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 |
Teva Pharmaceuticals
TEVA
|
$96.7M |
| 2 |
Intercontinental Exchange
ICE
|
$73.6M |
| 3 |
Fortis
FTS
|
$35.6M |
| 4 |
Monster Beverage
MNST
|
$33.4M |
| 5 |
CSC
Computer Sciences
CSC
|
$25.9M |
Top Sells
Sector Composition
| 1 | Financials | 16.97% |
| 2 | Technology | 13.57% |
| 3 | Healthcare | 12.49% |
| 4 | Communication Services | 9.82% |
| 5 | Consumer Discretionary | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Elevance Health
ELV
$71.8B
| $116M | 0.19% |
809,322
-66,734
| -8% | -$9.59M |
|
127
Target
TGT
$42B
| $116M | 0.19% |
1,604,611
-45,244
| -3% | -$3.27M |
|
128
General Mills
GIS
$26.4B
| $114M | 0.19% |
1,837,724
-43,984
| -2% | -$2.72M |
|
129
Illinois Tool Works
ITW
$77.1B
| $113M | 0.18% |
922,349
-17,893
| -2% | -$2.19M |
|
130
Waste Management
WM
$90.9B
| $111M | 0.18% |
1,561,081
-11,199
| -0.7% | -$794K |
|
131
TC Energy
TRP
$54.1B
| $110M | 0.18% |
2,436,452
+41,646
| +2% | +$1.87M |
|
132
Kinder Morgan
KMI
$59.4B
| $108M | 0.18% |
5,235,752
-317,985
| -6% | -$6.59M |
|
133
Enbridge
ENB
$105B
| $108M | 0.18% |
2,580,330
-38,768
| -1% | -$1.63M |
|
134
Becton Dickinson
BDX
$55.3B
| $108M | 0.18% |
653,209
+923
| +0.1% | +$153K |
|
|
APC
135
DELISTED
Anadarko Petroleum
APC
| $108M | 0.18% |
1,545,379
-341,409
| -18% | -$23.8M |
|
136
Truist Financial
TFC
$60.4B
| $108M | 0.18% |
2,290,412
-43,810
| -2% | -$2.06M |
|
137
Baidu
BIDU
$33.1B
| $107M | 0.17% |
650,852
-111,070
| -15% | -$18.3M |
|
138
Cognizant
CTSH
$35.1B
| $105M | 0.17% |
1,870,312
+184,901
| +11% | +$10.4M |
|
139
Exelon
EXC
$44.1B
| $105M | 0.17% |
2,951,021
+104,075
| +4% | +$3.69M |
|
140
Manulife Financial
MFC
$52.2B
| $104M | 0.17% |
5,843,328
-80,255
| -1% | -$1.43M |
|
141
SPDR Gold Trust
GLD
$110B
| $103M | 0.17% |
941,240
+219,300
| +30% | +$24M |
|
142
Canadian Natural Resources
CNQ
$66.6B
| $103M | 0.17% |
3,229,664
-456,632
| -12% | -$14.5M |
|
143
Marsh & McLennan
MMC
$101B
| $102M | 0.17% |
1,511,883
+10,417
| +0.7% | +$704K |
|
144
Prologis
PLD
$106B
| $101M | 0.17% |
1,921,199
+135,042
| +8% | +$7.13M |
|
145
AvalonBay Communities
AVB
$26.9B
| $101M | 0.16% |
568,010
+14,519
| +3% | +$2.57M |
|
146
Emerson Electric
EMR
$74.3B
| $99.7M | 0.16% |
1,787,587
-46,806
| -3% | -$2.61M |
|
|
YHOO
147
DELISTED
Yahoo Inc
YHOO
| $97.6M | 0.16% |
2,523,587
+7,822
| +0.3% | +$302K |
|
148
Cigna
CI
$80.3B
| $97.3M | 0.16% |
729,098
-24,928
| -3% | -$3.33M |
|
|
149
Teva Pharmaceuticals
TEVA
$21.5B
| $96.7M | 0.16% |
+2,668,233
| New | +$96.7M |
|
150
CSX Corp
CSX
$60B
| $95.9M | 0.16% |
2,670,002
-49,787
| -2% | -$1.79M |
|