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 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$109M |
| 2 |
Starbucks
SBUX
|
$106M |
| 3 |
CF Industries
CF
|
$47.5M |
| 4 |
PPG Industries
PPG
|
$40M |
| 5 |
Marathon Petroleum
MPC
|
$37.7M |
Top Sells
| 1 |
LO
LORILLARD INC COM STK
LO
|
$64.1M |
| 2 |
Pfizer
PFE
|
$43.4M |
| 3 |
PCYC
PHARMACYCLICS INC
PCYC
|
$41.2M |
| 4 |
TRW
TRW AUTOMOTIVE HOLDINGS CORP
TRW
|
$31.4M |
| 5 |
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
|
$28.9M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Healthcare | 14.41% |
| 3 | Technology | 13.48% |
| 4 | Energy | 9.16% |
| 5 | Industrials | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ford
F
$46.8B
| $160M | 0.29% | 10,637,825 +213,259 | +2% | +$3.2M |
|
77
Booking.com
BKNG
$181B
| $157M | 0.28% | 136,787 +1,062 | +0.8% | +$1.22M |
|
|
DD
78
DELISTED
Du Pont De Nemours E I
DD
| $156M | 0.28% | 2,443,118 -28,331 | -1% | -$1.81M |
|
79
Costco
COST
$418B
| $156M | 0.28% | 1,152,988 +21,348 | +2% | +$2.88M |
|
80
Target
TGT
$43.6B
| $152M | 0.27% | 1,861,967 +16,421 | +0.9% | +$1.34M |
|
81
McKesson
MCK
$85.4B
| $152M | 0.27% | 674,223 +16,037 | +2% | +$3.61M |
|
82
Morgan Stanley
MS
$240B
| $151M | 0.27% | 3,892,631 -480,386 | -11% | -$18.6M |
|
83
Colgate-Palmolive
CL
$67.9B
| $151M | 0.27% | 2,306,464 -111,119 | -5% | -$7.27M |
|
84
Danaher
DHR
$147B
| $149M | 0.27% | 1,746,208 +4,784 | +0.3% | +$409K |
|
85
Thermo Fisher Scientific
TMO
$186B
| $149M | 0.27% | 1,149,425 -21,955 | -2% | -$2.85M |
|
|
TFCF
86
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $146M | 0.26% | 4,539,444 +3,395,136 | +297% | +$109M |
|
87
General Motors
GM
$55.8B
| $143M | 0.26% | 4,291,102 +502,235 | +13% | +$16.7M |
|
88
MetLife
MET
$54.1B
| $142M | 0.25% | 2,532,143 +5,069 | +0.2% | +$284K |
|
89
Texas Instruments
TXN
$184B
| $141M | 0.25% | 2,736,452 +514 | +0% | +$26.5K |
|
90
Elevance Health
ELV
$71.8B
| $140M | 0.25% | 855,834 -166 | -0% | -$27.2K |
|
91
EOG Resources
EOG
$68.2B
| $139M | 0.25% | 1,596,106 -33,061 | -2% | -$2.89M |
|
92
FedEx
FDX
$54.5B
| $139M | 0.25% | 815,689 -2,636 | -0.3% | -$449K |
|
93
Bank of New York Mellon
BK
$74.5B
| $139M | 0.25% | 3,307,422 -769 | -0% | -$32.3K |
|
94
Archer Daniels Midland
ADM
$30.1B
| $139M | 0.25% | 2,876,790 -22,872 | -0.8% | -$1.1M |
|
95
Lockheed Martin
LMT
$106B
| $138M | 0.25% | 742,514 +4,376 | +0.6% | +$813K |
|
|
EMC
96
DELISTED
EMC CORPORATION
EMC
| $138M | 0.25% | 5,222,572 -37,978 | -0.7% | -$1M |
|
97
Duke Energy
DUK
$95.3B
| $138M | 0.25% | 1,951,448 +47,167 | +2% | +$3.33M |
|
|
KRFT
98
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $137M | 0.25% | 1,611,607 +77,300 | +5% | +$6.58M |
|
99
PNC Financial Services
PNC
$81.7B
| $137M | 0.25% | 1,436,279 +7,077 | +0.5% | +$673K |
|
100
Caterpillar
CAT
$196B
| $134M | 0.24% | 1,574,679 -37,355 | -2% | -$3.17M |
|