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 |
Apple
AAPL
|
$1.26B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$823M |
| 3 |
Union Pacific
UNP
|
$109M |
| 4 |
CELG
Celgene Corp
CELG
|
$96.6M |
| 5 |
EOG Resources
EOG
|
$79.6M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$58.2M |
| 2 |
Microsoft
MSFT
|
$43M |
| 3 |
GE Aerospace
GE
|
$39.6M |
| 4 |
Chevron
CVX
|
$38.7M |
| 5 |
Bank of America
BAC
|
$37.1M |
Sector Composition
| 1 | Financials | 15.6% |
| 2 | Technology | 13.2% |
| 3 | Healthcare | 13.14% |
| 4 | Energy | 11.33% |
| 5 | Industrials | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Canadian Imperial Bank of Commerce
CM
$72.2B
| $91.7M | 0.19% |
1,007,385
-64,125
| -6% | -$5.84M |
|
127
American Tower
AMT
$94.1B
| $91.6M | 0.19% |
1,018,359
-83,558
| -8% | -$7.52M |
|
128
General Dynamics
GD
$86.6B
| $90.5M | 0.19% |
776,550
-59,038
| -7% | -$6.88M |
|
129
Micron Technology
MU
$132B
| $89.2M | 0.18% |
2,706,023
+51,086
| +2% | +$1.68M |
|
|
ALXN
130
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $87.3M | 0.18% |
558,840
-5,702
| -1% | -$891K |
|
131
Corning
GLW
$59.3B
| $87.3M | 0.18% |
3,976,057
-261,180
| -6% | -$5.73M |
|
132
General Mills
GIS
$26.2B
| $87M | 0.18% |
1,655,923
-50,935
| -3% | -$2.68M |
|
|
PCP
133
DELISTED
PRECISION CASTPARTS CORP
PCP
| $86.9M | 0.18% |
344,335
-22,795
| -6% | -$5.75M |
|
134
Illinois Tool Works
ITW
$76.2B
| $86.6M | 0.18% |
988,468
-67,909
| -6% | -$5.95M |
|
135
NOV
NOV
$4.8B
| $86.1M | 0.18% |
1,045,657
-87,208
| -8% | -$7.18M |
|
|
VIAB
136
DELISTED
Viacom Inc. Class B
VIAB
| $86M | 0.18% |
991,807
-35,734
| -3% | -$3.1M |
|
137
Yum! Brands
YUM
$40.1B
| $85.9M | 0.18% |
1,058,077
-54,057
| -5% | -$4.39M |
|
|
RTN
138
DELISTED
Raytheon Company
RTN
| $85.6M | 0.18% |
928,247
-24,686
| -3% | -$2.28M |
|
139
Devon Energy
DVN
$22.3B
| $85.2M | 0.17% |
1,072,646
-44,048
| -4% | -$3.5M |
|
140
TC Energy
TRP
$53.9B
| $85.1M | 0.17% |
1,781,813
-180,535
| -9% | -$8.62M |
|
141
Las Vegas Sands
LVS
$38.4B
| $84.8M | 0.17% |
1,112,714
-64,602
| -5% | -$4.92M |
|
142
Target
TGT
$41.7B
| $84.5M | 0.17% |
1,457,428
-60,799
| -4% | -$3.52M |
|
143
Public Storage
PSA
$50.9B
| $84.4M | 0.17% |
492,569
-2,940
| -0.6% | -$504K |
|
144
Norfolk Southern
NSC
$62.5B
| $83.2M | 0.17% |
807,673
-30,300
| -4% | -$3.12M |
|
|
YHOO
145
DELISTED
Yahoo Inc
YHOO
| $82.9M | 0.17% |
2,360,846
-120,300
| -5% | -$4.23M |
|
|
PARA
146
DELISTED
Paramount Global Class B
PARA
| $82.9M | 0.17% |
1,333,783
-113,394
| -8% | -$7.05M |
|
147
Adobe
ADBE
$146B
| $82.8M | 0.17% |
1,143,979
-82,231
| -7% | -$5.95M |
|
148
Archer Daniels Midland
ADM
$29.4B
| $82.7M | 0.17% |
1,874,468
-61,614
| -3% | -$2.72M |
|
149
Canadian Pacific Kansas City
CP
$70.4B
| $80.8M | 0.17% |
445,983
-32,394
| -7% | -$5.87M |
|
150
Johnson Controls International
JCI
$69.3B
| $80.6M | 0.17% |
1,614,060
-146,568
| -8% | -$7.32M |
|