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 |
Bristol-Myers Squibb
BMY
|
$200M |
| 2 |
Alibaba
BABA
|
$176M |
| 3 |
Blackstone
BX
|
$127M |
| 4 |
Truist Financial
TFC
|
$127M |
| 5 |
Mercado Libre
MELI
|
$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$116M |
| 3 |
Tesla
TSLA
|
$92.4M |
| 4 |
Apple
AAPL
|
$90.7M |
| 5 |
NVIDIA
NVDA
|
$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Philip Morris
PM
$260B
| $504M | 0.4% | 5,928,619 -95,109 | -2% | -$8.09M |
|
52
IBM
IBM
$227B
| $503M | 0.4% | 3,755,945 +49,605 | +1% | +$6.65M |
|
53
Union Pacific
UNP
$133B
| $498M | 0.39% | 2,753,020 +29,718 | +1% | +$5.37M |
|
54
Texas Instruments
TXN
$184B
| $497M | 0.39% | 3,876,810 +51,749 | +1% | +$6.64M |
|
55
NextEra Energy, Inc.
NEE
$148B
| $490M | 0.39% | 2,022,466 +40,005 | +2% | +$9.69M |
|
56
Oracle
ORCL
$635B
| $487M | 0.38% | 9,240,652 -383,103 | -4% | -$20.2M |
|
|
XYZ
57
Block, Inc.
XYZ
$48.5B
| $486M | 0.38% | 7,760,860 -210,335 | -3% | -$13.2M |
|
58
Illumina
ILMN
$15.8B
| $464M | 0.36% | 1,397,671 +82,234 | +6% | +$27.3M |
|
59
Eli Lilly
LLY
$657B
| $462M | 0.36% | 3,518,373 +36,789 | +1% | +$4.84M |
|
60
Danaher
DHR
$147B
| $453M | 0.36% | 2,948,452 +1,281 | +0% | +$197K |
|
61
3M
MMM
$82.8B
| $444M | 0.35% | 2,515,747 +61,622 | +3% | +$10.9M |
|
62
Qualcomm
QCOM
$173B
| $416M | 0.33% | 4,711,006 +113,056 | +2% | +$9.97M |
|
63
Starbucks
SBUX
$100B
| $415M | 0.33% | 4,721,604 -50,471 | -1% | -$4.44M |
|
64
Lockheed Martin
LMT
$106B
| $408M | 0.32% | 1,047,160 +43,556 | +4% | +$17M |
|
65
Royal Bank of Canada
RY
$205B
| $406M | 0.32% | 5,131,995 +18,259 | +0.4% | +$1.45M |
|
66
American Tower
AMT
$95.5B
| $397M | 0.31% | 1,727,565 +31,545 | +2% | +$7.25M |
|
67
GE Aerospace
GE
$292B
| $376M | 0.3% | 33,695,547 +863,181 | +3% | +$9.63M |
|
68
Elevance Health
ELV
$71.8B
| $376M | 0.3% | 1,244,615 +7,781 | +0.6% | +$2.35M |
|
69
Altria Group
MO
$113B
| $372M | 0.29% | 7,460,401 +127,553 | +2% | +$6.37M |
|
70
CVS Health
CVS
$92.8B
| $372M | 0.29% | 5,007,181 +83,277 | +2% | +$6.19M |
|
71
American Express
AXP
$231B
| $365M | 0.29% | 2,940,393 +23,948 | +0.8% | +$2.97M |
|
72
Toronto Dominion Bank
TD
$128B
| $364M | 0.29% | 6,543,674 -125,316 | -2% | -$6.96M |
|
73
Lowe's Companies
LOW
$145B
| $360M | 0.28% | 3,023,692 -30,889 | -1% | -$3.68M |
|
74
Caterpillar
CAT
$196B
| $356M | 0.28% | 2,429,729 -13,281 | -0.5% | -$1.95M |
|
75
TJX Companies
TJX
$152B
| $350M | 0.28% | 5,739,851 +484,472 | +9% | +$29.6M |
|