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
|
$1.26B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$823M |
| 3 |
Union Pacific
UNP
|
$109M |
| 4 |
CELG
Celgene Corp
CELG
|
$96.6M |
| 5 |
EOG Resources
EOG
|
$79.6M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$58.2M |
| 2 |
Microsoft
MSFT
|
$43M |
| 3 |
GE Aerospace
GE
|
$39.6M |
| 4 |
Chevron
CVX
|
$38.7M |
| 5 |
Bank of America
BAC
|
$37.1M |
Sector Composition
| 1 | Financials | 15.6% |
| 2 | Technology | 13.2% |
| 3 | Healthcare | 13.14% |
| 4 | Energy | 11.33% |
| 5 | Industrials | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Valero Energy
VLO
$48B
| $79.6M | 0.16% |
1,588,121
-36,524
| -2% | -$1.83M |
|
152
Elevance Health
ELV
$72.3B
| $79.3M | 0.16% |
736,936
-127,440
| -15% | -$13.7M |
|
153
Salesforce
CRM
$244B
| $78.9M | 0.16% |
1,358,965
-52,787
| -4% | -$3.07M |
|
|
PXD
154
DELISTED
Pioneer Natural Resource Co.
PXD
| $78.9M | 0.16% |
343,330
+3,113
| +0.9% | +$715K |
|
155
Deere & Co
DE
$126B
| $78.4M | 0.16% |
865,720
-42,857
| -5% | -$3.88M |
|
156
Charles Schwab
SCHW
$174B
| $78M | 0.16% |
2,897,794
-563,068
| -16% | -$15.2M |
|
|
BHI
157
DELISTED
Baker Hughes
BHI
| $77.2M | 0.16% |
1,036,310
-43,169
| -4% | -$3.21M |
|
|
POT
158
DELISTED
Potash Corp Of Saskatchewan
POT
| $77.1M | 0.16% |
2,025,212
-90,889
| -4% | -$3.46M |
|
159
State Street
STT
$31.8B
| $76.6M | 0.16% |
1,138,232
-121,897
| -10% | -$8.2M |
|
160
Cummins
CMI
$53.9B
| $75.7M | 0.16% |
490,848
+32,413
| +7% | +$5M |
|
161
Cigna
CI
$80.2B
| $74.9M | 0.15% |
814,594
-13,104
| -2% | -$1.21M |
|
162
Exelon
EXC
$43.5B
| $74.8M | 0.15% |
2,050,410
-124,837
| -6% | -$4.55M |
|
163
CSX Corp
CSX
$59.9B
| $74.5M | 0.15% |
2,417,539
-104,178
| -4% | -$3.21M |
|
164
Stryker
SYK
$148B
| $74.2M | 0.15% |
880,041
+56,038
| +7% | +$4.73M |
|
165
Cognizant
CTSH
$35B
| $74M | 0.15% |
1,513,785
-62,873
| -4% | -$3.08M |
|
166
Ecolab
ECL
$77.2B
| $73.9M | 0.15% |
664,114
-20,756
| -3% | -$2.31M |
|
|
AET
167
DELISTED
Aetna Inc
AET
| $73.7M | 0.15% |
909,293
-19,672
| -2% | -$1.59M |
|
168
Northrop Grumman
NOC
$82.9B
| $73.6M | 0.15% |
615,581
-23,505
| -4% | -$2.81M |
|
|
CMCSK
169
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
| $73.2M | 0.15% |
1,372,611
-21,442
| -2% | -$1.14M |
|
|
HES
170
DELISTED
Hess
HES
| $73.1M | 0.15% |
739,334
-120,788
| -14% | -$11.9M |
|
|
DFS
171
DELISTED
Discover Financial Services
DFS
| $72.5M | 0.15% |
1,169,129
-32,208
| -3% | -$2M |
|
172
Equity Residential
EQR
$24.6B
| $72.1M | 0.15% |
1,144,240
-7,702
| -0.7% | -$485K |
|
173
American Electric Power
AEP
$58.7B
| $71.7M | 0.15% |
1,285,989
-135,220
| -10% | -$7.54M |
|
174
PPG Industries
PPG
$24.5B
| $71.4M | 0.15% |
339,833
-12,567
| -4% | -$2.64M |
|
175
Netflix
NFLX
$518B
| $71.1M | 0.15% |
161,331
+7,163
| +5% | +$3.16M |
|