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 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$22.6M |
| 2 |
BEAV
B/E Aerospace Inc
BEAV
|
$21.8M |
| 3 |
General Motors
GM
|
$21.4M |
| 4 |
Intercontinental Exchange
ICE
|
$20.8M |
| 5 |
Corpay
CPAY
|
$19.9M |
Top Sells
| 1 |
Apple
AAPL
|
$105M |
| 2 |
Exxon Mobil
XOM
|
$63.4M |
| 3 |
DELL
DELL INC
DELL
|
$54.6M |
| 4 |
GE Aerospace
GE
|
$47.3M |
| 5 |
Visa
V
|
$37.4M |
Sector Composition
| 1 | Financials | 15.9% |
| 2 | Technology | 12.91% |
| 3 | Healthcare | 12.83% |
| 4 | Energy | 10.83% |
| 5 | Industrials | 10.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Corning
GLW
$59.7B
| $77.4M | 0.16% |
4,353,113
-223,225
| -5% | -$3.97M |
|
152
Marathon Petroleum
MPC
$54.6B
| $75.9M | 0.16% |
1,715,896
-156,848
| -8% | -$6.94M |
|
153
Kinder Morgan
KMI
$59.2B
| $74.8M | 0.16% |
2,066,060
-22,611
| -1% | -$819K |
|
154
Cigna
CI
$80.6B
| $73.5M | 0.15% |
848,507
+42,769
| +5% | +$3.7M |
|
155
CSX Corp
CSX
$60.8B
| $73.4M | 0.15% |
7,767,198
-615,048
| -7% | -$5.81M |
|
156
Ecolab
ECL
$78B
| $73.2M | 0.15% |
703,443
-61,007
| -8% | -$6.35M |
|
157
Canadian Pacific Kansas City
CP
$70.1B
| $73.1M | 0.15% |
2,433,260
-10,730
| -0.4% | -$322K |
|
158
Valero Energy
VLO
$48.8B
| $72.7M | 0.15% |
1,495,184
-88,104
| -6% | -$4.29M |
|
|
CMCSK
159
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
| $72.3M | 0.15% |
1,452,848
-88,590
| -6% | -$4.41M |
|
|
HES
160
DELISTED
Hess
HES
| $71.7M | 0.15% |
868,289
-28,831
| -3% | -$2.38M |
|
|
POT
161
DELISTED
Potash Corp Of Saskatchewan
POT
| $71.7M | 0.15% |
2,181,360
-97,120
| -4% | -$3.19M |
|
162
Adobe
ADBE
$145B
| $70.8M | 0.15% |
1,188,212
-74,521
| -6% | -$4.44M |
|
|
DFS
163
DELISTED
Discover Financial Services
DFS
| $70.4M | 0.15% |
1,279,071
-76,100
| -6% | -$4.19M |
|
164
Devon Energy
DVN
$22.6B
| $70.2M | 0.15% |
1,135,574
-47,805
| -4% | -$2.95M |
|
165
PPG Industries
PPG
$24.7B
| $70M | 0.15% |
742,410
-28,946
| -4% | -$2.73M |
|
|
AET
166
DELISTED
Aetna Inc
AET
| $69.5M | 0.14% |
1,019,994
-55,831
| -5% | -$3.8M |
|
167
Marsh & McLennan
MMC
$101B
| $68.3M | 0.14% |
1,416,505
-43,400
| -3% | -$2.09M |
|
|
CB
168
DELISTED
CHUBB CORPORATION
CB
| $68M | 0.14% |
707,162
+10,461
| +2% | +$1.01M |
|
169
Ameriprise Financial
AMP
$48.3B
| $67M | 0.14% |
589,851
-36,199
| -6% | -$4.11M |
|
|
170
Intercontinental Exchange
ICE
$99.5B
| $66.5M | 0.14% |
1,488,485
+465,480
| +46% | +$20.8M |
|
171
Truist Financial
TFC
$60.4B
| $65.9M | 0.14% |
1,772,686
-76,539
| -4% | -$2.84M |
|
172
Allstate
ALL
$54.8B
| $65.8M | 0.14% |
1,214,239
-51,985
| -4% | -$2.82M |
|
173
Williams Companies
WMB
$69.9B
| $65.8M | 0.14% |
1,713,241
-103,879
| -6% | -$3.99M |
|
174
Cummins
CMI
$54.8B
| $65.5M | 0.14% |
468,347
-14,333
| -3% | -$2.01M |
|
|
ALXN
175
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $64.6M | 0.13% |
486,819
-22,792
| -4% | -$3.02M |
|