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
|
$450M |
| 2 |
Microsoft
MSFT
|
$436M |
| 3 |
Amazon
AMZN
|
$421M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$211M |
| 5 |
Johnson & Johnson
JNJ
|
$209M |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$214M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$176M |
| 3 |
PX
Praxair Inc
PX
|
$149M |
| 4 |
COL
Rockwell Collins
COL
|
$76.7M |
| 5 |
ANDV
Andeavor
ANDV
|
$73M |
Sector Composition
| 1 | Technology | 17.38% |
| 2 | Financials | 15.84% |
| 3 | Healthcare | 13.61% |
| 4 | Consumer Discretionary | 10.74% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Suncor Energy
SU
$48.8B
| $165M | 0.18% |
5,962,390
+965,638
| +19% | +$26.8M |
|
127
Norfolk Southern
NSC
$62.8B
| $165M | 0.18% |
1,115,124
+204,865
| +23% | +$30.3M |
|
128
Crown Castle
CCI
$41.7B
| $163M | 0.18% |
1,507,308
+248,678
| +20% | +$26.9M |
|
129
Marathon Petroleum
MPC
$54.3B
| $163M | 0.17% |
2,790,768
+1,217,892
| +77% | +$70.9M |
|
130
Humana
HUM
$37.5B
| $162M | 0.17% |
573,068
+100,302
| +21% | +$28.3M |
|
131
Marsh & McLennan
MMC
$101B
| $162M | 0.17% |
2,048,287
+275,220
| +16% | +$21.7M |
|
132
Waste Management
WM
$90.5B
| $161M | 0.17% |
1,833,980
+253,402
| +16% | +$22.3M |
|
133
Phillips 66
PSX
$53.1B
| $160M | 0.17% |
1,877,544
+353,320
| +23% | +$30M |
|
134
Zoetis
ZTS
$67.9B
| $159M | 0.17% |
1,881,144
+323,139
| +21% | +$27.3M |
|
135
Progressive
PGR
$146B
| $157M | 0.17% |
2,624,237
+321,172
| +14% | +$19.2M |
|
136
Kimberly-Clark
KMB
$42.8B
| $156M | 0.17% |
1,375,215
+221,181
| +19% | +$25M |
|
137
Emerson Electric
EMR
$74.6B
| $154M | 0.17% |
2,608,060
+599,564
| +30% | +$35.5M |
|
138
General Dynamics
GD
$86.7B
| $154M | 0.17% |
991,733
+165,367
| +20% | +$25.7M |
|
139
Aflac
AFL
$58.1B
| $154M | 0.17% |
3,419,674
+361,626
| +12% | +$16.3M |
|
140
Micron Technology
MU
$138B
| $153M | 0.17% |
4,861,295
+549,711
| +13% | +$17.4M |
|
141
Public Storage
PSA
$51.2B
| $152M | 0.16% |
754,918
+96,878
| +15% | +$19.6M |
|
142
Bank of Montreal
BMO
$89.4B
| $150M | 0.16% |
2,307,155
+418,816
| +22% | +$27.3M |
|
|
SPLK
143
DELISTED
Splunk Inc
SPLK
| $150M | 0.16% |
1,460,387
+260,440
| +22% | +$26.8M |
|
144
Cognizant
CTSH
$34.9B
| $149M | 0.16% |
2,368,712
+486,869
| +26% | +$30.6M |
|
145
Travelers Companies
TRV
$62.8B
| $148M | 0.16% |
1,255,065
+178,389
| +17% | +$21.1M |
|
146
American Electric Power
AEP
$57.9B
| $148M | 0.16% |
1,975,617
+311,979
| +19% | +$23.3M |
|
147
MetLife
MET
$54.4B
| $147M | 0.16% |
3,616,691
+480,109
| +15% | +$19.5M |
|
148
Ecolab
ECL
$77.8B
| $146M | 0.16% |
1,012,850
+175,154
| +21% | +$25.3M |
|
149
Capital One
COF
$145B
| $145M | 0.16% |
1,939,308
+230,629
| +13% | +$17.2M |
|
150
Illinois Tool Works
ITW
$77.3B
| $144M | 0.16% |
1,157,034
+148,190
| +15% | +$18.5M |
|