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 |
Teva Pharmaceuticals
TEVA
|
$96.7M |
| 2 |
Intercontinental Exchange
ICE
|
$73.6M |
| 3 |
Fortis
FTS
|
$35.6M |
| 4 |
Monster Beverage
MNST
|
$33.4M |
| 5 |
CSC
Computer Sciences
CSC
|
$25.9M |
Top Sells
Sector Composition
| 1 | Financials | 16.97% |
| 2 | Technology | 13.57% |
| 3 | Healthcare | 12.49% |
| 4 | Communication Services | 9.82% |
| 5 | Consumer Discretionary | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Aflac
AFL
$57.2B
| $94.6M | 0.15% |
1,358,545
-9,668
| -0.7% | -$673K |
|
152
PG&E
PCG
$33.7B
| $94.5M | 0.15% |
1,554,404
-73,389
| -5% | -$4.46M |
|
|
PX
153
DELISTED
Praxair Inc
PX
| $94M | 0.15% |
802,318
-78,692
| -9% | -$9.22M |
|
154
eBay
EBAY
$41.1B
| $92.9M | 0.15% |
3,127,442
-32,418
| -1% | -$962K |
|
155
American Electric Power
AEP
$58.9B
| $92.8M | 0.15% |
1,474,406
-117,398
| -7% | -$7.39M |
|
|
156
Intercontinental Exchange
ICE
$101B
| $92.3M | 0.15% |
1,636,194
+1,305,133
| +394% | +$73.6M |
|
157
Hilton Worldwide
HLT
$64.9B
| $92M | 0.15% |
1,648,323
+140,672
| +9% | +$7.85M |
|
158
Valero Energy
VLO
$47.9B
| $91.9M | 0.15% |
1,345,050
-165,340
| -11% | -$11.3M |
|
159
Canadian Imperial Bank of Commerce
CM
$71.8B
| $91.5M | 0.15% |
1,123,635
-24,468
| -2% | -$1.99M |
|
160
Equity Residential
EQR
$25.3B
| $90.4M | 0.15% |
1,404,112
+54,123
| +4% | +$3.48M |
|
161
Allstate
ALL
$53.6B
| $89.7M | 0.15% |
1,210,712
+68,593
| +6% | +$5.08M |
|
162
McKesson
MCK
$85.4B
| $88.9M | 0.15% |
633,206
-17,193
| -3% | -$2.41M |
|
163
Norfolk Southern
NSC
$62.4B
| $87.9M | 0.14% |
813,606
-19,050
| -2% | -$2.06M |
|
164
Kroger
KR
$45.4B
| $87.3M | 0.14% |
2,530,559
-188,535
| -7% | -$6.51M |
|
|
PXD
165
DELISTED
Pioneer Natural Resource Co.
PXD
| $87.2M | 0.14% |
484,005
-82,486
| -15% | -$14.9M |
|
166
Boston Scientific
BSX
$158B
| $86.8M | 0.14% |
4,013,889
+7,247
| +0.2% | +$157K |
|
167
Sysco
SYY
$38.5B
| $86.5M | 0.14% |
1,562,698
-35,049
| -2% | -$1.94M |
|
168
Welltower
WELL
$113B
| $86.2M | 0.14% |
1,288,396
+19,112
| +2% | +$1.28M |
|
|
DFS
169
DELISTED
Discover Financial Services
DFS
| $86.1M | 0.14% |
1,194,877
-92,273
| -7% | -$6.65M |
|
170
Corning
GLW
$58.7B
| $85.9M | 0.14% |
3,538,699
-52,722
| -1% | -$1.28M |
|
171
Humana
HUM
$36.5B
| $85.7M | 0.14% |
420,235
+1,601
| +0.4% | +$327K |
|
172
Intuitive Surgical
ISRG
$170B
| $85.6M | 0.14% |
134,992
+10,438
| +8% | +$6.62M |
|
173
Archer Daniels Midland
ADM
$29.8B
| $85.5M | 0.14% |
1,872,614
+24,030
| +1% | +$1.1M |
|
174
Ecolab
ECL
$78.6B
| $85.4M | 0.14% |
728,230
-6,584
| -0.9% | -$772K |
|
175
State Street
STT
$32.6B
| $85.2M | 0.14% |
1,096,141
-24,229
| -2% | -$1.88M |
|