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 |
Kraft Heinz
KHC
|
$117M |
| 2 |
PayPal
PYPL
|
$106M |
| 3 |
Netflix
NFLX
|
$100M |
| 4 |
AT&T
T
|
$70.1M |
| 5 |
Apple
AAPL
|
$55.2M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$833M |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$137M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$115M |
| 4 |
HSP
HOSPIRA INC
HSP
|
$40M |
| 5 |
NiSource
NI
|
$38.3M |
Sector Composition
| 1 | Financials | 16.22% |
| 2 | Healthcare | 14.18% |
| 3 | Technology | 13.72% |
| 4 | Consumer Discretionary | 9.5% |
| 5 | Industrials | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Colgate-Palmolive
CL
$67.9B
| $149M | 0.29% | 2,351,292 +44,828 | +2% | +$2.84M |
|
77
PNC Financial Services
PNC
$81.7B
| $143M | 0.28% | 1,602,296 +166,017 | +12% | +$14.8M |
|
78
TJX Companies
TJX
$152B
| $142M | 0.28% | 1,989,661 +30,467 | +2% | +$2.18M |
|
79
Kinder Morgan
KMI
$60B
| $142M | 0.27% | 5,129,606 +467,608 | +10% | +$12.9M |
|
80
McKesson
MCK
$85.4B
| $141M | 0.27% | 762,693 +88,470 | +13% | +$16.4M |
|
81
Duke Energy
DUK
$95.3B
| $140M | 0.27% | 1,941,138 -10,310 | -0.5% | -$742K |
|
82
Texas Instruments
TXN
$184B
| $139M | 0.27% | 2,812,327 +75,875 | +3% | +$3.76M |
|
83
Occidental Petroleum
OXY
$46.9B
| $138M | 0.27% | 2,085,096 -209,043 | -9% | -$13.8M |
|
|
MON
84
DELISTED
Monsanto Co
MON
| $137M | 0.27% | 1,610,935 -51,172 | -3% | -$4.37M |
|
|
TWC
85
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $137M | 0.27% | 763,973 +35,921 | +5% | +$6.44M |
|
86
DuPont de Nemours
DD
$32.2B
| $136M | 0.26% | 3,213,221 -274,771 | -8% | -$11.7M |
|
87
Bank of New York Mellon
BK
$74.5B
| $136M | 0.26% | 3,477,024 +169,602 | +5% | +$6.64M |
|
88
General Motors
GM
$55.8B
| $135M | 0.26% | 4,482,659 +191,557 | +4% | +$5.75M |
|
89
Thermo Fisher Scientific
TMO
$186B
| $132M | 0.26% | 1,082,690 -66,735 | -6% | -$8.16M |
|
90
Morgan Stanley
MS
$240B
| $129M | 0.25% | 4,095,543 +202,912 | +5% | +$6.39M |
|
|
EMC
91
DELISTED
EMC CORPORATION
EMC
| $126M | 0.24% | 5,233,716 +11,144 | +0.2% | +$269K |
|
92
Canadian National Railway
CNI
$60.4B
| $125M | 0.24% | 2,206,159 -38,885 | -2% | -$2.2M |
|
93
Elevance Health
ELV
$71.8B
| $123M | 0.24% | 879,926 +24,092 | +3% | +$3.37M |
|
|
DD
94
DELISTED
Du Pont De Nemours E I
DD
| $123M | 0.24% | 2,549,936 +106,818 | +4% | +$5.15M |
|
95
FedEx
FDX
$54.5B
| $122M | 0.24% | 847,108 +31,419 | +4% | +$4.52M |
|
96
MetLife
MET
$54.1B
| $121M | 0.23% | 2,570,958 +38,815 | +2% | +$1.83M |
|
97
Phillips 66
PSX
$54B
| $121M | 0.23% | 1,577,217 +34,861 | +2% | +$2.68M |
|
98
Cognizant
CTSH
$35.3B
| $119M | 0.23% | 1,894,247 +102,441 | +6% | +$6.41M |
|
99
NextEra Energy, Inc.
NEE
$148B
| $118M | 0.23% | 1,212,783 +33,241 | +3% | +$3.24M |
|
100
EOG Resources
EOG
$68.2B
| $118M | 0.23% | 1,616,735 +20,629 | +1% | +$1.5M |
|