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 |
Bristol-Myers Squibb
BMY
|
$200M |
| 2 |
Alibaba
BABA
|
$176M |
| 3 |
Blackstone
BX
|
$127M |
| 4 |
Truist Financial
TFC
|
$127M |
| 5 |
Mercado Libre
MELI
|
$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$116M |
| 3 |
Tesla
TSLA
|
$92.4M |
| 4 |
Apple
AAPL
|
$90.7M |
| 5 |
NVIDIA
NVDA
|
$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Dominion Energy
D
$51.1B
| $271M | 0.21% | 3,268,997 +140,366 | +4% | +$11.6M |
|
102
Equinix
EQIX
$76.9B
| $269M | 0.21% | 461,555 +33,237 | +8% | +$19.4M |
|
103
Fiserv
FI
$75.1B
| $269M | 0.21% | 2,329,286 -43,300 | -2% | -$5.01M |
|
104
Morgan Stanley
MS
$240B
| $264M | 0.21% | 5,159,683 +200,745 | +4% | +$10.3M |
|
105
S&P Global
SPGI
$167B
| $262M | 0.21% | 959,167 -78,629 | -8% | -$21.5M |
|
106
Applied Materials
AMAT
$128B
| $261M | 0.21% | 4,279,509 +594,365 | +16% | +$36.3M |
|
107
Zoetis
ZTS
$69.3B
| $257M | 0.2% | 1,942,467 -36,924 | -2% | -$4.88M |
|
108
Scotiabank
BNS
$77.6B
| $251M | 0.2% | 4,502,274 +186,651 | +4% | +$10.4M |
|
|
109
Mercado Libre
MELI
$125B
| $248M | 0.2% | 433,799 +95,183 | +28% | +$54.4M |
|
110
Simon Property Group
SPG
$59B
| $248M | 0.19% | 1,663,460 +126,217 | +8% | +$18.8M |
|
111
Charles Schwab
SCHW
$174B
| $248M | 0.19% | 5,205,058 -49,747 | -0.9% | -$2.37M |
|
|
RTN
112
DELISTED
Raytheon Company
RTN
| $247M | 0.19% | 1,129,866 -63,391 | -5% | -$13.9M |
|
|
SPLK
113
DELISTED
Splunk Inc
SPLK
| $244M | 0.19% | 1,630,069 -58,458 | -3% | -$8.76M |
|
114
Boston Scientific
BSX
$156B
| $240M | 0.19% | 5,317,461 +47,607 | +0.9% | +$2.15M |
|
115
Zillow
Z
$20.4B
| $238M | 0.19% | 5,182,470 -265,589 | -5% | -$12.2M |
|
116
Canadian National Railway
CNI
$60.4B
| $235M | 0.18% | 2,591,044 +32,325 | +1% | +$2.93M |
|
117
Schlumberger
SLB
$55B
| $232M | 0.18% | 5,776,783 +61,665 | +1% | +$2.48M |
|
118
Micron Technology
MU
$133B
| $232M | 0.18% | 4,310,340 +5,367 | +0.1% | +$289K |
|
119
Marsh & McLennan
MMC
$101B
| $231M | 0.18% | 2,070,074 +33,331 | +2% | +$3.71M |
|
120
Illinois Tool Works
ITW
$77.1B
| $229M | 0.18% | 1,276,838 +16,191 | +1% | +$2.91M |
|
121
Blackrock
BLK
$175B
| $227M | 0.18% | 450,636 -82 | -0% | -$41.2K |
|
122
Colgate-Palmolive
CL
$67.9B
| $225M | 0.18% | 3,274,922 +51,547 | +2% | +$3.55M |
|
123
Biogen
BIIB
$19.4B
| $225M | 0.18% | 759,460 -92,114 | -11% | -$27.3M |
|
124
Phillips 66
PSX
$54B
| $225M | 0.18% | 2,018,385 +93,390 | +5% | +$10.4M |
|
125
Ecolab
ECL
$78.6B
| $223M | 0.18% | 1,158,063 +933 | +0.1% | +$180K |
|