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 |
Visa
V
|
$272M |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$199M |
| 3 |
Apple
AAPL
|
$151M |
| 4 |
Exxon Mobil
XOM
|
$80.4M |
| 5 |
Microsoft
MSFT
|
$75.3M |
Top Sells
| 1 |
Medtronic
MDT
|
$168M |
| 2 |
AGN
ALLERGAN INC
AGN
|
$150M |
| 3 |
Viatris
VTRS
|
$51.7M |
| 4 |
CFN
CAREFUSION CORPORATION
CFN
|
$30.4M |
| 5 |
SWY
SAFEWAY INC
SWY
|
$20.6M |
Sector Composition
| 1 | Financials | 15.18% |
| 2 | Healthcare | 13.9% |
| 3 | Technology | 13.57% |
| 4 | Energy | 9.54% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Caterpillar
CAT
$195B
| $129M | 0.23% |
1,612,034
+119,719
| +8% | +$9.58M |
|
102
MetLife
MET
$53.6B
| $128M | 0.23% |
2,527,074
-124,065
| -5% | -$6.27M |
|
103
Blackrock
BLK
$173B
| $125M | 0.23% |
341,383
+31,821
| +10% | +$11.6M |
|
104
Travelers Companies
TRV
$61.5B
| $125M | 0.22% |
1,151,483
+238,673
| +26% | +$25.8M |
|
105
Phillips 66
PSX
$54.1B
| $123M | 0.22% |
1,559,386
+75,536
| +5% | +$5.94M |
|
106
NextEra Energy, Inc.
NEE
$150B
| $120M | 0.22% |
1,156,322
+95,665
| +9% | +$9.95M |
|
107
Suncor Energy
SU
$50.1B
| $119M | 0.22% |
4,081,373
+259,879
| +7% | +$7.59M |
|
|
TFCFA
108
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $118M | 0.21% |
3,498,507
+270,207
| +8% | +$9.14M |
|
|
POT
109
DELISTED
Potash Corp Of Saskatchewan
POT
| $118M | 0.21% |
3,658,403
+249,407
| +7% | +$8.04M |
|
110
Halliburton
HAL
$19.3B
| $117M | 0.21% |
2,669,878
-72,033
| -3% | -$3.16M |
|
111
Automatic Data Processing
ADP
$121B
| $116M | 0.21% |
1,350,263
+144,757
| +12% | +$12.4M |
|
112
Enbridge
ENB
$105B
| $115M | 0.21% |
2,382,142
+289,372
| +14% | +$14M |
|
113
Kroger
KR
$45.4B
| $112M | 0.2% |
1,454,695
+104,193
| +8% | +$7.99M |
|
114
Dominion Energy
D
$50.5B
| $111M | 0.2% |
1,560,379
+141,670
| +10% | +$10M |
|
115
Kimberly-Clark
KMB
$42.7B
| $110M | 0.2% |
1,029,360
+51,558
| +5% | +$5.52M |
|
116
Southern Company
SO
$101B
| $110M | 0.2% |
2,487,910
+166,978
| +7% | +$7.39M |
|
|
TWC
117
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $109M | 0.2% |
730,245
+65,503
| +10% | +$9.82M |
|
118
American Tower
AMT
$93.9B
| $109M | 0.2% |
1,160,302
+145,324
| +14% | +$13.7M |
|
119
Bank of Montreal
BMO
$87.2B
| $108M | 0.2% |
1,803,893
+172,362
| +11% | +$10.3M |
|
120
Canadian Natural Resources
CNQ
$66.6B
| $107M | 0.19% |
3,480,592
+132,795
| +4% | +$4.07M |
|
121
International Paper
IP
$26B
| $106M | 0.19% |
1,915,436
+176,069
| +10% | +$9.77M |
|
|
AET
122
DELISTED
Aetna Inc
AET
| $106M | 0.19% |
997,564
+119,857
| +14% | +$12.8M |
|
|
DTV
123
DELISTED
DIRECTV COM STK (DE)
DTV
| $106M | 0.19% |
1,246,209
+104,517
| +9% | +$8.89M |
|
|
YHOO
124
DELISTED
Yahoo Inc
YHOO
| $106M | 0.19% |
2,381,723
-23,989
| -1% | -$1.07M |
|
125
Valero Energy
VLO
$47.9B
| $105M | 0.19% |
1,655,090
-52,591
| -3% | -$3.35M |
|