Sumitomo Mitsui Trust Group, Inc. Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$160.5B

Holdings

1,034

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,034 positions)

#StockSharesValue% PortfolioType
101
ADPAUTOMATIC DATA PROCESSING
1,025,726$316.3B197.10%
102
LRCXLAM RESEARCH CORP
3,235,709$315.0B196.24%
103
COFCAPITAL ONE FINANCIAL CORP
1,469,557$312.7B194.81%
104
TMUST-MOBILE US INC
1,304,036$310.7B193.59%
105
SYKSTRYKER CORP
781,548$309.2B192.65%
106
IAUMISHARES GOLD TRUST MICRO
9,300,000$306.8B191.16%
107
CBCHUBB LTD
1,056,109$306.0B190.64%
108
COPCONOCOPHILLIPS
3,395,546$304.7B189.86%
109
ABGCENCORA INC
1,012,479$303.6B189.16%
110
T7DTRANSDIGM GROUP INC
196,866$299.4B186.52%
111
KLACKLA CORP
330,386$295.9B184.39%
112
SHWSHERWIN-WILLIAMS CO/THE
860,810$295.6B184.16%
113
LOWLOWE'S COS INC
1,319,887$292.8B182.46%
114
VRTXVERTEX PHARMACEUTICALS INC
655,050$291.6B181.70%
115
EMREMERSON ELECTRIC CO
2,140,674$285.4B177.83%
116
ADSKAUTODESK INC
921,142$285.2B177.67%
117
MDTMEDTRONIC PLC
3,219,006$280.6B174.83%
118
TRMBTRIMBLE INC
3,616,416$274.8B171.20%
119
NETCLOUDFLARE INC - CLASS A
1,396,266$273.4B170.37%
120
DASHDOORDASH INC - A
1,108,014$273.1B170.18%
121
AMTAMERICAN TOWER CORP
1,235,419$273.1B170.13%
122
OREALTY INCOME CORP
4,538,468$261.5B162.91%
123
MRSHMARSH & MCLENNAN COS
1,189,513$260.1B162.04%
124
CMECME GROUP INC
942,163$259.7B161.80%
125
TERTERADYNE INC
2,873,714$258.4B161.00%
126
LMTLOCKHEED MARTIN CORP
552,359$255.8B159.39%
127
ANETARISTA NETWORKS INC
2,496,333$255.4B159.13%
128
SBUXSTARBUCKS CORP
2,757,230$252.6B157.41%
129
BXBLACKSTONE INC
1,684,829$252.0B157.02%
130
MMM3M CO
1,643,923$250.3B155.94%
131
TTTRANE TECHNOLOGIES PLC
571,073$249.8B155.64%
132
CEGCONSTELLATION ENERGY
769,712$248.4B154.79%
133
CITHE CIGNA GROUP
750,161$248.0B154.51%
134
TEMTEMPUS AI INC
3,869,941$245.9B153.21%
135
FQIDIGITAL REALTY TRUST INC
1,407,125$245.3B152.84%
136
TOSTTOAST INC-CLASS A
5,534,650$245.1B152.73%
137
SOSOUTHERN CO/THE
2,651,091$243.4B151.69%
138
INTCINTEL CORP
10,825,350$242.5B151.09%
139
ABNBAIRBNB INC-CLASS A
1,829,731$242.1B150.87%
140
TRVTRAVELERS COS INC/THE
903,674$241.8B150.64%
141
SPGSIMON PROPERTY GROUP INC
1,503,185$241.7B150.57%
142
PYPLPAYPAL HOLDINGS INC
3,245,932$241.2B150.31%
143
BMYBRISTOL-MYERS SQUIBB CO
5,145,653$238.2B148.41%
144
MIGAMICROSTRATEGY INC-CL A
588,538$237.9B148.23%
145
MDLZMONDELEZ INTERNATIONAL INC-A
3,505,072$236.4B147.28%
146
FISVFISERV INC
1,369,717$236.2B147.14%
147
NDQINVESCO QQQ TRUST SERIES 1
419,351$231.3B144.13%
148
MCKMCKESSON CORP
315,284$231.0B143.95%
149
PSAPUBLIC STORAGE
