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 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$22.6M |
| 2 |
BEAV
B/E Aerospace Inc
BEAV
|
$21.8M |
| 3 |
General Motors
GM
|
$21.4M |
| 4 |
Intercontinental Exchange
ICE
|
$20.8M |
| 5 |
Corpay
CPAY
|
$19.9M |
Top Sells
| 1 |
Apple
AAPL
|
$105M |
| 2 |
Exxon Mobil
XOM
|
$63.4M |
| 3 |
DELL
DELL INC
DELL
|
$54.6M |
| 4 |
GE Aerospace
GE
|
$47.3M |
| 5 |
Visa
V
|
$37.4M |
Sector Composition
| 1 | Financials | 15.9% |
| 2 | Technology | 12.91% |
| 3 | Healthcare | 12.83% |
| 4 | Energy | 10.83% |
| 5 | Industrials | 10.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MRO
176
DELISTED
Marathon Oil Corporation
MRO
| $64.6M | 0.13% |
1,834,577
-77,823
| -4% | -$2.74M |
|
177
Stryker
SYK
$151B
| $64.3M | 0.13% |
856,873
-24,199
| -3% | -$1.82M |
|
|
BHI
178
DELISTED
Baker Hughes
BHI
| $63.8M | 0.13% |
1,171,924
+10,207
| +0.9% | +$556K |
|
179
Prologis
PLD
$105B
| $63.3M | 0.13% |
1,702,455
-15,567
| -0.9% | -$579K |
|
180
Cardinal Health
CAH
$35.7B
| $62.7M | 0.13% |
935,506
-28,814
| -3% | -$1.93M |
|
181
CME Group
CME
$96.4B
| $62.7M | 0.13% |
799,007
-34,765
| -4% | -$2.73M |
|
|
NBL
182
DELISTED
Noble Energy, Inc.
NBL
| $62.5M | 0.13% |
931,179
-7,052
| -0.8% | -$474K |
|
|
PXD
183
DELISTED
Pioneer Natural Resource Co.
PXD
| $62.4M | 0.13% |
343,243
-14,008
| -4% | -$2.55M |
|
184
Exelon
EXC
$43.8B
| $62.1M | 0.13% |
3,168,468
-137,074
| -4% | -$2.69M |
|
185
International Paper
IP
$25.5B
| $61.7M | 0.13% |
1,349,300
-67,077
| -5% | -$3.07M |
|
186
Crown Castle
CCI
$41.6B
| $61.7M | 0.13% |
842,852
+56,363
| +7% | +$4.13M |
|
|
SE
187
DELISTED
Spectra Energy Corp Wi
SE
| $60.1M | 0.12% |
1,708,877
-69,589
| -4% | -$2.45M |
|
188
American Electric Power
AEP
$58.1B
| $59.8M | 0.12% |
1,282,473
-37,986
| -3% | -$1.77M |
|
189
Franklin Resources
BEN
$13.4B
| $59.7M | 0.12% |
1,044,163
-40,519
| -4% | -$2.32M |
|
190
Equity Residential
EQR
$25B
| $59.6M | 0.12% |
1,143,970
-38,108
| -3% | -$1.98M |
|
191
Air Products & Chemicals
APD
$64.5B
| $59.5M | 0.12% |
571,208
-24,674
| -4% | -$2.57M |
|
192
Estee Lauder
EL
$31.5B
| $58.2M | 0.12% |
775,564
-39,305
| -5% | -$2.95M |
|
193
Brookfield
BN
$99.6B
| $57.7M | 0.12% |
4,247,699
-196,331
| -4% | -$2.67M |
|
194
Intuit
INTU
$186B
| $57.5M | 0.12% |
750,770
-1,898
| -0.3% | -$145K |
|
195
Waste Management
WM
$90.6B
| $57.3M | 0.12% |
1,277,733
+85,167
| +7% | +$3.82M |
|
196
Netflix
NFLX
$534B
| $57.2M | 0.12% |
1,091,790
+1,498
| +0.1% | +$78.5K |
|
197
T Rowe Price
TROW
$24.5B
| $56.7M | 0.12% |
680,561
-14,473
| -2% | -$1.21M |
|
198
Agilent Technologies
A
$36.4B
| $56.6M | 0.12% |
1,380,663
+111,587
| +9% | +$4.58M |
|
199
Becton Dickinson
BDX
$54.8B
| $56.3M | 0.12% |
521,787
-8,708
| -2% | -$940K |
|
200
Micron Technology
MU
$139B
| $55.7M | 0.12% |
2,615,457
-535,179
| -17% | -$11.4M |
|