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 |
Visa
V
|
$272M |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$199M |
| 3 |
Apple
AAPL
|
$151M |
| 4 |
Exxon Mobil
XOM
|
$80.4M |
| 5 |
Microsoft
MSFT
|
$75.3M |
Top Sells
| 1 |
Medtronic
MDT
|
$168M |
| 2 |
AGN
ALLERGAN INC
AGN
|
$150M |
| 3 |
Viatris
VTRS
|
$51.7M |
| 4 |
CFN
CAREFUSION CORPORATION
CFN
|
$30.4M |
| 5 |
SWY
SAFEWAY INC
SWY
|
$20.6M |
Sector Composition
| 1 | Financials | 15.18% |
| 2 | Healthcare | 13.9% |
| 3 | Technology | 13.57% |
| 4 | Energy | 9.54% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
American International
AIG
$45.1B
| $224M | 0.4% |
4,087,774
+242,710
| +6% | +$13.3M |
|
52
Goldman Sachs
GS
$226B
| $219M | 0.4% |
1,167,136
+115,974
| +11% | +$21.8M |
|
53
Toronto Dominion Bank
TD
$128B
| $214M | 0.39% |
5,000,471
+419,608
| +9% | +$17.9M |
|
54
Abbott
ABT
$231B
| $208M | 0.38% |
4,491,637
+334,486
| +8% | +$15.5M |
|
55
US Bancorp
USB
$76B
| $206M | 0.37% |
4,722,524
+382,681
| +9% | +$16.7M |
|
56
Simon Property Group
SPG
$59B
| $206M | 0.37% |
1,051,049
+62,873
| +6% | +$12.3M |
|
57
Lowe's Companies
LOW
$145B
| $205M | 0.37% |
2,757,704
+268,636
| +11% | +$20M |
|
|
TWX
58
DELISTED
Time Warner Inc
TWX
| $205M | 0.37% |
2,422,855
+201,058
| +9% | +$17M |
|
59
American Express
AXP
$230B
| $201M | 0.36% |
2,570,627
+216,453
| +9% | +$16.9M |
|
60
Honeywell
HON
$138B
| $200M | 0.36% |
1,920,782
+150,743
| +9% | +$15.7M |
|
|
WBA
61
DELISTED
Walgreens Boots Alliance
WBA
| $200M | 0.36% |
2,357,484
+2,352,084
| +43,557% | +$199M |
|
62
Eli Lilly
LLY
$657B
| $198M | 0.36% |
2,718,751
+235,575
| +9% | +$17.1M |
|
63
Kinder Morgan
KMI
$59.4B
| $195M | 0.35% |
4,637,265
+410,895
| +10% | +$17.3M |
|
|
MON
64
DELISTED
Monsanto Co
MON
| $193M | 0.35% |
1,716,368
+13,779
| +0.8% | +$1.55M |
|
65
Nike
NKE
$110B
| $192M | 0.35% |
1,911,681
+167,167
| +10% | +$16.8M |
|
|
ESRX
66
DELISTED
Express Scripts Holding Company
ESRX
| $187M | 0.34% |
2,151,316
+94,189
| +5% | +$8.17M |
|
67
Mondelez International
MDLZ
$80B
| $185M | 0.33% |
5,127,581
+304,128
| +6% | +$11M |
|
68
United Parcel Service
UPS
$72.2B
| $182M | 0.33% |
1,876,030
+148,621
| +9% | +$14.4M |
|
69
DuPont de Nemours
DD
$32.2B
| $180M | 0.33% |
3,754,288
+409,995
| +12% | +$19.7M |
|
70
HP
HPQ
$27.1B
| $180M | 0.33% |
5,779,324
+328,758
| +6% | +$10.2M |
|
|
DD
71
DELISTED
Du Pont De Nemours E I
DD
| $177M | 0.32% |
2,471,449
+202,505
| +9% | +$14.5M |
|
72
Costco
COST
$418B
| $171M | 0.31% |
1,131,640
+103,117
| +10% | +$15.6M |
|
73
Occidental Petroleum
OXY
$47.3B
| $169M | 0.3% |
2,309,444
+212,976
| +10% | +$15.5M |
|
74
Ford
F
$46.6B
| $168M | 0.3% |
10,424,566
+1,700,624
| +19% | +$27.4M |
|
75
Colgate-Palmolive
CL
$67.9B
| $168M | 0.3% |
2,417,583
+195,369
| +9% | +$13.5M |
|