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 |
iShares Gold Trust
IAU
|
$125M |
| 2 |
DXC Technology
DXC
|
$73.7M |
| 3 |
Amazon
AMZN
|
$50.9M |
| 4 |
PayPal
PYPL
|
$39.1M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$36.8M |
Top Sells
| 1 |
YHOO
Yahoo Inc
YHOO
|
$117M |
| 2 |
Xerox
XRX
|
$58M |
| 3 |
SPDR Gold Trust
GLD
|
$46.4M |
| 4 |
MJN
Mead Johnson Nutrition Company
MJN
|
$45.8M |
| 5 |
CSC
Computer Sciences
CSC
|
$29.7M |
Sector Composition
| 1 | Financials | 17.01% |
| 2 | Technology | 14.58% |
| 3 | Healthcare | 12.95% |
| 4 | Consumer Discretionary | 10.07% |
| 5 | Communication Services | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Merck
MRK
$210B
| $519M | 0.76% | 8,096,712 +158,794 | +2% | +$10.2M |
|
27
Walt Disney
DIS
$213B
| $500M | 0.73% | 4,706,473 +265,456 | +6% | +$28.2M |
|
28
Intel
INTC
$107B
| $494M | 0.72% | 14,643,610 +543,719 | +4% | +$18.3M |
|
29
PepsiCo
PEP
$204B
| $491M | 0.72% | 4,249,119 +32,452 | +0.8% | +$3.75M |
|
30
Cisco
CSCO
$274B
| $483M | 0.71% | 15,423,839 +367,104 | +2% | +$11.5M |
|
31
Oracle
ORCL
$635B
| $472M | 0.69% | 9,409,929 +170,118 | +2% | +$8.53M |
|
32
Alibaba
BABA
$322B
| $439M | 0.64% | 3,113,678 +218,227 | +8% | +$30.7M |
|
33
Altria Group
MO
$113B
| $437M | 0.64% | 5,869,600 +203,904 | +4% | +$15.2M |
|
34
IBM
IBM
$227B
| $432M | 0.63% | 2,808,640 +88,708 | +3% | +$13.6M |
|
35
McDonald's
MCD
$224B
| $404M | 0.59% | 2,636,762 +46,144 | +2% | +$7.07M |
|
36
3M
MMM
$82.8B
| $386M | 0.57% | 1,852,085 +28,066 | +2% | +$5.84M |
|
37
Boeing
BA
$177B
| $386M | 0.57% | 1,949,657 +144,427 | +8% | +$28.6M |
|
38
Walmart
WMT
$774B
| $367M | 0.54% | 4,854,581 +57,604 | +1% | +$4.36M |
|
39
Amgen
AMGN
$155B
| $363M | 0.53% | 2,107,235 +23,613 | +1% | +$4.07M |
|
40
Mastercard
MA
$538B
| $334M | 0.49% | 2,751,254 +32,136 | +1% | +$3.9M |
|
41
AbbVie
ABBV
$372B
| $331M | 0.49% | 4,570,566 +46,487 | +1% | +$3.37M |
|
|
CELG
42
DELISTED
Celgene Corp
CELG
| $318M | 0.47% | 2,448,703 +92,435 | +4% | +$12M |
|
43
Royal Bank of Canada
RY
$205B
| $309M | 0.45% | 4,276,057 +26,745 | +0.6% | +$1.93M |
|
44
RTX Corp
RTX
$212B
| $283M | 0.42% | 2,321,257 -162,588 | -7% | -$19.9M |
|
45
Booking.com
BKNG
$181B
| $281M | 0.41% | 150,330 +12,183 | +9% | +$22.8M |
|
46
Honeywell
HON
$139B
| $277M | 0.41% | 2,078,760 +36,764 | +2% | +$4.9M |
|
47
Toronto Dominion Bank
TD
$128B
| $276M | 0.41% | 5,510,246 +156,158 | +3% | +$7.83M |
|
48
Gilead Sciences
GILD
$140B
| $270M | 0.4% | 3,818,597 +37,493 | +1% | +$2.65M |
|
49
Bristol-Myers Squibb
BMY
$96B
| $265M | 0.39% | 4,748,062 -150,396 | -3% | -$8.38M |
|
50
Goldman Sachs
GS
$226B
| $262M | 0.38% | 1,180,716 -52,672 | -4% | -$11.7M |
|