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 |
Dow Inc
DOW
|
$171M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$102M |
| 3 |
Corteva
CTVA
|
$101M |
| 4 |
NVTA
Invitae Corporation
NVTA
|
$99.2M |
| 5 |
Alibaba
BABA
|
$88.9M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$477M |
| 2 |
SPDR Gold Trust
GLD
|
$116M |
| 3 |
LendingTree
TREE
|
$104M |
| 4 |
MDSO
Medidata Solutions, Inc.
MDSO
|
$91.6M |
| 5 |
L3Harris
LHX
|
$78.5M |
Sector Composition
| 1 | Technology | 18.4% |
| 2 | Financials | 15.53% |
| 3 | Healthcare | 12.87% |
| 4 | Consumer Discretionary | 10.81% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Exelon
EXC
$44.1B
| $195M | 0.17% | 4,059,471 -96,791 | -2% | -$4.64M |
|
127
Estee Lauder
EL
$33B
| $194M | 0.17% | 1,061,022 -16,096 | -1% | -$2.95M |
|
128
Illinois Tool Works
ITW
$77.1B
| $190M | 0.17% | 1,260,155 +100,615 | +9% | +$15.2M |
|
129
Suncor Energy
SU
$50.1B
| $190M | 0.17% | 6,086,055 -152,815 | -2% | -$4.77M |
|
130
Air Products & Chemicals
APD
$65.5B
| $189M | 0.17% | 833,336 -16,575 | -2% | -$3.75M |
|
|
WBA
131
DELISTED
Walgreens Boots Alliance
WBA
| $188M | 0.17% | 3,435,899 -150,521 | -4% | -$8.23M |
|
132
Public Storage
PSA
$51.7B
| $187M | 0.17% | 784,358 +78,407 | +11% | +$18.7M |
|
|
133
SPDR Gold Trust
GLD
$107B
| $186M | 0.17% | 1,394,880 -869,595 | -38% | -$116M |
|
134
Travelers Companies
TRV
$61.1B
| $184M | 0.16% | 1,232,732 -18,149 | -1% | -$2.71M |
|
135
Biogen
BIIB
$19.4B
| $184M | 0.16% | 787,636 -2,977 | -0.4% | -$696K |
|
136
American Electric Power
AEP
$59.4B
| $184M | 0.16% | 2,092,271 -14,659 | -0.7% | -$1.29M |
|
137
Phillips 66
PSX
$54B
| $183M | 0.16% | 1,951,687 +6,480 | +0.3% | +$606K |
|
138
Kimberly-Clark
KMB
$42.8B
| $182M | 0.16% | 1,366,475 -11,741 | -0.9% | -$1.56M |
|
139
Micron Technology
MU
$133B
| $182M | 0.16% | 4,710,571 +321,639 | +7% | +$12.4M |
|
140
Target
TGT
$43.6B
| $181M | 0.16% | 2,087,104 +51,978 | +3% | +$4.5M |
|
141
American International
AIG
$45.1B
| $177M | 0.16% | 3,327,510 -42,706 | -1% | -$2.28M |
|
|
SPLK
142
DELISTED
Splunk Inc
SPLK
| $177M | 0.16% | 1,408,233 +113,156 | +9% | +$14.2M |
|
143
Aflac
AFL
$57.2B
| $174M | 0.16% | 3,172,054 -173,619 | -5% | -$9.52M |
|
144
General Dynamics
GD
$87.3B
| $173M | 0.15% | 950,126 -42,064 | -4% | -$7.65M |
|
145
Verisk Analytics
VRSK
$37.5B
| $172M | 0.15% | 1,175,228 -175,751 | -13% | -$25.7M |
|
146
FedEx
FDX
$54.5B
| $172M | 0.15% | 1,047,730 -6,770 | -0.6% | -$1.11M |
|
147
Emerson Electric
EMR
$74.3B
| $171M | 0.15% | 2,564,790 -55,376 | -2% | -$3.69M |
|
|
148
Dow Inc
DOW
$17.5B
| $171M | 0.15% | +3,463,547 | New | +$171M |
|
149
Applied Materials
AMAT
$128B
| $170M | 0.15% | 3,785,091 -73,491 | -2% | -$3.3M |
|
150
Bank of Montreal
BMO
$86.7B
| $170M | 0.15% | 2,246,667 -62,584 | -3% | -$4.73M |
|