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 |
Apple
AAPL
|
$450M |
| 2 |
Microsoft
MSFT
|
$436M |
| 3 |
Amazon
AMZN
|
$421M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$211M |
| 5 |
Johnson & Johnson
JNJ
|
$209M |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$214M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$176M |
| 3 |
PX
Praxair Inc
PX
|
$149M |
| 4 |
COL
Rockwell Collins
COL
|
$76.7M |
| 5 |
ANDV
Andeavor
ANDV
|
$73M |
Sector Composition
| 1 | Technology | 17.38% |
| 2 | Financials | 15.84% |
| 3 | Healthcare | 13.61% |
| 4 | Consumer Discretionary | 10.74% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Cummins
CMI
$55.1B
| $89.5M | 0.1% |
679,816
+104,523
| +18% | +$13.8M |
|
|
APC
227
DELISTED
Anadarko Petroleum
APC
| $88.9M | 0.1% |
2,057,057
+359,232
| +21% | +$15.5M |
|
228
DTE Energy
DTE
$28.4B
| $88.7M | 0.1% |
946,302
+214,702
| +29% | +$20.1M |
|
|
STI
229
DELISTED
SunTrust Banks, Inc.
STI
| $88.5M | 0.1% |
1,778,111
+249,332
| +16% | +$12.4M |
|
230
Halliburton
HAL
$18.8B
| $88.1M | 0.09% |
3,328,617
+556,992
| +20% | +$14.7M |
|
231
Kroger
KR
$44.8B
| $87.8M | 0.09% |
3,182,117
+291,444
| +10% | +$8.04M |
|
|
ALXN
232
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $87.8M | 0.09% |
902,697
+143,496
| +19% | +$13.9M |
|
233
Lam Research
LRCX
$130B
| $87.5M | 0.09% |
6,460,650
+828,310
| +15% | +$11.2M |
|
234
McKesson
MCK
$85.5B
| $86.7M | 0.09% |
788,070
+99,707
| +14% | +$11M |
|
235
Oneok
OKE
$45.7B
| $86.1M | 0.09% |
1,625,119
+314,643
| +24% | +$16.7M |
|
236
Carnival Corp
CCL
$42.8B
| $85.8M | 0.09% |
1,762,845
+239,208
| +16% | +$11.6M |
|
|
PXD
237
DELISTED
Pioneer Natural Resource Co.
PXD
| $85.6M | 0.09% |
656,050
+105,465
| +19% | +$13.8M |
|
238
PACCAR
PCAR
$52B
| $84M | 0.09% |
2,207,202
+379,626
| +21% | +$14.4M |
|
239
Newmont
NEM
$83.7B
| $83.8M | 0.09% |
2,431,641
+361,229
| +17% | +$12.5M |
|
240
Dollar Tree
DLTR
$20.6B
| $83.8M | 0.09% |
954,888
+140,982
| +17% | +$12.4M |
|
241
Motorola Solutions
MSI
$79.8B
| $82.4M | 0.09% |
734,113
+128,920
| +21% | +$14.5M |
|
|
TFCF
242
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $82.3M | 0.09% |
1,728,353
+292,168
| +20% | +$13.9M |
|
243
Agilent Technologies
A
$36.5B
| $81.4M | 0.09% |
1,234,058
+205,906
| +20% | +$13.6M |
|
244
T-Mobile US
TMUS
$284B
| $81.2M | 0.09% |
1,284,111
+223,367
| +21% | +$14.1M |
|
245
Nasdaq
NDAQ
$53.6B
| $79.9M | 0.09% |
2,975,763
+295,155
| +11% | +$7.92M |
|
246
Eversource Energy
ES
$23.6B
| $79.7M | 0.09% |
1,232,678
+232,896
| +23% | +$15.1M |
|
247
Clorox
CLX
$15.5B
| $79.3M | 0.09% |
518,216
+71,795
| +16% | +$11M |
|
|
TWTR
248
DELISTED
Twitter, Inc.
TWTR
| $79.1M | 0.09% |
2,782,679
+333,965
| +14% | +$9.49M |
|
249
Hilton Worldwide
HLT
$64B
| $78.7M | 0.08% |
1,109,657
+152,946
| +16% | +$10.9M |
|
250
Rogers Communications
RCI
$19.4B
| $78.3M | 0.08% |
1,526,961
+241,195
| +19% | +$12.4M |
|