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 |
Canadian National Railway
CNI
|
$57.8M |
| 2 |
VF Corp
VFC
|
$41M |
| 3 |
BorgWarner
BWA
|
$24.3M |
| 4 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$22.6M |
| 5 |
BEAV
B/E Aerospace Inc
BEAV
|
$21.8M |
Top Sells
| 1 |
Apple
AAPL
|
$105M |
| 2 |
Exxon Mobil
XOM
|
$63.4M |
| 3 |
DELL
DELL INC
DELL
|
$54.6M |
| 4 |
GE Aerospace
GE
|
$47.3M |
| 5 |
Visa
V
|
$37.4M |
Sector Composition
| 1 | Financials | 15.9% |
| 2 | Technology | 12.91% |
| 3 | Healthcare | 12.83% |
| 4 | Energy | 10.83% |
| 5 | Industrials | 10.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Kimberly-Clark
KMB
$42.8B
| $113M | 0.23% | 1,063,195 -36,540 | -3% | -$3.87M |
|
102
Bank of Montreal
BMO
$86.7B
| $111M | 0.23% | 1,681,138 -130,705 | -7% | -$8.66M |
|
103
Phillips 66
PSX
$54B
| $110M | 0.23% | 1,473,701 -113,131 | -7% | -$8.45M |
|
104
Blackrock
BLK
$175B
| $108M | 0.22% | 340,970 -18,010 | -5% | -$5.69M |
|
105
PNC Financial Services
PNC
$81.7B
| $106M | 0.22% | 1,362,904 -40,319 | -3% | -$3.13M |
|
106
Baxter International
BAX
$12.7B
| $105M | 0.22% | 1,521,743 -125,880 | -8% | -$8.72M |
|
107
Travelers Companies
TRV
$61.1B
| $105M | 0.22% | 1,160,496 +20,183 | +2% | +$1.82M |
|
108
Automatic Data Processing
ADP
$123B
| $104M | 0.22% | 1,279,927 -11,822 | -0.9% | -$959K |
|
|
TWC
109
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $103M | 0.21% | 760,742 -113,582 | -13% | -$15.3M |
|
110
APA Corp
APA
$8.31B
| $102M | 0.21% | 1,181,816 -54,339 | -4% | -$4.68M |
|
|
VIAB
111
DELISTED
Viacom Inc. Class B
VIAB
| $101M | 0.21% | 1,163,664 -44,023 | -4% | -$3.84M |
|
112
Lockheed Martin
LMT
$106B
| $101M | 0.21% | 689,779 -55,358 | -7% | -$8.14M |
|
|
APC
113
DELISTED
Anadarko Petroleum
APC
| $101M | 0.21% | 1,278,537 -50,203 | -4% | -$3.97M |
|
114
Thermo Fisher Scientific
TMO
$186B
| $100M | 0.21% | 905,994 -41,773 | -4% | -$4.62M |
|
|
PCP
115
DELISTED
PRECISION CASTPARTS CORP
PCP
| $99.9M | 0.21% | 372,174 -18,298 | -5% | -$4.91M |
|
116
Deere & Co
DE
$129B
| $99.5M | 0.21% | 1,095,890 -76,329 | -7% | -$6.93M |
|
117
Canadian Natural Resources
CNQ
$65.9B
| $98.7M | 0.2% | 2,954,445 -126,409 | -4% | -$4.22M |
|
118
McKesson
MCK
$85.4B
| $97.5M | 0.2% | 606,774 -32,472 | -5% | -$5.22M |
|
|
PX
119
DELISTED
Praxair Inc
PX
| $97M | 0.2% | 746,375 -49,921 | -6% | -$6.49M |
|
120
Target
TGT
$43.6B
| $96.8M | 0.2% | 1,549,172 -94,086 | -6% | -$5.88M |
|
121
Bausch Health
BHC
$2.74B
| $96.5M | 0.2% | 822,457 -31,952 | -4% | -$3.75M |
|
122
Manulife Financial
MFC
$52.2B
| $95.4M | 0.2% | 4,829,684 -475,525 | -9% | -$9.39M |
|
123
Southern Company
SO
$102B
| $94.9M | 0.2% | 2,314,456 -15,971 | -0.7% | -$655K |
|
124
State Street
STT
$32.6B
| $94.9M | 0.2% | 1,305,587 -160,191 | -11% | -$11.6M |
|
125
Las Vegas Sands
LVS
$39.6B
| $94.5M | 0.2% | 1,201,943 -23,872 | -2% | -$1.88M |
|