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 |
L3Harris
LHX
|
$193M |
| 2 |
Tesla
TSLA
|
$177M |
| 3 |
Illumina
ILMN
|
$157M |
| 4 |
Fidelity National Information Services
FIS
|
$143M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$103M |
Top Sells
| 1 |
RHT
Red Hat Inc
RHT
|
$158M |
| 2 |
WP
Worldpay, Inc.
WP
|
$140M |
| 3 |
APC
Anadarko Petroleum
APC
|
$135M |
| 4 |
iShares Gold Trust
IAU
|
$130M |
| 5 |
Apple
AAPL
|
$83.2M |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Financials | 15.47% |
| 3 | Healthcare | 12.69% |
| 4 | Consumer Discretionary | 10.72% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
ServiceNow
NOW
$190B
| $201M | 0.17% | 790,106 +38,283 | +5% | +$9.72M |
|
127
Public Storage
PSA
$51.7B
| $200M | 0.17% | 817,452 +33,094 | +4% | +$8.12M |
|
128
American International
AIG
$45.1B
| $200M | 0.17% | 3,590,770 +263,260 | +8% | +$14.7M |
|
|
SPLK
129
DELISTED
Splunk Inc
SPLK
| $199M | 0.17% | 1,688,527 +280,294 | +20% | +$33M |
|
130
Biogen
BIIB
$19.4B
| $198M | 0.17% | 851,574 +63,938 | +8% | +$14.9M |
|
131
Illinois Tool Works
ITW
$77.1B
| $197M | 0.17% | 1,260,647 +492 | +0% | +$77K |
|
132
Phillips 66
PSX
$54B
| $197M | 0.17% | 1,924,995 -26,692 | -1% | -$2.73M |
|
133
Schlumberger
SLB
$55B
| $195M | 0.17% | 5,715,118 +1,455 | +0% | +$49.7K |
|
134
Edwards Lifesciences
EW
$47.8B
| $195M | 0.17% | 884,623 +72,545 | +9% | +$16M |
|
|
TWTR
135
DELISTED
Twitter, Inc.
TWTR
| $194M | 0.17% | 4,715,535 -1,204,004 | -20% | -$49.6M |
|
|
136
L3Harris
LHX
$51.9B
| $193M | 0.17% | +924,262 | New | +$193M |
|
137
Exelon
EXC
$44.1B
| $191M | 0.17% | 3,954,317 -105,154 | -3% | -$5.08M |
|
138
Sherwin-Williams
SHW
$91.2B
| $190M | 0.17% | 345,806 +26,965 | +8% | +$14.8M |
|
139
Suncor Energy
SU
$50.1B
| $190M | 0.17% | 6,023,893 -62,162 | -1% | -$1.96M |
|
140
General Motors
GM
$55.8B
| $189M | 0.16% | 5,047,070 -477,855 | -9% | -$17.9M |
|
141
Welltower
WELL
$113B
| $188M | 0.16% | 2,078,072 +167,044 | +9% | +$15.1M |
|
142
American Electric Power
AEP
$59.4B
| $188M | 0.16% | 2,005,645 -86,626 | -4% | -$8.12M |
|
143
Mercado Libre
MELI
$125B
| $187M | 0.16% | 338,616 +79,753 | +31% | +$44M |
|
|
WBA
144
DELISTED
Walgreens Boots Alliance
WBA
| $186M | 0.16% | 3,369,431 -66,468 | -2% | -$3.68M |
|
145
Air Products & Chemicals
APD
$65.5B
| $186M | 0.16% | 838,632 +5,296 | +0.6% | +$1.17M |
|
146
Dollar General
DG
$23.9B
| $185M | 0.16% | 1,166,362 -9,365 | -0.8% | -$1.49M |
|
147
Norfolk Southern
NSC
$62.8B
| $185M | 0.16% | 1,031,843 -6,269 | -0.6% | -$1.13M |
|
148
Micron Technology
MU
$133B
| $184M | 0.16% | 4,304,973 -405,598 | -9% | -$17.4M |
|
149
Applied Materials
AMAT
$128B
| $184M | 0.16% | 3,685,144 -99,947 | -3% | -$4.99M |
|
150
Travelers Companies
TRV
$61.1B
| $182M | 0.16% | 1,224,267 -8,465 | -0.7% | -$1.26M |
|