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 |
Dow Inc
DOW
|
$171M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$102M |
| 3 |
Corteva
CTVA
|
$101M |
| 4 |
NVTA
Invitae Corporation
NVTA
|
$99.2M |
| 5 |
Alibaba
BABA
|
$88.9M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$477M |
| 2 |
SPDR Gold Trust
GLD
|
$116M |
| 3 |
LendingTree
TREE
|
$104M |
| 4 |
MDSO
Medidata Solutions, Inc.
MDSO
|
$91.6M |
| 5 |
L3Harris
LHX
|
$78.5M |
Sector Composition
| 1 | Technology | 18.4% |
| 2 | Financials | 15.53% |
| 3 | Healthcare | 12.87% |
| 4 | Consumer Discretionary | 10.81% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Scotiabank
BNS
$77.6B
| $232M | 0.21% | 4,327,304 -87,096 | -2% | -$4.68M |
|
102
Ecolab
ECL
$78.6B
| $232M | 0.21% | 1,177,101 -64,767 | -5% | -$12.8M |
|
103
Colgate-Palmolive
CL
$67.9B
| $231M | 0.21% | 3,222,535 -38,208 | -1% | -$2.74M |
|
104
Southern Company
SO
$102B
| $230M | 0.21% | 4,163,761 -1,828 | -0% | -$101K |
|
105
Schlumberger
SLB
$55B
| $227M | 0.2% | 5,713,663 +45,809 | +0.8% | +$1.82M |
|
106
Boston Scientific
BSX
$156B
| $226M | 0.2% | 5,260,974 -126,416 | -2% | -$5.43M |
|
107
EOG Resources
EOG
$68.2B
| $224M | 0.2% | 2,408,622 -41,137 | -2% | -$3.83M |
|
|
108
DuPont de Nemours
DD
$32.2B
| $220M | 0.2% | 2,928,771 -6,351,913 | -68% | -$477M |
|
109
S&P Global
SPGI
$167B
| $219M | 0.2% | 960,539 -21,768 | -2% | -$4.96M |
|
110
Blackrock
BLK
$175B
| $216M | 0.19% | 459,983 +7,909 | +2% | +$3.71M |
|
111
Morgan Stanley
MS
$240B
| $214M | 0.19% | 4,890,410 -169,610 | -3% | -$7.43M |
|
112
Charles Schwab
SCHW
$174B
| $213M | 0.19% | 5,304,381 -117,212 | -2% | -$4.71M |
|
113
General Motors
GM
$55.8B
| $213M | 0.19% | 5,524,925 -85,992 | -2% | -$3.31M |
|
114
Vertex Pharmaceuticals
VRTX
$100B
| $211M | 0.19% | 1,153,131 +50,477 | +5% | +$9.26M |
|
115
Deere & Co
DE
$129B
| $211M | 0.19% | 1,274,752 -3,068 | -0.2% | -$508K |
|
116
Zoetis
ZTS
$69.3B
| $208M | 0.19% | 1,831,949 -51,722 | -3% | -$5.87M |
|
117
Norfolk Southern
NSC
$62.8B
| $207M | 0.18% | 1,038,112 -50,880 | -5% | -$10.1M |
|
|
TWTR
118
DELISTED
Twitter, Inc.
TWTR
| $207M | 0.18% | 5,919,539 +1,110,127 | +23% | +$38.7M |
|
119
ServiceNow
NOW
$190B
| $206M | 0.18% | 751,823 -32,653 | -4% | -$8.97M |
|
120
Waste Management
WM
$91.2B
| $206M | 0.18% | 1,786,035 -196,982 | -10% | -$22.7M |
|
|
RTN
121
DELISTED
Raytheon Company
RTN
| $205M | 0.18% | 1,181,775 -25,056 | -2% | -$4.36M |
|
122
Marsh & McLennan
MMC
$101B
| $202M | 0.18% | 2,023,665 -17,306 | -0.8% | -$1.73M |
|
123
Baidu
BIDU
$32.8B
| $198M | 0.18% | 1,688,982 -54,677 | -3% | -$6.42M |
|
124
Northrop Grumman
NOC
$84.5B
| $198M | 0.18% | 613,024 -71,461 | -10% | -$23.1M |
|
125
Crown Castle
CCI
$43.2B
| $197M | 0.18% | 1,507,981 -4,250 | -0.3% | -$554K |
|