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 |
Nutrien
NTR
|
$86.1M |
| 2 |
WP
Worldpay, Inc.
WP
|
$72.2M |
| 3 |
Fiserv
FI
|
$65.5M |
| 4 |
Aflac
AFL
|
$61.8M |
| 5 |
Interactive Brokers
IBKR
|
$52M |
Top Sells
| 1 |
Alibaba
BABA
|
$58.9M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
$48.6M |
| 3 |
AGU
Agrium
AGU
|
$45.3M |
| 4 |
CME Group
CME
|
$37.4M |
| 5 |
Cisco
CSCO
|
$31.4M |
Sector Composition
| 1 | Financials | 17.44% |
| 2 | Technology | 16.68% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Communication Services | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Simon Property Group
SPG
$59B
| $175M | 0.23% | 1,136,817 +16,018 | +1% | +$2.47M |
|
102
General Dynamics
GD
$87.3B
| $174M | 0.22% | 788,209 +4,944 | +0.6% | +$1.09M |
|
103
Suncor Energy
SU
$50.1B
| $172M | 0.22% | 4,992,318 +185,093 | +4% | +$6.38M |
|
104
CSX Corp
CSX
$60.6B
| $171M | 0.22% | 3,062,629 -168,325 | -5% | -$9.38M |
|
|
WBA
105
DELISTED
Walgreens Boots Alliance
WBA
| $171M | 0.22% | 2,604,400 -381,838 | -13% | -$25M |
|
|
106
CME Group
CME
$96B
| $170M | 0.22% | 1,053,867 -230,953 | -18% | -$37.4M |
|
|
AET
107
DELISTED
Aetna Inc
AET
| $167M | 0.21% | 987,830 -41,070 | -4% | -$6.94M |
|
108
Stryker
SYK
$150B
| $166M | 0.21% | 1,031,481 +10,062 | +1% | +$1.62M |
|
109
Duke Energy
DUK
$95.3B
| $166M | 0.21% | 2,140,113 +15,758 | +0.7% | +$1.22M |
|
110
Automatic Data Processing
ADP
$123B
| $165M | 0.21% | 1,452,485 +6,194 | +0.4% | +$703K |
|
111
Intuitive Surgical
ISRG
$170B
| $165M | 0.21% | 398,886 -22,194 | -5% | -$9.16M |
|
112
Canadian National Railway
CNI
$60.4B
| $164M | 0.21% | 2,244,307 +18,196 | +0.8% | +$1.33M |
|
113
American International
AIG
$45.1B
| $163M | 0.21% | 3,004,152 +323,632 | +12% | +$17.6M |
|
114
TJX Companies
TJX
$152B
| $161M | 0.21% | 1,974,106 +9,721 | +0.5% | +$793K |
|
|
MON
115
DELISTED
Monsanto Co
MON
| $155M | 0.2% | 1,326,699 +39,408 | +3% | +$4.6M |
|
116
Bank of New York Mellon
BK
$74.5B
| $154M | 0.2% | 2,991,979 -339,543 | -10% | -$17.5M |
|
117
Travelers Companies
TRV
$61.1B
| $154M | 0.2% | 1,108,166 +112,771 | +11% | +$15.7M |
|
118
General Motors
GM
$55.8B
| $153M | 0.2% | 4,210,067 +16,463 | +0.4% | +$598K |
|
119
Enbridge
ENB
$105B
| $147M | 0.19% | 4,686,411 +84,506 | +2% | +$2.65M |
|
120
Illinois Tool Works
ITW
$77.1B
| $147M | 0.19% | 939,341 +5,360 | +0.6% | +$840K |
|
121
Intercontinental Exchange
ICE
$101B
| $146M | 0.19% | 2,014,888 +316,947 | +19% | +$23M |
|
122
S&P Global
SPGI
$167B
| $145M | 0.19% | 759,695 +5,713 | +0.8% | +$1.09M |
|
|
ATVI
123
DELISTED
Activision Blizzard Inc.
ATVI
| $145M | 0.19% | 2,151,474 -204,867 | -9% | -$13.8M |
|
124
Occidental Petroleum
OXY
$46.9B
| $144M | 0.19% | 2,218,712 -246,307 | -10% | -$16M |
|
125
Bank of Montreal
BMO
$86.7B
| $139M | 0.18% | 1,846,625 +13,308 | +0.7% | +$1M |
|