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 |
Kraft Heinz
KHC
|
$117M |
| 2 |
PayPal
PYPL
|
$106M |
| 3 |
Netflix
NFLX
|
$100M |
| 4 |
AT&T
T
|
$70.1M |
| 5 |
Apple
AAPL
|
$55.2M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$833M |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$137M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$115M |
| 4 |
HSP
HOSPIRA INC
HSP
|
$40M |
| 5 |
NiSource
NI
|
$38.3M |
Sector Composition
| 1 | Financials | 16.22% |
| 2 | Healthcare | 14.18% |
| 3 | Technology | 13.72% |
| 4 | Consumer Discretionary | 9.5% |
| 5 | Industrials | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
PepsiCo
PEP
$204B
| $392M | 0.76% | 4,151,700 +126,031 | +3% | +$11.9M |
|
27
Visa
V
$683B
| $384M | 0.74% | 5,513,068 +58,683 | +1% | +$4.09M |
|
28
Comcast
CMCSA
$125B
| $355M | 0.69% | 6,232,752 +197,491 | +3% | +$11.2M |
|
29
Oracle
ORCL
$635B
| $345M | 0.67% | 9,544,089 +126,706 | +1% | +$4.58M |
|
30
Philip Morris
PM
$260B
| $331M | 0.64% | 4,167,527 +103,379 | +3% | +$8.2M |
|
31
CVS Health
CVS
$92.8B
| $322M | 0.62% | 3,336,501 -35,114 | -1% | -$3.39M |
|
32
UnitedHealth
UNH
$281B
| $318M | 0.62% | 2,741,636 +75,365 | +3% | +$8.74M |
|
33
Altria Group
MO
$113B
| $302M | 0.59% | 5,559,601 +185,766 | +3% | +$10.1M |
|
34
Walmart
WMT
$774B
| $296M | 0.57% | 4,566,795 +158,140 | +4% | +$10.3M |
|
35
Amgen
AMGN
$155B
| $294M | 0.57% | 2,128,591 +53,980 | +3% | +$7.47M |
|
36
Bristol-Myers Squibb
BMY
$96B
| $291M | 0.56% | 4,909,387 +216,143 | +5% | +$12.8M |
|
37
McDonald's
MCD
$224B
| $275M | 0.53% | 2,792,925 +89,041 | +3% | +$8.77M |
|
38
3M
MMM
$82.8B
| $262M | 0.51% | 1,848,785 +81,154 | +5% | +$11.5M |
|
39
AbbVie
ABBV
$372B
| $258M | 0.5% | 4,733,370 +157,387 | +3% | +$8.56M |
|
40
Schlumberger
SLB
$55B
| $252M | 0.49% | 3,657,375 +85,404 | +2% | +$5.89M |
|
41
Mastercard
MA
$538B
| $249M | 0.48% | 2,758,117 +102,755 | +4% | +$9.26M |
|
42
Boeing
BA
$177B
| $248M | 0.48% | 1,891,781 +43,128 | +2% | +$5.65M |
|
43
Nike
NKE
$114B
| $241M | 0.47% | 1,963,581 +75,164 | +4% | +$9.24M |
|
|
CELG
44
DELISTED
Celgene Corp
CELG
| $241M | 0.47% | 2,226,516 -166,272 | -7% | -$18M |
|
45
Qualcomm
QCOM
$173B
| $238M | 0.46% | 4,434,748 +108,684 | +3% | +$5.84M |
|
46
Starbucks
SBUX
$100B
| $233M | 0.45% | 4,097,971 +171,438 | +4% | +$9.74M |
|
47
Eli Lilly
LLY
$657B
| $233M | 0.45% | 2,778,120 +74,081 | +3% | +$6.2M |
|
48
American International
AIG
$45.1B
| $228M | 0.44% | 4,016,984 +30,343 | +0.8% | +$1.72M |
|
49
RTX Corp
RTX
$212B
| $226M | 0.44% | 2,544,521 +208,054 | +9% | +$18.5M |
|
50
Royal Bank of Canada
RY
$205B
| $220M | 0.43% | 3,988,852 +52,952 | +1% | +$2.92M |
|