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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Morgan Stanley
MS
$240B
| $249M | 0.18% |
5,158,812
-530,139
| -9% | -$25.6M |
|
127
Air Products & Chemicals
APD
$65.5B
| $246M | 0.17% |
1,017,412
+116,681
| +13% | +$28.2M |
|
128
Newmont
NEM
$81.7B
| $244M | 0.17% |
3,953,980
-519,456
| -12% | -$32.1M |
|
129
Pinterest
PINS
$24.9B
| $243M | 0.17% |
10,967,222
+1,109,225
| +11% | +$24.6M |
|
|
130
Edwards Lifesciences
EW
$47.8B
| $242M | 0.17% |
3,506,059
+2,392,734
| +215% | +$165M |
|
131
Southern Company
SO
$102B
| $239M | 0.17% |
4,604,943
-315,555
| -6% | -$16.4M |
|
132
GE Aerospace
GE
$292B
| $238M | 0.17% |
34,862,977
-462,941
| -1% | -$3.16M |
|
|
ATVI
133
DELISTED
Activision Blizzard Inc.
ATVI
| $238M | 0.17% |
3,131,023
-483,685
| -13% | -$36.7M |
|
134
Fiserv
FI
$75.1B
| $237M | 0.17% |
2,423,675
-639,311
| -21% | -$62.4M |
|
135
Micron Technology
MU
$133B
| $235M | 0.17% |
4,558,888
-454,722
| -9% | -$23.4M |
|
136
Canadian National Railway
CNI
$60.4B
| $234M | 0.17% |
2,657,426
-41,990
| -2% | -$3.7M |
|
137
Welltower
WELL
$113B
| $233M | 0.16% |
4,505,514
-203,165
| -4% | -$10.5M |
|
138
Enbridge
ENB
$105B
| $232M | 0.16% |
7,667,452
+126,233
| +2% | +$3.83M |
|
139
Marsh & McLennan
MMC
$101B
| $232M | 0.16% |
2,156,949
-16,859
| -0.8% | -$1.81M |
|
140
Illinois Tool Works
ITW
$77.1B
| $231M | 0.16% |
1,321,791
-43,968
| -3% | -$7.69M |
|
141
Waste Management
WM
$91.2B
| $231M | 0.16% |
2,179,459
+218,188
| +11% | +$23.1M |
|
142
Dollar General
DG
$23.9B
| $228M | 0.16% |
1,201,633
-356,039
| -23% | -$67.7M |
|
143
Workday
WDAY
$61.6B
| $227M | 0.16% |
1,213,818
+88,470
| +8% | +$16.6M |
|
144
Kimberly-Clark
KMB
$42.8B
| $223M | 0.16% |
1,575,336
+102,518
| +7% | +$14.5M |
|
145
Sherwin-Williams
SHW
$91.2B
| $219M | 0.15% |
378,965
-83,833
| -18% | -$48.4M |
|
|
B
146
Barrick Mining Corporation
B
$45.4B
| $217M | 0.15% |
8,088,262
-1,836,609
| -19% | -$49.3M |
|
147
SBA Communications
SBAC
$22B
| $214M | 0.15% |
719,720
+57,347
| +9% | +$17.1M |
|
148
Northrop Grumman
NOC
$84.5B
| $210M | 0.15% |
683,126
-19,039
| -3% | -$5.85M |
|
149
Global Payments
GPN
$21.5B
| $209M | 0.15% |
1,230,131
-359,788
| -23% | -$61M |
|
150
Ecolab
ECL
$78.6B
| $208M | 0.15% |
1,043,748
-170,501
| -14% | -$33.9M |
|