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
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Duke Energy
DUK
$95.3B
| $261M | 0.18% | 2,952,253 -385,200 | -12% | -$34.1M |
|
127
Canadian National Railway
CNI
$60.4B
| $261M | 0.18% | 2,451,081 -206,345 | -8% | -$22M |
|
128
FedEx
FDX
$54.5B
| $260M | 0.18% | 1,034,226 -64,408 | -6% | -$16.2M |
|
129
Colgate-Palmolive
CL
$67.9B
| $259M | 0.17% | 3,353,771 -85,254 | -2% | -$6.58M |
|
130
Becton Dickinson
BDX
$55.3B
| $258M | 0.17% | 1,108,226 -239 | -0% | -$55.6K |
|
131
Regeneron Pharmaceuticals
REGN
$61.5B
| $258M | 0.17% | 460,572 -21,435 | -4% | -$12M |
|
132
Crown Castle
CCI
$43.2B
| $258M | 0.17% | 1,547,131 -104,448 | -6% | -$17.4M |
|
133
Dominion Energy
D
$51.1B
| $257M | 0.17% | 3,262,245 -483,626 | -13% | -$38.2M |
|
134
Cigna
CI
$80.3B
| $257M | 0.17% | 1,516,805 -103,437 | -6% | -$17.5M |
|
135
Analog Devices
ADI
$124B
| $253M | 0.17% | 2,170,802 +111,237 | +5% | +$13M |
|
136
Welltower
WELL
$113B
| $252M | 0.17% | 4,574,438 +68,924 | +2% | +$3.8M |
|
137
Invitation Homes
INVH
$19.2B
| $252M | 0.17% | 8,992,077 -640,736 | -7% | -$17.9M |
|
138
CME Group
CME
$96B
| $250M | 0.17% | 1,495,339 -132,262 | -8% | -$22.1M |
|
139
Synopsys
SNPS
$112B
| $250M | 0.17% | 1,169,028 +229,797 | +24% | +$49.2M |
|
140
Estee Lauder
EL
$33B
| $248M | 0.17% | 1,136,749 -284,849 | -20% | -$62.2M |
|
141
Newmont
NEM
$81.7B
| $248M | 0.17% | 3,905,143 -48,837 | -1% | -$3.1M |
|
142
CSX Corp
CSX
$60.6B
| $240M | 0.16% | 3,086,554 -823,010 | -21% | -$63.9M |
|
143
Sherwin-Williams
SHW
$91.2B
| $235M | 0.16% | 337,203 -41,762 | -11% | -$29.1M |
|
144
Marsh & McLennan
MMC
$101B
| $234M | 0.16% | 2,042,739 -114,210 | -5% | -$13.1M |
|
145
Illinois Tool Works
ITW
$77.1B
| $234M | 0.16% | 1,210,410 -111,381 | -8% | -$21.5M |
|
146
Kimberly-Clark
KMB
$42.8B
| $232M | 0.16% | 1,572,202 -3,134 | -0.2% | -$463K |
|
147
Fiserv
FI
$75.1B
| $232M | 0.16% | 2,248,997 -174,678 | -7% | -$18M |
|
148
Veeva Systems
VEEV
$44B
| $230M | 0.16% | 819,403 +700 | +0.1% | +$197K |
|
149
Southern Company
SO
$102B
| $230M | 0.15% | 4,241,186 -363,757 | -8% | -$19.7M |
|
150
Sysco
SYY
$38.5B
| $228M | 0.15% | 3,669,662 +260,308 | +8% | +$16.2M |
|