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 |
Broadcom
AVGO
|
$1.77B |
| 2 |
Cintas
CTAS
|
$136M |
| 3 |
Amazon
AMZN
|
$124M |
| 4 |
Microsoft
MSFT
|
$108M |
| 5 |
Apple
AAPL
|
$101M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Intel
INTC
$106B
| $244M | 0.17% |
10,380,522
+163,478
| +2% | +$3.84M |
|
127
IQVIA
IQV
$32.4B
| $242M | 0.17% |
1,023,264
+38,307
| +4% | +$9.08M |
|
128
Boeing
BA
$179B
| $242M | 0.17% |
1,589,850
+35,068
| +2% | +$5.33M |
|
129
Bristol-Myers Squibb
BMY
$96B
| $241M | 0.17% |
4,653,806
+90,837
| +2% | +$4.7M |
|
130
United Parcel Service
UPS
$72.2B
| $239M | 0.17% |
1,752,700
+14,635
| +0.8% | +$2M |
|
131
Cencora
COR
$56.5B
| $238M | 0.17% |
1,059,456
+87,393
| +9% | +$19.7M |
|
132
CrowdStrike
CRWD
$104B
| $237M | 0.16% |
846,189
+78,305
| +10% | +$22M |
|
133
Fiserv
FI
$75.1B
| $237M | 0.16% |
1,317,778
+4,218
| +0.3% | +$758K |
|
134
3M
MMM
$82.8B
| $236M | 0.16% |
1,728,561
+4,201
| +0.2% | +$574K |
|
135
Southern Company
SO
$102B
| $236M | 0.16% |
2,619,995
+82,946
| +3% | +$7.48M |
|
136
CVS Health
CVS
$94B
| $236M | 0.16% |
3,745,405
+3,280
| +0.1% | +$206K |
|
137
Arista Networks
ANET
$171B
| $230M | 0.16% |
598,004
+7,022
| +1% | +$2.7M |
|
138
Pinduoduo
PDD
$173B
| $227M | 0.16% |
1,680,380
+232,181
| +16% | +$31.3M |
|
139
Sherwin-Williams
SHW
$91.2B
| $224M | 0.16% |
586,316
+48,013
| +9% | +$18.3M |
|
140
Schlumberger
SLB
$53.6B
| $222M | 0.15% |
5,283,346
-47,857
| -0.9% | -$2.01M |
|
141
Trane Technologies
TT
$92.5B
| $220M | 0.15% |
567,079
+4,178
| +0.7% | +$1.62M |
|
142
NXP Semiconductors
NXPI
$59.2B
| $218M | 0.15% |
908,524
-72,764
| -7% | -$17.5M |
|
143
Zoetis
ZTS
$69.3B
| $217M | 0.15% |
1,112,662
+7,412
| +0.7% | +$1.45M |
|
144
Charles Schwab
SCHW
$174B
| $217M | 0.15% |
3,346,606
+45,280
| +1% | +$2.93M |
|
145
iShares Core S&P 500 ETF
IVV
$657B
| $212M | 0.15% |
367,927
+131,003
| +55% | +$75.6M |
|
146
CME Group
CME
$96B
| $211M | 0.15% |
958,085
+8,561
| +0.9% | +$1.89M |
|
147
Constellation Energy
CEG
$96B
| $209M | 0.14% |
804,015
+33,781
| +4% | +$8.78M |
|
148
Duke Energy
DUK
$95.3B
| $209M | 0.14% |
1,810,125
+17,847
| +1% | +$2.06M |
|
149
Travelers Companies
TRV
$61.1B
| $209M | 0.14% |
890,910
+8,839
| +1% | +$2.07M |
|
150
Colgate-Palmolive
CL
$67.9B
| $207M | 0.14% |
1,989,776
+23,099
| +1% | +$2.4M |
|