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 | +$122M | |
| 2 | +$118M | |
| 3 | +$116M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$98.8M |
| 5 |
Amazon
AMZN
|
+$74.5M |
Top Sells
| 1 | +$202M | |
| 2 | +$182M | |
| 3 | +$145M | |
| 4 |
Coca-Cola
KO
|
+$130M |
| 5 |
TransUnion
TRU
|
+$65.2M |
Sector Composition
| 1 | Technology | 30.03% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Lowe's Companies
LOW
$135B
| $303M | 0.21% |
1,299,397
+7,560
|
|
||
102
Chubb
CB
$111B
| $300M | 0.21% |
994,430
+5,048
|
|
||
103
Charles Schwab
SCHW
$171B
| $300M | 0.21% |
3,833,515
+292,102
|
|
||
104
CrowdStrike
CRWD
$123B
| $295M | 0.21% |
837,624
+22,172
|
|
||
105
Sherwin-Williams
SHW
$83B
| $292M | 0.21% |
836,761
-27,797
|
|
||
106
Marsh & McLennan
MMC
$100B
| $290M | 0.21% |
1,189,105
+5,709
|
|
||
107
Stryker
SYK
$141B
| $287M | 0.2% |
770,781
+1,022
|
|
||
108
Fiserv
FI
$65.8B
| $286M | 0.2% |
1,293,470
-6,961
|
|
||
109
Cencora
COR
$62B
| $282M | 0.2% |
1,012,412
-9,477
|
|
||
110
Medtronic
MDT
$122B
| $274M | 0.19% |
3,051,297
+12,951
|
|
||
111
American Tower
AMT
$89B
| $271M | 0.19% |
1,244,339
-39,180
|
|
||
112
Starbucks
SBUX
$94.2B
| $267M | 0.19% |
2,717,177
+59,086
|
|
||
113
Cadence Design Systems
CDNS
$88.3B
| $264M | 0.19% |
1,037,358
+118,970
|
|
||
114
Realty Income
O
$54.4B
| $260M | 0.18% |
4,489,308
-100,148
|
|
||
115
Rockwell Automation
ROK
$39.6B
| $257M | 0.18% |
994,313
-13,896
|
|
||
116
Cigna
CI
$78.6B
| $257M | 0.18% |
779,851
-490
|
|
||
117
CME Group
CME
$96.6B
| $254M | 0.18% |
955,731
-954
|
|
||
118
3M
MMM
$81.7B
| $248M | 0.18% |
1,689,348
+9,064
|
|
||
119
Lockheed Martin
LMT
$117B
| $247M | 0.17% |
553,853
+318
|
|
||
120
Teradyne
TER
$22.4B
| $244M | 0.17% |
2,957,049
+131,152
|
|
||
121
Trimble
TRMB
$18.7B
| $241M | 0.17% |
3,671,287
-972,104
|
|
||
122
Southern Company
SO
$110B
| $241M | 0.17% |
2,617,558
+22,803
|
|
||
123
Intel
INTC
$177B
| $238M | 0.17% |
10,465,324
+295,174
|
|
||
124
Mondelez International
MDLZ
$79.8B
| $237M | 0.17% |
3,500,174
+34,365
|
|
||
125
Travelers Companies
TRV
$60.7B
| $237M | 0.17% |
896,937
+12,310
|
|