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 |
Nutrien
NTR
|
$86.1M |
| 2 |
WP
Worldpay, Inc.
WP
|
$72.2M |
| 3 |
Interactive Brokers
IBKR
|
$52M |
| 4 |
Johnson & Johnson
JNJ
|
$49.1M |
| 5 |
iShares Gold Trust
IAU
|
$48.6M |
Top Sells
| 1 |
Alibaba
BABA
|
$58.9M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
$48.6M |
| 3 |
AGU
Agrium
AGU
|
$45.3M |
| 4 |
CME Group
CME
|
$37.4M |
| 5 |
Cisco
CSCO
|
$31.4M |
Sector Composition
| 1 | Financials | 17.44% |
| 2 | Technology | 16.68% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Communication Services | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Phillips 66
PSX
$52.8B
| $138M | 0.18% |
1,436,038
+170,111
| +13% | +$16.3M |
|
127
Cognizant
CTSH
$35.1B
| $138M | 0.18% |
1,709,390
+24,910
| +1% | +$2.01M |
|
128
Marsh & McLennan
MMC
$101B
| $137M | 0.18% |
1,658,562
+25,100
| +2% | +$2.07M |
|
129
Constellation Brands
STZ
$25.8B
| $137M | 0.18% |
600,671
+4,590
| +0.8% | +$1.05M |
|
130
Southern Company
SO
$101B
| $137M | 0.18% |
3,058,622
+42,559
| +1% | +$1.9M |
|
131
Marriott International Class A Common Stock
MAR
$72B
| $133M | 0.17% |
980,677
-7,002
| -0.7% | -$952K |
|
132
Capital One
COF
$142B
| $133M | 0.17% |
1,389,581
+14,471
| +1% | +$1.39M |
|
133
Dominion Energy
D
$50.3B
| $133M | 0.17% |
1,966,065
+46,823
| +2% | +$3.16M |
|
134
Vertex Pharmaceuticals
VRTX
$102B
| $132M | 0.17% |
807,193
-195
| -0% | -$31.8K |
|
|
ESRX
135
DELISTED
Express Scripts Holding Company
ESRX
| $132M | 0.17% |
1,903,912
-14,756
| -0.8% | -$1.02M |
|
136
Cigna
CI
$80.2B
| $130M | 0.17% |
777,886
+17,739
| +2% | +$2.98M |
|
137
MetLife
MET
$53.6B
| $129M | 0.17% |
2,821,717
+15,247
| +0.5% | +$700K |
|
138
Emerson Electric
EMR
$72.9B
| $128M | 0.16% |
1,874,807
+14,860
| +0.8% | +$1.01M |
|
139
Prudential Financial
PRU
$37.8B
| $128M | 0.16% |
1,234,713
-15,511
| -1% | -$1.61M |
|
140
Fiserv
FI
$74.3B
| $127M | 0.16% |
1,781,851
+53,915
| +3% | +$3.84M |
|
141
Allstate
ALL
$53.9B
| $127M | 0.16% |
1,337,964
-14,659
| -1% | -$1.39M |
|
142
Deere & Co
DE
$127B
| $127M | 0.16% |
816,517
-5,016
| -0.6% | -$779K |
|
143
Waste Management
WM
$90.4B
| $125M | 0.16% |
1,486,390
+7,958
| +0.5% | +$669K |
|
144
Halliburton
HAL
$18.4B
| $125M | 0.16% |
2,652,747
+91,317
| +4% | +$4.29M |
|
145
Prologis
PLD
$103B
| $124M | 0.16% |
1,975,667
+39,281
| +2% | +$2.47M |
|
146
Exelon
EXC
$43.8B
| $124M | 0.16% |
4,450,621
+639,040
| +17% | +$17.8M |
|
147
Crown Castle
CCI
$42.3B
| $124M | 0.16% |
1,129,201
+9,022
| +0.8% | +$989K |
|
148
State Street
STT
$32.1B
| $124M | 0.16% |
1,239,355
+6,217
| +0.5% | +$620K |
|
149
Aflac
AFL
$57.1B
| $123M | 0.16% |
2,813,257
+10,329
| +0.4% | +$452K |
|
150
JD.com
JD
$44.2B
| $122M | 0.16% |
3,005,759
+179,715
| +6% | +$7.28M |
|