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 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$139M |
| 2 |
Tesla
TSLA
|
$42.1M |
| 3 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$39.9M |
| 4 |
Franklin Resources
BEN
|
$36.5M |
| 5 |
Booking.com
BKNG
|
$24M |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
$52.5M |
| 2 |
GE Aerospace
GE
|
$32.1M |
| 3 |
Pfizer
PFE
|
$27.4M |
| 4 |
Exxon Mobil
XOM
|
$23.5M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$22.4M |
Sector Composition
| 1 | Financials | 16.05% |
| 2 | Technology | 12.72% |
| 3 | Healthcare | 12.54% |
| 4 | Energy | 11.04% |
| 5 | Industrials | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Morgan Stanley
MS
$240B
| $107M | 0.23% |
3,959,980
-39,616
| -1% | -$1.07M |
|
102
NextEra Energy, Inc.
NEE
$148B
| $106M | 0.23% |
1,317,185
+116,106
| +10% | +$9.31M |
|
103
Target
TGT
$43.6B
| $105M | 0.23% |
1,643,258
-12,737
| -0.8% | -$815K |
|
104
APA Corp
APA
$8.31B
| $105M | 0.23% |
1,236,155
-10,036
| -0.8% | -$853K |
|
105
Kimberly-Clark
KMB
$42.8B
| $104M | 0.22% |
1,099,735
+44,382
| +4% | +$4.18M |
|
|
YHOO
106
DELISTED
Yahoo Inc
YHOO
| $101M | 0.22% |
3,049,441
-50,834
| -2% | -$1.69M |
|
107
PNC Financial Services
PNC
$81.7B
| $101M | 0.22% |
1,403,223
-13,013
| -0.9% | -$937K |
|
108
General Motors
GM
$55.8B
| $101M | 0.22% |
2,806,293
+423,427
| +18% | +$15.2M |
|
|
VIAB
109
DELISTED
Viacom Inc. Class B
VIAB
| $101M | 0.22% |
1,207,687
-18,023
| -1% | -$1.51M |
|
110
NOV
NOV
$4.94B
| $99.5M | 0.22% |
1,273,247
-21,673
| -2% | -$1.69M |
|
111
Dominion Energy
D
$51.1B
| $98.9M | 0.21% |
1,582,715
+14,328
| +0.9% | +$895K |
|
|
TWC
112
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $97.6M | 0.21% |
874,324
-136,051
| -13% | -$15.2M |
|
113
Blackrock
BLK
$175B
| $97.1M | 0.21% |
358,980
-3,798
| -1% | -$1.03M |
|
114
Canadian Natural Resources
CNQ
$65.9B
| $96.9M | 0.21% |
3,080,854
+201,232
| +7% | +$6.33M |
|
115
Travelers Companies
TRV
$61.1B
| $96.7M | 0.21% |
1,140,313
+51,457
| +5% | +$4.36M |
|
116
State Street
STT
$32.6B
| $96.4M | 0.21% |
1,465,778
+32,794
| +2% | +$2.16M |
|
117
Southern Company
SO
$102B
| $96M | 0.21% |
2,330,427
+19,720
| +0.9% | +$812K |
|
|
PX
118
DELISTED
Praxair Inc
PX
| $95.7M | 0.21% |
796,296
+7,035
| +0.9% | +$846K |
|
119
Deere & Co
DE
$129B
| $95.4M | 0.21% |
1,172,219
+173,415
| +17% | +$14.1M |
|
|
KRFT
120
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $95.1M | 0.21% |
1,829,708
+21,383
| +1% | +$1.11M |
|
121
Lockheed Martin
LMT
$106B
| $95M | 0.21% |
745,137
-16,690
| -2% | -$2.13M |
|
122
Automatic Data Processing
ADP
$123B
| $93.5M | 0.2% |
1,291,749
-195,199
| -13% | -$14.1M |
|
123
Phillips 66
PSX
$54B
| $91.8M | 0.2% |
1,586,832
-125,927
| -7% | -$7.28M |
|
124
Enbridge
ENB
$105B
| $91.1M | 0.2% |
2,179,825
+77,239
| +4% | +$3.23M |
|
125
Bausch Health
BHC
$2.74B
| $89.1M | 0.19% |
854,409
+43,090
| +5% | +$4.49M |
|