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 |
L3Harris
LHX
|
$193M |
| 2 |
Tesla
TSLA
|
$177M |
| 3 |
Illumina
ILMN
|
$157M |
| 4 |
Fidelity National Information Services
FIS
|
$143M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$103M |
Top Sells
| 1 |
RHT
Red Hat Inc
RHT
|
$158M |
| 2 |
WP
Worldpay, Inc.
WP
|
$140M |
| 3 |
APC
Anadarko Petroleum
APC
|
$135M |
| 4 |
iShares Gold Trust
IAU
|
$130M |
| 5 |
Apple
AAPL
|
$83.2M |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Financials | 15.47% |
| 3 | Healthcare | 12.69% |
| 4 | Consumer Discretionary | 10.72% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amgen
AMGN
$155B
| $460M | 0.4% | 2,375,325 -70,565 | -3% | -$13.7M |
|
52
Philip Morris
PM
$260B
| $457M | 0.4% | 6,023,728 +52,057 | +0.9% | +$3.95M |
|
53
Union Pacific
UNP
$133B
| $441M | 0.38% | 2,723,302 -62,470 | -2% | -$10.1M |
|
54
AbbVie
ABBV
$372B
| $441M | 0.38% | 5,817,992 +48,571 | +0.8% | +$3.68M |
|
55
Broadcom
AVGO
$1.4T
| $434M | 0.38% | 1,573,003 -39,052 | -2% | -$10.8M |
|
56
Danaher
DHR
$147B
| $426M | 0.37% | 2,947,171 +129,650 | +5% | +$18.7M |
|
57
Starbucks
SBUX
$100B
| $422M | 0.37% | 4,772,075 -52,150 | -1% | -$4.61M |
|
58
Royal Bank of Canada
RY
$205B
| $415M | 0.36% | 5,113,736 -4,460 | -0.1% | -$362K |
|
59
3M
MMM
$82.8B
| $403M | 0.35% | 2,454,125 +576 | +0% | +$94.7K |
|
|
60
Illumina
ILMN
$15.8B
| $400M | 0.35% | 1,315,437 +517,226 | +65% | +$157M |
|
61
Lockheed Martin
LMT
$106B
| $391M | 0.34% | 1,003,604 +17,638 | +2% | +$6.88M |
|
62
Eli Lilly
LLY
$657B
| $389M | 0.34% | 3,481,584 -62,402 | -2% | -$6.98M |
|
63
Toronto Dominion Bank
TD
$128B
| $389M | 0.34% | 6,668,990 -29,785 | -0.4% | -$1.74M |
|
64
American Tower
AMT
$95.5B
| $375M | 0.33% | 1,696,020 -5,910 | -0.3% | -$1.31M |
|
65
Bristol-Myers Squibb
BMY
$96B
| $375M | 0.33% | 7,386,695 +134,804 | +2% | +$6.84M |
|
66
Intuit
INTU
$186B
| $369M | 0.32% | 1,386,715 -14,348 | -1% | -$3.82M |
|
67
Qualcomm
QCOM
$173B
| $351M | 0.3% | 4,597,950 +4,842 | +0.1% | +$369K |
|
|
68
Tesla
TSLA
$1.08T
| $349M | 0.3% | 1,448,917 +733,764 | +103% | +$177M |
|
69
American Express
AXP
$231B
| $345M | 0.3% | 2,916,445 -23,579 | -0.8% | -$2.79M |
|
70
Booking.com
BKNG
$181B
| $341M | 0.3% | 173,872 +1,346 | +0.8% | +$2.64M |
|
71
Lowe's Companies
LOW
$145B
| $336M | 0.29% | 3,054,581 +7,447 | +0.2% | +$819K |
|
72
Gilead Sciences
GILD
$140B
| $327M | 0.28% | 5,155,214 +54,910 | +1% | +$3.48M |
|
73
US Bancorp
USB
$76B
| $323M | 0.28% | 5,832,809 -20,479 | -0.3% | -$1.13M |
|
|
74
Fidelity National Information Services
FIS
$36.5B
| $318M | 0.28% | 2,396,700 +1,080,791 | +82% | +$143M |
|
75
CME Group
CME
$96B
| $316M | 0.27% | 1,494,237 +48,392 | +3% | +$10.2M |
|