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 | |
|---|---|---|---|---|---|---|
51
Schlumberger
SLB
$55B
| $260M | 0.38% | 3,946,562 +81,862 | +2% | +$5.39M |
|
52
Starbucks
SBUX
$100B
| $255M | 0.37% | 4,374,636 +217,378 | +5% | +$12.7M |
|
53
Union Pacific
UNP
$133B
| $255M | 0.37% | 2,341,896 +13,487 | +0.6% | +$1.47M |
|
54
NVIDIA
NVDA
$4.24T
| $254M | 0.37% | 1,759,477 +19,410 | +1% | +$2.81M |
|
55
US Bancorp
USB
$76B
| $254M | 0.37% | 4,887,075 +90,570 | +2% | +$4.7M |
|
56
Qualcomm
QCOM
$173B
| $242M | 0.35% | 4,374,251 +173,121 | +4% | +$9.56M |
|
57
Abbott
ABT
$231B
| $241M | 0.35% | 4,952,043 +127,926 | +3% | +$6.22M |
|
58
Eli Lilly
LLY
$657B
| $239M | 0.35% | 2,905,130 +54,878 | +2% | +$4.52M |
|
59
CVS Health
CVS
$92.8B
| $237M | 0.35% | 2,939,522 -53,146 | -2% | -$4.28M |
|
60
Nike
NKE
$114B
| $232M | 0.34% | 3,937,220 +52,899 | +1% | +$3.12M |
|
|
WBA
61
DELISTED
Walgreens Boots Alliance
WBA
| $225M | 0.33% | 2,878,613 +60,235 | +2% | +$4.72M |
|
62
Texas Instruments
TXN
$184B
| $225M | 0.33% | 2,929,572 +53,808 | +2% | +$4.14M |
|
|
TWX
63
DELISTED
Time Warner Inc
TWX
| $223M | 0.33% | 2,220,668 +52,905 | +2% | +$5.31M |
|
64
DuPont de Nemours
DD
$32.2B
| $220M | 0.32% | 3,483,638 +231,019 | +7% | +$14.6M |
|
65
United Parcel Service
UPS
$74.1B
| $219M | 0.32% | 1,979,100 -24,784 | -1% | -$2.74M |
|
66
Charter Communications
CHTR
$36.3B
| $219M | 0.32% | 649,750 -17,545 | -3% | -$5.91M |
|
|
67
PayPal
PYPL
$67.1B
| $217M | 0.32% | 4,036,159 +727,759 | +22% | +$39.1M |
|
68
Caterpillar
CAT
$196B
| $215M | 0.32% | 2,005,123 +32,645 | +2% | +$3.51M |
|
69
Scotiabank
BNS
$77.6B
| $215M | 0.31% | 3,574,743 +76,866 | +2% | +$4.62M |
|
70
Lockheed Martin
LMT
$106B
| $213M | 0.31% | 766,666 +4,768 | +0.6% | +$1.32M |
|
|
DD
71
DELISTED
Du Pont De Nemours E I
DD
| $211M | 0.31% | 2,614,560 +47,447 | +2% | +$3.83M |
|
72
Adobe
ADBE
$151B
| $204M | 0.3% | 1,442,236 +36,444 | +3% | +$5.15M |
|
73
American International
AIG
$45.1B
| $202M | 0.3% | 3,227,983 -70,089 | -2% | -$4.38M |
|
74
Costco
COST
$418B
| $200M | 0.29% | 1,252,460 +28,604 | +2% | +$4.57M |
|
75
American Express
AXP
$231B
| $195M | 0.29% | 2,320,534 -20,061 | -0.9% | -$1.69M |
|