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 |
Nutrien
NTR
|
$86.1M |
| 2 |
WP
Worldpay, Inc.
WP
|
$72.2M |
| 3 |
Fiserv
FI
|
$65.5M |
| 4 |
Aflac
AFL
|
$61.8M |
| 5 |
Interactive Brokers
IBKR
|
$52M |
Top Sells
| 1 |
Alibaba
BABA
|
$58.9M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
$48.6M |
| 3 |
AGU
Agrium
AGU
|
$45.3M |
| 4 |
CME Group
CME
|
$37.4M |
| 5 |
Cisco
CSCO
|
$31.4M |
Sector Composition
| 1 | Financials | 17.44% |
| 2 | Technology | 16.68% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Communication Services | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Citigroup
C
$178B
| $564M | 0.72% | 8,349,914 -89,169 | -1% | -$6.02M |
|
27
Coca-Cola
KO
$297B
| $529M | 0.68% | 12,169,659 +162,730 | +1% | +$7.07M |
|
28
Comcast
CMCSA
$125B
| $505M | 0.65% | 14,788,727 +107,346 | +0.7% | +$3.67M |
|
29
Mastercard
MA
$538B
| $497M | 0.64% | 2,838,638 +17,865 | +0.6% | +$3.13M |
|
30
Walt Disney
DIS
$213B
| $475M | 0.61% | 4,725,023 +66,102 | +1% | +$6.64M |
|
31
PepsiCo
PEP
$204B
| $475M | 0.61% | 4,347,923 +33,983 | +0.8% | +$3.71M |
|
32
NVIDIA
NVDA
$4.24T
| $473M | 0.61% | 2,043,984 +81,541 | +4% | +$18.9M |
|
33
Philip Morris
PM
$260B
| $472M | 0.61% | 4,752,538 +23,733 | +0.5% | +$2.36M |
|
34
AbbVie
ABBV
$372B
| $469M | 0.6% | 4,954,509 +281,453 | +6% | +$26.6M |
|
35
Merck
MRK
$210B
| $450M | 0.58% | 8,263,169 +151,723 | +2% | +$8.26M |
|
36
DuPont de Nemours
DD
$32.2B
| $448M | 0.58% | 7,037,653 +72,271 | +1% | +$4.6M |
|
37
IBM
IBM
$227B
| $435M | 0.56% | 2,833,469 -71,547 | -2% | -$11M |
|
38
3M
MMM
$82.8B
| $435M | 0.56% | 1,979,409 -44,962 | -2% | -$9.87M |
|
39
McDonald's
MCD
$224B
| $425M | 0.55% | 2,717,447 +36,439 | +1% | +$5.7M |
|
40
Oracle
ORCL
$635B
| $425M | 0.55% | 9,281,947 +214,287 | +2% | +$9.8M |
|
41
Walmart
WMT
$774B
| $418M | 0.54% | 4,700,262 -160,437 | -3% | -$14.3M |
|
42
Netflix
NFLX
$513B
| $393M | 0.51% | 1,329,879 +53,602 | +4% | +$15.8M |
|
43
Altria Group
MO
$113B
| $373M | 0.48% | 5,977,400 +56,469 | +1% | +$3.52M |
|
44
PayPal
PYPL
$67.1B
| $355M | 0.46% | 4,681,718 +321,116 | +7% | +$24.4M |
|
45
GE Aerospace
GE
$292B
| $341M | 0.44% | 25,306,688 +444,467 | +2% | +$5.99M |
|
46
Adobe
ADBE
$151B
| $339M | 0.44% | 1,570,074 +131,125 | +9% | +$28.3M |
|
47
Amgen
AMGN
$155B
| $338M | 0.43% | 1,980,336 -114,901 | -5% | -$19.6M |
|
48
Royal Bank of Canada
RY
$205B
| $328M | 0.42% | 4,251,705 +29,866 | +0.7% | +$2.3M |
|
49
Toronto Dominion Bank
TD
$128B
| $316M | 0.41% | 5,577,085 +123,641 | +2% | +$7.01M |
|
50
Goldman Sachs
GS
$226B
| $316M | 0.41% | 1,252,884 +30,141 | +2% | +$7.59M |
|