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 |
iShares Gold Trust
IAU
|
$282M |
| 2 |
Walt Disney
DIS
|
$135M |
| 3 |
Microsoft
MSFT
|
$89M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
$66.6M |
| 5 |
SPDR Gold Trust
GLD
|
$62.9M |
Top Sells
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$192M |
| 2 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$82.3M |
| 3 |
Oracle
ORCL
|
$55M |
| 4 |
PG&E
PCG
|
$46.6M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$42.2M |
Sector Composition
| 1 | Technology | 18.11% |
| 2 | Financials | 15.3% |
| 3 | Healthcare | 13.11% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Automatic Data Processing
ADP
$123B
| $296M | 0.27% | 1,854,222 +69,989 | +4% | +$11.2M |
|
77
United Parcel Service
UPS
$74.1B
| $295M | 0.27% | 2,636,491 +20,432 | +0.8% | +$2.28M |
|
78
Goldman Sachs
GS
$226B
| $294M | 0.27% | 1,530,351 -138,841 | -8% | -$26.7M |
|
79
CVS Health
CVS
$92.8B
| $291M | 0.27% | 5,402,430 +427,749 | +9% | +$23.1M |
|
80
US Bancorp
USB
$76B
| $289M | 0.27% | 5,992,361 +46,796 | +0.8% | +$2.26M |
|
81
Baidu
BIDU
$32.8B
| $287M | 0.27% | 1,743,659 +24,286 | +1% | +$4M |
|
|
CELG
82
DELISTED
Celgene Corp
CELG
| $282M | 0.26% | 2,990,147 +28,374 | +1% | +$2.68M |
|
83
TJX Companies
TJX
$152B
| $277M | 0.26% | 5,210,638 -123,597 | -2% | -$6.58M |
|
|
84
SPDR Gold Trust
GLD
$107B
| $276M | 0.26% | 2,264,475 +515,587 | +29% | +$62.9M |
|
85
Mondelez International
MDLZ
$79.5B
| $276M | 0.26% | 5,532,769 +3,800 | +0.1% | +$190K |
|
86
Qualcomm
QCOM
$173B
| $272M | 0.25% | 4,767,389 -558,053 | -10% | -$31.8M |
|
87
Becton Dickinson
BDX
$55.3B
| $266M | 0.25% | 1,065,500 +17,402 | +2% | +$4.35M |
|
88
Enbridge
ENB
$105B
| $266M | 0.25% | 7,343,704 +21,265 | +0.3% | +$770K |
|
89
Stryker
SYK
$150B
| $265M | 0.24% | 1,339,774 -1,603 | -0.1% | -$317K |
|
90
Intuitive Surgical
ISRG
$170B
| $260M | 0.24% | 455,996 +2,153 | +0.5% | +$1.23M |
|
91
Duke Energy
DUK
$95.3B
| $256M | 0.24% | 2,844,716 -56,332 | -2% | -$5.07M |
|
92
CME Group
CME
$96B
| $249M | 0.23% | 1,510,657 +61,765 | +4% | +$10.2M |
|
93
Schlumberger
SLB
$55B
| $247M | 0.23% | 5,667,854 +446,909 | +9% | +$19.5M |
|
94
Cigna
CI
$80.3B
| $245M | 0.23% | 1,520,598 +23,973 | +2% | +$3.86M |
|
95
Simon Property Group
SPG
$59B
| $242M | 0.22% | 1,330,134 -113,845 | -8% | -$20.7M |
|
96
PNC Financial Services
PNC
$81.7B
| $239M | 0.22% | 1,947,303 -5,168 | -0.3% | -$634K |
|
97
CSX Corp
CSX
$60.6B
| $239M | 0.22% | 3,191,499 -317,868 | -9% | -$23.8M |
|
98
Canadian National Railway
CNI
$60.4B
| $237M | 0.22% | 2,642,596 -7,113 | -0.3% | -$637K |
|
99
Charter Communications
CHTR
$36.3B
| $236M | 0.22% | 679,778 +4,311 | +0.6% | +$1.5M |
|
100
EOG Resources
EOG
$68.2B
| $233M | 0.22% | 2,449,759 +235,356 | +11% | +$22.4M |
|