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 |
Alibaba
BABA
|
$89.9M |
| 2 |
Charter Communications
CHTR
|
$83.8M |
| 3 |
S&P Global
SPGI
|
$80.7M |
| 4 |
Baidu
BIDU
|
$57.4M |
| 5 |
SPDR Gold Trust
GLD
|
$35.8M |
Top Sells
| 1 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$163M |
| 2 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
$75.9M |
| 3 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$75.3M |
| 4 |
SNDK
SANDISK CORP
SNDK
|
$42.5M |
| 5 |
Gilead Sciences
GILD
|
$40.7M |
Sector Composition
| 1 | Financials | 14.41% |
| 2 | Healthcare | 13.57% |
| 3 | Technology | 12.88% |
| 4 | Communication Services | 10.25% |
| 5 | Consumer Staples | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Boston Scientific
BSX
$160B
| $92.9M | 0.16% |
3,973,538
-9,868
| -0.2% | -$231K |
|
152
Waste Management
WM
$91B
| $91.9M | 0.16% |
1,386,249
+28,501
| +2% | +$1.89M |
|
153
Crown Castle
CCI
$42.1B
| $90.7M | 0.16% |
893,836
+3,864
| +0.4% | +$392K |
|
154
Prudential Financial
PRU
$37.9B
| $89.8M | 0.15% |
1,259,452
-6,339
| -0.5% | -$452K |
|
|
PX
155
DELISTED
Praxair Inc
PX
| $88.5M | 0.15% |
787,125
-593
| -0.1% | -$66.6K |
|
156
Ventas
VTR
$30.8B
| $87.5M | 0.15% |
1,201,538
+8,737
| +0.7% | +$636K |
|
157
Prologis
PLD
$103B
| $87.4M | 0.15% |
1,783,117
+8,647
| +0.5% | +$424K |
|
158
Ecolab
ECL
$77.7B
| $87.4M | 0.15% |
736,674
-6,025
| -0.8% | -$715K |
|
159
Air Products & Chemicals
APD
$64B
| $86.6M | 0.15% |
658,973
+5,691
| +0.9% | +$748K |
|
|
TFCFA
160
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $86M | 0.15% |
3,180,052
-91,817
| -3% | -$2.48M |
|
161
NVIDIA
NVDA
$4.16T
| $86M | 0.15% |
73,134,440
+4,522,080
| +7% | +$5.31M |
|
|
B
162
Barrick Mining Corporation
B
$46.2B
| $85.2M | 0.15% |
4,007,438
-824,284
| -17% | -$17.5M |
|
163
Canadian Imperial Bank of Commerce
CM
$73.1B
| $85M | 0.15% |
2,273,274
+71,244
| +3% | +$2.66M |
|
164
Intercontinental Exchange
ICE
$100B
| $84.7M | 0.15% |
1,654,160
+12,705
| +0.8% | +$650K |
|
165
Charles Schwab
SCHW
$176B
| $84.4M | 0.15% |
3,335,743
-17,332
| -0.5% | -$439K |
|
166
PPG Industries
PPG
$24.6B
| $84.3M | 0.15% |
809,812
+8,530
| +1% | +$888K |
|
167
Brookfield
BN
$97.9B
| $82.3M | 0.14% |
4,667,436
-83,795
| -2% | -$1.48M |
|
168
Archer Daniels Midland
ADM
$29.7B
| $82.2M | 0.14% |
1,916,094
-19,807
| -1% | -$850K |
|
169
Allstate
ALL
$54.6B
| $80.9M | 0.14% |
1,156,860
-14,721
| -1% | -$1.03M |
|
170
Intuit
INTU
$186B
| $80.9M | 0.14% |
724,400
-5,539
| -0.8% | -$618K |
|
171
Sysco
SYY
$39.2B
| $80.8M | 0.14% |
1,592,757
-51,566
| -3% | -$2.62M |
|
|
172
S&P Global
SPGI
$166B
| $80.7M | 0.14% |
+752,144
| New | +$80.7M |
|
173
Truist Financial
TFC
$60B
| $80.6M | 0.14% |
2,263,590
+77,369
| +4% | +$2.76M |
|
174
Johnson Controls International
JCI
$69.5B
| $80.3M | 0.14% |
1,732,086
+1,755
| +0.1% | +$81.3K |
|
175
Valero Energy
VLO
$48.4B
| $79.7M | 0.14% |
1,562,103
-133,690
| -8% | -$6.82M |
|