776,307$227.8B141.92%
150
DUKDUKE ENERGY CORP
1,917,951$226.3B141.01%
151
DKNGDRAFTKINGS INC-CL A
5,189,491$222.6B138.68%
152
WMWASTE MANAGEMENT INC
961,041$219.9B137.02%
153
CITCINTAS CORP
976,593$217.7B135.61%
154
NKENIKE INC -CL B
3,035,909$215.7B134.38%
155
APPAPPLOVIN CORP-CLASS A
608,274$212.9B132.68%
156
PHPARKER HANNIFIN CORP
295,842$206.6B128.75%
157
NXPINXP SEMICONDUCTORS NV
939,684$205.3B127.92%
158
XYZBLOCK INC
3,006,375$204.2B127.24%
159
MOALTRIA GROUP INC
3,477,906$203.9B127.05%
160
CVSCVS HEALTH CORP
2,897,620$199.9B124.54%
161
CCEPCOCA-COLA EUROPACIFIC PARTNE
2,142,715$198.7B123.79%
162
ORLYO'REILLY AUTOMOTIVE INC
2,194,636$197.8B123.24%
163
PINSPINTEREST INC- CLASS A
5,483,649$196.6B122.52%
164
UPSUNITED PARCEL SERVICE-CL B
1,879,372$189.7B118.20%
165
AJGARTHUR J GALLAGHER & CO
590,461$189.0B117.77%
166
KKRKKR & CO INC
1,417,797$188.6B117.52%
167
MCOMOODY'S CORP
375,561$188.4B117.37%
168
NEMNEWMONT CORP
3,222,348$187.7B116.97%
169
FTNTFORTINET INC
1,766,816$186.8B116.38%
170
PNCPNC FINANCIAL SERVICES GROUP
990,217$184.6B115.02%
171
AKXANSYS INC
519,737$182.5B113.74%
172
IVVISHARES CORE S&P 500 ETF
293,058$182.0B113.37%
173
WMBWILLIAMS COS INC
2,886,856$181.3B112.98%
174
RCLROYAL CARIBBEAN CRUISES LTD
578,977$181.3B112.96%
175
CMGCHIPOTLE MEXICAN GRILL INC
3,222,613$180.9B112.74%
176
HWMHOWMET AEROSPACE INC
968,668$180.3B112.34%
177
JCIJOHNSON CONTROLS INTERNATION
1,703,381$179.9B112.10%
178
USBUS BANCORP
3,948,142$178.7B111.31%
179
GDGENERAL DYNAMICS CORP
612,450$178.6B111.30%
180
CLCOLGATE-PALMOLIVE CO
1,920,622$174.6B108.78%
181
MSIMOTOROLA SOLUTIONS INC
414,774$174.4B108.66%
182
EOGEOG RESOURCES INC
1,450,152$173.5B108.07%
183
MRVLMARVELL TECHNOLOGY INC
2,234,650$173.0B107.77%
184
NOCNORTHROP GRUMMAN CORP
345,547$172.8B107.65%
185
PDDPDD HOLDINGS INC
1,645,310$172.2B107.29%
186
ROPROPER TECHNOLOGIES INC
293,915$166.6B103.80%
187
ITWILLINOIS TOOL WORKS
673,418$166.5B103.74%
188
HCAHCA HEALTHCARE INC
433,141$165.9B103.39%
189
AONAON PLC-CLASS A
463,796$165.5B103.10%
190
NUNU HOLDINGS LTD/CAYMAN ISL-A
11,991,372$164.5B102.51%
191
ZTSZOETIS INC
1,054,743$164.5B102.49%
192
NTRANATERA INC
972,506$164.3B102.37%
193
ECLECOLAB INC
606,436$163.4B101.81%
194
APDAIR PRODUCTS & CHEMICALS INC
577,303$162.8B101.46%
195
SNOWSNOWFLAKE INC
724,090$162.0B100.96%
196
CTVACORTEVA INC
2,173,925$162.0B100.95%
197
REGNREGENERON PHARMACEUTICALS
308,185$161.8B100.81%
198
SESEA LTD-ADR
1,008,337$161.3B100.48%
199
VSTVISTRA CORP
831,329$161.1B100.39%
200
CSXCSX CORP
4,937,350$161.1B100.38%
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