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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Cigna
CI
$80.3B
| $304M | 0.21% | 1,620,242 -33,281 | -2% | -$6.25M |
|
102
Stryker
SYK
$150B
| $303M | 0.21% | 1,682,422 -329,593 | -16% | -$59.4M |
|
103
Regeneron Pharmaceuticals
REGN
$61.5B
| $301M | 0.21% | 482,007 +80,867 | +20% | +$50.4M |
|
104
Mondelez International
MDLZ
$79.5B
| $295M | 0.21% | 5,764,777 -91,521 | -2% | -$4.68M |
|
105
Intercontinental Exchange
ICE
$101B
| $294M | 0.21% | 3,210,211 -176,909 | -5% | -$16.2M |
|
106
Progressive
PGR
$145B
| $294M | 0.21% | 3,672,967 +553,807 | +18% | +$44.3M |
|
107
Rockwell Automation
ROK
$38.6B
| $294M | 0.21% | 1,378,570 -33,958 | -2% | -$7.23M |
|
108
Zoetis
ZTS
$69.3B
| $288M | 0.2% | 2,102,711 -178,702 | -8% | -$24.5M |
|
109
AvalonBay Communities
AVB
$27.9B
| $287M | 0.2% | 1,857,483 +33,011 | +2% | +$5.1M |
|
110
LendingTree
TREE
$925M
| $287M | 0.2% | 991,832 +203,889 | +26% | +$59M |
|
111
Target
TGT
$43.6B
| $282M | 0.2% | 2,353,108 -69,849 | -3% | -$8.38M |
|
112
Crown Castle
CCI
$43.2B
| $276M | 0.2% | 1,651,579 -20,957 | -1% | -$3.51M |
|
113
CSX Corp
CSX
$60.6B
| $273M | 0.19% | 3,909,564 +692,040 | +22% | +$48.3M |
|
114
Roku
ROKU
$14.2B
| $270M | 0.19% | 2,319,623 +414,836 | +22% | +$48.3M |
|
115
Estee Lauder
EL
$33B
| $268M | 0.19% | 1,421,598 +378,805 | +36% | +$71.5M |
|
116
Duke Energy
DUK
$95.3B
| $267M | 0.19% | 3,337,453 -54,036 | -2% | -$4.32M |
|
117
Booking.com
BKNG
$181B
| $267M | 0.19% | 167,376 -7,712 | -4% | -$12.3M |
|
118
Deere & Co
DE
$129B
| $266M | 0.19% | 1,692,681 -24,504 | -1% | -$3.85M |
|
119
Becton Dickinson
BDX
$55.3B
| $265M | 0.19% | 1,108,465 -8,944 | -0.8% | -$2.14M |
|
120
Invitation Homes
INVH
$19.2B
| $265M | 0.19% | 9,632,813 -1,262,031 | -12% | -$34.7M |
|
121
Humana
HUM
$36.5B
| $265M | 0.19% | 683,853 -24,485 | -3% | -$9.49M |
|
122
CME Group
CME
$96B
| $265M | 0.19% | 1,627,601 -80,924 | -5% | -$13.2M |
|
123
T-Mobile US
TMUS
$284B
| $259M | 0.18% | 2,489,094 +975,241 | +64% | +$102M |
|
124
Analog Devices
ADI
$124B
| $253M | 0.18% | 2,059,565 -46,932 | -2% | -$5.76M |
|
125
Colgate-Palmolive
CL
$67.9B
| $252M | 0.18% | 3,439,025 -10,286 | -0.3% | -$754K |
|