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 |
Alphabet (Google) Class A
GOOGL
|
$664M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$650M |
| 3 |
Nike
NKE
|
$117M |
| 4 |
Alibaba
BABA
|
$106M |
| 5 |
Hewlett Packard
HPE
|
$89.4M |
Top Sells
| 1 |
CB
CHUBB CORPORATION
CB
|
$79.1M |
| 2 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
$73.2M |
| 3 |
GE Aerospace
GE
|
$55.7M |
| 4 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$48.2M |
| 5 |
ALTR
ALTERA CORP
ALTR
|
$40M |
Sector Composition
| 1 | Financials | 15.86% |
| 2 | Healthcare | 14.05% |
| 3 | Technology | 13.46% |
| 4 | Communication Services | 9.91% |
| 5 | Consumer Discretionary | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Estee Lauder
EL
$33B
| $59.1M | 0.11% |
664,359
-69,192
| -9% | -$6.16M |
|
227
Conagra Brands
CAG
$9.16B
| $59M | 0.11% |
1,385,774
+240,005
| +21% | +$10.2M |
|
|
BXLT
228
DELISTED
BAXALTA INC COM STK (DE)
BXLT
| $58.4M | 0.1% |
1,492,390
-24,145
| -2% | -$944K |
|
229
Consolidated Edison
ED
$35.4B
| $57.7M | 0.1% |
884,174
+1,920
| +0.2% | +$125K |
|
|
POT
230
DELISTED
Potash Corp Of Saskatchewan
POT
| $56.8M | 0.1% |
3,254,279
-173,929
| -5% | -$3.03M |
|
231
Kellanova
K
$27.6B
| $56.3M | 0.1% |
769,537
+11,414
| +2% | +$835K |
|
|
PARA
232
DELISTED
Paramount Global Class B
PARA
| $56.2M | 0.1% |
1,201,513
-15,441
| -1% | -$722K |
|
233
Ameriprise Financial
AMP
$48.5B
| $56.1M | 0.1% |
522,661
-3,157
| -0.6% | -$339K |
|
234
Bread Financial
BFH
$3.09B
| $56M | 0.1% |
202,420
+5,960
| +3% | +$1.65M |
|
235
Nucor
NUE
$34.1B
| $56M | 0.1% |
1,387,021
-45,464
| -3% | -$1.83M |
|
236
Hartford Financial Services
HIG
$37.2B
| $55.6M | 0.1% |
1,269,341
+51,638
| +4% | +$2.26M |
|
237
Essex Property Trust
ESS
$17.4B
| $55.1M | 0.1% |
226,433
-1,763
| -0.8% | -$429K |
|
238
NVIDIA
NVDA
$4.24T
| $54.9M | 0.1% |
1,644,888
+145,703
| +10% | +$4.87M |
|
239
Canadian Pacific Kansas City
CP
$69.9B
| $54.5M | 0.1% |
427,760
-5,021
| -1% | -$640K |
|
240
Paychex
PAYX
$50.2B
| $53.9M | 0.1% |
1,001,601
-73
| -0% | -$3.93K |
|
241
Zimmer Biomet
ZBH
$21B
| $53.6M | 0.1% |
523,058
-633
| -0.1% | -$64.9K |
|
242
Intuitive Surgical
ISRG
$170B
| $53.6M | 0.1% |
96,995
-701
| -0.7% | -$387K |
|
243
Edison International
EIX
$21.6B
| $53.6M | 0.1% |
888,453
-140,127
| -14% | -$8.45M |
|
244
Sun Life Financial
SLF
$32.8B
| $53.3M | 0.1% |
1,684,989
-35,950
| -2% | -$1.14M |
|
245
APA Corp
APA
$8.31B
| $53.1M | 0.09% |
1,183,999
-8,527
| -0.7% | -$382K |
|
246
Keurig Dr Pepper
KDP
$39.5B
| $53M | 0.09% |
559,661
-3,162
| -0.6% | -$299K |
|
247
PACCAR
PCAR
$52.5B
| $52.6M | 0.09% |
1,095,814
-5,170
| -0.5% | -$248K |
|
|
GGP
248
DELISTED
GGP Inc.
GGP
| $52.4M | 0.09% |
1,911,456
-24,763
| -1% | -$679K |
|
249
Equinix
EQIX
$76.9B
| $52.1M | 0.09% |
172,011
-3,745
| -2% | -$1.13M |
|
|
CERN
250
DELISTED
Cerner Corp
CERN
| $52.1M | 0.09% |
858,522
-6,993
| -0.8% | -$424K |
|