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 |
L3Harris
LHX
|
$193M |
| 2 |
Tesla
TSLA
|
$177M |
| 3 |
Illumina
ILMN
|
$157M |
| 4 |
Fidelity National Information Services
FIS
|
$143M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$103M |
Top Sells
| 1 |
RHT
Red Hat Inc
RHT
|
$158M |
| 2 |
WP
Worldpay, Inc.
WP
|
$140M |
| 3 |
APC
Anadarko Petroleum
APC
|
$135M |
| 4 |
iShares Gold Trust
IAU
|
$130M |
| 5 |
Apple
AAPL
|
$83.2M |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Financials | 15.47% |
| 3 | Healthcare | 12.69% |
| 4 | Consumer Discretionary | 10.72% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Zoetis
ZTS
$69.3B
| $247M | 0.21% | 1,979,391 +147,442 | +8% | +$18.4M |
|
102
Fiserv
FI
$75.1B
| $246M | 0.21% | 2,372,586 +711,333 | +43% | +$73.7M |
|
103
Scotiabank
BNS
$77.6B
| $245M | 0.21% | 4,315,623 -11,681 | -0.3% | -$664K |
|
104
Simon Property Group
SPG
$59B
| $239M | 0.21% | 1,537,243 +60,921 | +4% | +$9.48M |
|
105
Colgate-Palmolive
CL
$67.9B
| $237M | 0.21% | 3,223,375 +840 | +0% | +$61.7K |
|
|
RTN
106
DELISTED
Raytheon Company
RTN
| $234M | 0.2% | 1,193,257 +11,482 | +1% | +$2.25M |
|
107
Progressive
PGR
$145B
| $233M | 0.2% | 3,021,660 -119,376 | -4% | -$9.22M |
|
108
Target
TGT
$43.6B
| $232M | 0.2% | 2,166,504 +79,400 | +4% | +$8.49M |
|
109
Northrop Grumman
NOC
$84.5B
| $231M | 0.2% | 616,860 +3,836 | +0.6% | +$1.44M |
|
110
Canadian National Railway
CNI
$60.4B
| $230M | 0.2% | 2,558,719 -10,989 | -0.4% | -$987K |
|
111
Ecolab
ECL
$78.6B
| $229M | 0.2% | 1,157,130 -19,971 | -2% | -$3.96M |
|
112
Cigna
CI
$80.3B
| $227M | 0.2% | 1,498,293 +4,604 | +0.3% | +$699K |
|
113
Crown Castle
CCI
$43.2B
| $220M | 0.19% | 1,581,541 +73,560 | +5% | +$10.2M |
|
114
Charles Schwab
SCHW
$174B
| $220M | 0.19% | 5,254,805 -49,576 | -0.9% | -$2.07M |
|
115
Boston Scientific
BSX
$156B
| $214M | 0.19% | 5,269,854 +8,880 | +0.2% | +$361K |
|
116
Morgan Stanley
MS
$240B
| $212M | 0.18% | 4,958,938 +68,528 | +1% | +$2.92M |
|
117
Deere & Co
DE
$129B
| $211M | 0.18% | 1,251,451 -23,301 | -2% | -$3.93M |
|
118
CSX Corp
CSX
$60.6B
| $210M | 0.18% | 3,029,726 +12,929 | +0.4% | +$896K |
|
119
Estee Lauder
EL
$33B
| $210M | 0.18% | 1,054,024 -6,998 | -0.7% | -$1.39M |
|
120
DuPont de Nemours
DD
$32.2B
| $207M | 0.18% | 2,907,466 -21,305 | -0.7% | -$1.52M |
|
121
Vertex Pharmaceuticals
VRTX
$100B
| $207M | 0.18% | 1,221,424 +68,293 | +6% | +$11.6M |
|
122
Waste Management
WM
$91.2B
| $206M | 0.18% | 1,794,179 +8,144 | +0.5% | +$937K |
|
123
Marsh & McLennan
MMC
$101B
| $204M | 0.18% | 2,036,743 +13,078 | +0.6% | +$1.31M |
|
124
Kimberly-Clark
KMB
$42.8B
| $201M | 0.17% | 1,415,868 +49,393 | +4% | +$7.02M |
|
125
Blackrock
BLK
$175B
| $201M | 0.17% | 450,718 -9,265 | -2% | -$4.13M |
|