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 |
Broadcom
AVGO
|
$1.77B |
| 2 |
Cintas
CTAS
|
$136M |
| 3 |
Amazon
AMZN
|
$124M |
| 4 |
Microsoft
MSFT
|
$108M |
| 5 |
Apple
AAPL
|
$101M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Honeywell
HON
$138B
| $386M | 0.27% |
1,866,827
+17,428
| +0.9% | +$3.6M |
|
77
Pfizer
PFE
$142B
| $380M | 0.26% |
13,118,764
+544,418
| +4% | +$15.8M |
|
78
AT&T
T
$208B
| $379M | 0.26% |
17,218,490
+1,206,330
| +8% | +$26.5M |
|
79
Analog Devices
ADI
$122B
| $376M | 0.26% |
1,634,348
-148,509
| -8% | -$34.2M |
|
80
S&P Global
SPGI
$165B
| $376M | 0.26% |
727,551
+5,285
| +0.7% | +$2.73M |
|
81
Welltower
WELL
$112B
| $373M | 0.26% |
2,914,363
+291,839
| +11% | +$37.4M |
|
82
Philip Morris
PM
$261B
| $370M | 0.26% |
3,050,747
+130,053
| +4% | +$15.8M |
|
83
Synopsys
SNPS
$110B
| $359M | 0.25% |
707,976
+25,645
| +4% | +$13M |
|
84
RTX Corp
RTX
$212B
| $356M | 0.25% |
2,937,660
+38,930
| +1% | +$4.72M |
|
85
Lowe's Companies
LOW
$145B
| $351M | 0.24% |
1,295,624
+14,900
| +1% | +$4.04M |
|
86
Intercontinental Exchange
ICE
$100B
| $349M | 0.24% |
2,174,626
-24,298
| -1% | -$3.9M |
|
87
Amphenol
APH
$133B
| $347M | 0.24% |
5,329,913
+1,073,480
| +25% | +$69.9M |
|
88
Union Pacific
UNP
$132B
| $336M | 0.23% |
1,361,551
+17,424
| +1% | +$4.29M |
|
89
Blackrock
BLK
$173B
| $335M | 0.23% |
352,739
+5,641
| +2% | +$5.36M |
|
90
Lockheed Martin
LMT
$106B
| $330M | 0.23% |
564,333
-93
| -0% | -$54.4K |
|
91
Teradyne
TER
$19.2B
| $326M | 0.23% |
2,432,722
+374,522
| +18% | +$50.2M |
|
92
Regeneron Pharmaceuticals
REGN
$61.3B
| $317M | 0.22% |
301,508
+3,866
| +1% | +$4.06M |
|
93
Vertex Pharmaceuticals
VRTX
$103B
| $313M | 0.22% |
672,098
+6,716
| +1% | +$3.12M |
|
94
TJX Companies
TJX
$155B
| $310M | 0.21% |
2,636,516
+26,403
| +1% | +$3.1M |
|
95
ConocoPhillips
COP
$124B
| $309M | 0.21% |
2,932,640
+2,239
| +0.1% | +$236K |
|
96
Deere & Co
DE
$129B
| $304M | 0.21% |
729,241
-3,145
| -0.4% | -$1.31M |
|
97
Trimble
TRMB
$18.7B
| $297M | 0.21% |
4,776,825
-340,532
| -7% | -$21.1M |
|
98
T-Mobile US
TMUS
$288B
| $293M | 0.2% |
1,421,007
+20,974
| +1% | +$4.33M |
|
99
American Tower
AMT
$93.9B
| $290M | 0.2% |
1,247,506
-2,298
| -0.2% | -$534K |
|
100
Public Storage
PSA
$50.6B
| $290M | 0.2% |
796,464
-52,001
| -6% | -$18.9M |
|