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 |
Alphabet (Google) Class A
GOOGL
|
$664M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$650M |
| 3 |
Nike
NKE
|
$117M |
| 4 |
Alibaba
BABA
|
$106M |
| 5 |
Hewlett Packard
HPE
|
$89.4M |
Top Sells
| 1 |
CB
CHUBB CORPORATION
CB
|
$79.1M |
| 2 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
$73.2M |
| 3 |
GE Aerospace
GE
|
$55.7M |
| 4 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$48.2M |
| 5 |
ALTR
ALTERA CORP
ALTR
|
$40M |
Sector Composition
| 1 | Financials | 15.86% |
| 2 | Healthcare | 14.05% |
| 3 | Technology | 13.46% |
| 4 | Communication Services | 9.91% |
| 5 | Consumer Discretionary | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Texas Instruments
TXN
$184B
| $159M | 0.28% | 2,829,319 +16,992 | +0.6% | +$954K |
|
77
Thermo Fisher Scientific
TMO
$186B
| $157M | 0.28% | 1,101,573 +18,883 | +2% | +$2.7M |
|
78
Ford
F
$46.8B
| $156M | 0.28% | 11,016,749 -179,181 | -2% | -$2.54M |
|
79
PNC Financial Services
PNC
$81.7B
| $155M | 0.28% | 1,609,181 +6,885 | +0.4% | +$662K |
|
|
MON
80
DELISTED
Monsanto Co
MON
| $153M | 0.27% | 1,546,391 -64,544 | -4% | -$6.38M |
|
81
General Motors
GM
$55.8B
| $152M | 0.27% | 4,427,205 -55,454 | -1% | -$1.9M |
|
82
McKesson
MCK
$85.4B
| $151M | 0.27% | 761,522 -1,171 | -0.2% | -$233K |
|
83
Salesforce
CRM
$245B
| $145M | 0.26% | 1,831,621 +172,631 | +10% | +$13.7M |
|
84
Scotiabank
BNS
$77.6B
| $144M | 0.26% | 3,466,149 +20,802 | +0.6% | +$864K |
|
|
TWC
85
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $143M | 0.26% | 771,364 +7,391 | +1% | +$1.37M |
|
86
TJX Companies
TJX
$152B
| $141M | 0.25% | 1,979,802 -9,859 | -0.5% | -$704K |
|
87
Target
TGT
$43.6B
| $140M | 0.25% | 1,896,233 -32,800 | -2% | -$2.41M |
|
88
Duke Energy
DUK
$95.3B
| $139M | 0.25% | 1,930,043 -11,095 | -0.6% | -$801K |
|
89
Occidental Petroleum
OXY
$46.9B
| $139M | 0.25% | 2,077,165 -7,931 | -0.4% | -$532K |
|
90
Phillips 66
PSX
$54B
| $139M | 0.25% | 1,692,839 +115,622 | +7% | +$9.48M |
|
91
Bank of New York Mellon
BK
$74.5B
| $136M | 0.24% | 3,282,688 -194,336 | -6% | -$8.02M |
|
|
EMC
92
DELISTED
EMC CORPORATION
EMC
| $135M | 0.24% | 5,238,226 +4,510 | +0.1% | +$116K |
|
93
Kimberly-Clark
KMB
$42.8B
| $133M | 0.24% | 1,025,318 -12,623 | -1% | -$1.63M |
|
94
Morgan Stanley
MS
$240B
| $132M | 0.24% | 4,082,164 -13,379 | -0.3% | -$431K |
|
95
NextEra Energy, Inc.
NEE
$148B
| $132M | 0.24% | 1,253,483 +40,700 | +3% | +$4.27M |
|
96
Adobe
ADBE
$151B
| $129M | 0.23% | 1,359,116 +4,383 | +0.3% | +$418K |
|
97
Netflix
NFLX
$513B
| $129M | 0.23% | 1,105,620 -25,901 | -2% | -$3.02M |
|
98
Travelers Companies
TRV
$61.1B
| $126M | 0.23% | 1,101,199 -29,862 | -3% | -$3.41M |
|
99
Public Storage
PSA
$51.7B
| $126M | 0.22% | 501,893 -46,857 | -9% | -$11.7M |
|
100
Elevance Health
ELV
$71.8B
| $125M | 0.22% | 888,958 +9,032 | +1% | +$1.27M |
|