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
|
$1.26B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$823M |
| 3 |
Union Pacific
UNP
|
$109M |
| 4 |
CELG
Celgene Corp
CELG
|
$96.6M |
| 5 |
EOG Resources
EOG
|
$79.6M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$58.2M |
| 2 |
Microsoft
MSFT
|
$43M |
| 3 |
GE Aerospace
GE
|
$39.6M |
| 4 |
Chevron
CVX
|
$38.7M |
| 5 |
Bank of America
BAC
|
$37.1M |
Sector Composition
| 1 | Financials | 15.6% |
| 2 | Technology | 13.2% |
| 3 | Healthcare | 13.14% |
| 4 | Energy | 11.33% |
| 5 | Industrials | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Qualcomm
QCOM
$171B
| $337M | 0.69% |
4,251,180
-216,885
| -5% | -$17.2M |
|
27
Meta Platforms (Facebook)
META
$1.85T
| $335M | 0.69% |
4,979,830
-43,890
| -0.9% | -$2.95M |
|
28
PepsiCo
PEP
$206B
| $334M | 0.69% |
3,735,787
-211,302
| -5% | -$18.9M |
|
29
Philip Morris
PM
$260B
| $321M | 0.66% |
3,808,726
-232,688
| -6% | -$19.6M |
|
30
Home Depot
HD
$405B
| $308M | 0.63% |
3,800,045
-268,549
| -7% | -$21.7M |
|
31
Comcast
CMCSA
$126B
| $307M | 0.63% |
5,717,231
-327,954
| -5% | -$17.6M |
|
32
Amazon
AMZN
$2.4T
| $305M | 0.63% |
938,251
-11,555
| -1% | -$3.75M |
|
33
Walmart
WMT
$780B
| $305M | 0.63% |
4,056,453
-144,788
| -3% | -$10.9M |
|
34
Visa
V
$683B
| $289M | 0.59% |
1,373,177
-72,156
| -5% | -$15.2M |
|
35
ConocoPhillips
COP
$124B
| $282M | 0.58% |
3,292,380
-58,683
| -2% | -$5.03M |
|
36
Royal Bank of Canada
RY
$205B
| $259M | 0.53% |
3,620,086
-218,379
| -6% | -$15.6M |
|
37
RTX Corp
RTX
$212B
| $259M | 0.53% |
2,240,522
-139,319
| -6% | -$16.1M |
|
38
CVS Health
CVS
$94B
| $256M | 0.53% |
3,401,509
-231,005
| -6% | -$17.4M |
|
39
McDonald's
MCD
$224B
| $256M | 0.53% |
2,539,506
-73,325
| -3% | -$7.39M |
|
40
Toronto Dominion Bank
TD
$128B
| $238M | 0.49% |
4,624,990
-196,343
| -4% | -$10.1M |
|
|
41
Union Pacific
UNP
$133B
| $232M | 0.48% |
2,324,783
+1,093,376
| +89% | +$109M |
|
42
Boeing
BA
$179B
| $229M | 0.47% |
1,803,442
-71,717
| -4% | -$9.12M |
|
43
3M
MMM
$82.8B
| $228M | 0.47% |
1,594,776
-52,388
| -3% | -$7.5M |
|
44
American Express
AXP
$230B
| $228M | 0.47% |
2,401,497
-76,560
| -3% | -$7.26M |
|
45
Amgen
AMGN
$155B
| $226M | 0.46% |
1,909,055
-89,428
| -4% | -$10.6M |
|
46
AbbVie
ABBV
$374B
| $216M | 0.44% |
3,831,826
-271,120
| -7% | -$15.3M |
|
47
Occidental Petroleum
OXY
$47.3B
| $210M | 0.43% |
2,051,039
-149,075
| -7% | -$15.3M |
|
48
UnitedHealth
UNH
$280B
| $208M | 0.43% |
2,543,433
-73,978
| -3% | -$6.05M |
|
49
American International
AIG
$45.1B
| $208M | 0.43% |
3,807,835
-159,007
| -4% | -$8.68M |
|
50
Altria Group
MO
$113B
| $204M | 0.42% |
4,867,521
-520,539
| -10% | -$21.8M |
|