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 |
Alphabet (Google) Class A
GOOGL
|
$664M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$650M |
| 3 |
Nike
NKE
|
$117M |
| 4 |
Alibaba
BABA
|
$106M |
| 5 |
Hewlett Packard
HPE
|
$89.4M |
Top Sells
| 1 |
CB
CHUBB CORPORATION
CB
|
$79.1M |
| 2 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
$73.2M |
| 3 |
GE Aerospace
GE
|
$55.7M |
| 4 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$48.2M |
| 5 |
ALTR
ALTERA CORP
ALTR
|
$40M |
Sector Composition
| 1 | Financials | 15.86% |
| 2 | Healthcare | 14.05% |
| 3 | Technology | 13.46% |
| 4 | Communication Services | 9.91% |
| 5 | Consumer Discretionary | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Manulife Financial
MFC
$52.2B
| $84.4M | 0.15% |
5,537,007
+174,261
| +3% | +$2.66M |
|
152
Ecolab
ECL
$78.6B
| $83.4M | 0.15% |
722,622
+3,027
| +0.4% | +$349K |
|
153
Constellation Brands
STZ
$28.5B
| $83.1M | 0.15% |
576,730
+3,935
| +0.7% | +$567K |
|
154
Welltower
WELL
$113B
| $82.7M | 0.15% |
1,210,017
-48,573
| -4% | -$3.32M |
|
155
Air Products & Chemicals
APD
$65.5B
| $82.5M | 0.15% |
623,498
-10,366
| -2% | -$1.37M |
|
156
Marsh & McLennan
MMC
$101B
| $82.3M | 0.15% |
1,466,335
-23,698
| -2% | -$1.33M |
|
157
Vertex Pharmaceuticals
VRTX
$100B
| $82.2M | 0.15% |
650,349
+4,446
| +0.7% | +$562K |
|
158
Aflac
AFL
$57.2B
| $81.2M | 0.15% |
1,342,163
+157,021
| +13% | +$9.5M |
|
159
Truist Financial
TFC
$60.4B
| $81M | 0.14% |
2,122,703
+9,007
| +0.4% | +$344K |
|
|
APC
160
DELISTED
Anadarko Petroleum
APC
| $81M | 0.14% |
1,674,642
+20,225
| +1% | +$978K |
|
|
YHOO
161
DELISTED
Yahoo Inc
YHOO
| $80.1M | 0.14% |
2,400,003
-56,155
| -2% | -$1.87M |
|
162
Enbridge
ENB
$105B
| $80.1M | 0.14% |
2,440,001
+20,419
| +0.8% | +$670K |
|
|
PX
163
DELISTED
Praxair Inc
PX
| $79.7M | 0.14% |
772,591
-4,849
| -0.6% | -$500K |
|
|
LNKD
164
DELISTED
LinkedIn Corporation
LNKD
| $79.1M | 0.14% |
347,647
+46,127
| +15% | +$10.5M |
|
165
PPG Industries
PPG
$25.1B
| $77.5M | 0.14% |
776,980
+40,290
| +5% | +$4.02M |
|
166
Brookfield
BN
$98.3B
| $76.3M | 0.14% |
2,391,731
+2,600
| +0.1% | +$83K |
|
167
Canadian Natural Resources
CNQ
$65.9B
| $76.1M | 0.14% |
3,486,651
-63,556
| -2% | -$1.39M |
|
168
Illumina
ILMN
$15.8B
| $76M | 0.14% |
397,662
-20,584
| -5% | -$3.93M |
|
169
Prologis
PLD
$106B
| $75.8M | 0.14% |
1,753,297
-149,202
| -8% | -$6.45M |
|
170
Humana
HUM
$36.5B
| $75.4M | 0.13% |
421,308
+12,337
| +3% | +$2.21M |
|
|
MHFI
171
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $75.2M | 0.13% |
752,811
+6,060
| +0.8% | +$605K |
|
172
Crown Castle
CCI
$43.2B
| $75.1M | 0.13% |
862,706
-55,958
| -6% | -$4.87M |
|
173
PG&E
PCG
$33.6B
| $75M | 0.13% |
1,391,524
+26,357
| +2% | +$1.42M |
|
174
Kinder Morgan
KMI
$60B
| $75M | 0.13% |
5,158,728
+29,122
| +0.6% | +$423K |
|
175
State Street
STT
$32.6B
| $74.8M | 0.13% |
1,124,110
-5,096
| -0.5% | -$339K |
|