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 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$22.6M |
| 2 |
BEAV
B/E Aerospace Inc
BEAV
|
$21.8M |
| 3 |
General Motors
GM
|
$21.4M |
| 4 |
Intercontinental Exchange
ICE
|
$20.8M |
| 5 |
Corpay
CPAY
|
$19.9M |
Top Sells
| 1 |
Apple
AAPL
|
$105M |
| 2 |
Exxon Mobil
XOM
|
$63.4M |
| 3 |
DELL
DELL INC
DELL
|
$54.6M |
| 4 |
GE Aerospace
GE
|
$47.3M |
| 5 |
Visa
V
|
$37.4M |
Sector Composition
| 1 | Financials | 15.9% |
| 2 | Technology | 12.91% |
| 3 | Healthcare | 12.83% |
| 4 | Energy | 10.83% |
| 5 | Industrials | 10.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
KRFT
126
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $93.9M | 0.2% |
1,741,720
-87,988
| -5% | -$4.75M |
|
127
NextEra Energy, Inc.
NEE
$147B
| $93.1M | 0.19% |
4,377,752
-890,988
| -17% | -$18.9M |
|
|
PARA
128
DELISTED
Paramount Global Class B
PARA
| $92.2M | 0.19% |
1,448,068
-85,239
| -6% | -$5.43M |
|
|
DTV
129
DELISTED
DIRECTV COM STK (DE)
DTV
| $92.1M | 0.19% |
1,347,032
-82,251
| -6% | -$5.63M |
|
130
NOV
NOV
$4.82B
| $91.4M | 0.19% |
1,288,950
-123,081
| -9% | -$8.73M |
|
131
Illinois Tool Works
ITW
$76.7B
| $91.2M | 0.19% |
1,093,227
-52,678
| -5% | -$4.4M |
|
132
Enbridge
ENB
$105B
| $90.5M | 0.19% |
2,087,983
-91,842
| -4% | -$3.98M |
|
|
RTN
133
DELISTED
Raytheon Company
RTN
| $90.1M | 0.19% |
996,391
+8,197
| +0.8% | +$741K |
|
134
Charles Schwab
SCHW
$176B
| $90M | 0.19% |
3,517,251
-32,301
| -0.9% | -$826K |
|
135
Johnson Controls International
JCI
$69.5B
| $89.3M | 0.19% |
1,674,991
-45,723
| -3% | -$2.44M |
|
136
TC Energy
TRP
$53.6B
| $88.4M | 0.18% |
1,939,104
-7,161
| -0.4% | -$326K |
|
137
Canadian Imperial Bank of Commerce
CM
$73.1B
| $87.6M | 0.18% |
2,103,076
-167,586
| -7% | -$6.98M |
|
138
American Tower
AMT
$91.6B
| $86.2M | 0.18% |
1,079,869
-34,876
| -3% | -$2.78M |
|
139
General Mills
GIS
$26.6B
| $85.7M | 0.18% |
1,715,393
-8,618
| -0.5% | -$431K |
|
140
Archer Daniels Midland
ADM
$29.7B
| $85.6M | 0.18% |
1,958,810
-78,686
| -4% | -$3.44M |
|
141
General Dynamics
GD
$86.8B
| $85.2M | 0.18% |
895,907
-23,891
| -3% | -$2.27M |
|
142
Yum! Brands
YUM
$39.7B
| $84.4M | 0.18% |
1,567,316
-83,423
| -5% | -$4.49M |
|
143
Elevance Health
ELV
$70B
| $83.9M | 0.17% |
916,789
-49,830
| -5% | -$4.56M |
|
|
AGN
144
DELISTED
ALLERGAN INC
AGN
| $83.5M | 0.17% |
754,297
-18,704
| -2% | -$2.07M |
|
145
Aflac
AFL
$57.4B
| $81.2M | 0.17% |
2,435,028
-158,342
| -6% | -$5.28M |
|
146
Norfolk Southern
NSC
$62.7B
| $79M | 0.16% |
859,560
-58,756
| -6% | -$5.4M |
|
147
Salesforce
CRM
$229B
| $78.8M | 0.16% |
1,427,604
-57,954
| -4% | -$3.2M |
|
148
Public Storage
PSA
$51.2B
| $78.1M | 0.16% |
515,440
+1,548
| +0.3% | +$235K |
|
149
Northrop Grumman
NOC
$83.1B
| $78.1M | 0.16% |
685,143
-38,059
| -5% | -$4.34M |
|
150
Cognizant
CTSH
$34.5B
| $78M | 0.16% |
1,558,080
-41,790
| -3% | -$2.09M |
|