5M |
|
207
Archer Daniels Midland
ADM
$30.2B
| $126M | 0.1% |
1,673,453
-148,524
| -8% | -$11.2M |
|
208
CrowdStrike
CRWD
$105B
| $125M | 0.1% |
848,180
+30,459
| +4% | +$4.47M |
|
209
Nucor
NUE
$33.8B
| $124M | 0.1% |
756,627
-129,188
| -15% | -$21.2M |
|
210
Scotiabank
BNS
$78.8B
| $124M | 0.1% |
2,475,057
-518,147
| -17% | -$26M |
|
211
PACCAR
PCAR
$52B
| $124M | 0.1% |
1,480,070
-199,314
| -12% | -$16.7M |
|
212
Workday
WDAY
$61.7B
| $124M | 0.1% |
547,179
-66,955
| -11% | -$15.1M |
|
213
PNC Financial Services
PNC
$80.5B
| $124M | 0.1% |
980,931
-271,372
| -22% | -$34.2M |
|
214
AutoZone
AZO
$70.6B
| $123M | 0.1% |
49,420
-8,583
| -15% | -$21.4M |
|
215
Kimberly-Clark
KMB
$43.1B
| $123M | 0.1% |
890,185
-125,012
| -12% | -$17.3M |
|
|
PXD
216
DELISTED
Pioneer Natural Resource Co.
PXD
| $122M | 0.1% |
588,946
-59,046
| -9% | -$12.2M |
|
217
Schrodinger
SDGR
$1.41B
| $121M | 0.09% |
2,426,005
-40,617
| -2% | -$2.03M |
|
218
Tractor Supply
TSCO
$32.1B
| $120M | 0.09% |
2,723,910
-630,060
| -19% | -$27.9M |
|
219
L3Harris
LHX
$51B
| $120M | 0.09% |
614,451
-65,957
| -10% | -$12.9M |
|
220
Marriott International Class A Common Stock
MAR
$71.9B
| $120M | 0.09% |
653,897
-146,650
| -18% | -$26.9M |
|
221
Cintas
CTAS
$82.4B
| $119M | 0.09% |
958,604
-136,236
| -12% | -$16.9M |
|
222
TransDigm Group
TDG
$71.6B
| $119M | 0.09% |
133,007
-11,090
| -8% | -$9.92M |
|
223
Centene
CNC
$14.2B
| $117M | 0.09% |
1,733,795
-161,748
| -9% | -$10.9M |
|
224
American Electric Power
AEP
$57.8B
| $117M | 0.09% |
1,385,894
-296,977
| -18% | -$25M |
|
225
TE Connectivity
TEL
$61.7B
| $116M | 0.09% |
829,104
-109,400
| -12% | -$15.3M |
|