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 |
iShares Gold Trust
IAU
|
$282M |
| 2 |
Walt Disney
DIS
|
$135M |
| 3 |
Microsoft
MSFT
|
$89M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
$66.6M |
| 5 |
SPDR Gold Trust
GLD
|
$62.9M |
Top Sells
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$192M |
| 2 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$82.3M |
| 3 |
Oracle
ORCL
|
$55M |
| 4 |
PG&E
PCG
|
$46.6M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$42.2M |
Sector Composition
| 1 | Technology | 18.11% |
| 2 | Financials | 15.3% |
| 3 | Healthcare | 13.11% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Mercado Libre
MELI
$121B
| $162M | 0.15% |
319,751
-37,824
| -11% | -$19.2M |
|
152
Air Products & Chemicals
APD
$64.1B
| $162M | 0.15% |
849,911
+7,648
| +0.9% | +$1.46M |
|
|
SPLK
153
DELISTED
Splunk Inc
SPLK
| $161M | 0.15% |
1,295,077
-165,310
| -11% | -$20.6M |
|
154
Edwards Lifesciences
EW
$47.7B
| $159M | 0.15% |
2,492,385
+36,969
| +2% | +$2.36M |
|
|
TWTR
155
DELISTED
Twitter, Inc.
TWTR
| $158M | 0.15% |
4,809,412
+2,026,733
| +73% | +$66.6M |
|
156
Allstate
ALL
$54.6B
| $157M | 0.15% |
1,667,672
-10,741
| -0.6% | -$1.01M |
|
157
Fiserv
FI
$73.9B
| $157M | 0.15% |
1,777,043
-3,339
| -0.2% | -$295K |
|
|
XLNX
158
DELISTED
Xilinx Inc
XLNX
| $157M | 0.14% |
1,235,423
+73,232
| +6% | +$9.29M |
|
159
Humana
HUM
$37.3B
| $154M | 0.14% |
578,020
+4,952
| +0.9% | +$1.32M |
|
160
Public Storage
PSA
$51B
| $154M | 0.14% |
705,951
-48,967
| -6% | -$10.7M |
|
161
Applied Materials
AMAT
$126B
| $153M | 0.14% |
3,858,582
+4,718
| +0.1% | +$187K |
|
162
Kinder Morgan
KMI
$59.5B
| $151M | 0.14% |
7,569,690
+52,052
| +0.7% | +$1.04M |
|
163
Valero Energy
VLO
$48.6B
| $151M | 0.14% |
1,781,895
-8,133
| -0.5% | -$690K |
|
164
MetLife
MET
$54.2B
| $151M | 0.14% |
3,542,074
-74,617
| -2% | -$3.18M |
|
165
Fidelity National Information Services
FIS
$36.2B
| $151M | 0.14% |
1,330,909
+870
| +0.1% | +$98.4K |
|
166
Sherwin-Williams
SHW
$91B
| $150M | 0.14% |
1,046,235
+85,554
| +9% | +$12.3M |
|
167
Analog Devices
ADI
$120B
| $150M | 0.14% |
1,425,722
-158
| -0% | -$16.6K |
|
168
Prudential Financial
PRU
$38B
| $150M | 0.14% |
1,627,697
-5,218
| -0.3% | -$479K |
|
|
RHT
169
DELISTED
Red Hat Inc
RHT
| $149M | 0.14% |
818,067
+97,447
| +14% | +$17.8M |
|
170
Ross Stores
ROST
$49.6B
| $149M | 0.14% |
1,605,099
+17,948
| +1% | +$1.67M |
|
171
TC Energy
TRP
$53.5B
| $149M | 0.14% |
3,327,883
+87,699
| +3% | +$3.94M |
|
172
Capital One
COF
$143B
| $149M | 0.14% |
1,820,265
-119,043
| -6% | -$9.72M |
|
173
HCA Healthcare
HCA
$96.8B
| $146M | 0.13% |
1,119,118
+22,992
| +2% | +$3M |
|
174
American International
AIG
$45.1B
| $145M | 0.13% |
3,370,216
-30,676
| -0.9% | -$1.32M |
|
175
Nutrien
NTR
$27.5B
| $141M | 0.13% |
2,683,039
+463,641
| +21% | +$24.4M |
|