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 |
Canadian National Railway
CNI
|
$57.8M |
| 2 |
VF Corp
VFC
|
$41M |
| 3 |
BorgWarner
BWA
|
$24.3M |
| 4 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$22.6M |
| 5 |
BEAV
B/E Aerospace Inc
BEAV
|
$21.8M |
Top Sells
| 1 |
Apple
AAPL
|
$105M |
| 2 |
Exxon Mobil
XOM
|
$63.4M |
| 3 |
DELL
DELL INC
DELL
|
$54.6M |
| 4 |
GE Aerospace
GE
|
$47.3M |
| 5 |
Visa
V
|
$37.4M |
Sector Composition
| 1 | Financials | 15.9% |
| 2 | Technology | 12.91% |
| 3 | Healthcare | 12.83% |
| 4 | Energy | 10.83% |
| 5 | Industrials | 10.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Walt Disney
DIS
$213B
| $335M | 0.7% | 4,400,015 -319,759 | -7% | -$24.4M |
|
27
Cisco
CSCO
$274B
| $335M | 0.69% | 15,037,708 -576,626 | -4% | -$12.8M |
|
|
28
Visa
V
$683B
| $335M | 0.69% | 1,514,364 -169,435 | -10% | -$37.4M |
|
29
PepsiCo
PEP
$204B
| $334M | 0.69% | 4,022,486 -129,684 | -3% | -$10.8M |
|
30
Qualcomm
QCOM
$173B
| $331M | 0.69% | 4,503,410 -194,307 | -4% | -$14.3M |
|
31
Gilead Sciences
GILD
$140B
| $329M | 0.68% | 4,380,373 +137,013 | +3% | +$10.3M |
|
32
Comcast
CMCSA
$125B
| $316M | 0.66% | 6,093,389 -256,900 | -4% | -$13.3M |
|
33
Schlumberger
SLB
$55B
| $300M | 0.62% | 3,368,312 -184,802 | -5% | -$16.5M |
|
34
CVS Health
CVS
$92.8B
| $265M | 0.55% | 3,697,724 -234,640 | -6% | -$16.8M |
|
35
RTX Corp
RTX
$212B
| $260M | 0.54% | 2,304,910 -102,522 | -4% | -$11.6M |
|
36
Royal Bank of Canada
RY
$205B
| $260M | 0.54% | 3,867,009 -85,565 | -2% | -$5.74M |
|
37
Boeing
BA
$177B
| $258M | 0.54% | 1,898,903 -102,189 | -5% | -$13.9M |
|
38
McDonald's
MCD
$224B
| $257M | 0.53% | 2,651,616 -82,607 | -3% | -$8.01M |
|
39
Meta Platforms (Facebook)
META
$1.86T
| $255M | 0.53% | 4,742,658 +35,269 | +0.7% | +$1.89M |
|
40
3M
MMM
$82.8B
| $237M | 0.49% | 1,700,569 -75,385 | -4% | -$10.5M |
|
41
Amgen
AMGN
$155B
| $236M | 0.49% | 2,041,363 -172,515 | -8% | -$19.9M |
|
42
ConocoPhillips
COP
$124B
| $234M | 0.49% | 3,352,824 -145,067 | -4% | -$10.1M |
|
43
Bristol-Myers Squibb
BMY
$96B
| $230M | 0.48% | 4,306,298 -168,300 | -4% | -$8.99M |
|
44
Toronto Dominion Bank
TD
$128B
| $226M | 0.47% | 2,407,710 -119,532 | -5% | -$11.2M |
|
45
American Express
AXP
$231B
| $226M | 0.47% | 2,523,261 -202,935 | -7% | -$18.2M |
|
46
AbbVie
ABBV
$372B
| $215M | 0.45% | 4,061,833 -176,910 | -4% | -$9.38M |
|
47
Occidental Petroleum
OXY
$46.9B
| $210M | 0.44% | 2,219,735 -86,101 | -4% | -$8.14M |
|
48
American International
AIG
$45.1B
| $207M | 0.43% | 4,043,982 -173,625 | -4% | -$8.87M |
|
49
Union Pacific
UNP
$133B
| $207M | 0.43% | 1,243,802 -91,054 | -7% | -$15.1M |
|
50
UnitedHealth
UNH
$281B
| $204M | 0.42% | 2,732,032 -351,241 | -11% | -$26.3M |
|