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 |
Exxon Mobil
XOM
|
$1.14B |
| 2 |
Apple
AAPL
|
$1.05B |
| 3 |
Microsoft
MSFT
|
$760M |
| 4 |
GE Aerospace
GE
|
$690M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$672M |
Top Sells
Sector Composition
| 1 | Financials | 16.24% |
| 2 | Technology | 12.71% |
| 3 | Healthcare | 12.62% |
| 4 | Energy | 11.02% |
| 5 | Industrials | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VIAB
126
DELISTED
Viacom Inc. Class B
VIAB
| $83.4M | 0.19% |
+1,225,710
| New | +$83.4M |
|
127
Yum! Brands
YUM
$40.2B
| $82.8M | 0.19% |
+1,199,588
| New | +$82.8M |
|
128
Lockheed Martin
LMT
$105B
| $82.6M | 0.19% |
+761,827
| New | +$82.6M |
|
129
American Tower
AMT
$94B
| $82M | 0.19% |
+1,120,467
| New | +$82M |
|
130
Deere & Co
DE
$128B
| $81.2M | 0.18% |
+998,804
| New | +$81.2M |
|
131
Canadian Natural Resources
CNQ
$66.5B
| $81.1M | 0.18% |
+2,879,622
| New | +$81.1M |
|
132
Elevance Health
ELV
$72.5B
| $80.4M | 0.18% |
+982,587
| New | +$80.4M |
|
133
Canadian Imperial Bank of Commerce
CM
$71.2B
| $79.8M | 0.18% |
+1,125,801
| New | +$79.8M |
|
134
General Motors
GM
$55.7B
| $79.4M | 0.18% |
+2,382,866
| New | +$79.4M |
|
135
Illinois Tool Works
ITW
$76.4B
| $78.6M | 0.18% |
+1,135,813
| New | +$78.6M |
|
136
Exelon
EXC
$43.8B
| $78M | 0.18% |
+2,526,833
| New | +$78M |
|
|
YHOO
137
DELISTED
Yahoo Inc
YHOO
| $77.9M | 0.18% |
+3,100,275
| New | +$77.9M |
|
138
Aflac
AFL
$56.3B
| $77.8M | 0.18% |
+1,337,901
| New | +$77.8M |
|
|
PARA
139
DELISTED
Paramount Global Class B
PARA
| $77.7M | 0.18% |
+1,590,411
| New | +$77.7M |
|
140
Charles Schwab
SCHW
$174B
| $76.1M | 0.17% |
+3,583,346
| New | +$76.1M |
|
141
McKesson
MCK
$86.1B
| $75.3M | 0.17% |
+657,812
| New | +$75.3M |
|
142
CME Group
CME
$95B
| $74.8M | 0.17% |
+985,027
| New | +$74.8M |
|
143
General Dynamics
GD
$87B
| $73M | 0.17% |
+937,997
| New | +$73M |
|
144
Healthpeak Properties
DOC
$12.4B
| $70.8M | 0.16% |
+1,578,051
| New | +$70.8M |
|
145
Archer Daniels Midland
ADM
$29.7B
| $70.2M | 0.16% |
+2,070,079
| New | +$70.2M |
|
146
Bausch Health
BHC
$2.85B
| $69.9M | 0.16% |
+811,319
| New | +$69.9M |
|
147
Ventas
VTR
$30.8B
| $69.6M | 0.16% |
+1,002,322
| New | +$69.6M |
|
|
AET
148
DELISTED
Aetna Inc
AET
| $68.8M | 0.16% |
+1,086,397
| New | +$68.8M |
|
149
Kinder Morgan
KMI
$59.4B
| $68.5M | 0.16% |
+1,814,945
| New | +$68.5M |
|
150
Equity Residential
EQR
$24.5B
| $68.3M | 0.16% |
+1,176,787
| New | +$68.3M |
|