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 |
WBA
Walgreens Boots Alliance
WBA
|
$199M |
| 2 |
Apple
AAPL
|
$151M |
| 3 |
Exxon Mobil
XOM
|
$80.4M |
| 4 |
Microsoft
MSFT
|
$75.3M |
| 5 |
Johnson & Johnson
JNJ
|
$66.4M |
Top Sells
| 1 |
Medtronic
MDT
|
$168M |
| 2 |
AGN
ALLERGAN INC
AGN
|
$150M |
| 3 |
Viatris
VTRS
|
$51.7M |
| 4 |
CFN
CAREFUSION CORPORATION
CFN
|
$30.4M |
| 5 |
SWY
SAFEWAY INC
SWY
|
$20.6M |
Sector Composition
| 1 | Financials | 15.18% |
| 2 | Healthcare | 13.9% |
| 3 | Technology | 13.57% |
| 4 | Energy | 9.54% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Fiserv
FI
$74B
| $53.6M | 0.1% |
1,350,420
+111,458
| +9% | +$4.42M |
|
252
Moody's
MCO
$89.6B
| $53.6M | 0.1% |
516,353
+55,119
| +12% | +$5.72M |
|
253
Constellation Brands
STZ
$25.7B
| $53.6M | 0.1% |
460,887
+20,616
| +5% | +$2.4M |
|
254
Skyworks Solutions
SWKS
$11.1B
| $53.2M | 0.1% |
541,703
+87,896
| +19% | +$8.64M |
|
|
CXO
255
DELISTED
CONCHO RESOURCES INC.
CXO
| $53.1M | 0.1% |
457,805
+13,197
| +3% | +$1.53M |
|
256
Marriott International Class A Common Stock
MAR
$73B
| $52.7M | 0.1% |
656,689
+35,259
| +6% | +$2.83M |
|
257
Monster Beverage
MNST
$62B
| $52.7M | 0.1% |
2,282,868
+209,010
| +10% | +$4.82M |
|
258
Chipotle Mexican Grill
CMG
$55.5B
| $52.6M | 0.1% |
4,045,700
+367,300
| +10% | +$4.78M |
|
259
Consolidated Edison
ED
$35.3B
| $52.5M | 0.09% |
860,732
+73,417
| +9% | +$4.48M |
|
|
MJN
260
DELISTED
Mead Johnson Nutrition Company
MJN
| $52M | 0.09% |
517,664
+42,094
| +9% | +$4.23M |
|
261
BioMarin Pharmaceuticals
BMRN
$10.9B
| $52M | 0.09% |
417,208
+79,122
| +23% | +$9.86M |
|
262
Parker-Hannifin
PH
$95.9B
| $51.5M | 0.09% |
433,182
+30,398
| +8% | +$3.61M |
|
263
Zimmer Biomet
ZBH
$20.8B
| $51.2M | 0.09% |
449,060
+40,856
| +10% | +$4.66M |
|
264
Estee Lauder
EL
$31.5B
| $51M | 0.09% |
613,591
-88,563
| -13% | -$7.36M |
|
265
Analog Devices
ADI
$121B
| $50.3M | 0.09% |
797,711
+76,870
| +11% | +$4.84M |
|
266
Sun Life Financial
SLF
$32.5B
| $50.2M | 0.09% |
1,630,116
+172,657
| +12% | +$5.32M |
|
267
Amphenol
APH
$138B
| $50.2M | 0.09% |
3,404,948
+330,928
| +11% | +$4.88M |
|
268
Essex Property Trust
ESS
$17B
| $50M | 0.09% |
217,415
+16,527
| +8% | +$3.8M |
|
269
CF Industries
CF
$13.6B
| $49.6M | 0.09% |
873,980
+71,750
| +9% | +$4.07M |
|
270
Omnicom Group
OMC
$15.2B
| $49.3M | 0.09% |
631,763
+49,361
| +8% | +$3.85M |
|
271
Kellanova
K
$27.6B
| $49.1M | 0.09% |
792,609
+51,393
| +7% | +$3.18M |
|
|
NBL
272
DELISTED
Noble Energy, Inc.
NBL
| $49.1M | 0.09% |
1,003,465
+168,989
| +20% | +$8.26M |
|
273
Host Hotels & Resorts
HST
$12.1B
| $49M | 0.09% |
2,428,143
+130,681
| +6% | +$2.64M |
|
274
Kohl's
KSS
$1.84B
| $49M | 0.09% |
625,982
+24,772
| +4% | +$1.94M |
|
275
Gen Digital
GEN
$18.2B
| $48.7M | 0.09% |
2,084,827
+167,670
| +9% | +$3.92M |
|