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 |
Alibaba
BABA
|
$89.9M |
| 2 |
Charter Communications
CHTR
|
$83.8M |
| 3 |
S&P Global
SPGI
|
$80.7M |
| 4 |
Baidu
BIDU
|
$57.4M |
| 5 |
SPDR Gold Trust
GLD
|
$35.8M |
Top Sells
| 1 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$163M |
| 2 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
$75.9M |
| 3 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$75.3M |
| 4 |
SNDK
SANDISK CORP
SNDK
|
$42.5M |
| 5 |
Gilead Sciences
GILD
|
$40.7M |
Sector Composition
| 1 | Financials | 14.41% |
| 2 | Healthcare | 13.57% |
| 3 | Technology | 12.88% |
| 4 | Communication Services | 10.25% |
| 5 | Consumer Staples | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DD
76
DELISTED
Du Pont De Nemours E I
DD
| $164M | 0.28% | 2,537,461 -13,231 | -0.5% | -$857K |
|
77
Thermo Fisher Scientific
TMO
$186B
| $164M | 0.28% | 1,111,981 +5,533 | +0.5% | +$818K |
|
78
Salesforce
CRM
$245B
| $159M | 0.27% | 1,996,981 +187,575 | +10% | +$14.9M |
|
79
DuPont de Nemours
DD
$32.2B
| $158M | 0.27% | 3,168,473 -93,831 | -3% | -$4.66M |
|
80
Kraft Heinz
KHC
$33.1B
| $157M | 0.27% | 1,771,522 -41,791 | -2% | -$3.7M |
|
81
TJX Companies
TJX
$152B
| $156M | 0.27% | 2,026,397 +16,097 | +0.8% | +$1.24M |
|
82
Danaher
DHR
$147B
| $150M | 0.26% | 1,965,734 +20,934 | +1% | +$1.6M |
|
83
ConocoPhillips
COP
$124B
| $150M | 0.26% | 3,449,143 -81,281 | -2% | -$3.54M |
|
84
Biogen
BIIB
$19.4B
| $150M | 0.26% | 620,556 -56,946 | -8% | -$13.8M |
|
85
Southern Company
SO
$102B
| $150M | 0.26% | 2,792,913 +47,865 | +2% | +$2.57M |
|
|
EMC
86
DELISTED
EMC CORPORATION
EMC
| $148M | 0.26% | 5,455,982 +80,140 | +1% | +$2.18M |
|
87
American Express
AXP
$231B
| $147M | 0.25% | 2,413,779 -26,685 | -1% | -$1.62M |
|
88
Kimberly-Clark
KMB
$42.8B
| $145M | 0.25% | 1,057,695 -20,219 | -2% | -$2.78M |
|
89
Ford
F
$46.8B
| $145M | 0.25% | 11,545,898 +52,329 | +0.5% | +$658K |
|
|
RAI
90
DELISTED
Reynolds American Inc
RAI
| $140M | 0.24% | 2,593,123 +32,407 | +1% | +$1.75M |
|
|
91
Charter Communications
CHTR
$36.3B
| $138M | 0.24% | 603,022 +366,702 | +155% | +$83.8M |
|
92
American Tower
AMT
$95.5B
| $137M | 0.24% | 1,202,331 +41,657 | +4% | +$4.73M |
|
93
Adobe
ADBE
$151B
| $134M | 0.23% | 1,403,004 -10,458 | -0.7% | -$1M |
|
94
Canadian National Railway
CNI
$60.4B
| $134M | 0.23% | 2,277,728 +16,147 | +0.7% | +$949K |
|
95
Public Storage
PSA
$51.7B
| $134M | 0.23% | 523,553 -13,531 | -3% | -$3.46M |
|
96
Dominion Energy
D
$51.1B
| $133M | 0.23% | 1,710,705 +6,043 | +0.4% | +$471K |
|
97
Automatic Data Processing
ADP
$123B
| $132M | 0.23% | 1,441,270 +14,289 | +1% | +$1.31M |
|
98
Caterpillar
CAT
$196B
| $132M | 0.23% | 1,735,844 -2,294 | -0.1% | -$174K |
|
99
General Mills
GIS
$26.4B
| $130M | 0.22% | 1,826,120 +4,754 | +0.3% | +$339K |
|
100
Suncor Energy
SU
$50.1B
| $130M | 0.22% | 4,714,792 +7,288 | +0.2% | +$201K |
|