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 |
Canadian National Railway
CNI
|
$57.8M |
| 2 |
VF Corp
VFC
|
$41M |
| 3 |
BorgWarner
BWA
|
$24.3M |
| 4 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$22.6M |
| 5 |
BEAV
B/E Aerospace Inc
BEAV
|
$21.8M |
Top Sells
| 1 |
Apple
AAPL
|
$105M |
| 2 |
Exxon Mobil
XOM
|
$63.4M |
| 3 |
DELL
DELL INC
DELL
|
$54.6M |
| 4 |
GE Aerospace
GE
|
$47.3M |
| 5 |
Visa
V
|
$37.4M |
Sector Composition
| 1 | Financials | 15.9% |
| 2 | Technology | 12.91% |
| 3 | Healthcare | 12.83% |
| 4 | Energy | 10.83% |
| 5 | Industrials | 10.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Medtronic
MDT
$119B
| $147M | 0.3% | 2,558,394 -134,945 | -5% | -$7.74M |
|
77
Suncor Energy
SU
$50.1B
| $140M | 0.29% | 4,030,968 -213,111 | -5% | -$7.38M |
|
78
Eli Lilly
LLY
$657B
| $139M | 0.29% | 2,711,291 -37,762 | -1% | -$1.93M |
|
79
DuPont de Nemours
DD
$32.2B
| $138M | 0.29% | 3,084,357 -108,022 | -3% | -$4.82M |
|
|
TFCFA
80
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $138M | 0.29% | 3,926,872 -221,369 | -5% | -$7.75M |
|
81
General Motors
GM
$55.8B
| $136M | 0.28% | 3,331,892 +525,599 | +19% | +$21.4M |
|
82
TJX Companies
TJX
$152B
| $135M | 0.28% | 2,138,239 -14,102 | -0.7% | -$893K |
|
83
MetLife
MET
$54.1B
| $133M | 0.28% | 2,485,248 -103,190 | -4% | -$5.52M |
|
|
EMC
84
DELISTED
EMC CORPORATION
EMC
| $132M | 0.27% | 5,272,676 -282,299 | -5% | -$7.07M |
|
85
Costco
COST
$418B
| $132M | 0.27% | 1,109,029 -31,409 | -3% | -$3.73M |
|
86
EOG Resources
EOG
$68.2B
| $130M | 0.27% | 775,609 -4,986 | -0.6% | -$834K |
|
87
FedEx
FDX
$54.5B
| $129M | 0.27% | 904,689 -53,162 | -6% | -$7.6M |
|
88
Emerson Electric
EMR
$74.3B
| $128M | 0.26% | 1,815,253 -90,169 | -5% | -$6.34M |
|
89
Freeport-McMoran
FCX
$63.7B
| $127M | 0.26% | 3,383,441 +61,839 | +2% | +$2.33M |
|
90
Prudential Financial
PRU
$38.6B
| $127M | 0.26% | 1,387,962 -31,233 | -2% | -$2.86M |
|
91
Duke Energy
DUK
$95.3B
| $127M | 0.26% | 1,836,109 -61,399 | -3% | -$4.24M |
|
92
Texas Instruments
TXN
$184B
| $126M | 0.26% | 2,863,742 -142,067 | -5% | -$6.24M |
|
93
Halliburton
HAL
$19.4B
| $125M | 0.26% | 2,480,426 -150,304 | -6% | -$7.58M |
|
|
94
Canadian National Railway
CNI
$60.4B
| $122M | 0.25% | 2,151,682 +1,020,665 | +90% | +$57.8M |
|
95
Bank of New York Mellon
BK
$74.5B
| $118M | 0.24% | 3,413,483 -251,562 | -7% | -$8.69M |
|
96
Morgan Stanley
MS
$240B
| $116M | 0.24% | 3,766,170 -193,810 | -5% | -$5.98M |
|
97
Capital One
COF
$145B
| $116M | 0.24% | 1,529,375 -68,664 | -4% | -$5.21M |
|
98
Dominion Energy
D
$51.1B
| $116M | 0.24% | 1,796,956 +214,241 | +14% | +$13.8M |
|
|
YHOO
99
DELISTED
Yahoo Inc
YHOO
| $115M | 0.24% | 2,868,623 -180,818 | -6% | -$7.27M |
|
100
Danaher
DHR
$147B
| $115M | 0.24% | 1,495,713 -60,188 | -4% | -$4.62M |
|