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 |
L3Harris
LHX
|
$193M |
| 2 |
Tesla
TSLA
|
$177M |
| 3 |
Illumina
ILMN
|
$157M |
| 4 |
Fidelity National Information Services
FIS
|
$143M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$103M |
Top Sells
| 1 |
RHT
Red Hat Inc
RHT
|
$158M |
| 2 |
WP
Worldpay, Inc.
WP
|
$140M |
| 3 |
APC
Anadarko Petroleum
APC
|
$135M |
| 4 |
iShares Gold Trust
IAU
|
$130M |
| 5 |
Apple
AAPL
|
$83.2M |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Financials | 15.47% |
| 3 | Healthcare | 12.69% |
| 4 | Consumer Discretionary | 10.72% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
United Parcel Service
UPS
$74.1B
| $316M | 0.27% | 2,633,334 +8,058 | +0.3% | +$966K |
|
77
CVS Health
CVS
$92.8B
| $311M | 0.27% | 4,923,904 -330,677 | -6% | -$20.9M |
|
78
Caterpillar
CAT
$196B
| $309M | 0.27% | 2,443,010 -22,181 | -0.9% | -$2.8M |
|
79
Mondelez International
MDLZ
$79.5B
| $303M | 0.26% | 5,473,572 -16,834 | -0.3% | -$931K |
|
80
Goldman Sachs
GS
$226B
| $301M | 0.26% | 1,451,172 -16,486 | -1% | -$3.42M |
|
81
Duke Energy
DUK
$95.3B
| $301M | 0.26% | 3,135,089 +248,028 | +9% | +$23.8M |
|
82
Altria Group
MO
$113B
| $300M | 0.26% | 7,332,848 +281,053 | +4% | +$11.5M |
|
83
Elevance Health
ELV
$71.8B
| $297M | 0.26% | 1,236,834 +69,368 | +6% | +$16.7M |
|
84
GE Aerospace
GE
$292B
| $294M | 0.26% | 32,832,366 -41,300 | -0.1% | -$369K |
|
85
TJX Companies
TJX
$152B
| $293M | 0.25% | 5,255,379 +150,001 | +3% | +$8.36M |
|
|
CELG
86
DELISTED
Celgene Corp
CELG
| $289M | 0.25% | 2,910,232 +4,542 | +0.2% | +$451K |
|
87
Stryker
SYK
$150B
| $284M | 0.25% | 1,314,458 +19,724 | +2% | +$4.27M |
|
88
Automatic Data Processing
ADP
$123B
| $284M | 0.25% | 1,761,215 -17,290 | -1% | -$2.79M |
|
89
ConocoPhillips
COP
$124B
| $275M | 0.24% | 4,826,711 -1,640 | -0% | -$93.4K |
|
90
Intercontinental Exchange
ICE
$101B
| $268M | 0.23% | 2,901,521 +176,561 | +6% | +$16.3M |
|
91
Charter Communications
CHTR
$36.3B
| $267M | 0.23% | 648,282 -786 | -0.1% | -$324K |
|
92
Prologis
PLD
$106B
| $267M | 0.23% | 3,134,794 +136,053 | +5% | +$11.6M |
|
93
PNC Financial Services
PNC
$81.7B
| $262M | 0.23% | 1,869,051 -11,434 | -0.6% | -$1.6M |
|
94
Southern Company
SO
$102B
| $262M | 0.23% | 4,239,197 +75,436 | +2% | +$4.66M |
|
95
Becton Dickinson
BDX
$55.3B
| $261M | 0.23% | 1,032,880 +2,037 | +0.2% | +$515K |
|
96
Intuitive Surgical
ISRG
$170B
| $256M | 0.22% | 474,885 +26,688 | +6% | +$14.4M |
|
97
S&P Global
SPGI
$167B
| $254M | 0.22% | 1,037,796 +77,257 | +8% | +$18.9M |
|
98
Dominion Energy
D
$51.1B
| $254M | 0.22% | 3,128,631 +6,079 | +0.2% | +$493K |
|
99
Enbridge
ENB
$105B
| $251M | 0.22% | 7,149,100 -41,887 | -0.6% | -$1.47M |
|
100
Equinix
EQIX
$76.9B
| $247M | 0.21% | 428,318 +130,121 | +44% | +$75.1M |
|