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
|
$1.26B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$823M |
| 3 |
Union Pacific
UNP
|
$109M |
| 4 |
CELG
Celgene Corp
CELG
|
$96.6M |
| 5 |
EOG Resources
EOG
|
$79.6M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$58.2M |
| 2 |
Microsoft
MSFT
|
$43M |
| 3 |
GE Aerospace
GE
|
$39.6M |
| 4 |
Chevron
CVX
|
$38.7M |
| 5 |
Bank of America
BAC
|
$37.1M |
Sector Composition
| 1 | Financials | 15.6% |
| 2 | Technology | 13.2% |
| 3 | Healthcare | 13.14% |
| 4 | Energy | 11.33% |
| 5 | Industrials | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Colgate-Palmolive
CL
$68.2B
| $153M | 0.31% |
2,240,780
-87,023
| -4% | -$5.93M |
|
77
Ford
F
$46.6B
| $152M | 0.31% |
8,835,673
-763,240
| -8% | -$13.2M |
|
78
Medtronic
MDT
$120B
| $151M | 0.31% |
2,365,679
-104,756
| -4% | -$6.68M |
|
|
DD
79
DELISTED
Du Pont De Nemours E I
DD
| $150M | 0.31% |
2,286,645
-80,930
| -3% | -$5.3M |
|
80
Starbucks
SBUX
$102B
| $147M | 0.3% |
1,894,934
-230,305
| -11% | -$17.8M |
|
81
Lowe's Companies
LOW
$145B
| $141M | 0.29% |
2,938,129
-116,352
| -4% | -$5.58M |
|
82
MetLife
MET
$53.6B
| $139M | 0.29% |
2,500,817
+45,273
| +2% | +$2.52M |
|
83
Nike
NKE
$110B
| $136M | 0.28% |
1,755,868
-111,856
| -6% | -$8.67M |
|
|
APC
84
DELISTED
Anadarko Petroleum
APC
| $134M | 0.28% |
1,226,140
-25,916
| -2% | -$2.84M |
|
85
General Motors
GM
$55.7B
| $133M | 0.27% |
3,658,502
-387,504
| -10% | -$14.1M |
|
86
Canadian National Railway
CNI
$60.3B
| $131M | 0.27% |
2,013,605
-65,827
| -3% | -$4.28M |
|
87
FedEx
FDX
$52.9B
| $129M | 0.27% |
853,412
-37,142
| -4% | -$5.62M |
|
88
Danaher
DHR
$146B
| $129M | 0.26% |
1,638,439
+103,020
| +7% | +$8.11M |
|
|
EMC
89
DELISTED
EMC CORPORATION
EMC
| $128M | 0.26% |
4,878,151
-318,481
| -6% | -$8.39M |
|
90
Canadian Natural Resources
CNQ
$66.6B
| $128M | 0.26% |
2,787,706
-141,881
| -5% | -$6.52M |
|
91
Duke Energy
DUK
$94.8B
| $128M | 0.26% |
1,726,119
-63,414
| -4% | -$4.7M |
|
92
Thermo Fisher Scientific
TMO
$184B
| $127M | 0.26% |
1,074,516
+12,241
| +1% | +$1.44M |
|
93
Morgan Stanley
MS
$238B
| $126M | 0.26% |
3,909,118
-261,336
| -6% | -$8.45M |
|
94
Texas Instruments
TXN
$182B
| $125M | 0.26% |
2,620,901
-111,883
| -4% | -$5.35M |
|
|
TFCFA
95
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $124M | 0.26% |
3,541,289
-259,585
| -7% | -$9.12M |
|
96
Costco
COST
$416B
| $122M | 0.25% |
1,061,606
-18,104
| -2% | -$2.08M |
|
97
Bank of New York Mellon
BK
$73.8B
| $120M | 0.25% |
3,207,762
-152,857
| -5% | -$5.73M |
|
|
AGN
98
DELISTED
ALLERGAN INC
AGN
| $119M | 0.24% |
704,779
-34,561
| -5% | -$5.85M |
|
99
Kimberly-Clark
KMB
$42.7B
| $117M | 0.24% |
1,051,852
+32,183
| +3% | +$3.58M |
|
100
Bank of Montreal
BMO
$87.2B
| $116M | 0.24% |
1,573,623
-51,916
| -3% | -$3.82M |
|