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 |
Exxon Mobil
XOM
|
$1.14B |
| 2 |
Apple
AAPL
|
$1.05B |
| 3 |
Microsoft
MSFT
|
$760M |
| 4 |
GE Aerospace
GE
|
$690M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$672M |
Top Sells
Sector Composition
| 1 | Financials | 16.24% |
| 2 | Technology | 12.71% |
| 3 | Healthcare | 12.62% |
| 4 | Energy | 11.02% |
| 5 | Industrials | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Mattel
MAT
$5.86B
| $41.3M | 0.09% |
+911,902
| New | +$41.3M |
|
252
Eversource Energy
ES
$23.5B
| $40.8M | 0.09% |
+969,876
| New | +$40.8M |
|
253
Newmont
NEM
$83.4B
| $40.7M | 0.09% |
+1,359,889
| New | +$40.7M |
|
254
Host Hotels & Resorts
HST
$11.8B
| $40.7M | 0.09% |
+2,414,130
| New | +$40.7M |
|
255
Dover
DOV
$23.9B
| $40.7M | 0.09% |
+523,713
| New | +$40.7M |
|
|
CAM
256
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
| $40.3M | 0.09% |
+659,002
| New | +$40.3M |
|
257
Edison International
EIX
$21.3B
| $40.1M | 0.09% |
+833,470
| New | +$40.1M |
|
258
Carnival Corp
CCL
$42.3B
| $40.1M | 0.09% |
+1,170,212
| New | +$40.1M |
|
259
AutoZone
AZO
$70.1B
| $40.1M | 0.09% |
+94,539
| New | +$40.1M |
|
260
W.W. Grainger
GWW
$48.5B
| $40M | 0.09% |
+158,805
| New | +$40M |
|
261
Rogers Communications
RCI
$19.3B
| $40M | 0.09% |
+1,021,690
| New | +$40M |
|
262
Motorola Solutions
MSI
$78.9B
| $39.7M | 0.09% |
+688,132
| New | +$39.7M |
|
263
DTE Energy
DTE
$28.1B
| $39.7M | 0.09% |
+591,764
| New | +$39.7M |
|
264
NetApp
NTAP
$23.1B
| $39.6M | 0.09% |
+1,053,477
| New | +$39.6M |
|
265
Regions Financial
RF
$23.8B
| $39.6M | 0.09% |
+4,154,177
| New | +$39.6M |
|
266
Coterra Energy
CTRA
$18.5B
| $39.4M | 0.09% |
+554,518
| New | +$39.4M |
|
267
Agilent Technologies
A
$35.4B
| $39.4M | 0.09% |
+920,810
| New | +$39.4M |
|
268
Boston Scientific
BSX
$158B
| $39.2M | 0.09% |
+4,226,966
| New | +$39.2M |
|
269
Northern Trust
NTRS
$24.6B
| $39.1M | 0.09% |
+674,863
| New | +$39.1M |
|
|
MHFI
270
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $38.9M | 0.09% |
+731,456
| New | +$38.9M |
|
271
M&T Bank
MTB
$30.9B
| $38.7M | 0.09% |
+346,291
| New | +$38.7M |
|
272
Parker-Hannifin
PH
$94.5B
| $38.6M | 0.09% |
+404,696
| New | +$38.6M |
|
273
Loews
L
$20B
| $38.5M | 0.09% |
+866,624
| New | +$38.5M |
|
274
Ross Stores
ROST
$49.4B
| $38.4M | 0.09% |
+592,888
| New | +$38.4M |
|
|
AGU
275
DELISTED
Agrium
AGU
| $38.4M | 0.09% |
+443,550
| New | +$38.4M |
|