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 |
Mastercard
MA
|
$179M |
| 2 |
Verizon
VZ
|
$134M |
| 3 |
Toronto Dominion Bank
TD
|
$113M |
| 4 |
Cognizant
CTSH
|
$40.4M |
| 5 |
VRN
Veren
VRN
|
$35.4M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$819M |
| 2 |
Merck
MRK
|
$41.9M |
| 3 |
Apple
AAPL
|
$38.2M |
| 4 |
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
|
$32.8M |
| 5 |
Exxon Mobil
XOM
|
$29.7M |
Sector Composition
| 1 | Financials | 16.37% |
| 2 | Healthcare | 13.42% |
| 3 | Technology | 13.33% |
| 4 | Energy | 10.81% |
| 5 | Industrials | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ford
F
$46.8B
| $150M | 0.32% | 9,598,913 -169,030 | -2% | -$2.64M |
|
77
Lowe's Companies
LOW
$145B
| $149M | 0.31% | 3,054,481 -121,223 | -4% | -$5.93M |
|
78
Halliburton
HAL
$19.4B
| $147M | 0.31% | 2,496,446 +16,020 | +0.6% | +$943K |
|
|
EMC
79
DELISTED
EMC CORPORATION
EMC
| $142M | 0.3% | 5,196,632 -76,044 | -1% | -$2.08M |
|
80
Suncor Energy
SU
$50.1B
| $140M | 0.29% | 3,993,071 -37,897 | -0.9% | -$1.33M |
|
81
General Motors
GM
$55.8B
| $139M | 0.29% | 4,046,006 +714,114 | +21% | +$24.6M |
|
82
Nike
NKE
$114B
| $138M | 0.29% | 1,867,724 +811 | +0% | +$59.9K |
|
83
TJX Companies
TJX
$152B
| $132M | 0.28% | 2,176,344 +38,105 | +2% | +$2.31M |
|
84
Morgan Stanley
MS
$240B
| $130M | 0.27% | 4,170,454 +404,284 | +11% | +$12.6M |
|
85
MetLife
MET
$54.1B
| $130M | 0.27% | 2,455,544 -29,704 | -1% | -$1.57M |
|
86
Texas Instruments
TXN
$184B
| $129M | 0.27% | 2,732,784 -130,958 | -5% | -$6.18M |
|
87
Thermo Fisher Scientific
TMO
$186B
| $128M | 0.27% | 1,062,275 +156,281 | +17% | +$18.8M |
|
88
Duke Energy
DUK
$95.3B
| $127M | 0.27% | 1,789,533 -46,576 | -3% | -$3.32M |
|
|
TFCFA
89
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $122M | 0.26% | 3,800,874 -125,998 | -3% | -$4.03M |
|
90
Costco
COST
$418B
| $121M | 0.25% | 1,079,710 -29,319 | -3% | -$3.27M |
|
91
Bank of New York Mellon
BK
$74.5B
| $119M | 0.25% | 3,360,619 -52,864 | -2% | -$1.87M |
|
92
Capital One
COF
$145B
| $118M | 0.25% | 1,532,075 +2,700 | +0.2% | +$208K |
|
93
FedEx
FDX
$54.5B
| $118M | 0.25% | 890,554 -14,135 | -2% | -$1.87M |
|
94
Canadian National Railway
CNI
$60.4B
| $117M | 0.25% | 2,079,432 -72,250 | -3% | -$4.07M |
|
95
Emerson Electric
EMR
$74.3B
| $115M | 0.24% | 1,726,964 -88,289 | -5% | -$5.9M |
|
96
Danaher
DHR
$147B
| $115M | 0.24% | 1,535,419 +39,706 | +3% | +$2.98M |
|
97
PNC Financial Services
PNC
$81.7B
| $115M | 0.24% | 1,318,913 -43,991 | -3% | -$3.83M |
|
98
Lockheed Martin
LMT
$106B
| $114M | 0.24% | 697,875 +8,096 | +1% | +$1.32M |
|
99
Canadian Natural Resources
CNQ
$65.9B
| $112M | 0.24% | 2,929,587 -24,858 | -0.8% | -$954K |
|
100
Kimberly-Clark
KMB
$42.8B
| $112M | 0.24% | 1,019,669 -43,526 | -4% | -$4.8M |
|