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 |
Teva Pharmaceuticals
TEVA
|
$96.7M |
| 2 |
Intercontinental Exchange
ICE
|
$73.6M |
| 3 |
Fortis
FTS
|
$35.6M |
| 4 |
Monster Beverage
MNST
|
$33.4M |
| 5 |
CSC
Computer Sciences
CSC
|
$25.9M |
Top Sells
Sector Composition
| 1 | Financials | 16.97% |
| 2 | Technology | 13.57% |
| 3 | Healthcare | 12.49% |
| 4 | Communication Services | 9.82% |
| 5 | Consumer Discretionary | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Walt Disney
DIS
$213B
| $461M | 0.75% |
4,422,264
-142,695
| -3% | -$14.9M |
|
27
Cisco
CSCO
$268B
| $454M | 0.74% |
15,037,168
-284,489
| -2% | -$8.6M |
|
28
IBM
IBM
$227B
| $446M | 0.73% |
2,684,996
-78,143
| -3% | -$13M |
|
29
PepsiCo
PEP
$206B
| $442M | 0.72% |
4,220,318
-73,341
| -2% | -$7.67M |
|
30
Visa
V
$683B
| $429M | 0.7% |
5,500,087
-87,956
| -2% | -$6.86M |
|
31
Philip Morris
PM
$260B
| $397M | 0.65% |
4,338,665
-87,979
| -2% | -$8.05M |
|
32
Altria Group
MO
$113B
| $385M | 0.63% |
5,691,029
-150,524
| -3% | -$10.2M |
|
33
Oracle
ORCL
$633B
| $356M | 0.58% |
9,258,006
-196,025
| -2% | -$7.54M |
|
34
Walmart
WMT
$780B
| $326M | 0.53% |
4,719,639
+31,684
| +0.7% | +$2.19M |
|
35
Schlumberger
SLB
$53.6B
| $324M | 0.53% |
3,858,874
-436,220
| -10% | -$36.6M |
|
36
McDonald's
MCD
$224B
| $321M | 0.52% |
2,635,505
-110,514
| -4% | -$13.5M |
|
37
3M
MMM
$82.8B
| $320M | 0.52% |
1,793,713
-45,520
| -2% | -$8.13M |
|
38
Amgen
AMGN
$155B
| $312M | 0.51% |
2,133,510
-157,071
| -7% | -$23M |
|
39
Royal Bank of Canada
RY
$205B
| $287M | 0.47% |
4,247,293
-73,317
| -2% | -$4.95M |
|
40
Bristol-Myers Squibb
BMY
$96B
| $286M | 0.47% |
4,889,908
-74,874
| -2% | -$4.38M |
|
41
AbbVie
ABBV
$374B
| $283M | 0.46% |
4,517,995
-183,442
| -4% | -$11.5M |
|
42
Mastercard
MA
$535B
| $281M | 0.46% |
2,719,214
-49,821
| -2% | -$5.14M |
|
43
Boeing
BA
$179B
| $276M | 0.45% |
1,775,594
-84,183
| -5% | -$13.1M |
|
44
RTX Corp
RTX
$212B
| $275M | 0.45% |
2,510,385
-76,165
| -3% | -$8.35M |
|
45
Goldman Sachs
GS
$226B
| $273M | 0.45% |
1,142,189
-37,850
| -3% | -$9.06M |
|
|
CELG
46
DELISTED
Celgene Corp
CELG
| $272M | 0.44% |
2,348,069
+23,082
| +1% | +$2.67M |
|
47
Gilead Sciences
GILD
$140B
| $271M | 0.44% |
3,784,236
-81,656
| -2% | -$5.85M |
|
48
Qualcomm
QCOM
$171B
| $270M | 0.44% |
4,142,719
-49,974
| -1% | -$3.26M |
|
49
Toronto Dominion Bank
TD
$128B
| $264M | 0.43% |
5,361,102
-107,015
| -2% | -$5.27M |
|
50
Alibaba
BABA
$330B
| $254M | 0.41% |
2,889,213
-68,183
| -2% | -$5.99M |
|