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 |
iShares Gold Trust
IAU
|
$381M |
| 2 |
Intuitive Surgical
ISRG
|
$108M |
| 3 |
SPDR Gold Trust
GLD
|
$103M |
| 4 |
XYZ
Block, Inc.
XYZ
|
$64.2M |
| 5 |
Apple
AAPL
|
$58.6M |
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$67M |
| 2 |
LVLT
Level 3 Communications Inc
LVLT
|
$45.3M |
| 3 |
WP
Worldpay, Inc.
WP
|
$33M |
| 4 |
American International
AIG
|
$26.1M |
| 5 |
Charter Communications
CHTR
|
$21.4M |
Sector Composition
| 1 | Financials | 17.45% |
| 2 | Technology | 15.55% |
| 3 | Healthcare | 12.03% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Duke Energy
DUK
$95.3B
| $179M | 0.23% | 2,124,355 +43,026 | +2% | +$3.62M |
|
102
CSX Corp
CSX
$60.6B
| $178M | 0.23% | 3,230,954 +30,184 | +0.9% | +$1.66M |
|
103
Suncor Energy
SU
$50.1B
| $177M | 0.23% | 4,807,225 +34,156 | +0.7% | +$1.26M |
|
104
EOG Resources
EOG
$68.2B
| $177M | 0.23% | 1,638,601 +23,438 | +1% | +$2.53M |
|
105
General Motors
GM
$55.8B
| $172M | 0.22% | 4,193,604 -158,264 | -4% | -$6.49M |
|
106
American Tower
AMT
$95.5B
| $172M | 0.22% | 1,204,014 +31,730 | +3% | +$4.53M |
|
107
Automatic Data Processing
ADP
$123B
| $169M | 0.22% | 1,446,291 -13,271 | -0.9% | -$1.56M |
|
108
Becton Dickinson
BDX
$55.3B
| $168M | 0.22% | 787,133 +74,168 | +10% | +$15.9M |
|
|
RTN
109
DELISTED
Raytheon Company
RTN
| $166M | 0.21% | 886,245 +13,157 | +2% | +$2.47M |
|
110
Northrop Grumman
NOC
$84.5B
| $164M | 0.21% | 535,173 +18,551 | +4% | +$5.69M |
|
|
111
American International
AIG
$45.1B
| $160M | 0.21% | 2,680,520 -438,225 | -14% | -$26.1M |
|
112
General Dynamics
GD
$87.3B
| $159M | 0.21% | 783,265 +13,586 | +2% | +$2.76M |
|
113
Intuit
INTU
$186B
| $159M | 0.2% | 1,004,735 +134,405 | +15% | +$21.2M |
|
114
Stryker
SYK
$150B
| $158M | 0.2% | 1,021,419 -7,889 | -0.8% | -$1.22M |
|
115
Illinois Tool Works
ITW
$77.1B
| $156M | 0.2% | 933,981 +4,135 | +0.4% | +$690K |
|
116
Dominion Energy
D
$51.1B
| $156M | 0.2% | 1,919,242 +49,740 | +3% | +$4.03M |
|
117
Cigna
CI
$80.3B
| $154M | 0.2% | 760,147 +21,250 | +3% | +$4.32M |
|
|
118
Intuitive Surgical
ISRG
$170B
| $154M | 0.2% | 421,080 +297,005 | +239% | +$108M |
|
|
MON
119
DELISTED
Monsanto Co
MON
| $150M | 0.19% | 1,287,291 +40,478 | +3% | +$4.73M |
|
120
TJX Companies
TJX
$152B
| $150M | 0.19% | 1,964,385 +37,258 | +2% | +$2.85M |
|
|
ATVI
121
DELISTED
Activision Blizzard Inc.
ATVI
| $149M | 0.19% | 2,356,341 +6,643 | +0.3% | +$421K |
|
122
Bank of Montreal
BMO
$86.7B
| $147M | 0.19% | 1,833,317 +6,822 | +0.4% | +$548K |
|
123
Southern Company
SO
$102B
| $145M | 0.19% | 3,016,063 +40,555 | +1% | +$1.95M |
|
124
Prudential Financial
PRU
$38.6B
| $144M | 0.19% | 1,250,224 +9,565 | +0.8% | +$1.1M |
|
|
ESRX
125
DELISTED
Express Scripts Holding Company
ESRX
| $143M | 0.18% | 1,918,668 -36,210 | -2% | -$2.7M |
|