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 |
Bristol-Myers Squibb
BMY
|
$200M |
| 2 |
Alibaba
BABA
|
$176M |
| 3 |
Blackstone
BX
|
$127M |
| 4 |
Truist Financial
TFC
|
$127M |
| 5 |
Mercado Libre
MELI
|
$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$116M |
| 3 |
Tesla
TSLA
|
$92.4M |
| 4 |
Apple
AAPL
|
$90.7M |
| 5 |
NVIDIA
NVDA
|
$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Crown Castle
CCI
$42.4B
| $223M | 0.17% |
1,565,584
-15,957
| -1% | -$2.27M |
|
127
Estee Lauder
EL
$32.7B
| $220M | 0.17% |
1,067,392
+13,368
| +1% | +$2.76M |
|
128
Sherwin-Williams
SHW
$90.8B
| $220M | 0.17% |
1,132,404
+94,986
| +9% | +$18.5M |
|
129
Shopify
SHOP
$185B
| $220M | 0.17% |
5,530,780
+671,410
| +14% | +$26.7M |
|
130
SPDR Gold Trust
GLD
$110B
| $218M | 0.17% |
1,522,775
+360,629
| +31% | +$51.5M |
|
131
CSX Corp
CSX
$60.2B
| $216M | 0.17% |
8,962,473
-126,705
| -1% | -$3.06M |
|
132
Northrop Grumman
NOC
$82.9B
| $216M | 0.17% |
627,064
+10,204
| +2% | +$3.51M |
|
133
ServiceNow
NOW
$183B
| $215M | 0.17% |
763,225
-26,881
| -3% | -$7.59M |
|
134
Deere & Co
DE
$127B
| $215M | 0.17% |
1,241,968
-9,483
| -0.8% | -$1.64M |
|
135
Global Payments
GPN
$21B
| $214M | 0.17% |
1,173,450
+43,303
| +4% | +$7.91M |
|
136
Progressive
PGR
$146B
| $209M | 0.16% |
2,985,380
-36,280
| -1% | -$2.54M |
|
137
Edwards Lifesciences
EW
$47.7B
| $207M | 0.16% |
2,662,929
+9,060
| +0.3% | +$705K |
|
138
Waste Management
WM
$90.9B
| $206M | 0.16% |
1,803,680
+9,501
| +0.5% | +$1.08M |
|
139
Humana
HUM
$37.4B
| $205M | 0.16% |
560,209
+14,543
| +3% | +$5.33M |
|
140
Suncor Energy
SU
$48.4B
| $203M | 0.16% |
6,200,771
+176,878
| +3% | +$5.8M |
|
141
Norfolk Southern
NSC
$62.5B
| $201M | 0.16% |
1,037,827
+5,984
| +0.6% | +$1.16M |
|
142
Capital One
COF
$142B
| $201M | 0.16% |
1,957,609
+2,385
| +0.1% | +$245K |
|
143
Air Products & Chemicals
APD
$64.7B
| $199M | 0.16% |
848,812
+10,180
| +1% | +$2.39M |
|
144
L3Harris
LHX
$51.2B
| $197M | 0.15% |
993,823
+69,561
| +8% | +$13.8M |
|
145
Kimberly-Clark
KMB
$42.6B
| $195M | 0.15% |
1,420,205
+4,337
| +0.3% | +$597K |
|
146
General Motors
GM
$55.2B
| $194M | 0.15% |
5,298,942
+251,872
| +5% | +$9.22M |
|
|
WBA
147
DELISTED
Walgreens Boots Alliance
WBA
| $194M | 0.15% |
3,282,120
-87,311
| -3% | -$5.15M |
|
|
XLNX
148
DELISTED
Xilinx Inc
XLNX
| $193M | 0.15% |
1,977,445
+262,446
| +15% | +$25.7M |
|
149
American Electric Power
AEP
$58.9B
| $192M | 0.15% |
2,036,081
+30,436
| +2% | +$2.88M |
|
150
EOG Resources
EOG
$65.7B
| $191M | 0.15% |
2,289,533
-140,143
| -6% | -$11.7M |
|