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 |
Kraft Heinz
KHC
|
$117M |
| 2 |
PayPal
PYPL
|
$106M |
| 3 |
Netflix
NFLX
|
$100M |
| 4 |
AT&T
T
|
$70.1M |
| 5 |
Apple
AAPL
|
$55.2M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$833M |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$137M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$115M |
| 4 |
HSP
HOSPIRA INC
HSP
|
$40M |
| 5 |
NiSource
NI
|
$38.3M |
Sector Composition
| 1 | Financials | 16.22% |
| 2 | Healthcare | 14.18% |
| 3 | Technology | 13.72% |
| 4 | Consumer Discretionary | 9.5% |
| 5 | Industrials | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CB
151
DELISTED
CHUBB CORPORATION
CB
| $79.1M | 0.15% |
644,744
+23,853
| +4% | +$2.93M |
|
152
Ecolab
ECL
$78.6B
| $79M | 0.15% |
719,595
+28,602
| +4% | +$3.14M |
|
|
BRCM
153
DELISTED
BROADCOM CORP CL-A
BRCM
| $78.6M | 0.15% |
1,527,792
+60,111
| +4% | +$3.09M |
|
154
Marsh & McLennan
MMC
$101B
| $77.8M | 0.15% |
1,490,033
+50,875
| +4% | +$2.66M |
|
155
Becton Dickinson
BDX
$55.3B
| $77.8M | 0.15% |
586,516
+25,784
| +5% | +$3.42M |
|
156
Canadian Imperial Bank of Commerce
CM
$71.8B
| $77.5M | 0.15% |
1,082,517
-26,847
| -2% | -$1.92M |
|
157
American Electric Power
AEP
$59.4B
| $76.1M | 0.15% |
1,337,622
+28,066
| +2% | +$1.6M |
|
158
State Street
STT
$32.6B
| $75.9M | 0.15% |
1,129,206
+37,582
| +3% | +$2.53M |
|
|
BHI
159
DELISTED
Baker Hughes
BHI
| $75.7M | 0.15% |
1,453,760
+15,527
| +1% | +$808K |
|
160
Truist Financial
TFC
$60.4B
| $75.2M | 0.15% |
2,113,696
+222,868
| +12% | +$7.93M |
|
161
Brookfield
BN
$98.3B
| $74.9M | 0.15% |
2,389,131
+70,075
| +3% | +$2.2M |
|
162
CSX Corp
CSX
$60.6B
| $74.6M | 0.14% |
2,774,334
+100,089
| +4% | +$2.69M |
|
163
Prologis
PLD
$106B
| $74M | 0.14% |
1,902,499
+128,656
| +7% | +$5M |
|
164
Illinois Tool Works
ITW
$77.1B
| $73.8M | 0.14% |
896,560
+194
| +0% | +$16K |
|
165
Illumina
ILMN
$15.8B
| $73.5M | 0.14% |
418,246
+15,784
| +4% | +$2.78M |
|
166
Johnson Controls International
JCI
$69.9B
| $73.5M | 0.14% |
1,777,507
+75,562
| +4% | +$3.13M |
|
167
eBay
EBAY
$41.4B
| $73.3M | 0.14% |
2,998,031
+100,287
| +3% | +$2.45M |
|
168
Humana
HUM
$36.5B
| $73.2M | 0.14% |
408,971
+8,448
| +2% | +$1.51M |
|
|
CMCSK
169
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
| $73.2M | 0.14% |
1,278,190
+27,573
| +2% | +$1.58M |
|
170
Crown Castle
CCI
$43.2B
| $72.5M | 0.14% |
918,664
+38,756
| +4% | +$3.06M |
|
171
PG&E
PCG
$33.6B
| $72.1M | 0.14% |
1,365,167
-148,601
| -10% | -$7.85M |
|
172
International Paper
IP
$26.2B
| $72M | 0.14% |
1,904,304
-95,652
| -5% | -$3.61M |
|
173
Constellation Brands
STZ
$28.5B
| $71.7M | 0.14% |
572,795
+111,472
| +24% | +$14M |
|
174
Intuit
INTU
$186B
| $71.2M | 0.14% |
801,727
+83,383
| +12% | +$7.4M |
|
|
YHOO
175
DELISTED
Yahoo Inc
YHOO
| $71M | 0.14% |
2,456,158
+70,442
| +3% | +$2.04M |
|