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 |
Mastercard
MA
|
$179M |
| 2 |
Verizon
VZ
|
$134M |
| 3 |
Toronto Dominion Bank
TD
|
$113M |
| 4 |
Cognizant
CTSH
|
$40.4M |
| 5 |
VRN
Veren
VRN
|
$35.4M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$819M |
| 2 |
Merck
MRK
|
$41.9M |
| 3 |
Apple
AAPL
|
$38.2M |
| 4 |
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
|
$32.8M |
| 5 |
Exxon Mobil
XOM
|
$29.7M |
Sector Composition
| 1 | Financials | 16.37% |
| 2 | Healthcare | 13.42% |
| 3 | Technology | 13.33% |
| 4 | Energy | 10.81% |
| 5 | Industrials | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Home Depot
HD
$405B
| $322M | 0.68% | 4,068,594 -37,789 | -0.9% | -$2.99M |
|
27
Walmart
WMT
$774B
| $321M | 0.68% | 4,201,241 -122,311 | -3% | -$9.35M |
|
28
Amazon
AMZN
$2.44T
| $319M | 0.67% | 949,806 -17,637 | -2% | -$5.93M |
|
29
Schlumberger
SLB
$55B
| $319M | 0.67% | 3,275,700 -92,612 | -3% | -$9.03M |
|
30
Visa
V
$683B
| $312M | 0.66% | 1,445,333 -69,031 | -5% | -$14.9M |
|
31
Gilead Sciences
GILD
$140B
| $309M | 0.65% | 4,356,500 -23,873 | -0.5% | -$1.69M |
|
32
Meta Platforms (Facebook)
META
$1.86T
| $303M | 0.64% | 5,023,720 +281,062 | +6% | +$16.9M |
|
33
Comcast
CMCSA
$125B
| $303M | 0.64% | 6,045,185 -48,204 | -0.8% | -$2.41M |
|
34
RTX Corp
RTX
$212B
| $278M | 0.59% | 2,379,841 +74,931 | +3% | +$8.75M |
|
35
CVS Health
CVS
$92.8B
| $272M | 0.57% | 3,632,514 -65,210 | -2% | -$4.88M |
|
36
McDonald's
MCD
$224B
| $256M | 0.54% | 2,612,831 -38,785 | -1% | -$3.8M |
|
37
Royal Bank of Canada
RY
$205B
| $253M | 0.53% | 3,838,465 -28,544 | -0.7% | -$1.88M |
|
38
Amgen
AMGN
$155B
| $246M | 0.52% | 1,998,483 -42,880 | -2% | -$5.29M |
|
39
ConocoPhillips
COP
$124B
| $236M | 0.5% | 3,351,063 -1,761 | -0.1% | -$124K |
|
40
Boeing
BA
$177B
| $235M | 0.5% | 1,875,159 -23,744 | -1% | -$2.98M |
|
41
Union Pacific
UNP
$133B
| $231M | 0.49% | 1,231,407 -12,395 | -1% | -$2.33M |
|
|
42
Toronto Dominion Bank
TD
$128B
| $226M | 0.48% | 4,821,333 +2,413,623 | +100% | +$113M |
|
43
3M
MMM
$82.8B
| $223M | 0.47% | 1,647,164 -53,405 | -3% | -$7.24M |
|
44
American Express
AXP
$231B
| $223M | 0.47% | 2,478,057 -45,204 | -2% | -$4.07M |
|
45
Bristol-Myers Squibb
BMY
$96B
| $220M | 0.46% | 4,242,890 -63,408 | -1% | -$3.29M |
|
46
UnitedHealth
UNH
$281B
| $215M | 0.45% | 2,617,411 -114,621 | -4% | -$9.4M |
|
47
AbbVie
ABBV
$372B
| $211M | 0.44% | 4,102,946 +41,113 | +1% | +$2.11M |
|
48
Occidental Petroleum
OXY
$46.9B
| $210M | 0.44% | 2,200,114 -19,621 | -0.9% | -$1.87M |
|
49
US Bancorp
USB
$76B
| $203M | 0.43% | 4,739,029 -67,445 | -1% | -$2.89M |
|
50
Altria Group
MO
$113B
| $202M | 0.42% | 5,388,060 +104,828 | +2% | +$3.92M |
|