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 |
DuPont de Nemours
DD
|
$234M |
| 2 |
Alibaba
BABA
|
$82.3M |
| 3 |
iShares Gold Trust
IAU
|
$79.6M |
| 4 |
Baker Hughes
BKR
|
$43.6M |
| 5 |
Meta Platforms (Facebook)
META
|
$39.6M |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$211M |
| 2 |
RAI
Reynolds American Inc
RAI
|
$169M |
| 3 |
BHI
Baker Hughes
BHI
|
$65.5M |
| 4 |
WFM
Whole Foods Market Inc
WFM
|
$39.8M |
| 5 |
Bank of America
BAC
|
$24.7M |
Sector Composition
| 1 | Financials | 17.23% |
| 2 | Technology | 15.13% |
| 3 | Healthcare | 12.68% |
| 4 | Communication Services | 10.08% |
| 5 | Consumer Discretionary | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
RTN
101
DELISTED
Raytheon Company
RTN
| $163M | 0.23% | 873,088 +17,844 | +2% | +$3.33M |
|
102
Elevance Health
ELV
$71.8B
| $162M | 0.23% | 852,221 +6,785 | +0.8% | +$1.29M |
|
|
AET
103
DELISTED
Aetna Inc
AET
| $162M | 0.23% | 1,016,220 -8,881 | -0.9% | -$1.41M |
|
104
American Tower
AMT
$95.5B
| $160M | 0.23% | 1,172,284 -28,370 | -2% | -$3.88M |
|
105
Automatic Data Processing
ADP
$123B
| $160M | 0.23% | 1,459,562 +8,593 | +0.6% | +$939K |
|
106
General Dynamics
GD
$87.3B
| $158M | 0.22% | 769,679 +711 | +0.1% | +$146K |
|
107
Occidental Petroleum
OXY
$46.9B
| $157M | 0.22% | 2,437,554 +181,802 | +8% | +$11.7M |
|
108
EOG Resources
EOG
$68.2B
| $156M | 0.22% | 1,615,163 -226,616 | -12% | -$21.9M |
|
|
ATVI
109
DELISTED
Activision Blizzard Inc.
ATVI
| $152M | 0.21% | 2,349,698 +139,152 | +6% | +$8.98M |
|
110
Blackrock
BLK
$175B
| $151M | 0.21% | 337,518 -6,017 | -2% | -$2.69M |
|
111
CME Group
CME
$96B
| $151M | 0.21% | 1,110,569 +15,846 | +1% | +$2.15M |
|
112
MetLife
MET
$54.1B
| $149M | 0.21% | 2,876,916 -135,185 | -4% | -$7.02M |
|
|
MON
113
DELISTED
Monsanto Co
MON
| $149M | 0.21% | 1,246,813 -235 | -0% | -$28.2K |
|
114
Northrop Grumman
NOC
$84.5B
| $149M | 0.21% | 516,622 +1,505 | +0.3% | +$433K |
|
115
Southern Company
SO
$102B
| $146M | 0.21% | 2,975,508 +12,197 | +0.4% | +$599K |
|
116
Stryker
SYK
$150B
| $146M | 0.21% | 1,029,308 -12,142 | -1% | -$1.72M |
|
117
Dominion Energy
D
$51.1B
| $144M | 0.2% | 1,869,502 +24,352 | +1% | +$1.87M |
|
118
Tesla
TSLA
$1.08T
| $143M | 0.2% | 419,866 +56,672 | +16% | +$19.3M |
|
119
TJX Companies
TJX
$152B
| $142M | 0.2% | 1,927,127 -30,165 | -2% | -$2.22M |
|
120
Becton Dickinson
BDX
$55.3B
| $140M | 0.2% | 712,965 +1,007 | +0.1% | +$197K |
|
121
Bank of Montreal
BMO
$86.7B
| $138M | 0.2% | 1,826,495 -41,806 | -2% | -$3.16M |
|
122
Cigna
CI
$80.3B
| $138M | 0.19% | 738,897 +2,630 | +0.4% | +$492K |
|
123
Kraft Heinz
KHC
$33.1B
| $138M | 0.19% | 1,775,584 -28,319 | -2% | -$2.2M |
|
124
Illinois Tool Works
ITW
$77.1B
| $138M | 0.19% | 929,846 -10,510 | -1% | -$1.56M |
|
125
Prudential Financial
PRU
$38.6B
| $132M | 0.19% | 1,240,659 -165,743 | -12% | -$17.6M |
|