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 |
Apple
AAPL
|
$450M |
| 2 |
Microsoft
MSFT
|
$436M |
| 3 |
Amazon
AMZN
|
$421M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$211M |
| 5 |
Johnson & Johnson
JNJ
|
$209M |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$214M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$176M |
| 3 |
PX
Praxair Inc
PX
|
$149M |
| 4 |
COL
Rockwell Collins
COL
|
$76.7M |
| 5 |
ANDV
Andeavor
ANDV
|
$73M |
Sector Composition
| 1 | Technology | 17.38% |
| 2 | Financials | 15.84% |
| 3 | Healthcare | 13.61% |
| 4 | Consumer Discretionary | 10.74% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Nike
NKE
$114B
| $379M | 0.41% | 5,164,038 +850,742 | +20% | +$62.4M |
|
52
Honeywell
HON
$139B
| $372M | 0.4% | 2,843,083 +449,657 | +19% | +$58.8M |
|
53
Royal Bank of Canada
RY
$205B
| $357M | 0.38% | 5,235,970 +860,040 | +20% | +$58.7M |
|
54
RTX Corp
RTX
$212B
| $352M | 0.38% | 3,339,192 +737,792 | +28% | +$77.7M |
|
55
Texas Instruments
TXN
$184B
| $352M | 0.38% | 3,747,128 +587,879 | +19% | +$55.1M |
|
56
Costco
COST
$418B
| $349M | 0.38% | 1,726,630 +290,920 | +20% | +$58.8M |
|
57
Altria Group
MO
$113B
| $345M | 0.37% | 7,047,324 +1,060,017 | +18% | +$51.8M |
|
58
Bristol-Myers Squibb
BMY
$96B
| $342M | 0.37% | 6,704,178 +1,394,335 | +26% | +$71M |
|
59
Toronto Dominion Bank
TD
$128B
| $341M | 0.37% | 6,873,214 +1,066,388 | +18% | +$52.9M |
|
60
NextEra Energy, Inc.
NEE
$148B
| $337M | 0.36% | 1,951,596 +275,614 | +16% | +$47.6M |
|
61
Thermo Fisher Scientific
TMO
$186B
| $335M | 0.36% | 1,508,026 +240,710 | +19% | +$53.5M |
|
62
Starbucks
SBUX
$100B
| $332M | 0.36% | 5,232,832 -164,702 | -3% | -$10.4M |
|
63
CVS Health
CVS
$92.8B
| $324M | 0.35% | 4,974,681 +1,640,041 | +49% | +$107M |
|
64
Caterpillar
CAT
$196B
| $318M | 0.34% | 2,534,233 +243,802 | +11% | +$30.6M |
|
65
Booking.com
BKNG
$181B
| $317M | 0.34% | 184,485 +29,695 | +19% | +$51M |
|
66
Gilead Sciences
GILD
$140B
| $312M | 0.34% | 5,046,468 +800,268 | +19% | +$49.5M |
|
|
XYZ
67
Block, Inc.
XYZ
$48.5B
| $305M | 0.33% | 5,456,411 +1,448,871 | +36% | +$80.9M |
|
68
ConocoPhillips
COP
$124B
| $303M | 0.33% | 4,909,717 +776,597 | +19% | +$47.9M |
|
69
Qualcomm
QCOM
$173B
| $303M | 0.33% | 5,325,442 +844,088 | +19% | +$48M |
|
70
American Express
AXP
$231B
| $300M | 0.32% | 3,172,270 +690,429 | +28% | +$65.2M |
|
71
Elevance Health
ELV
$71.8B
| $286M | 0.31% | 1,103,317 +220,571 | +25% | +$57.1M |
|
72
Lowe's Companies
LOW
$145B
| $286M | 0.31% | 3,111,245 +497,854 | +19% | +$45.7M |
|
73
Cigna
CI
$80.3B
| $285M | 0.31% | 1,496,625 +662,195 | +79% | +$126M |
|
74
Baidu
BIDU
$32.8B
| $279M | 0.3% | 1,719,373 +361,639 | +27% | +$58.6M |
|
75
Goldman Sachs
GS
$226B
| $272M | 0.29% | 1,669,192 +221,927 | +15% | +$36.2M |
|